Insider selling is immaterial given the size relative to market cap and follows a strong earnings beat. No bearish signal; monitor for any material increase in insider selling volume in coming weeks.
Price Chart
Executive Summary
Two ROKU insiders (President of Subscriptions and President of Roku Media) sold a total of ~$1.52M in open-market shares, mostly from Fuchsberg Gilbert ($1.2M), following the company's strong Q1 2026 earnings report. The selling is trivial relative to ROKU's $18.6B market cap (0.008%) and likely reflects routine portfolio diversification or tax planning.
Key Financial Metrics
Key Facts
- Fuchsberg Gilbert (President, Subscriptions) sold 9,593 shares for ~$1.20M on May 1, 2026.
- Collier Charles (President, Roku Media) sold 2,521 shares for ~$311K on May 4, 2026, after exercising derivatives.
- Total open-market sales of $1.52M represent just 0.008% of ROKU's $18.6B market cap.
- Cluster occurred 5 days after ROKU reported Q1 2026 earnings: revenue up 22% YoY, net income $85.7M (vs -$27.4M prior year).
- Director Neil D. Hunt sold only 46 shares ($5K) as part of derivative conversions.
Financial Impact
Trivial insider selling, ~$1.52M or 0.008% of market cap
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-1778023350837 |
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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