Form 4: Roku CEO Anthony Wood's Internal Stock Trust Transfers

Roku CEO Anthony Wood reported internal transfers of Class A Common Stock between his trusts, with no change in overall beneficial ownership.

Summary

• Anthony J. Wood, CEO, Chairman of the Board, Director, and 10% owner of Roku, Inc., reported changes in his beneficial ownership of Class A Common Stock.
• On August 20, 2025, 29,271 shares of Class A Common Stock were disposed of at a $0.00 price to The Anthony J. Wood 2024 Annuity Trust V-B.
• Concurrently, 29,271 shares of Class A Common Stock were acquired at a $0.00 price from Wood 2017 Revocable Trust.
• These transactions are internal transfers between trusts controlled by Mr. Wood and do not represent open market sales or purchases.
• Following these transactions, total beneficial ownership remains at 503,034 shares of Class A Common Stock, comprising 11,953 shares held directly and 491,081 shares held indirectly through various trusts.

Sentiment

Score: 5

Explanation: The filing reports an internal transfer of shares between trusts controlled by the CEO, which is a neutral event for the company's operations or financial performance.

Future Outlook

Not applicable as this filing pertains to an insider's personal stock transactions and does not contain forward-looking statements or guidance from the company.

Industry Context

This filing details an internal stock transfer by a key executive and does not provide information relevant to broader industry trends or competitive dynamics.

Related Party Transactions

• Transfers of Class A Common Stock occurred between Anthony J. Wood and trusts associated with him, specifically The Anthony J. Wood 2024 Annuity Trust V-B and Wood 2017 Revocable Trust.

Stakeholder Impact

• Shareholders: No direct impact on outstanding shares or company valuation as these are internal transfers between entities controlled by the CEO.
• Employees, Customers, Suppliers, Creditors: No discernible impact as the transaction is administrative and does not affect company operations or financial health.

Key Dates

Recommendation

This Form 4 reports an internal transfer of shares between trusts controlled by the CEO and Chairman, Anthony J. Wood, at a price of $0.00. Such transactions are administrative in nature and do not reflect open market sales or purchases, nor do they indicate a change in the CEO's overall beneficial ownership or confidence in the company. Therefore, this filing does not provide new information that would warrant a change in investment recommendation.

Keywords

Roku, ROKU, Anthony Wood, insider transaction, Form 4, beneficial ownership, stock transfer, CEO, Chairman, Director