Alclear Investments, LLC

Alclear Investments, LLC (Director) sells 212,538 shares for $11,307,870.02 via scheduled 10b5-1 plan; retains $4.7B position in derivative holdings

Alclear Investments, LLC executed 2 separate sales totaling 212,538 shares for $11,307,870.02 ($11.3M) on consecutive trading days at blended average price $53.20. The transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2026-03-12, meaning execution was scheduled rather than discretionary. This removes the sales from the non-derivative share count (now 0) but the insider retains substantial derivative holdings totaling 37,025,686 shares across two non-voting common unit vehicles at Alclear Holdings, LLC. Prior sales at this ticker show a pattern where the stock subsequently appreciated: the five prior trades in March 2026 posted 30-day gains of +2.4% to +6.1% and 90-day gains of +14.5% to +18.0%, indicating these historical sales occurred before subsequent price strength.

Director Alclear Investments sold 174,324 shares (174.3K shares) at blended average $48.51, reducing holdings by 50.0% on 2026-03-04.

Alclear Investments, LLC (Director) executed 2 separate sales totaling 174,324 shares for $8,457,127.97 on 2026-03-04, reducing its stake from 348,648 to 174,324 shares—an exactly 50% reduction. The sales occurred at prices ($48.41 and $49.24) very close to the current price of $46.18 and near the 52-week high of $48.92, suggesting execution near recent peak valuations. Notably, five prior same-ticker sales by this filer occurred over 2026-03-02 to 2026-03-03, with measurable outcomes not yet available; the rapid succession of these six sales within 48 hours warrants examination of whether they reflect a broader portfolio repositioning or response to specific company events. The cross-ticker track record shows 8 prior sells with an average 30-day return of -11.7%, though this historical metric does not predict this specific transaction's outcome and same-ticker historical timing data (0 of 0 well-timed) remains incomplete.

Alclear Investments sells 325.7K shares (50% of holdings) for $15,946,382.54 at Clear Secure, near 52-week high of $48.92

Alclear Investments, LLC (Director) executed 5 separate sales totaling 325,676 shares for $15,946,382.54 on March 2–3, 2026, reducing holdings from 651,352 shares to 325,676 shares (a -50.0% reduction). The sales occurred at a blended average price of $48.96, within 1.1% of the 52-week high of $48.92, as the stock has appreciated 48.0% over the prior 30 days and 46.8% over 90 days. Review of the insider's same-ticker history reveals prior sells on 2025-12-12 and 2026-03-04 with post-transaction returns of -10.0%, -11.7%, and -13.2% measured 30 days after those sales; the current sale's timing relative to future price action remains to be measured. The company's fundamentals show revenue of $229,193,000.00 (latest quarter), net income of $28,279,000.00, and a P/E of 35.07, reflecting a high-growth profile with 16.9% annual revenue growth.

Alclear Investments (Director) sold 500,000 shares (49.9% of holdings) for $20,435,652.36 at blended avg $40.87

Alclear Investments, LLC, a director at Clear Secure, Inc., executed three separate sales on 2025-12-12 totaling 500,000 shares for $20,435,652.36, reducing their holding from 1,002,250 shares to 502,250 shares. The sales occurred across three price points ($40.53, $41.31, and $42.02), with a blended average price of $40.87, which is notably above the current price of $39.23. This represents a substantial reduction of nearly half the director's stake in a company with strong fundamentals (Revenue $229,193,000.00, Net income $28,279,000.00, annual revenue growth +25.6%, P/E 18.95). The transaction's significance lies in the scale—a director liquidating half their holdings in a profitable, growing company with market cap $3,442,857,400.13—which may warrant attention regarding the insider's continued conviction or ongoing capital allocation decisions.