ROKU ROKU, INC

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon days Filed Jun 13, 2026 Processed 2d 12h ago
Insider cluster: 2 insiders, $4.7M total

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Executive Summary

CEO Anthony Wood and President Mustafa Ozgen sold a combined $4.72M in open-market ROKU shares on June 10 and June 12, 2026. The CEO's sales followed derivative conversions at $0 cost basis, representing routine tax-planning monetization. At 0.027% of ROKU's $17.7B market cap, the total dollar value is trivial and carries no material informational signal.

Key Financial Metrics

Direction
selling
Total Value
$4.7M
Insiders
2

Actionable Insight

This cluster is routine and non-informative. CEO Wood's sales are mechanically tied to derivative exercises (tax withholding monetization), not a bearish view. Monitor the next 8-K for any material corporate development, but this filing alone does not warrant a trading response.

Key Facts

  • CEO Wood sold 29,868 shares total ($3.82M) on June 10 and June 12, 2026
  • President Ozgen sold 10,194 shares ($1.47M) on June 12, 2026
  • All CEO sales were preceded by same-day derivative conversions at $0 cost basis
  • Total cluster value of $4.72M represents 0.027% of ROKU's $17.7B market cap
  • No open-market purchases in the cluster

Financial Impact

Total insider sales of $4.72M, or 0.027% of market cap — well below the 0.1% materiality threshold

dilution

Risk Factors

  • CEO sold near $130, below the $144 price at which Ozgen sold — slight price weakness signal but immaterial at this scale
  • 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-1781312716981
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

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