Insider Cluster (3 insiders) ·Filed Aug 5, 2026

ROKU

ROKU, INC
NEUTRAL
Impact 2/10
Horizondays Processed1mo ago
Insider cluster: 2 insiders, $291K total
Actionable Insight • Neutral

The dollar amount is too small to be informative. No directional signal; monitor upcoming earnings or news for any broader context, but this cluster alone does not warrant a trading position.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d
ROKU ▲ +5.49% at T+20d
NEUTRAL call ✓ call won +5.49% · α vs SPY +4.89% · entry $150.07 → $158.31
Next anchor: T+60d in 27d
Latest observation: T+39 +9.17% FF3 residual α
Entry anchored
Aug 5, 06:39 PM ET
via 1-min bar
T+1d
+2.03%
call +2.03% · α +1.41%
$153.11
settled 8w ago
T+5d
+2.41%
call +2.41% · α +1.19%
$153.68
settled 7w ago
T+20d
+5.49%
call +5.49% · α +4.89%
$158.31
settled 4w ago
T+60d
—
call — · α —
—
in 27d

Price Chart

Loading chart...

Executive Summary

Two Roku insiders, including President of Roku Media Charles Collier, sold a combined ~$3.4M in shares over a 2-day window, with most sales following option exercises. The total is only 0.016% of Roku's $21.7B market cap, making it routine and immaterial.

Key Financial Metrics

Direction
selling
Total Value
$3.4M
Insiders
3

Key Facts

  • President of Roku Media Charles Collier sold ~$3.0M in open-market shares on 2026-08-04 after exercising non-cash derivatives.
  • Director Neil Hunt sold ~$292K in shares on 2026-08-03 after derivative exercises and conversions.
  • VP/CAO Matthew C. Banks sold ~$81K in shares on 2026-08-03.
  • Total insider selling of ~$3.37M represents only 0.016% of Roku's $21.7B market cap.
  • All derivative exercises (A/M/C) were non-cash events with no economic value.

Financial Impact

Total open-market sales of ~$3.37M, or 0.016% of market cap — trivial relative to company size.

insider holdings

Risk Factors

  • Insider selling after derivative exercises is routine and not indicative of negative fundamentals.

Market Snapshot

Exchange
Nasdaq
Sector
Cable & Other Pay Television Services
Analyst Consensus
49% bullish (35 analysts)

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-1785974513754
35 reports for ROKU
Performance horizon
100% Hit rate 7 of 7 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 3m

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
Report published Aug 6, 2026