Director-controlled entity sells 350.9K shares (70.2% of holdings) for $8,958,488.79 at blended avg $25.53
Alclear Investments II, LLC executed 2 separate sales totaling 350,907 shares for $8,958,488.79, reducing holdings from 500,000 shares to 149,093 shares—a 70.2% reduction. The blended average price of $25.53 is 0.39% above the current market price of $25.43, positioning the sales just slightly above current levels. The insider's cross-ticker track record shows a 90-day well-timed rate of 100.00% across 8 prior sells (all subsequent declines), though same-ticker history at YOU shows 2 of 2 prior measurable sales also resulted in negative 90-day returns. The company fundamentals remain solid: $211.4M quarterly revenue, +25.6% annual growth, $25.4M net income, and a 12.65 P/E, suggesting no near-term distress. The stock is currently -33.9% from its 52-week high of $38.45, and this substantial insider liquidation—the latest in a pattern of 5 sales within 8 days (May 13–22)—warrants examination of whether the director sees valuation constraints at current levels or other catalysts ahead.