ROKU ROKU, INC

NEUTRAL Impact: 3/10 Insider Cluster (3 insiders)
Horizon immediate Filed May 1, 2026 Processed 1mo ago
Insider cluster: 2 insiders, $1.2M total
Latest settled — T+20d
ROKU ▲ +4.48% at T+20d
NEUTRAL call ✓ call won +4.48% · α vs SPY -0.81% · entry $123.50 → $129.03
Next anchor: T+60d in 7w
Last close $123.57 (close Jun 8) · +0.05% from $123.50 entry
Entry anchored
Apr 30, 05:06 PM ET
via Databento tick
T+1d
+1.78%
call +1.78% · α +2.12%
$125.70
settled 6w ago
T+5d
+2.56%
call +2.56% · α +0.22%
$126.67
settled 5w ago
T+20d
+4.48%
call +4.48% · α -0.81%
$129.03
settled 12d ago
T+60d
call — · α —
in 7w

Price Chart

Loading 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

Direction
selling
Total Value
$1.5M
Insiders
3

Actionable Insight

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.

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

insider selling

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-1778023350837
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

US Market Status

Market Closed — Opens in 7h 8m

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.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access