ROKU ROKU, INC

NEUTRAL Impact: 2/10 Insider Cluster (5 insiders)
Horizon days Filed Jun 8, 2026 Processed 1d 9h ago
Insider cluster: 5 insiders, $1.2M total

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Executive Summary

Five Roku insiders, including the President of Subscriptions and SVP & General Counsel, sold a total of $1.17M in open-market transactions over a 4-day window. The sales are clustered around the same price level (~$127) and represent only 0.0065% of the company's $18B market cap, making them trivial in size relative to the company's valuation. This cluster is likely driven by routine portfolio diversification or tax planning rather than a coordinated bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$1.2M
Insiders
5

Actionable Insight

This insider selling cluster is too small relative to ROKU's $18B market cap to warrant a bearish read. Monitor for any material increase in selling volume or C-suite departures, but no immediate action is needed. The historical win rate on ROKU reports is 100% at T+20, but this cluster lacks the proportionality to drive a directional call.

Key Facts

  • 5 insiders sold a total of $1.17M in open-market transactions between June 1-4, 2026
  • Sales represent only 0.0065% of ROKU's $18.0B market cap
  • President of Subscriptions Gilbert Fuchsberg sold $557K, the largest single trade
  • SVP & General Counsel Christopher Handman sold $382K
  • President of Roku Media Charles Collier sold $111K after exercising derivatives
  • All sales occurred near $127/share, suggesting no price-driven urgency
  • No insider purchases were reported in the cluster window

Financial Impact

Total insider sales of $1.17M represent 0.0065% of market cap — trivial and routine

insider ownership

Risk Factors

  • Insider selling could accelerate if the stock rallies further
  • No purchases to offset the selling signal creates a one-sided picture

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-1780960473493
15 reports for ROKU
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for ROKU — sortable, filterable
Type Now
Jun 8, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
$123.59 awaiting T+1awaiting T+1$123.57 (−0.02%)
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 3/10
$125.12 $121.74▼ −2.70%▼ −0.10%$123.57 (−1.24%)
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 3/10
$125.12 $121.74▼ −2.70%▼ −0.10%$123.57 (−1.24%)
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 2/10
$125.12 $121.74▼ −2.70%▼ −0.10%$123.57 (−1.24%)
Jun 1, 2026
8d ago
144
NEUTRAL ★ 2/10
$126.83 $121.62▼ −4.11%▼ −3.39%$123.57 (−2.57%)
May 18, 2026
22d ago
Insider Cluster
NEUTRAL ★ 2/10
$120.41 $123.58▲ +2.63%▲ +1.59%$123.57 (+2.62%)
May 4, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$125.70 $123.90▼ −1.43%▼ −2.23%$123.57 (−1.70%)
May 1, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$123.50 $125.70▲ +1.78%▲ +2.12%$123.57 (+0.05%)
Apr 24, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$114.26 $112.28▼ −1.74%▼ −1.25%$123.57 (+8.15%)
Apr 13, 2026
8w ago
8-K
NEUTRAL ★ 3/10
$102.85 $106.01▲ +3.07%▲ +1.86%$123.57 (+20.14%)
Showing 10 of 15

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