Roku Insider Transaction: 8,809 RSU Shares Received; 4,873 Sold at $95.86
Rhea-AI Filing Summary
Roku, Inc. insider activity: This Form 4 reports transactions by Gilbert Fuchsberg, President, Subscriptions. On 09/02/2025 he was credited with 8,809 shares of Class A common stock via a transaction coded "M" at no cash price, reflecting the vesting/settlement of RSUs. The filer also sold or otherwise disposed of 4,873 shares at $95.86 each, and the filing shows 57,732 shares of Class A common stock held after these transactions.
The tables show three separate RSU grants that vested in varying schedules, with some shares withheld by the issuer to satisfy income tax withholding. The form is signed by an attorney-in-fact on behalf of the reporting person.
Positive
- RSU vesting increased insider ownership by 8,809 Class A shares (transaction coded M) reflecting compensation settlement
- Withholding of shares for taxes indicates routine administrative handling of vested RSUs rather than a sale for liquidity by the insider
Negative
- Disposition of 4,873 shares at $95.86 reduced beneficial ownership from 62,605 to 57,732 Class A shares
- Overall net decrease in reported holdings following the reported sale/disposition
Insights
TL;DR: Insider received RSU shares and sold a portion, leaving a modestly reduced stake; transactions appear routine and non-material to control.
The filing documents customary executive compensation settlement and a contemporaneous disposition. The issuance of 8,809 Class A shares via RSU settlement increases economic exposure without cash flow from the insider, while the sale of 4,873 shares at $95.86 reduces ownership from 62,605 to 57,732 shares. There is no indication of unusual timing or amount that would suggest a control change. The withheld shares to satisfy taxes are a standard administrative step in RSU vesting.
TL;DR: Transactions reflect routine equity compensation vesting and tax withholding; no governance concerns or departures disclosed.
The disclosure lists multiple RSU award schedules with staggered vesting and explains withholding of shares for tax remittance. The filing does not show any new pledges, transfers to related parties, or changes in reporting person relationship. Execution by an attorney-in-fact is properly documented. From a governance perspective, these are standard insider activities tied to compensation administration.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Unit | 2,623 | $0.00 | -- |
| Exercise | Restricted Stock Unit | 1,535 | $0.00 | -- |
| Exercise | Restricted Stock Unit | 4,651 | $0.00 | -- |
| Exercise | Class A Common Stock | 8,809 | $0.00 | -- |
| Tax Withholding | Class A Common Stock | 4,873 | $95.86 | $467K |
Footnotes (1)
- Represents shares that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting of certain RSU awards on September 2, 2025. Each RSU represents a contingent right to receive one share of Class A Common Stock of the Issuer. This RSU vests in twelve substantially equal quarterly installments. The first installment vested on November 15, 2023. This RSU vests in four substantially equal quarterly installments. The first installment vested on November 15, 2024. This RSU vests in twelve substantially equal quarterly installments. The first installment vested on November 15, 2024.
