ROKU ROKU, INC
Price Chart
Executive Summary
CEO Anthony Wood sold $4.44M of stock and CFO Dan Jedda sold $858K — a five-day insider cluster totaling $5.30M at a company with an $18. This represents ~0.029% of ROKU's $18.3B market cap, well below the 0.1% materiality threshold. The sales are trivial relative to company size and, per academic literature, cluster sales carry weak informational signal even when involving C-suite executives. Sales are consistent with routine diversification or 10b5-1 plan activity rather than informed bearishness.
Key Financial Metrics
Actionable Insight
Insider sales are immaterial relative to ROKU's market cap and show no unusual clustering pattern that would warrant concern. The 30-day sell total of ~$11M is trivial for an $18.3B company. Monitor next earnings call for commentary on fundamentals but no trade this filing as noise — no edge.
Key Facts
- CEO Anthony Wood sold 34.7K shares ($4.44M) on 2026-05-11
- CFO/COO Dan Jedda sold 7.0K shares ($858K) on 2026-05-15
- Total cluster value of $5.30M represents ~0.029% of $18.3B market cap
- Two insiders sold within a 5-day window; no open-market purchases in cluster
- Recent 30-day insider activity showed 4 prior sells totaling $5.7M
Financial Impact
Not specified
Risk Factors
- CEO selling near all-time-high stock highs could signal a peak, but size is too small to infer conviction
- Multiple recent filings show no matching insider purchases to offset sell signal
- C-suite sales without 10b5-1 context are a minor yellow flag at most
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ROKU-1779141526484 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 8, 2026
1d ago
|
Insider Cluster
| $123.59 awaiting T+1 | awaiting T+1 | — | $123.57 (−0.02%) |
|
Jun 3, 2026
6d ago
|
Insider Cluster
| $125.12 $121.74 | ▼ −2.70% | ▼ −0.10% | $123.57 (−1.24%) |
|
Jun 3, 2026
6d ago
|
Insider Cluster
| $125.12 $121.74 | ▼ −2.70% | ▼ −0.10% | $123.57 (−1.24%) |
|
Jun 3, 2026
6d ago
|
Insider Cluster
| $125.12 $121.74 | ▼ −2.70% | ▼ −0.10% | $123.57 (−1.24%) |
|
Jun 1, 2026
8d ago
|
144
| $126.83 $121.62 | ▼ −4.11% | ▼ −3.39% | $123.57 (−2.57%) |
|
May 18, 2026
22d ago
|
Insider Cluster
| $120.41 $123.58 | ▲ +2.63% | ▲ +1.59% | $123.57 (+2.62%) |
|
May 4, 2026
5w ago
|
Insider Cluster
| $125.70 $123.90 | ▼ −1.43% | ▼ −2.23% | $123.57 (−1.70%) |
|
May 1, 2026
5w ago
|
Insider Cluster
| $123.50 $125.70 | ▲ +1.78% | ▲ +2.12% | $123.57 (+0.05%) |
|
Apr 24, 2026
6w ago
|
DEFA14A
| $114.26 $112.28 | ▼ −1.74% | ▼ −1.25% | $123.57 (+8.15%) |
|
Apr 13, 2026
8w ago
|
8-K
| $102.85 $106.01 | ▲ +3.07% | ▲ +1.86% | $123.57 (+20.14%) |
US Market Status
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