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8-K ·Filed Sep 16, 2026

YOU

Clear Secure, Inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed1mo ago SEC0000950142-26-002552
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Monitor for the appointment of a new President and EVP of Aviation to assess continuity of leadership. The departures appear orderly, but the loss of two senior executives in quick succession warrants attention to execution risk in the near term.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d
YOU ▲ +7.01% at T+20d
NEUTRAL call +7.01% · α vs SPY +3.83% · entry $40.67 → $43.52
Next anchor: T+60d in 6w
Latest observation: T+27 +24.13% FF3 residual α
Entry = T+0 close
Sep 16, 2026
via day close
T+1d
-1.38%
call -1.38% · α -2.51%
$40.11
settled 6w ago
T+5d
-4.35%
call -4.35% · α -6.92%
$38.90
settled 5w ago
T+20d
+7.01%
call +7.01% · α +3.83%
$43.52
settled 13d ago
T+60d
Pending
in 6w

Price Chart

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Executive Summary

Clear Secure, Inc. disclosed the departure of President and Board member Michael Barkin, who will transition to an advisory role on October 15, 2026, and resign from the Board. Separately, EVP of Aviation Kyle McLaughlin resigned effective October 2, 2026, to pursue a new opportunity. Both departures are stated to be without disagreement, and a search for McLaughlin's successor has been initiated. These are routine officer departures with no material financial impact.

Key Facts

  • President and Board member Michael Barkin will transition to an advisory role on October 15, 2026, and resign from the Board.
  • EVP of Aviation Kyle McLaughlin resigned effective October 2, 2026, to pursue a new opportunity.
  • Both departures are stated to not involve any disagreement on company operations, policies, or practices.
  • Barkin will receive an advisory fee of $300,000 per full month of service through December 31, 2026.
  • The company has initiated a search for McLaughlin's successor.

Financial Impact

No material financial impact; advisory fee of $300,000 per month for Barkin through December 31, 2026.

Risk Factors

  • Loss of two senior executives (President and EVP of Aviation) could create short-term execution risk.
  • Uncertainty around the search for a successor to the EVP of Aviation role.

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
64% bullish (11 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000950142-26-002552
Document: 0000950142-26-002552-index-headers.html0000950142-26-002552
Document: 0000950142-26-002552-index.html0000950142-26-002552
Document: 0000950142-26-002552.txt0000950142-26-002552
25 reports for YOU
Performance horizon
44% Hit rate @ T+5 4 of 9 directional calls Went positive at some point 4 of 10 best @ T+60▲ +34.34%Feb 25, 2026
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US Market Status

Market Closed — Opens Wed (9h 39m)

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Report published Sep 16, 2026