Symbotic (SYM) Form 3: Izilda P. Martins discloses equity holdings

Rhea-AI Filing Summary

Symbotic Inc.'s Chief Financial Officer, Izilda P. Martins, reported direct ownership of 3,500 Class A common shares and receipt of 177,421 restricted stock units. The RSUs vest with one-third on the first anniversary of the grant and then 1/12 of the total shares quarterly thereafter, subject to the reporting person's continued service. This Form 3 discloses the executive's initial beneficial ownership and vesting schedule.

Positive

• Direct ownership: 3,500 Class A common shares reported
• Equity grant disclosed: 177,421 restricted stock units with a clear vesting schedule

Negative

• None.

Insights

Corporate Governance Expert

TL;DR: Routine executive equity disclosure showing time-based vesting to retain and incentivize the CFO.

The filing documents the CFO's direct holding of 3,500 Class A shares and a grant of 177,421 RSUs. Vesting begins with a one-year tranche (one-third) followed by quarterly 1/12 tranches, contingent on continued service. This is a standard time-based compensation structure used to promote retention without immediate dilution from exercised awards.

Securities Analyst

TL;DR: Disclosure is factual and routine; the information alone is insufficient to assess market impact.

The report lists direct ownership and a derivative grant identified as RSUs with the full award amount and vesting schedule disclosed. The filing does not provide exercise prices, total outstanding share count, or any indication of accelerated vesting, so investors cannot infer material share-count or dilution effects from this single filing.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Martins Izilda P

Role Chief Financial Officer

Type	Security	Shares	Price	Value
holding	Restricted Stock Units	--	--	--
holding	Class A Common Stock	--	--	--

Holdings After Transaction: Restricted Stock Units — 177,421 shares (Direct); Class A Common Stock — 3,500 shares (Direct)

Footnotes (1)

1. F1. On July 23, 2025, the Reporting Person was granted 177,421 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on July 23, 2026, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates

FAQ

What did Symbotic's CFO report on Form 3 (SYM)?

The CFO reported direct ownership of 3,500 Class A common shares and a grant of 177,421 restricted stock units.

How many Class A shares does Izilda P. Martins own?

The reporting person holds 3,500 Class A common shares as direct ownership.

How many RSUs were granted and what is the vesting schedule?

The grant is for 177,421 RSUs; 1/3 vests one year after the grant, then 1/12 vests quarterly thereafter, subject to continued service.

What is the reporting person's relationship to Symbotic (SYM)?

The reporting person is the company's Chief Financial Officer.

Are the RSUs reported as direct or indirect ownership?

The RSUs are reported with an ownership form of Direct (D) in the filing.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 08/11/2025 - 04:49 PM Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Martins Izilda P

(Last) (First) (Middle)

C/O SYMBOTIC INC.

200 RESEARCH DRIVE

(Street)

WILMINGTON MA 01887

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
08/09/2025

3. Issuer Name and Ticker or Trading Symbol
Symbotic Inc. [ SYM ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Class A Common Stock	3,500	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units	(1)	(1)	Class A Common Stock	177,421	(1)	D

Explanation of Responses:

1. On July 23, 2025, the Reporting Person was granted 177,421 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on July 23, 2026, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates

Remarks:

Exhibit List: 24.1 - Power of Attorney

	/s/ Corey Dufresne, as Attorney-in-Fact for Reporting Person	08/11/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.