ROKU ROKU, INC

NEUTRAL Impact: 3/10 Insider Cluster (4 insiders)
Horizon days Filed Jun 3, 2026 Processed 9d 12h ago
Insider cluster: 4 insiders, $1.1M total
Latest settled — T+1d ⚠ clustered
ROKU ▼ -2.70% at T+1d
NEUTRAL call ✗ call lost -2.70% · α vs SPY -0.10% · entry $125.12 → $121.74
Next anchor: T+5d due 3d ago
Currently $143.66 · +14.82% from $125.12 entry
Entry anchored
Jun 3, 2026
via day open
T+1d
-2.70%
call -2.70% · α -0.10%
$121.74
settled 9d ago
T+5d
call — · α —
due 3d ago
T+20d
call — · α —
in 19d
T+60d
call — · α —
in 3mo

Price Chart

Loading chart...

Executive Summary

Four ROKU insiders, including the President of Subscriptions and SVP & General Counsel, sold a total of ~$1.06M in open-market shares on June 1-2, 2026. The cluster is dominated by C-suite and senior executives, but the total value represents only ~0.006% of ROKU's $18.8B market cap, making it trivial in scale. The sales coincide with a wave of derivative exercises and tax-withholding transactions, suggesting the open-market sales are likely liquidity-driven (covering tax obligations) rather than signaling bearish conviction.

Key Financial Metrics

Direction
selling
Total Value
$1.1M
Insiders
4

Actionable Insight

The insider sales are immaterial relative to ROKU's $18.8B market cap and appear mechanically tied to option exercises and tax withholding. No bearish signal. Monitor for any material change in business fundamentals or upcoming earnings, but this cluster alone does not warrant action.

Key Facts

  • Total open-market sales: ~$1.06M across 4 insiders (0.006% of market cap)
  • Largest seller: Fuchsberg Gilbert (President, Subscriptions) sold $557K
  • All open-market sales occurred on June 1-2, 2026 at ~$127-128/share
  • Concurrent derivative exercises and tax-withholding transactions (non-cash) by CEO, CFO, and other executives suggest sales are tied to option vesting and tax obligations
  • ROKU has 87% analyst bullish consensus; stock near $127 with $18.8B market cap

Financial Impact

Open-market sales of ~$1.06M represent 0.006% of market cap — trivial

insider ownershipdilution

Risk Factors

  • Insider sales could increase if stock continues to appreciate, but this is routine
  • No evidence of fundamental deterioration from this cluster

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-1780526216916
21 reports for ROKU
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for ROKU — sortable, filterable
Type Now
Jun 13, 2026
today
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
Jun 13, 2026
today
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
Jun 13, 2026
today
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
Jun 11, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
$119.70 awaiting T+1awaiting T+1$143.66 (+20.02%)
Jun 11, 2026
1d ago
Insider Cluster
NEUTRAL ★ 3/10
$119.70 awaiting T+1awaiting T+1$143.66 (+20.02%)
Jun 11, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
$119.70 awaiting T+1awaiting T+1$143.66 (+20.02%)
Jun 8, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
$123.59 awaiting T+1awaiting T+1$143.66 (+16.24%)
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
$125.12 $121.74▼ −2.70%▼ −0.10%$143.66 (+14.82%)
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
$125.12 $121.74▼ −2.70%▼ −0.10%$143.66 (+14.82%)
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
$125.12 $121.74▼ −2.70%▼ −0.10%$143.66 (+14.82%)
Showing 10 of 21

US Market Status

Market Closed — Opens Mon (50h 32m)

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