[Form 4] Symbotic Inc. Insider Trading Activity

Rhea-AI Filing Summary

Insider transaction: On 08/05/2025 Symbotic Inc. (SYM) Chief Strategy Officer William M. Boyd III executed a Rule 10b5-1 trade.

• Redeemed 25,000 Symbotic Holdings Units, receiving 25,000 Class A shares and automatically canceling the paired 25,000 Class V-1 voting shares.
• Immediately sold the 25,000 Class A shares at $59, realizing roughly $1.48 million in gross proceeds.

Direct Class A ownership declined from 56,884 to 31,884 shares, while indirect control of 439,353 exchangeable units held through two family trusts was unchanged. The move lowers his liquid stake but, being pre-scheduled under a 10b5-1 plan adopted 08/29/2024, limits its informational signal for near-term fundamentals.

Positive

• None.

Negative

• Insider selling: Boyd sold 25,000 Class A shares (~$1.48 m), lowering his direct stake by 44%, which may be interpreted as mildly bearish by some investors.

Insights

Securities Analyst

TL;DR: Small, pre-planned sale; limited valuation signal, minor downward sentiment.

The sale equals about $1.48 million and cuts Boyd’s direct Class A position by 44%. However, he retains sizeable economic exposure through 439,353 exchangeable units, indicating continued long-term alignment. Because the trade was executed under a 10b5-1 plan, it is less likely to reflect an adverse view on SYM’s prospects. Scale is immaterial to market cap; therefore I view the filing as neutral to slightly negative from a sentiment standpoint.

Corporate Governance Expert

TL;DR: Governance-compliant 10b5-1 sale, minimal impact, transparency upheld.

Use of a disclosed 10b5-1 plan and prompt Form 4 filing supports best practices in insider trading compliance. Cancellation of Class V-1 shares marginally reduces super-voting stock, a modest governance positive. Overall, the event is routine and not materially impactful.

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^*

Boyd William M III

(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)

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

3. Date of Earliest Transaction (Month/Day/Year)
08/05/2025

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 V-1 Common Stock(1)	08/05/2025		J(1)(2)		25,000	D	(1)(2)	0	D
Class A Common Stock	08/05/2025		J(1)(2)		25,000	A	(1)(2)	56,884	D
Class A Common Stock	08/05/2025		S(3)		25,000	D	$59	31,884	D
Class V-1 Common Stock(1)								250,000	I	By William M. Boyd, III 2025 Qualified Annuity Trust
Class V-1 Common Stock(1)								189,353	I	By The William M. Boyd, III Revocable Trust of 2015

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
Symbotic Holdings Units(1)	(1)	08/05/2025		J(1)(2)			25,000	(1)	(1)	Class A Common Stock	25,000	(1)	0	D
Symbotic Holdings Units(1)	(1)							(1)	(1)	Class A Common Stock	250,000		250,000	I	By the William M. Boyd, III 2025 Qualified Annuity Trust
Symbotic Holdings Units(1)	(1)							(1)	(1)	Class A Common Stock	189,353		189,353	I	By The William M. Boyd, III Revocable Trust of 2015

Explanation of Responses:

1. The term "Symbotic Holdings Units" is used herein to represent limited liability company units of Symbotic Holdings and an equal number of paired shares of Class V-1 Common Stock of the Issuer, which, pursuant to the limited liability company agreement of Symbotic Holdings, are together redeemable by the holder on a one-for-one basis for a share of Class A Common Stock of the Issuer, subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions, and in accordance with other terms and conditions set forth in Symbotic Holdings' Second Amended and Restated Limited Liability Company Agreement, dated as of June 7, 2022. Upon redemption, the Issuer will cancel the Symbotic Holdings Units and cancel and retire for no consideration the redeemed shares of Class V-1 Common Stock. Shares of Class V-1 Common Stock of the Issuer have no economic rights and each share of Class V-1 Common Stock entitles its holder to 1 vote per share.

2. On August 5, 2025, the Reporting Person sold 25,000 shares of Class A Common Stock pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective August 5, 2025, the Reporting Person redeemed 25,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 25,000 shares of Class V-1 Common Stock.

3. This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Remarks:

	/s/ Corey Dufresne, Attorney-in-Fact for William M. Boyd, III	08/07/2025
	** 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 4 (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.

FAQ

How many Symbotic (SYM) shares did the insider sell?

William M. Boyd III sold 25,000 Class A shares on 08/05/2025.

At what price were the SYM shares sold?

The shares were sold at $59 per share, totaling roughly $1.48 million.

Did the insider’s overall ownership in Symbotic decrease?

Direct Class A holdings fell from 56,884 to 31,884 shares; indirect ownership via trusts was unchanged.

Was the transaction pre-planned?

Yes. It was executed under a Rule 10b5-1 trading plan dated 08/29/2024.

What happened to the Class V-1 shares tied to the units?

25,000 Class V-1 shares were canceled when the corresponding units were redeemed.