ROKU ROKU, INC

NEUTRAL Impact: 2/10 Insider Cluster (7 insiders)
Horizon immediate Filed Jun 11, 2026 Processed 2d 11h ago
Insider cluster: 2 insiders, $680K total

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Executive Summary

A cluster of insider sales at Roku over the past week totals approximately $5.4M in open-market transactions, led by CEO Anthony Wood ($3.8M) and President Mustafa Ozgen ($1.5M). However, this represents only 0.025% of Roku's $21.2B market cap, making the sales trivial in relative terms. The cluster also includes routine non-cash grants and derivative exercises by directors, which carry no economic signal.

Key Financial Metrics

Direction
selling
Total Value
$5.4M
Insiders
7

Actionable Insight

The insider sales are too small relative to market cap to signal material bearish conviction. Monitor upcoming earnings for any fundamental changes, but this cluster alone does not warrant a trading response.

Key Facts

  • CEO Anthony Wood sold 29,900 shares total ($3.82M) across two transactions on June 10 and June 12.
  • President Mustafa Ozgen sold 10,194 shares ($1.47M) on June 12.
  • President Collier Charles sold 900 shares ($111K) on June 4.
  • Total open-market sales of $5.4M represent 0.025% of Roku's $21.2B market cap.
  • Multiple directors received non-cash grants and exercised derivatives (zero economic value) on June 11.

Financial Impact

Negligible — total insider sales of $5.4M are immaterial relative to $21.2B market cap.

dilution

Risk Factors

  • No material risk identified from this cluster given the trivial dollar amounts.

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-1781313244586
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 38m

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