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Wood Anthony J.'s Form 4 filing

Roku, Inc (ROKU) · filed Jul 6, 2021

Accession no.
0001716837-21-000107
Filed
Jul 6, 2021
Trade date
Jul 1, 2021
Filing delay
5 days
Rule 10b5-1 plan
Not on the form (before 2023)

This filing lists 26 non-derivative transactions and 5 derivative transactions. Open-market sales total $37.4M. It was filed 5 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Wood Anthony J.CIK 0001716837Director, Officer (CEO and Chairman BOD), 10% Owner

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Jul 1, 2021Class A Common StockCConversionAcquired+40,000–F1–65,000Indirect
Jul 1, 2021Class A Common StockCConversionAcquired+45,000$2.76+$124,20045,000Direct
Jul 1, 2021Class A Common StockGGiftDisposed−45,000$2.76−$124,2000Direct
Jul 1, 2021Class A Common StockGGiftAcquired+45,000$2.76+$124,200110,000Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−7,372$434.29F3−$3,201,585.88102,628Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−6,581$435.23F4−$2,864,248.6396,047Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−9,731$436.28F5−$4,245,440.6886,316Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−14,766$437.24F6−$6,456,285.8471,550Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−12,000$438.20F7−$5,258,40059,550Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−5,551$439.27F8−$2,438,387.7753,999Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−5,010$440.06F9−$2,204,700.648,989Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−1,536$441.17F10−$677,637.1247,453Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−785$442.58F11−$347,425.346,668Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−500$443.42F12−$221,71046,168Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−1,900$444.90F13−$845,31044,268Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−4,800$445.76F14−$2,139,64839,468Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−3,700$446.75F15−$1,652,97535,768Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−3,258$447.80F16−$1,458,932.432,510Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−2,200$448.71F17−$987,16230,310Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−800$449.61F18−$359,68829,510Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−1,400$451.00F19−$631,40028,110Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−500$452.05F20−$226,02527,610Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−810$453.08F21−$366,994.826,800Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−900$453.87F22−$408,48325,900Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−100$455.02−$45,50225,800Indirect
Jul 1, 2021Class A Common StockSSaleDisposed−800$456.32F23−$365,05625,000Indirect

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Jul 1, 2021Class A Common StockCConversionDisposed−40,000$0.00$016,920,815Indirect
Jul 1, 2021Class B Common StockMOption exerciseDisposed−45,000$2.76−$124,200283,333Direct
Jul 1, 2021Class A Common StockMOption exerciseAcquired+45,000$2.76+$124,20045,000Direct
Jul 1, 2021Class A Common StockCConversionDisposed−45,000$2.76−$124,2000Direct
Jul 1, 2021Class A Common StockAGrant or awardAcquired+133$0.00F25$0133Direct

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F1

Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Shares of Class B Common Stock will convert automatically into shares of Class A Common Stock upon the earlier of: (i) any transfer except for certain "Permitted Transfers" as defined in the Issuer's restated certificate of incorporation, (ii) the first "Trading Day", as defined in the Issuer's restated certificate of incorporation, falling on or after the date on which the shares of Class B Common Stock represent less than 10% of the aggregate number of outstanding shares of Class A Common Stock and Class B Common Stock or (iii) the vote of the holders of Class B Common Stock representing at least 66-2/3% of the shares of Class B Common Stock.

Referenced by the price of 1 transaction in Table I.

F3

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $433.68 to $434.66 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F4

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $434.73 to $435.72 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F5

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $435.73 to $436.72 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F6

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $436.73 to $437.72 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F7

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $437.73 to $438.72 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F8

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $438.73 to $439.72 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F9

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $439.73 to $440.70 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F10

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $440.76 to $441.62 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F11

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $442.01 to $442.81 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F12

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $443.08 to $444.02 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F13

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $444.26 to $445.20 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F14

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $445.29 to $446.19 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F15

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $446.31 to $447.29 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F16

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $447.35 to $448.20 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F17

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $448.35 to $449.15 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F18

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $449.44 to $449.90 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F19

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $450.50 to $451.46 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F20

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $451.51 to $452.34 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F21

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $452.52 to $453.32 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F22

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $453.60 to $454.07 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F23

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $456.10 to $456.68 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Referenced by the price of 1 transaction in Table I.

F25

This stock option was awarded to the Reporting Person by the Issuer's Compensation Committee of the Board of Directors pursuant to the Issuer's Executive Supplemental Stock Option Program in exchange for a reduction in the monthly base salary of the Reporting Person of $20,000.00.

Referenced by the price of 1 transaction in Table II.

Read the full filing on SEC EDGAR (opens in a new tab)