Insider Cluster (3 insiders) ·Filed Apr 8, 2026

ROKU

ROKU, INC
BEARISH
Impact 6/10
Horizondays Processed5mo ago
Insider cluster: 3 insiders, $22.5M total
Actionable Insight ▼ Bearish

Traders should watch for potential downward pressure on the stock, especially given the concentration of selling by senior executives. While not massive in dollar terms relative to market cap, the participation of the CEO, CFO, and President raises concerns about confidence in near-term prospects. Monitor upcoming earnings and guidance for confirmation of any softness.

DirectionBearish
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
ROKU ▲ +41.52% at T+60d
SHORT call ✗ call lost -41.52% · α vs SPY -31.35% · entry $100.64 → $142.43
Entry anchored
Apr 7, 06:32 PM ET
via exchange tick
T+1d
-0.99%
call +0.99% · α +1.57%
$99.64
settled 6mo ago
T+5d
+8.26%
call -8.26% · α -4.74%
$108.95
settled 6mo ago
T+20d
+23.62%
call -23.62% · α -15.07%
$124.41
settled 5mo ago
T+60d
+41.52%
call -41.52% · α -31.35%
$142.43
settled 3mo ago

Price Chart

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Executive Summary

Roku insiders sold $22.53M in stock over a 7-day period, led by President Charles Collier who sold 205.8K shares for $21.61M. CEO Anthony Wood and CFO Dan Jedda also sold smaller amounts, with Wood's activity following a derivative conversion. The total volume represents 0.14% of Roku's $16.1B market cap, indicating notable insider selling by top executives.

Key Financial Metrics

Direction
selling
Total Value
$22.5M
Insiders
3

Key Facts

  • Insider cluster involves three executives: CEO, CFO, and President of Roku Media.
  • Total value of open-market sales: $22.53M over 7 days.
  • Charles Collier, President, sold 205.8K shares for $21.61M, representing the vast majority of the total value.
  • CEO Anthony Wood sold 1,749 shares for $172K; also reported two derivative conversions (50K shares each) at $0 value (non-cash).
  • CFO Dan Jedda sold 7,000 shares for $749K.
  • Total insider sales represent 0.14% of Roku's $16.1B market cap.

Financial Impact

$22.53M in open-market sales by insiders over 7 days (0.14% of market cap)

insider ownershipmarket sentimentshareholder dilution risk (none indicated)

Risk Factors

  • Perception of insider pessimism, particularly from the President selling over $21M in shares.
  • Potential for negative market reaction despite relatively modest total volume.

Market Snapshot

Exchange
Nasdaq
Sector
Cable & Other Pay Television Services

Investment Themes

Streaming & Digital Media

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ROKU-1776377528885
35 reports for ROKU
Performance horizon
100% Hit rate 6 of 6 directional calls best @ T+60▲ +11.72%Jun 15, 2026
Filters
Rows
Reports for ROKU — sortable, filterable
TypeNow
Sep 9, 2026
22d ago
Insider Cluster
NEUTRAL ★ 3/10
$154.12 $154.08▼ −0.03%▲ +0.47%$151.26 (−1.86%)
Sep 3, 2026
28d ago
Insider Cluster
NEUTRAL ★ 2/10
$155.59 $157.45▲ +1.20%▲ +2.40%$151.26 (−2.78%)
Sep 1, 2026
4w ago
DEFM14A
BULLISH ★ 7/10
$155.53 $152.90▼ −1.69%▼ −1.77%$151.26 (−2.75%)
Aug 7, 2026
7w ago
Insider Cluster
BEARISH ★ 5/10
$151.84 $158.31▼ −4.26%▼ −4.31%$151.26 (+0.38%)
Aug 5, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$150.07 $153.68▲ +2.41%▲ +1.19%$151.26 (+0.79%)
Jul 7, 2026
12w ago
Insider Cluster
NEUTRAL ★ 3/10
$141.21 $141.76▲ +0.39%▼ −0.16%$151.26 (+7.12%)
Jul 2, 2026
13w ago
Insider Cluster
NEUTRAL ★ 2/10
$142.43 $140.26▼ −1.52%▼ −2.45%$151.26 (+6.20%)
Jun 18, 2026
15w ago
8-K
NEUTRAL ★ 3/10
$135.20 $135.40▲ +0.15%▲ +2.22%$151.26 (+11.88%)
Jun 16, 2026
15w ago
Insider Cluster
BEARISH ★ 5/10
$137.29 $135.93▲ +0.99%▼ −0.05%$151.26 (−10.18%)
Jun 15, 2026
15w ago
425
NEUTRAL ★ 2/10
$137.95 $135.06▼ −2.10%▲ +0.13%$151.26 (+9.65%)
Showing 10 of 35

US Market Status

Market Closed — Opens in 1m

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Report published Apr 16, 2026