ROKU ROKU, INC

NEUTRAL Impact: 3/10 Insider Cluster (4 insiders)
Horizon days Filed Jun 11, 2026 Processed 2d 11h ago
Insider cluster: 2 insiders, $680K total

Price Chart

Loading chart...

Executive Summary

CEO Anthony Wood sold $3.8M in open-market shares over a 7-day window, including $3.25M on June 12, while also converting derivative securities at $0. President Mustafa Ozgen sold $1.47M on June 12. The cluster totals $5.3M in open-market sales, representing ~0.025% of ROKU's $21.2B market cap — a trivial proportion. Director grants and derivative exercises are non-cash and carry no economic signal. The sales are routine in size relative to market cap and likely tied to 10b5-1 plans or post-vesting liquidity, not a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$5.3M
Insiders
4

Actionable Insight

Insider sales are trivial relative to market cap and likely routine 10b5-1 plan executions or post-vesting liquidity. No bearish signal. Monitor next earnings for any guidance revision, but this cluster alone does not warrant a trading action.

Key Facts

  • CEO Anthony Wood sold 25,000 shares at $130 on June 12 for $3.25M, plus 4,868 shares at $117.01 on June 10 for $570K
  • President Mustafa Ozgen sold 10,194 shares at $144 on June 12 for $1.47M
  • Total open-market sales in cluster: ~$5.3M (0.025% of $21.2B market cap)
  • All derivative conversions (Wood: 43,000 shares; Rothrock/Hastings: 1,847 shares each) are $0 non-cash events
  • Director Rothrock and Hastings received 1,745 and 1,027 share grants each at $0 — routine director compensation
  • No insider open-market purchases in the cluster

Financial Impact

Total open-market sales of ~$5.3M represent 0.025% of ROKU's $21.2B market cap — well below the 0.1% threshold for materiality

dilution

Risk Factors

  • CEO selling $3.25M in a single day could be misinterpreted as bearish by retail traders
  • No insider buying to offset the selling pattern

Market Snapshot

Exchange
Nasdaq
Sector
Cable & Other Pay Television Services
Analyst Consensus
87% bullish (38 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ROKU-1781312886565
22 reports for ROKU
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for ROKU — sortable, filterable
Type Now
Jun 15, 2026
today
8-K
BULLISH ★ 8/10
$146.54 awaiting T+1awaiting T+1$143.66 (−1.97%)
Jun 13, 2026
2d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
Jun 13, 2026
2d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
Jun 13, 2026
2d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
Jun 11, 2026
3d ago
Insider Cluster
NEUTRAL ★ 2/10
$119.70 awaiting T+1awaiting T+1$143.66 (+20.02%)
Jun 11, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
$119.70 awaiting T+1awaiting T+1$143.66 (+20.02%)
Jun 11, 2026
3d ago
Insider Cluster
NEUTRAL ★ 2/10
$119.70 awaiting T+1awaiting T+1$143.66 (+20.02%)
Jun 8, 2026
6d ago
Insider Cluster
NEUTRAL ★ 2/10
$123.59 awaiting T+1awaiting T+1$143.66 (+16.24%)
Jun 3, 2026
11d ago
Insider Cluster
NEUTRAL ★ 3/10
$125.12 $121.74▼ −2.70%▼ −0.10%$143.66 (+14.82%)
Jun 3, 2026
11d ago
Insider Cluster
NEUTRAL ★ 3/10
$125.12 $121.74▼ −2.70%▼ −0.10%$143.66 (+14.82%)
Showing 10 of 22

US Market Status

Market Closed — Opens in 29m

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.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access