The insider sales are immaterial in size and executed under 10b5-1 plans, indicating pre-planned liquidity rather than a negative signal. Monitor for any unplanned insider selling following the pending Fox acquisition announcement.
How the stock moved after the report
⚠ Clustered NEUTRAL VIEWSTOCK BELOW ENTRY AT T+1- T+0 · Nov 4 $162.77entry
- T+1 · 6d ago −1.47%α +2.93% · $160.37
- T+4 · todayOpen
- T+5 · in 12h Pending
- T+20 · in 22d Pending
- T+60 · in 3mo Pending
Price Chart
How similar events traded
Executive Summary
Two Roku insiders (a director and a VP/CAO) sold shares in open-market transactions totaling $335K, all under 10b5-1 plans, on the same day the company reported strong Q3 earnings. The sales are small relative to the $23B market cap (0.0015%) and appear to be routine plan-based dispositions, not a reaction to the earnings beat.
Key Financial Metrics
Key Facts
- Two insiders sold a combined $335K in open-market sales on Nov 2, 2026
- Both sales were under 10b5-1 trading plans
- Total sales represent ~0.0015% of Roku's $23B market cap
- Sales occurred on the same day as Q3 2026 earnings (revenue +24% YoY, EPS $1.20 vs $0.55 consensus)
- Director Hunt also had non-cash derivative exercises and conversions on the same day
Financial Impact
Total insider sales of $335K, negligible relative to $23B market cap
Risk Factors
- Insider sales are very small and routine; no material risk identified
- Pending Fox acquisition could introduce deal-related insider activity
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-1793749133396 |
Track record
47 reports on ROKU
5 of 9 bullish or bearish reports moved the stock their way by T+1. Best: +11.72% at T+60 after the Jun 15, 2026 report. 9 of 9 went positive at some point.
Filters
- Nov 6, 20264d ago 25-NSE Neutral 6/10 Entry $160.21 Now $160.52 +0.19% due Nov 10
- Nov 6, 20264d ago 8-K Mixed 8/10 Entry $160.21 Now $160.52 +0.19% due Nov 10
- Nov 3, 20267d ago Insider Cluster Neutral 2/10 Viewing Entry $162.77 to $160.37 Now $160.52 −1.38% ▼ −1.47% +2.93% vs SPY
- Nov 2, 20268d ago 144 Neutral 2/10 Entry $160.36 to $162.77 Now $160.52 +0.10% ▲ +1.50% −0.15% vs SPY
- Nov 2, 20268d ago 8-K Bullish 6/10 Entry $160.36 to $162.77 Now $160.52 +0.10% ▲ +1.50% −0.15% vs SPY
- Nov 2, 20268d ago 144 Neutral 2/10 Entry $160.36 to $162.77 Now $160.52 +0.10% ▲ +1.50% −0.15% vs SPY
- Oct 23, 202618d ago Institutional Cluster Bearish 4/10 Entry $158.58 to $157.23 Now $160.52 −1.22% ▲ +0.85% +1.56% vs SPY
- Oct 6, 20265w ago 425 Neutral 3/10 Entry $152.73 to $153.81 Now $160.52 +5.10% ▲ +0.71% +1.13% vs SPY
- Oct 6, 20265w ago 8-K Neutral 3/10 Entry $152.73 to $153.81 Now $160.52 +5.10% ▲ +0.71% +1.13% vs SPY
- Oct 5, 20265w ago Insider Cluster Neutral 3/10 Entry $152.06 to $152.73 Now $160.52 +5.56% ▲ +0.44% +0.68% vs SPY
US Market Status
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.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers