Symbotic (NASDAQ: SYM) trust distributes 1.3M Class V-1 shares to beneficiaries

Rhea-AI Filing Summary

Symbotic Inc. reported an insider trust distribution of voting shares and related units. On December 11, 2025, the RBC Millennium GST Non-Exempt Trust distributed 1,300,000 shares of Class V-1 common stock and an equal number of paired Symbotic Holdings Units to certain trust beneficiaries at a price of $0 per share.

After the transaction, the trust beneficially owned 772,405 shares of Class V-1 common stock and 164,127,479 Symbotic Holdings Units. Each Symbotic Holdings Unit, together with a paired Class V-1 or Class V-3 share, is redeemable on a one-for-one basis for a share of Symbotic Class A common stock, while the Class V-1 and Class V-3 shares provide only voting rights and no economic rights.

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

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

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^*

RBC Millennium GST Non-Exempt Trust

(Last) (First) (Middle)

7 CORPORATE DRIVE

(Street)

KEENE NH 03431

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

3. Date of Earliest Transaction (Month/Day/Year)
12/11/2025

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	12/11/2025		J(1)		1,300,000	D	$0	772,405	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
Symbotic Holdings Units(2)(3)	(2)(3)	12/11/2025		J(1)			1,300,000	(2)(3)	(2)(3)	Class A Common Stock	1,300,000	$0	164,127,479	D

Explanation of Responses:

1. On December 11, 2025, the Reporting Person distributed 1,300,000 shares of Class V-1 common stock and an equal number of paired Symbotic Holdings Units to certain beneficiaries of the trust.

2. 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 or Class V-3 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 or Class V-3 Common Stock, as applicable.

3. 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. Shares of Class V-3 Common Stock of the Issuer have no economic rights and each share of Class V-3 Common Stock entitles its holder to 3 votes per share.

Remarks:

	/s/ Corey Dufresne, Attorney-in-Fact for The RBC Millennium GST Non-Exempt Trust	12/12/2025
	** 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.
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FAQ

What insider transaction did Symbotic (SYM) report in this filing?

The filing shows that on December 11, 2025, the RBC Millennium GST Non-Exempt Trust distributed 1,300,000 shares of Class V-1 common stock and an equal number of Symbotic Holdings Units to certain beneficiaries at a price of $0 per share.

How many Symbotic securities does the reporting trust own after the transaction?

Following the distribution, the trust beneficially owned 772,405 shares of Class V-1 common stock and 164,127,479 Symbotic Holdings Units.

What are Symbotic Holdings Units in relation to Symbotic (SYM) stock?

Symbotic Holdings Units represent limited liability company units of Symbotic Holdings paired with an equal number of Class V-1 or Class V-3 shares. Under the Symbotic Holdings limited liability company agreement, they are together redeemable on a one-for-one basis for a share of Symbotic Class A common stock, subject to customary adjustment provisions.

Do Symbotic Class V-1 and Class V-3 shares have economic rights?

No. The filing states that Class V-1 and Class V-3 common stock have no economic rights. Each share of Class V-1 common stock provides 1 vote per share, and each share of Class V-3 common stock provides 3 votes per share.

Who is the reporting person in this Symbotic (SYM) insider transaction?

The reporting person is The RBC Millennium GST Non-Exempt Trust, with the Form 4 signed by /s/ Corey Dufresne, Attorney-in-Fact for The RBC Millennium GST Non-Exempt Trust.