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Symbotic (SYM) director exercises 5,966 RSUs and holds 17,826 shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Symbotic Inc. director Eric Branderiz reported a routine equity compensation event involving restricted stock units. On May 14, 2026, he exercised restricted stock units that converted into 5,966 shares of Class A common stock at an effective price of $0.00 per share, reflecting vesting rather than an open-market purchase.

Following the transaction, Branderiz directly owned 17,826 shares of Class A common stock and held 11,936 restricted stock units. A prior grant awarded 17,902 restricted stock units that vest in three equal installments on May 14, 2025, May 14, 2026 and May 14, 2027, contingent on continued service with the company.

Positive

  • None.

Negative

  • None.
Insider Branderiz Eric
Role null
Type Security Shares Price Value
Exercise Restricted Stock Units 5,966 $0.00 --
Exercise Class A Common Stock 5,966 $0.00 --
Holdings After Transaction: Restricted Stock Units — 11,936 shares (Direct, null); Class A Common Stock — 17,826 shares (Direct, null)
Footnotes (1)
  1. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. On May 14, 2026, the Reporting Person was granted 17,902 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on each of May 14, 2025, May 14, 2026 and May 14, 2027, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.
Shares from RSU exercise 5,966 shares Class A Common Stock acquired via RSU exercise on May 14, 2026
Share holdings after transaction 17,826 shares Class A Common Stock directly owned after May 14, 2026 transaction
RSUs remaining 11,936 units Restricted stock units held after May 14, 2026
RSU grant size 17,902 units Restricted stock units granted with vesting in three annual tranches
RSU exercise price $0.00 per unit Conversion price for RSUs into Class A common stock
Restricted Stock Units financial
"On May 14, 2026, the Reporting Person was granted 17,902 restricted stock units"
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.
Class A common stock financial
"Each restricted stock unit represents a contingent right to receive one share of the Issuer's 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.
derivative security financial
"transaction_code_description: Exercise or conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
Form 4 Insider Transactions: What Each Field Means →
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*
Branderiz Eric
(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/14/2026		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 Stock05/14/2026M5,966A(1)17,826D
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(1)05/14/2026M5,966 (2) (2)Class A Common Stock5,966$011,936D
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 May 14, 2026, the Reporting Person was granted 17,902 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on each of May 14, 2025, May 14, 2026 and May 14, 2027, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.
Remarks:
/s/ Corey Dufresne, Attorney-In-Fact for Eric Branderiz05/19/2026
** 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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Symbotic (SYM) director Eric Branderiz report?

Eric Branderiz reported exercising restricted stock units that converted into 5,966 shares of Symbotic Class A common stock. This was a vesting-related equity compensation event, not an open-market stock purchase or sale.

How many Symbotic (SYM) shares does Eric Branderiz hold after this Form 4?

After the reported transaction, Eric Branderiz directly owned 17,826 shares of Symbotic Class A common stock. He also held 11,936 restricted stock units, which may convert into additional shares as they vest over time.

Were there any Symbotic (SYM) stock sales in this Eric Branderiz Form 4?

The filing shows no stock sales by Eric Branderiz. It reports the exercise of restricted stock units into 5,966 shares of Class A common stock as part of equity compensation, with no open-market disposition of shares.

What are the vesting terms of Eric Branderiz’s Symbotic (SYM) RSU grant?

Branderiz was granted 17,902 restricted stock units that vest in three equal installments. One-third vests on each of May 14, 2025, May 14, 2026, and May 14, 2027, subject to his continued service with Symbotic.

How many Symbotic (SYM) restricted stock units remain after this transaction?

After this transaction, Eric Branderiz held 11,936 restricted stock units. These units represent a contingent right to receive an equal number of Symbotic Class A common shares as they vest under the stated schedule.