Every 8-K that Clear Secure, Inc. (YOU) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow YOU and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full YOU filings page.
Clear Secure, Inc. (YOU) announced leadership changes, including a transition for its President and director, Michael Barkin, and the resignation of its EVP, Aviation, Kyle McLaughlin. On October 15, 2026, Barkin will step down as President and resign from the Board, moving into an advisory role.
Under a transition agreement dated September 15, 2026, Barkin will serve as an advisor through December 31, 2026 for an advisory fee of $300,000 per full month of service, subject to customary covenants and a general release of claims. On September 14, 2026, McLaughlin notified Clear of his intention to resign to pursue a new opportunity, with his last day on October 2, 2026, and the company has started a search for his successor. Both departures are stated not to involve any disagreement relating to Clear’s operations, policies, or practices.
Clear Secure, Inc. reported second-quarter 2026 growth with revenue of $277.8 million, up 26.6% year over year, and operating income of $83.0 million, a 29.9% margin. Net income was $72.3 million with a 26.0% net margin, and Adjusted EBITDA of $101.1 million delivered a 36.4% margin, 900 basis points higher than a year earlier and above the company’s long-term 35% target. Free Cash Flow reached $189.0 million on net cash from operating activities of $201.2 million.
Membership and network scale expanded: Total CLEAR Members rose to 43.5 million and Active CLEAR+ Members to 8.3 million as of June 30, 2026. The company returned approximately $22.2 million through its regular $0.15 quarterly dividend and distributions, and declared another $0.15 dividend payable September 24, 2026. Management guided third-quarter 2026 revenue to $284–$287 million and Total Bookings to $311–$316 million, and raised full-year 2026 Free Cash Flow guidance from at least $465 million to at least $480 million, representing at least 39.9% growth.
Clear Secure, Inc. appointed Rob O’Hare to its board of directors and Audit Committee effective July 30, 2026, increasing the board to ten directors. He will serve until the 2027 annual meeting of stockholders, or until a successor is duly elected and qualified.
O’Hare is Chief Financial Officer of Affirm Holdings, Inc., with prior CFO and finance leadership roles at several technology and consumer companies. As compensation, he received RSUs valued at $480,000, based on the 20-trading-day average closing price, vesting in three equal annual installments, plus a $40,000 annual cash retainer. The company discloses no related-party arrangements or transactions involving him, and director Tomago Collins is rotating off the Audit Committee.
CLEAR SECURE, INC., through subsidiary Alclear Holdings, LLC, amended its Credit Agreement with lenders and JPMorgan Chase Bank, N.A. as administrative agent. The amendment reduces total lender commitments from $100,000,000 to $50,000,000 while extending the facility’s maturity from June 28, 2026 to June 23, 2031.
The company increased the revolving facility’s letter of credit sublimit from $35,000,000 to $50,000,000, lowered interest margins on term SOFR loans from 2.50% to 1.50% per annum and on base rate loans from 1.50% to 0.50% per annum, and reduced the unused commitment fee from 0.35% to 0.25% per annum. Other key terms of the Credit Agreement remain unchanged, and certain existing letters of credit are deemed issued under the revised letter of credit sublimit.
Clear Secure, Inc. reported results from its 2026 annual meeting of stockholders held on June 10, 2026. Stockholders approved amendments to the company’s certificate of incorporation to remove certain supermajority vote requirements and to clarify the officer exculpation provision, and the Fourth Amended and Restated Certificate of Incorporation became effective upon filing in Delaware.
All nine director nominees were elected, each receiving over 472 million votes in favor and approximately 1–2 million votes withheld, with 8,205,243 broker non-votes recorded for each director. Stockholders also ratified the independent registered public accounting firm for the 2026 fiscal year with 482,403,423 votes for and minimal opposition.
On an advisory, non-binding basis, stockholders approved executive compensation with 452,365,461 votes for, 21,832,937 against and 37,016 abstentions, plus 8,205,243 broker non-votes. The governance-related charter amendments each passed with more than 470 million votes in favor and relatively small opposition.
Clear Secure, Inc. reported strong first quarter 2026 results, with revenue of $253.0 million, up 19.7% year-over-year, and net income of $56.4 million, a 22.3% net margin. Adjusted EBITDA reached $80.6 million, a 31.9% margin with 720 basis points of year-over-year expansion.
Free Cash Flow was $185.5 million, supported by net cash provided by operating activities of $190.4 million. Total Bookings were $291.7 million, up 40.8% year-over-year. Total CLEAR Members grew to 41.0 million and Active CLEAR+ Members to 8.2 million.
The company returned about $56.4 million to shareholders in the quarter through a regular $0.15 dividend, a $0.20 special dividend, distributions and share repurchases, and declared a new $0.15 quarterly dividend payable on June 24, 2026. Full-year 2026 Free Cash Flow guidance was raised to at least $465 million.
Clear Secure, Inc. reported that its General Counsel, Lynn Haaland, will depart the company on April 3, 2026. This marks a leadership change in the company’s top legal role. In consideration for her services, the company will provide her with an additional 12 months of salary.
Clear Secure, Inc. reported strong fourth quarter and full-year 2025 results, highlighted by continued growth and robust cash generation. Q4 revenue was $240.8 million, up 16.7% year-over-year, with operating income of $53.9 million and net income of $46.5 million, yielding net margin of 19.3%. Adjusted EBITDA reached $79.9 million with a 33.2% margin and significant margin expansion.
For 2025, revenue rose to $900.8 million, up 16.9%, while total bookings were $977.2 million, up 17.2%. Full-year net income was $168.1 million and Adjusted EBITDA increased to $262.2 million, a 29.1% margin. Free cash flow was $343.1 million, supported by net cash from operating activities of $372.5 million.
Operationally, total CLEAR Members grew to 38.0 million, up 31.5% year-over-year, and Active CLEAR+ Members reached 7.6 million. The company expanded to 60 CLEAR+ airports, 340 TSA PreCheck enrollment locations and 37 airports with eGates. The board declared a higher quarterly dividend of $0.15 per share plus a $0.20 special dividend and increased the share repurchase authorization, leaving $250.3 million available. Guidance for 2026 includes first quarter revenue of $242–245 million, first quarter bookings of $248–253 million and full-year free cash flow of at least $440 million.
Clear Secure, Inc. (YOU) furnished an 8‑K announcing it issued a press release with financial results for the quarter ended September 30, 2025. The press release is included as Exhibit 99.1 and includes non‑GAAP measures with a GAAP reconciliation.
The Company hosted a results conference call at 8:00 a.m. ET on November 6, 2025, with U.S. dial‑in 877‑407‑3089, international +1 215‑268‑9854, and a live webcast. A replay and transcript will be available on the investor relations site. The information in Item 2.02 and Exhibit 99.1 was furnished, not filed, under the Exchange Act.