The coordinated $9.55M sell-off by the CEO and a 10% owner is a bearish signal, though the dollar amount is modest relative to the $7.2B market cap. Monitor for any upcoming 8-K or press release that may explain the sales (e.g., secondary offering, lockup expiration, or corporate event). The identical share counts and same-day execution suggest a pre-arranged plan or coordinated exit — watch for further insider selling in the next 30 days.
Price Chart
Executive Summary
CEO Caryn Seidman Becker and director/10% owner Alclear Investments LLC sold a combined ~$9.55M of YOU stock on July 13, 2026, in open-market transactions. The CEO sold 100,757 shares ($5.38M total) and Alclear sold an identical 100,757 shares ($5.38M total), representing ~0.13% of the $7.2B market cap. The sales are notable for their size and coordination but remain modest relative to market cap; the CEO also exercised and surrendered options for tax withholding in a separate non-cash transaction on July 14.
Key Financial Metrics
Key Facts
- CEO Caryn Seidman Becker sold 100,757 shares in open-market transactions on July 13, 2026, for total proceeds of ~$5.38M.
- Director/10% owner Alclear Investments LLC sold an identical 100,757 shares on the same day for ~$5.38M.
- Total cluster open-market sales: ~$9.55M, representing ~0.13% of the $7.2B market cap.
- On July 14, the CEO and Alclear each exercised 100,757 derivative shares at $0 and disposed of them to the issuer (tax withholding), a non-cash event.
- The CEO's sales on July 13 were executed at prices between $53.31 and $55.19 per share.
- The cluster is a pure sell cluster with no open-market purchases; the non-cash derivative exercises on July 14 are not economically meaningful.
Financial Impact
Total open-market sales of ~$9.55M, or ~0.13% of market cap. The CEO and Alclear each sold ~$5.38M.
Risk Factors
- Further insider selling could accelerate if the CEO or Alclear continue to reduce positions.
- The sales may precede a secondary offering or other dilutive event.
- No open-market buying from other insiders to offset the selling signal.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-YOU-1784164183193 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 4d ago | Institutional Cluster | $45.62 | awaiting T+5 | — | $45.49 (−0.27%) |
Oct 21, 2026 5d ago | Press Release | $45.14 | awaiting T+5 | — | $45.49 (+0.79%) |
Sep 16, 2026 5w ago | 8-K | $40.67 $38.90 | ▼ −4.35% | ▼ −6.92% | $45.49 (+11.86%) |
Sep 3, 2026 7w ago | Insider Cluster | $44.33 $42.24 | ▼ −4.71% | ▼ −3.51% | $45.49 (+2.63%) |
Aug 7, 2026 11w ago | Insider Cluster | $51.21 $43.84 | ▼ −14.39% | ▼ −14.35% | $45.49 (−11.16%) |
Aug 5, 2026 11w ago | 8-K | $56.46 $46.16 | ▼ −18.24% | ▼ −18.59% | $45.49 (−19.42%) |
Aug 5, 2026 11w ago | Press Release | $56.46 $46.16 | ▼ −18.24% | ▼ −18.59% | $45.49 (−19.42%) |
Jul 30, 2026 12w ago | 3 | $55.24 $51.29 | ▼ −7.15% | ▼ −10.66% | $45.49 (−17.64%) |
Jul 17, 2026 14w ago | Insider Cluster | $57.18 $52.24 | ▼ −8.64% | ▼ −8.21% | $45.49 (−20.44%) |
Jul 15, 2026 14w ago | Insider Cluster | $54.43 $51.85 | ▲ +4.74% | ▲ +3.07% | $45.49 (+16.42%) |
US Market Status
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