Roku CEO Anthony Wood gifts 24,109 shares
Roku CEO Anthony Wood reported a 24,109-share bona fide gift between family trusts, updating his direct and indirect Roku share holdings.
Rhea-AI Filing Summary
ROKU, INC (ROKU) reported that CEO, Chairman and ten percent owner Anthony J. Wood recorded internal trust transfers of Class A Common Stock on September 14, 2026. An annuity distribution of 24,109 shares was transferred as a bona fide gift from The Anthony J. Wood 2025 Annuity Trust V-B to the Wood 2017 Revocable Trust at no stated price, reflecting estate-planning movements rather than market trades. The filing also updates his direct and multiple indirect trust holdings in Roku shares.
Positive
- None.
Negative
- None.
Insider Trade Summary
48,218 shares gifted
Gift
9 txns
Insider
Wood Anthony J.
Role
CEO and Chairman BOD
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class A Common Stock F1 | 24,109 | $0.00 | $0.00 |
| Gift | Class A Common Stock F1 | 24,109 | $0.00 | $0.00 |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Class A Common Stock — 57,336 shares (Indirect, The Anthony J. Wood 2025 Annuity Trust V-B);
Class A Common Stock — 44,290 shares (Indirect, Wood 2017 Revocable Trust);
Class A Common Stock — 39,626 shares (Direct);
Class A Common Stock — 92,276 shares (Indirect, Wood 2020 Nonexempt Irrevocable Trust);
Class A Common Stock — 42,500 shares (Indirect, Wood 2020 Irrevocable Trust);
Class A Common Stock — 82,034 shares (Indirect, The Anthony J. Wood 2025 Annuity Trust V);
Class A Common Stock — 72,699 shares (Indirect, The Anthony J. Wood 2026 Annuity Trust V);
Class A Common Stock — 20,612 shares (Indirect, Wood Gifts Trust);
Class A Common Stock — 169,006 shares (Indirect, The Anthony J. Wood 2026 Annuity Trust V-B)
Footnotes (1)
- F1. Reflects an annuity distribution in accordance with the terms of The Anthony J. Wood 2025 Annuity Trust V-B.
Key Figures
Shares gifted (disposed) by 2025 Annuity Trust V-B: 24,109 shares
Shares received (acquired) by Wood 2017 Revocable Trust: 24,109 shares
Total reported gift shares: 48,218 shares
+3 more
6 metrics
Shares gifted (disposed) by 2025 Annuity Trust V-B
24,109 shares
Bona fide gift on September 14, 2026
Shares received (acquired) by Wood 2017 Revocable Trust
24,109 shares
Bona fide gift on September 14, 2026
Total reported gift shares
48,218 shares
Aggregate gifts reported in this Form 4
Direct holdings after transaction
39,626 shares
Class A Common Stock held directly by Anthony J. Wood
Holdings – Wood 2017 Revocable Trust
44,290 shares
Indirect Class A Common Stock after September 14, 2026 gift
Holdings – The Anthony J. Wood 2025 Annuity Trust V-B
57,336 shares
Indirect Class A Common Stock after annuity distribution
Key Terms
bona fide gift, indirect ownership, annuity distribution, Class A Common Stock
4 terms
bona fide gift regulatory
"transaction is characterized as a bona fide gift"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
indirect ownership financial
"reported as indirect ownership through various trusts"
annuity distribution financial
"Reflects an annuity distribution in accordance with the terms"
Class A Common Stock financial
"transactions involve Class A Common Stock of Roku"
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did ROKU CEO Anthony Wood report on this Form 4?
Anthony J. Wood reported a bona fide gift transfer of 24,109 Class A shares on September 14, 2026, as an annuity distribution from The Anthony J. Wood 2025 Annuity Trust V-B to the Wood 2017 Revocable Trust, with no price per share reported.
Did ROKU or its CEO receive cash from the September 14, 2026 Form 4 transactions?
No cash consideration is reported. The 24,109-share transfer is described as a bona fide gift and an annuity distribution between trusts associated with Anthony J. Wood, with a per-share price of $0.00 disclosed.
What are Anthony Wood’s updated direct ROKU holdings in this filing?
The filing reports 39,626 shares of Roku Class A Common Stock held directly by Anthony J. Wood as of the September 14, 2026 reporting, in addition to multiple indirect holdings through various family and annuity trusts.
Were the ROKU insider gifts made under a Rule 10b5-1 trading plan?
The filing’s Rule 10b5-1 checkbox is not marked as affirmative, and there is no footnote stating that the September 14, 2026 gift transactions were executed pursuant to a Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
