[Form 4] Symbotic Inc. Insider Trading Activity

Rhea-AI Filing Summary

Symbotic Inc. (SYM) – Form 4 insider transaction

Chief Strategy Officer William M. Boyd III reported a series of related transactions on 10 July 2025 under a Rule 10b5-1 trading plan adopted 29 Aug 2024:

• Redemption: 25,000 Symbotic Holdings Units and the paired 25,000 Class V-1 shares were redeemed one-for-one for 25,000 Class A shares.
• Sale: The same day, Boyd sold 25,000 Class A shares at $49.00 per share, generating gross proceeds of about $1.23 million.
• Post-trade holdings (direct): 34,544 Class A shares.
  Post-trade holdings (indirect): 250,000 Class V-1/Unit pairs via a 2025 Qualified Annuity Trust and 189,353 via a 2015 Revocable Trust.

The filing indicates continued sizeable ownership but a modest reduction of approximately 25,000 economic units. Because the disposition was executed under a pre-established 10b5-1 plan, the sale may carry less negative signaling than discretionary selling.

Insights

Securities Analyst

TL;DR: Rule-10b5-1 sale of 25k shares (~$1.2 M); modest stake reduction, limited market impact.

The transaction converts and immediately sells 25,000 shares, trimming Boyd’s direct and overall economic exposure by roughly 2% of his reported total holdings. Execution under a 10b5-1 plan mitigates signaling risk, suggesting liquidity management rather than a strategic outlook change. Given Symbotic’s multi-billion-dollar market capitalisation, the dollar value and share count are immaterial to float and unlikely to influence valuation.

Corporate Governance Expert

TL;DR: Pre-planned sale demonstrates compliance; insider still holds >470k convertible units/shares.

The filing shows good governance practices: clear 10b5-1 disclosure, prompt Form 4 submission, and detailed explanation of paired unit conversion. Boyd retains substantial voting power through V-1 shares, aligning interests with common shareholders. The partial monetisation is not large enough to raise red-flags about confidence but is worth monitoring for trend developments.

SEC Form 4

FORM 4

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

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

X

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Rus Daniela L

(Last) (First) (Middle)

C/O SYMBOTIC INC., 200 RESEARCH DRIVE

(Street)

WILMINGTON MA 01887

(City) (State) (Zip)

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

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

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

3. Date of Earliest Transaction (Month/Day/Year)
07/10/2025

4. 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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	07/10/2025		S(1)		2,706	D	$49	23,729	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. This transaction was executed pursuant to a trading plan entered into by the Reporting Person on February 24, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Remarks:

	/s/ Corey Dufresne, as Attorney-in-Fact for Daniela Rus	07/11/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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