Insider Cluster (7 insiders) ·Filed Jun 11, 2026

ROKU

ROKU, INC
NEUTRAL
Impact 2/10
Horizonimmediate Processed3mo ago
Insider cluster: 2 insiders, $680K total
Actionable Insight • Neutral

The insider sales are too small relative to market cap to signal material bearish conviction. Monitor upcoming earnings for any fundamental changes, but this cluster alone does not warrant a trading response.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d ⚠ clustered
ROKU ▲ +8.13% at T+60d
NEUTRAL call ✓ call won +8.13% · α vs SPY +4.87% · entry $143.66 → $155.34
Entry anchored
Jun 11, 03:59 PM ET
via exchange tick
T+1d
-1.92%
call -1.92% · α -3.68%
$140.90
settled 4mo ago
T+5d
-3.89%
call -3.89% · α -4.56%
$138.07
settled 4mo ago
T+20d
-2.07%
call -2.07% · α -3.85%
$140.69
settled 3mo ago
T+60d
+8.13%
call +8.13% · α +4.87%
$155.34
settled 24d ago

Price Chart

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Executive Summary

A cluster of insider sales at Roku over the past week totals approximately $5.4M in open-market transactions, led by CEO Anthony Wood ($3.8M) and President Mustafa Ozgen ($1.5M). However, this represents only 0.025% of Roku's $21.2B market cap, making the sales trivial in relative terms. The cluster also includes routine non-cash grants and derivative exercises by directors, which carry no economic signal.

Key Financial Metrics

Direction
selling
Total Value
$5.4M
Insiders
7

Key Facts

  • CEO Anthony Wood sold 29,900 shares total ($3.82M) across two transactions on June 10 and June 12.
  • President Mustafa Ozgen sold 10,194 shares ($1.47M) on June 12.
  • President Collier Charles sold 900 shares ($111K) on June 4.
  • Total open-market sales of $5.4M represent 0.025% of Roku's $21.2B market cap.
  • Multiple directors received non-cash grants and exercised derivatives (zero economic value) on June 11.

Financial Impact

Negligible — total insider sales of $5.4M are immaterial relative to $21.2B market cap.

dilution

Risk Factors

  • No material risk identified from this cluster given the trivial dollar amounts.

Market Snapshot

Exchange
Nasdaq
Sector
Cable & Other Pay Television Services
Analyst Consensus
87% bullish (38 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-1781313244586
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%$151.07 (−1.98%)
Sep 3, 2026
28d ago
Insider Cluster
NEUTRAL ★ 2/10
$155.59 $157.45▲ +1.20%▲ +2.40%$151.07 (−2.91%)
Sep 1, 2026
4w ago
DEFM14A
BULLISH ★ 7/10
$155.53 $152.90▼ −1.69%▼ −1.77%$151.07 (−2.87%)
Aug 7, 2026
7w ago
Insider Cluster
BEARISH ★ 5/10
$151.84 $158.31▼ −4.26%▼ −4.31%$151.07 (+0.51%)
Aug 5, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$150.07 $153.68▲ +2.41%▲ +1.19%$151.07 (+0.67%)
Jul 7, 2026
12w ago
Insider Cluster
NEUTRAL ★ 3/10
$141.21 $141.76▲ +0.39%▼ −0.16%$151.07 (+6.98%)
Jul 2, 2026
13w ago
Insider Cluster
NEUTRAL ★ 2/10
$142.43 $140.26▼ −1.52%▼ −2.45%$151.07 (+6.07%)
Jun 18, 2026
15w ago
8-K
NEUTRAL ★ 3/10
$135.20 $135.40▲ +0.15%▲ +2.22%$151.07 (+11.74%)
Jun 16, 2026
15w ago
Insider Cluster
BEARISH ★ 5/10
$137.29 $135.93▲ +0.99%▼ −0.05%$151.07 (−10.04%)
Jun 15, 2026
15w ago
425
NEUTRAL ★ 2/10
$137.95 $135.06▼ −2.10%▲ +0.13%$151.07 (+9.51%)
Showing 10 of 35

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Report published Jun 13, 2026