This is a routine sale of vested restricted stock by an insider. The dollar amount is immaterial relative to market cap and consistent with normal equity compensation monetization. No bearish signal — monitor for any unusual acceleration of insider selling in subsequent filings.
Price Chart
Executive Summary
Michael Z. Barkin, an officer and director of Clear Secure, Inc. (YOU), filed a Form 144 notice of intent to sell 11,550 Class A shares valued at approximately $650,150. The shares were acquired via restricted stock vesting on April 1, 2026, as compensation. This is a routine insider sale of vested equity, not a discretionary open-market liquidation, and the dollar amount is modest relative to the company's $7.6B market cap.
Key Facts
- Insider Michael Z. Barkin (Officer/Director) filed Form 144 to sell 11,550 Class A shares
- Estimated aggregate value: ~$650,149.50 based on filing price
- Shares acquired via restricted stock vesting on April 1, 2026 (compensation)
- Sale intended on NYSE, planned execution date: May 28, 2026
- Prior 30-day insider activity: 1 sell totaling $260K
- Company market cap: $7.6B — sale represents ~0.009% of market cap
Financial Impact
Proposed sale of ~$650K in shares, representing ~0.009% of YOU's $7.6B market cap
Risk Factors
- Insider could sell additional shares beyond this notice, though no indication of that here
- Form 144 is intent to sell — actual sale may not occur
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001959173-26-004077 |
| Document: 0001959173-26-004077-index.html | 0001959173-26-004077 |
| Document: 0001959173-26-004077.txt | 0001959173-26-004077 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | Institutional Cluster | $45.62 | awaiting T+5 | — | $46.07 (+0.99%) |
Oct 21, 2026 5d ago | Press Release | $45.14 | awaiting T+5 | — | $46.07 (+2.06%) |
Sep 16, 2026 5w ago | 8-K | $40.67 $38.90 | ▼ −4.35% | ▼ −6.92% | $46.07 (+13.28%) |
Sep 3, 2026 7w ago | Insider Cluster | $44.33 $42.24 | ▼ −4.71% | ▼ −3.51% | $46.07 (+3.93%) |
Aug 7, 2026 11w ago | Insider Cluster | $51.21 $43.84 | ▼ −14.39% | ▼ −14.35% | $46.07 (−10.04%) |
Aug 5, 2026 11w ago | 8-K | $56.46 $46.16 | ▼ −18.24% | ▼ −18.59% | $46.07 (−18.40%) |
Aug 5, 2026 11w ago | Press Release | $56.46 $46.16 | ▼ −18.24% | ▼ −18.59% | $46.07 (−18.40%) |
Jul 30, 2026 12w ago | 3 | $55.24 $51.29 | ▼ −7.15% | ▼ −10.66% | $46.07 (−16.60%) |
Jul 17, 2026 14w ago | Insider Cluster | $57.18 $52.24 | ▼ −8.64% | ▼ −8.21% | $46.07 (−19.43%) |
Jul 15, 2026 14w ago | Insider Cluster | $54.43 $51.85 | ▲ +4.74% | ▲ +3.07% | $46.07 (+15.36%) |
US Market Status
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