Symbotic (SYM) insider plans $235K stock sale under Rule 144
Rhea-AI Filing Summary
Symbotic Inc. (SYM) received a Form 144 notice indicating that officer Michael Dunn plans to sell 5,827 shares of Symbotic common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of about $235,469.07. The shares relate to Restricted Stock Units acquired from the issuer on 08/23/2026. The notice also lists multiple prior common stock sales by Michael Dunn over the past three months, several executed under a Rule 10b5‑1 trading plan, with individual transactions ranging from roughly 1,400 to 3,100 shares.
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Key Figures
Shares to be sold: 5,827 shares of common stock
Aggregate market value of planned sale: $235,469.07
Recent sale on 08/24/2026: 3,985 shares for $161,698.95
+2 more
5 metrics
Shares to be sold
5,827 shares of common stock
Planned sale reported by Michael Dunn on Form 144
Aggregate market value of planned sale
$235,469.07
Estimated value of 5,827 shares to be sold
Recent sale on 08/24/2026
3,985 shares for $161,698.95
Common stock sale by Michael Dunn in past three months
Recent sale on 08/12/2026
1,496 shares for $63,460.32
Common stock sale marked as 10b5‑1
Recent sale on 06/03/2026
3,083 shares for $147,958.41
Common stock sale marked as 10b5‑1
Key Terms
Form 144, Rule 144, Restricted Stock Units, 10b5-1 Sales
4 terms
Form 144 regulatory
"144: Filer Information"
Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.
Rule 144 regulatory
"See the definition of "person" in paragraph (a) of Rule 144."
Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.
Restricted Stock Units financial
"Common | 08/23/2026 | Restricted Stock Units | Issuer"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
10b5-1 Sales regulatory
"10b5-1 Sales for MICHAEL DUNN 200 Research Drive"
10b5-1 sales are pre-arranged stock-trading plans that let company insiders automatically buy or sell shares according to a fixed schedule or formula, even if they later learn confidential information. Think of it as setting up an automatic thermostat for trades: it creates a clear, documented path that can protect insiders from insider-trading accusations and gives investors a signal about predictable insider activity—though it can also simply be a way for insiders to diversify or raise cash.
FAQ
What does the Form 144 filing disclose for Symbotic Inc. (SYM)?
It discloses that officer Michael Dunn plans to sell 5,827 shares of Symbotic common stock under Rule 144, with an aggregate market value of about $235,469.07, and provides a history of his Symbotic share sales over the prior three months.
Were Michael Dunn’s recent Symbotic (SYM) sales under a 10b5-1 plan?
Several of the recent sales were labeled as 10b5‑1 Sales, including transactions on 08/12/2026, 07/29/2026, 07/15/2026, 07/01/2026, 06/17/2026, and 06/03/2026, indicating they were executed pursuant to a pre‑arranged trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.