Symbotic CSO sells 5,115 shares in planned trade

Symbotic Inc. Chief Strategy Officer William M. Boyd III sold 5,115 shares of Class A Common Stock in open-market transactions.

Accepted by SEC EDGAR 04/03/2026 - 06:03 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Symbotic Inc. Chief Strategy Officer William M. Boyd III sold 5,115 shares of Class A Common Stock in open-market transactions. The sales on April 1, 2026 were executed under a pre-arranged Rule 10b5-1 trading plan adopted on August 19, 2025. After the transactions, he directly holds 61,679 shares, indicating a relatively small reduction in his overall position.

Insider Trade Summary 10b5-1

Net Seller: 5,115 shares

Net Sell 3 txns

Insider Boyd William M III

Role Chief Strategy Officer

Sold 5,115 shs ($286K)

Type	Security	Shares	Price	Value
Sale	Class A Common Stock	2,215	$55.0614	$122K
Sale	Class A Common Stock	1,600	$56.4414	$90K
Sale	Class A Common Stock	1,300	$57.0082	$74K

Holdings After Transaction: Class A Common Stock — 61,679 shares (Direct)

Footnotes (4)

1. F1. This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.
2. F2. In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $54.67 to $55.63, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
3. F3. In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $55.82 to $56.81, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
4. F4. In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $56.82 to $57.30, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Key Figures

Shares sold: 5,115 shares First tranche price: $55.0614 per share Second tranche price: $56.4414 per share +5 more

8 metrics

Shares sold 5,115 shares Total Class A Common Stock sold on April 1, 2026

First tranche price $55.0614 per share Weighted-average sale price for 2,215-share block

Second tranche price $56.4414 per share Weighted-average sale price for 1,600-share block

Third tranche price $57.0082 per share Weighted-average sale price for 1,300-share block

Post-transaction holdings 61,679 shares Direct Class A Common Stock owned after sales

10b5-1 plan adoption date August 19, 2025 Date trading plan was entered into

Lowest price range $54.67–$55.63 Price range for aggregated trades in first block

Highest price range $56.82–$57.30 Price range for aggregated trades in third block

Key Terms

Rule 10b5-1, trading plan, open-market sale, Class A Common Stock, +1 more

5 terms

Rule 10b5-1 regulatory

"trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1"

Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

trading plan financial

"This transaction was executed pursuant to a trading plan entered into by the Reporting Person"

A trading plan is a written set of rules an investor follows about what to buy or sell, when to enter and exit positions, and how much risk to accept—like a travel itinerary that maps the route, stops, and budget before a trip. It matters because it helps remove emotional decisions during market swings, enforces discipline, and makes performance easier to review and improve, reducing the chance of costly impulsive moves.

open-market sale financial

"transaction_action": "open-market sale""

An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.

Class A Common Stock financial

"security_title": "Class A Common Stock""

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

aggregate reporting regulatory

"SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions"

FAQ

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

What did Symbotic Inc. (SYM) disclose in this Form 4?

Symbotic Inc. reported that Chief Strategy Officer William M. Boyd III sold 5,115 shares of Class A Common Stock in open-market transactions on April 1, 2026. These trades were made under a pre-arranged Rule 10b5-1 trading plan and are part of routine insider activity.

How many Symbotic (SYM) shares did the Chief Strategy Officer sell?

William M. Boyd III sold a total of 5,115 shares of Symbotic Class A Common Stock. The transactions occurred in three tranches of 2,215, 1,600 and 1,300 shares, with weighted-average prices around the mid-$50s per share, reflecting multiple trades within disclosed price ranges.

At what prices did the Symbotic (SYM) insider share sales occur?

The reported sales had weighted-average prices of $55.0614, $56.4414 and $57.0082 per share. Footnotes state the actual trade prices were within ranges of $54.67–$55.63, $55.82–$56.81 and $56.82–$57.30, consistent with multiple executions aggregated for reporting.

How many Symbotic (SYM) shares does the insider still own after these trades?

After the April 1, 2026 transactions, Chief Strategy Officer William M. Boyd III directly owns 61,679 shares of Symbotic Class A Common Stock. This indicates the 5,115 shares sold represent a relatively small portion of his overall reported holdings in the company.

Were the Symbotic (SYM) insider stock sales made under a Rule 10b5-1 plan?

Yes. A footnote explains the transactions were executed under a trading plan entered into on August 19, 2025, in accordance with Rule 10b5-1. Such pre-arranged plans automate trades over time and can reduce the signaling impact of transaction timing.

Did the Symbotic (SYM) Form 4 include any derivative or option exercises?

No derivative transactions or option exercises were reported in this Form 4. All three entries relate to non-derivative Class A Common Stock sales, and the derivative position summary is empty, indicating no new option exercises or conversions were disclosed in this filing.

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

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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 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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026

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

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	04/01/2026		S(1)		2,215	D	$55.0614(2)	64,579	D
Class A Common Stock	04/01/2026		S(1)		1,600	D	$56.4414(3)	62,979	D
Class A Common Stock	04/01/2026		S(1)		1,300	D	$57.0082(4)	61,679	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 August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

2. In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $54.67 to $55.63, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

3. In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $55.82 to $56.81, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

4. In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $56.82 to $57.30, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Remarks:

	/s/ Corey Dufresne, Attorney-in-Fact for William M. Boyd, III	04/03/2026
	** 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.
* Form 4: SEC 1474 (03-26)