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Symbotic CFO acquires 14,785 shares on conversion

The CFO's reported post-transaction holdings were 103,502 restricted stock units and 49,956 Class A common shares.

(Neutral)

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Form Type
4

Rhea-AI Filing Summary

Symbotic Inc. Chief Financial Officer Izilda P. Martins converted 14,785 restricted stock units into 14,785 shares of Class A common stock on October 23, 2026. Afterward, she directly held 103,502 restricted stock units and 49,956 Class A common shares. The units vest subject to continued service, and no Rule 10b5-1 plan is reported.

Insider Martins Izilda P
Role Chief Financial Officer
Type Security Shares Price Value
Exercise Restricted Stock Units F2 14,785 $0.00 $0.00
Exercise Class A Common Stock F1 14,785 -- --
Holdings After Transaction: Restricted Stock Units — 103,502 contracts (Direct); Class A Common Stock — 49,956 shares (Direct)
Footnotes (2)
  1. F1. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
  2. F2. 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.
Restricted stock units converted 14,785 units October 23, 2026
Class A common shares acquired 14,785 shares October 23, 2026
Restricted stock units held directly 103,502 units After the transaction
Class A common shares held directly 49,956 shares After the transaction
Restricted stock units granted 177,421 units Granted July 23, 2025
Restricted Stock Units financial
"Each restricted stock unit represents a contingent right"
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.
contingent right financial
"contingent right to receive one share"
vest financial
"1/3 of the restricted stock units vest on July 23, 2026"
A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those benefits.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many shares did SYM CFO Izilda P. Martins acquire?

Izilda P. Martins acquired 14,785 shares of Class A common stock on October 23, 2026, in connection with the conversion of 14,785 restricted stock units.

When do Izilda P. Martins's SYM restricted stock units vest?

The 177,421 restricted stock units granted on July 23, 2025 vest in installments: one-third on July 23, 2026, then one-twelfth quarterly thereafter, subject to her continued service on the applicable vesting dates.

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

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Available on EDGAR Accepted by SEC EDGAR Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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).
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*
Martins Izilda P

(Last)(First)(Middle)
C/O SYMBOTIC INC.
200 RESEARCH DRIVE

(Street)
WILMINGTON MASSACHUSETTS 01887

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Symbotic Inc. [ SYM ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Financial Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/23/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Class A Common Stock10/23/2026M14,785A(1)49,956D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(2)10/23/2026M14,785 (2) (2)Class A Common Stock14,785$0103,502D
Explanation of Responses:
1. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
2. 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:
/s/ Corey Dufresne, as Attorney-in-Fact for Reporting Person10/27/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

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