ROKU ROKU, INC

NEUTRAL Impact: 2/10 Insider Cluster (5 insiders)
Horizon days Filed Jun 8, 2026 Processed 6d 13h ago
Insider cluster: 5 insiders, $1.2M total

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Executive Summary

Five Roku insiders, including the President of Subscriptions and SVP & General Counsel, sold a total of $1.17M in open-market transactions over a 4-day window. The sales are clustered around the same price level (~$127) and represent only 0.0065% of the company's $18B market cap, making them trivial in size relative to the company's valuation. This cluster is likely driven by routine portfolio diversification or tax planning rather than a coordinated bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$1.2M
Insiders
5

Actionable Insight

This insider selling cluster is too small relative to ROKU's $18B market cap to warrant a bearish read. Monitor for any material increase in selling volume or C-suite departures, but no immediate action is needed. The historical win rate on ROKU reports is 100% at T+20, but this cluster lacks the proportionality to drive a directional call.

Key Facts

  • 5 insiders sold a total of $1.17M in open-market transactions between June 1-4, 2026
  • Sales represent only 0.0065% of ROKU's $18.0B market cap
  • President of Subscriptions Gilbert Fuchsberg sold $557K, the largest single trade
  • SVP & General Counsel Christopher Handman sold $382K
  • President of Roku Media Charles Collier sold $111K after exercising derivatives
  • All sales occurred near $127/share, suggesting no price-driven urgency
  • No insider purchases were reported in the cluster window

Financial Impact

Total insider sales of $1.17M represent 0.0065% of market cap — trivial and routine

insider ownership

Risk Factors

  • Insider selling could accelerate if the stock rallies further
  • No purchases to offset the selling signal creates a one-sided picture

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-1780960473493
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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