This cluster is routine and non-informative. CEO Wood's sales are mechanically tied to derivative exercises (tax withholding monetization), not a bearish view. Monitor the next 8-K for any material corporate development, but this filing alone does not warrant a trading response.
Price Chart
Executive Summary
CEO Anthony Wood and President Mustafa Ozgen sold a combined $4.72M in open-market ROKU shares on June 10 and June 12, 2026. The CEO's sales followed derivative conversions at $0 cost basis, representing routine tax-planning monetization. At 0.027% of ROKU's $17.7B market cap, the total dollar value is trivial and carries no material informational signal.
Key Financial Metrics
Key Facts
- CEO Wood sold 29,868 shares total ($3.82M) on June 10 and June 12, 2026
- President Ozgen sold 10,194 shares ($1.47M) on June 12, 2026
- All CEO sales were preceded by same-day derivative conversions at $0 cost basis
- Total cluster value of $4.72M represents 0.027% of ROKU's $17.7B market cap
- No open-market purchases in the cluster
Financial Impact
Total insider sales of $4.72M, or 0.027% of market cap — well below the 0.1% materiality threshold
Risk Factors
- CEO sold near $130, below the $144 price at which Ozgen sold — slight price weakness signal but immaterial at this scale
- No insider buying to offset the selling pattern
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ROKU-1781312716981 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 22d ago | Insider Cluster | $154.12 $154.08 | ▼ −0.03% | ▲ +0.47% | $151.07 (−1.98%) |
Sep 3, 2026 28d ago | Insider Cluster | $155.59 $157.45 | ▲ +1.20% | ▲ +2.40% | $151.07 (−2.91%) |
Sep 1, 2026 4w ago | DEFM14A | $155.53 $152.90 | ▼ −1.69% | ▼ −1.77% | $151.07 (−2.87%) |
Aug 7, 2026 7w ago | Insider Cluster | $151.84 $158.31 | ▼ −4.26% | ▼ −4.31% | $151.07 (+0.51%) |
Aug 5, 2026 8w ago | Insider Cluster | $150.07 $153.68 | ▲ +2.41% | ▲ +1.19% | $151.07 (+0.67%) |
Jul 7, 2026 12w ago | Insider Cluster | $141.21 $141.76 | ▲ +0.39% | ▼ −0.16% | $151.07 (+6.98%) |
Jul 2, 2026 13w ago | Insider Cluster | $142.43 $140.26 | ▼ −1.52% | ▼ −2.45% | $151.07 (+6.07%) |
Jun 18, 2026 15w ago | 8-K | $135.20 $135.40 | ▲ +0.15% | ▲ +2.22% | $151.07 (+11.74%) |
Jun 16, 2026 15w ago | Insider Cluster | $137.29 $135.93 | ▲ +0.99% | ▼ −0.05% | $151.07 (−10.04%) |
Jun 15, 2026 15w ago | 425 | $137.95 $135.06 | ▼ −2.10% | ▲ +0.13% | $151.07 (+9.51%) |
US Market Status
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