Symbotic CFO sells shares to cover RSU taxes

Symbotic Inc. Chief Financial Officer Izilda P Martins reported the vesting and settlement of 59,134 restricted stock units into the same number of Class A common shares on July 23, 2026, from a 177,421‑unit grant awarded July 23, 2025.

Rhea-AI Filing Summary

Symbotic Inc. Chief Financial Officer Izilda P Martins reported the vesting and settlement of 59,134 restricted stock units into the same number of Class A common shares on July 23, 2026, from a 177,421‑unit grant awarded July 23, 2025.

On July 27, 2026, she sold 27,463 of these shares at a reported $40.80 per share, in trades executed between $40.305 and $41.30, solely to cover tax‑withholding obligations under the company’s mandatory “sell to cover” election. After this vesting, 118,287 restricted stock units from the grant are reported as outstanding.

Insider Trade Summary

Exercise and sale activity reported; no spread calculated

Exercise and Sale 3 txns

Insider Martins Izilda P

Role Chief Financial Officer

Sold 27,463 shs ($1.12M)

Approx. gross sale proceeds $1.12M

Type	Security	Shares	Price	Value
Sale	Class A Common Stock F2, F3	27,463	$40.80	$1.12M
Exercise	Restricted Stock Units F4	59,134	$0.00	$0.00
Exercise	Class A Common Stock F1	59,134	--	--

Holdings After Transaction: Restricted Stock Units — 118,287 contracts (Direct); Class A Common Stock — 35,171 shares (Direct)

Footnotes (4)

1. F1. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
2. F2. This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.
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 $40.305 to $41.30, 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.
4. F4. 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.

Key Figures

Shares sold: 27,463 shares Reported sale price: $40.80 per share Sale transaction price range: $40.305–$41.30 per share +3 more

6 metrics

Shares sold 27,463 shares Class A Common Stock sold on July 27, 2026 to cover tax withholding

Reported sale price $40.80 per share Reported price for the 27,463 Class A shares sold on July 27, 2026

Sale transaction price range $40.305–$41.30 per share Range of prices for multiple sale transactions on July 27, 2026

RSUs converted to shares 59,134 units Restricted stock units that settled into Class A common shares on July 23, 2026

RSUs remaining after vesting 118,287 units Restricted stock units from the July 23, 2025 grant reported outstanding after July 23, 2026

Original RSU grant size 177,421 units Restricted stock units granted to the CFO on July 23, 2025

Key Terms

restricted stock units, sell to cover, equity incentive plans, contingent right

4 terms

restricted stock units financial

"The Reporting Person was granted 177,421 restricted stock units that vest as follows"

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.

sell to cover financial

"tax withholding obligation to be funded by a "sell to cover" transaction"

Sell to cover is when a person who receives company stock through options or awards sells just enough shares immediately to pay required taxes, exercise costs, or fees, keeping the rest. Think of it like cashing part of a bonus to cover the tax bill so you can keep the remainder. For investors, it can create predictable small selling pressure and slightly change the number of shares actually held by insiders without increasing long‑term dilution.

equity incentive plans financial

"mandated by the Issuer's election under its equity incentive plans to require"

Equity incentive plans are company programs that pay employees, executives, or directors with company stock, stock options, or share units instead of or in addition to cash, aiming to align their interests with shareholders—like giving team members a stake in the house they help build. For investors this matters because such plans can motivate better company performance but also dilute existing ownership and increase reported compensation costs, so they affect future earnings, voting power, and share value.

contingent right financial

"Each restricted stock unit represents a contingent right to receive one share"

FAQ

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

What insider transactions did Symbotic Inc. (SYM) report for its CFO?

Symbotic Inc. reported that CFO Izilda P Martins had 59,134 restricted stock units vest and settle into Class A common shares, and later sold 27,463 shares to cover tax withholding obligations related to that vesting event.

How many Symbotic Inc. (SYM) shares did the CFO sell, and at what prices?

The CFO sold 27,463 shares of Class A Common Stock at a reported $40.80 per share, with trades executed in multiple transactions at prices ranging from $40.305 to $41.30, according to the accompanying transaction footnote.

Were the Symbotic Inc. (SYM) CFO’s share sales discretionary trades?

No. The filing states the 27,463‑share sale was required to cover tax withholding from restricted stock unit vesting and was mandated by the company’s equity incentive plans as a “sell to cover” transaction, not a discretionary trade by the CFO.

What restricted stock unit grant does the Symbotic Inc. (SYM) CFO hold?

The CFO was granted 177,421 restricted stock units on July 23, 2025. One‑third vests on July 23, 2026, with the remainder vesting in quarterly installments, and 118,287 units from this grant are reported as outstanding after the July 23, 2026 vesting.

How many Symbotic Inc. (SYM) RSUs vested and converted into shares?

On July 23, 2026, 59,134 restricted stock units held by the CFO vested and settled into an equal number of Symbotic Inc. Class A common shares, as part of the vesting schedule for the 177,421‑unit RSU grant awarded July 23, 2025.

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

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Available on EDGAR 08/05/2026 - 05:55 PM Accepted by SEC EDGAR 08/05/2026 - 05:54 PM Learn about SEC filing dates

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).

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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/23/2026

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	07/23/2026		M		59,134	A	(1)	62,634	D
Class A Common Stock	07/27/2026		S(2)		27,463	D	$40.8(3)	35,171	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
Restricted Stock Units	(4)	07/23/2026		M			59,134	(4)	(4)	Class A Common Stock	59,134	$0	118,287	D

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. This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.

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 $40.305 to $41.30, 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.

4. 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 Person	08/05/2026
	** 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)