The $3.64M in sales is immaterial at 0.05% of market cap. The CEO's derivative conversion and tax withholding are routine non-cash events. No bearish signal — monitor for any subsequent larger-scale sales or a material change in insider ownership patterns.
Price Chart
Executive Summary
CEO Caryn Seidman Becker and a 10% owner entity each sold ~$1.82M of YOU stock on June 25 at $53.11, totaling $3.64M in open-market sales. The CEO also executed a large derivative conversion and tax-withholding transaction on July 2, which is non-cash and routine. The $3.64M in sales represents ~0.05% of the $7.6B market cap, falling below the 0.1% materiality threshold, making this a routine liquidity event with no actionable signal.
Key Financial Metrics
Key Facts
- CEO Caryn Seidman Becker sold 34,300 shares at $53.11 for $1.82M on June 25
- Alclear Investments, LLC (Director, 10% Owner) sold 34,300 shares at $53.11 for $1.82M on June 25
- Total open-market sales: $3.64M, representing ~0.05% of $7.6B market cap
- CEO also converted 18.4M derivative shares and surrendered 42,135 shares for tax withholding on July 2 (non-cash, routine)
- Sales are below the 0.1% of market cap materiality threshold for insider clusters
Financial Impact
Total insider sales of $3.64M represent ~0.05% of market cap — trivial relative to company size
Risk Factors
- CEO and 10% owner selling in tandem could indicate coordinated portfolio rebalancing
- Further insider sales above 0.5% of market cap would warrant a more cautious view
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-1783490706014 |
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
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers