ROKU ROKU, INC

NEUTRAL Impact: 3/10 Insider Cluster (5 insiders)
Horizon days Filed Jun 3, 2026 Processed 11d 10h ago
Insider cluster: 5 insiders, $2.0M total
Latest settled — T+1d ⚠ clustered
ROKU ▼ -2.70% at T+1d
NEUTRAL call ✗ call lost -2.70% · α vs SPY -0.10% · entry $125.12 → $121.74
Next anchor: T+5d due 5d ago
Last close $143.66 (close Jun 12) · +14.82% from $125.12 entry
Entry anchored
Jun 3, 2026
via day open
T+1d
-2.70%
call -2.70% · α -0.10%
$121.74
settled 11d ago
T+5d
call — · α —
due 5d ago
T+20d
call — · α —
in 17d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Five ROKU insiders, including the Presidents of Roku Media and Subscriptions, the General Counsel, a director, and the VP/CAO, sold a total of ~$1.96M in open-market shares on June 1-2, 2026. The sales coincide with a wave of option exercises and tax-withholding events, suggesting the open-market sales are largely liquidity-driven to cover tax obligations rather than a coordinated bearish signal. At $18.8B market cap, the total open-market sales represent ~0.01% of market cap — a trivial amount that does not warrant a directional read.

Key Financial Metrics

Direction
selling
Total Value
$2.0M
Insiders
5

Actionable Insight

The cluster is overwhelmingly driven by option exercises and tax withholding — the open-market sales are small relative to market cap and likely routine. No bearish signal. Monitor for any material corporate event (earnings, guidance, M&A) that could have prompted the option exercises, but standalone this filing is noise.

Key Facts

  • 5 insiders sold ~$1.96M in open-market shares on June 1-2, 2026
  • Sales represent ~0.01% of ROKU's $18.8B market cap — immaterial
  • Sales coincide with option exercises and tax-withholding share surrenders by CEO, CFO, and Presidents, indicating liquidity/vesting-driven selling
  • No insider open-market purchases in the cluster
  • Recent 30d insider activity: 4 sells totaling $1.9M — consistent pattern of routine sales

Financial Impact

~$1.96M in open-market sales, ~0.01% of market cap

insider ownershipfloat

Risk Factors

  • Insiders may continue selling in coming weeks if share price appreciates further
  • Option exercises could indicate upcoming lockup expiry or secondary offering, though no evidence of that in this filing

Market Snapshot

Exchange
Nasdaq
Sector
Cable & Other Pay Television Services
Analyst Consensus
87% bullish (38 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ROKU-1780526346838
21 reports for ROKU
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for ROKU — sortable, filterable
Type Now
Jun 13, 2026
2d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
Jun 13, 2026
2d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
Jun 13, 2026
2d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
Jun 11, 2026
3d ago
Insider Cluster
NEUTRAL ★ 2/10
$119.70 awaiting T+1awaiting T+1$143.66 (+20.02%)
Jun 11, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
$119.70 awaiting T+1awaiting T+1$143.66 (+20.02%)
Jun 11, 2026
3d ago
Insider Cluster
NEUTRAL ★ 2/10
$119.70 awaiting T+1awaiting T+1$143.66 (+20.02%)
Jun 8, 2026
6d ago
Insider Cluster
NEUTRAL ★ 2/10
$123.59 awaiting T+1awaiting T+1$143.66 (+16.24%)
Jun 3, 2026
11d ago
Insider Cluster
NEUTRAL ★ 3/10
$125.12 $121.74▼ −2.70%▼ −0.10%$143.66 (+14.82%)
Jun 3, 2026
11d ago
Insider Cluster
NEUTRAL ★ 3/10
$125.12 $121.74▼ −2.70%▼ −0.10%$143.66 (+14.82%)
Jun 3, 2026
11d ago
Insider Cluster
NEUTRAL ★ 2/10
$125.12 $121.74▼ −2.70%▼ −0.10%$143.66 (+14.82%)
Showing 10 of 21

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