ROKU ROKU, INC

NEUTRAL Impact: 3/10 Insider Cluster (5 insiders)
Horizon days Filed Jun 13, 2026 Processed 2d 11h ago
Insider cluster: 3 insiders, $0.8M total

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Executive Summary

A cluster of insider selling at Roku over the past week includes CEO Anthony Wood selling $3.25M in open-market shares (after converting derivatives) and other executives/directors selling smaller amounts. The total open-market sales of approximately $5.5M represent about 0.03% of Roku's $21.2B market cap, which is trivial and routine. The cluster is dominated by non-cash derivative exercises and grants to directors, with the CEO's sale being the only material cash transaction.

Key Financial Metrics

Direction
selling
Total Value
$5.5M
Insiders
5

Actionable Insight

The insider selling is immaterial relative to market cap and likely reflects routine diversification and tax planning. The CEO's sale follows a derivative exercise and is not unusual. No bearish signal from this cluster — monitor for any material change in business fundamentals or upcoming earnings guidance.

Key Facts

  • CEO Anthony Wood sold 25,000 shares for $3.25M on June 12, 2026, after converting derivatives at $0 cost
  • President Mustafa Ozgen sold 10,194 shares for $1.47M on June 12, 2026
  • Total open-market sales in the cluster: ~$5.5M (0.03% of market cap)
  • Multiple directors received non-cash grants and exercised derivatives at $0 on June 11, 2026
  • Director Fyfield Mai sold 832 shares for ~$100K on June 11, 2026
  • President Charles Collier sold 900 shares for $111K on June 4, 2026
  • No insider buying in the cluster

Financial Impact

Total insider sales of ~$5.5M represent 0.03% of Roku's $21.2B market cap — trivial and routine

insider ownership

Risk Factors

  • CEO selling $3.25M could be misinterpreted by the market as a negative signal
  • No insider buying to counterbalance 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-1781313484552
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

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