Symbotic (NASDAQ: SYM) strategy chief sells 5,115 shares under 10b5-1 plan
Filing Impact
Filing Sentiment
Form Type
4
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.
Positive
- None.
Negative
- None.
Insider Trade Summary 10b5-1
Net Seller: 5,115 shares ($286,378)
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 — 64,579 shares (Direct)
Footnotes (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. 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. 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. 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
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.
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.