YOU Clear Secure, Inc.
Last updated: May 11, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in 4/4 quarters. Q1 2026: $102M, Q3 2025: $75M, Q2 2025: $65M, Q1 2025: $85M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $102M vs trailing avg $75M (+36%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.
Buyback $327M / FCF $224M = 146% of FCF
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Missing shares repurchased or outstanding data
Insider Buying
Are officers and directors buying stock with their own money on the open market?
No insider open-market purchases in the last 12 months
Insider-Buyback Convergence
Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.
Need both buyback and insider purchase data
Insider Net Direction
Over the last 90 days, are insiders net buyers or net sellers on the open market?
Insiders bought $0M, sold $96M in the last 90 days (net selling)
Red Flag
Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.
Company buying back stock while insiders sold 149299960.1x more than bought. 4 C-suite officers among sellers
- Seidman Becker Caryn (Chief Executive Officer) sold 152,513 shares on 2026-03-04
- Seidman Becker Caryn (Chief Executive Officer) sold 21,811 shares on 2026-03-04
- Seidman Becker Caryn (Chief Executive Officer) sold 121,645 shares on 2026-03-02
- Seidman Becker Caryn (Chief Executive Officer) sold 799 shares on 2026-03-02
- Seidman Becker Caryn (Chief Executive Officer) sold 51,200 shares on 2026-03-03
- Seidman Becker Caryn (Chief Executive Officer) sold 137,632 shares on 2026-03-03
- Seidman Becker Caryn (Chief Executive Officer) sold 14,400 shares on 2026-03-03
- Liu Dennis W. (Chief Accounting Officer) sold 7,950 shares on 2026-03-02
- Haaland Lynn (GC & Chief Privacy Officer) sold 11,064 shares on 2026-03-03
- Barkin Michael Z (President) sold 7,056 shares on 2026-02-27