ROKU, INC·4

Jun 3, 6:28 PM ET

Ozgen Mustafa 4

4 · ROKU, INC · Filed Jun 3, 2026

Research Summary

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Roku President Mustafa Ozgen Exercises RSUs, Sells 6,357 Shares

What Happened
Mustafa Ozgen, President of Devices, Product & Technology at Roku (ROKU), had restricted stock units (RSUs) vest and convert into common shares on June 1, 2026. A total of 16,150 shares were reported as acquired via conversion of RSUs, and 6,357 shares were withheld/sold to satisfy income tax withholding at $129.03 per share, generating proceeds of approximately $820,244. Additional RSU conversions (4,910; 6,790; 4,450 shares) are reported as derivative conversions/dispositions at $0 in the filing and reflect vesting/conversion mechanics rather than open-market sales.

Key Details

  • Transaction date: June 1, 2026; Form 4 filed June 3, 2026 (filed within standard reporting window).
  • Tax-withholding sale: 6,357 shares disposed at $129.03 for total proceeds ≈ $820,244.
  • RSU conversions: 16,150 shares acquired (conversion of RSUs); other conversion/disposition entries of 4,910; 6,790; and 4,450 shares reported at $0.
  • Shares owned after transaction: not specified in the filing.
  • Footnotes: F1 = shares withheld by issuer to satisfy income tax withholding; F2–F5 = RSU definitions and staggered quarterly vesting schedules (multiple tranches vesting over 12 quarterly installments starting Nov 15 of 2023–2025).

Context
This was primarily a vesting/conversion of RSU awards with a routine company-withheld sale to cover taxes (common “net settlement” behavior), not an opportunistic open-market sale. For retail investors, such tax-withholding dispositions are administrative and do not necessarily indicate insider sentiment about the company’s prospects.

Insider Transaction Report

Form 4
Period: 2026-06-01
Ozgen Mustafa
Pres, Devices, Prod, and Tech
Transactions
  • Exercise/Conversion

    Class A Common Stock

    2026-06-01+16,15035,736 total
  • Tax Payment

    Class A Common Stock

    [F1]
    2026-06-01$129.03/sh6,357$820,24429,379 total
  • Exercise/Conversion

    Restricted Stock Unit

    [F2][F3]
    2026-06-014,9104,910 total
    Class A Common Stock (4,910 underlying)
  • Exercise/Conversion

    Restricted Stock Unit

    [F2][F4]
    2026-06-016,79033,949 total
    Class A Common Stock (6,790 underlying)
  • Exercise/Conversion

    Restricted Stock Unit

    [F2][F5]
    2026-06-014,45040,055 total
    Class A Common Stock (4,450 underlying)
Footnotes (5)
  • [F1]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 June 1, 2026.
  • [F2]Each RSU represents a contingent right to receive one share of Class A Common Stock of the Issuer.
  • [F3]This RSU vests in twelve substantially equal quarterly installments. The first installment vested on November 15, 2023.
  • [F4]This RSU vests in twelve substantially equal quarterly installments. The first installment vested on November 15, 2024.
  • [F5]This RSU vests in twelve substantially equal quarterly installments. The first installment vested on November 15, 2025 (or the next business day).
Signature
/s/ Renee Strandness, attorney-in-fact|2026-06-03

Documents

1 file
  • 4
    form4.xmlPrimary

    STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES