Symbotic (SYM) CSO gets new RSUs as earlier awards vest

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Symbotic Inc. disclosed that Chief Strategy Officer William M. Boyd III had multiple restricted stock unit (RSU) awards vest and convert into Class A common stock on January 23, 2026. RSUs covering 8,826, 2,910 and 25,136 shares were exercised at $0 per share, increasing his directly held Class A shares to 66,794.

On the same date, he received new RSU grants for 30,689 and 15,345 shares. One new grant vests one-third on January 23, 2027 with the remainder vesting quarterly, and the other vests in full on January 23, 2029, in each case subject to continued service.

Insider Trade Summary

36,872 shares exercised/converted

Mixed 8 txns

Insider Boyd William M III

Role Chief Strategy Officer

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	8,826	$0.00	--
Exercise	Restricted Stock Units	2,910	$0.00	--
Exercise	Restricted Stock Units	25,136	$0.00	--
Grant/Award	Restricted Stock Units	30,689	$0.00	--
Grant/Award	Restricted Stock Units	15,345	$0.00	--
Exercise	Class A Common Stock	8,826	$0.00	--
Exercise	Class A Common Stock	2,910	$0.00	--
Exercise	Class A Common Stock	25,136	$0.00	--

Holdings After Transaction: Restricted Stock Units — 0 shares (Direct); Class A Common Stock — 38,748 shares (Direct)

Footnotes (1)

Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. On January 23, 2023, the Reporting Person was granted 105,904 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2024, 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. On January 23, 2024, the Reporting Person was granted 34,908 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2025, 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. On January 23, 2025, the Reporting Person was granted 75,416 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 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. The restricted stock units vest as follows: 1/3 of the restricted stock units vest on January 23, 2027, 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. The restricted stock units vest in full on January 23, 2029, subject to the Reporting Person continued service with the Issuer on the vesting date.

Form 4 Insider Transactions: What Each Field Means →

01/27/2026 - 05:28 PM

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^*

Boyd William M III

(Last)

(First)

(Middle)

C/O SYMBOTIC INC., 200 RESEARCH DRIVE

(Street)

WILMINGTON

01887

(City)

(State)

(Zip)

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

3. Date of Earliest Transaction (Month/Day/Year)
01/23/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

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

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Class A Common Stock	01/23/2026		M		8,826	A	⁽¹⁾	38,748	D
Class A Common Stock	01/23/2026		M		2,910	A	⁽¹⁾	41,658	D
Class A Common Stock	01/23/2026		M		25,136	A	⁽¹⁾	66,794	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Restricted Stock Units	⁽¹⁾	01/23/2026		M			8,826	⁽²⁾	⁽²⁾	Class A Common Stock	8,826	$0	0	D
Restricted Stock Units	⁽¹⁾	01/23/2026		M			2,910	⁽³⁾	⁽³⁾	Class A Common Stock	2,910	$0	11,637	D
Restricted Stock Units	⁽¹⁾	01/23/2026		M			25,136	⁽⁴⁾	⁽⁴⁾	Class A Common Stock	25,136	$0	50,280	D
Restricted Stock Units	⁽¹⁾	01/23/2026		A		30,689		⁽⁵⁾	⁽⁵⁾	Class A Common Stock	30,689	$0	30,689	D
Restricted Stock Units	⁽¹⁾	01/23/2026		A		15,345		⁽⁶⁾	⁽⁶⁾	Class A Common Stock	15,345	$0	15,345	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. On January 23, 2023, the Reporting Person was granted 105,904 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2024, 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.

3. On January 23, 2024, the Reporting Person was granted 34,908 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2025, 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.

4. On January 23, 2025, the Reporting Person was granted 75,416 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 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.

5. The restricted stock units vest as follows: 1/3 of the restricted stock units vest on January 23, 2027, 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.

6. The restricted stock units vest in full on January 23, 2029, subject to the Reporting Person continued service with the Issuer on the vesting date.

Remarks:

	/s/ Corey Dufresne, Attorney-in-Fact for William M. Boyd, III	01/27/2026
	** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What insider equity transactions did Symbotic (SYM) report on January 23, 2026?

Symbotic reported that Chief Strategy Officer William M. Boyd III had RSUs for 8,826, 2,910 and 25,136 shares convert into Class A common stock at $0 per share, and received two new RSU grants covering 30,689 and 15,345 shares on January 23, 2026.

How many Symbotic (SYM) Class A shares does the CSO hold after these Form 4 transactions?

After the January 23, 2026 RSU settlements, Chief Strategy Officer William M. Boyd III directly holds 66,794 shares of Symbotic Class A common stock, reflecting the addition of 8,826, 2,910 and 25,136 shares from vested restricted stock unit awards reported in the filing.

What new restricted stock units did Symbotic (SYM) grant to its Chief Strategy Officer?

On January 23, 2026, Symbotic granted Chief Strategy Officer William M. Boyd III two new restricted stock unit awards for 30,689 and 15,345 shares of Class A common stock, each representing a contingent right to receive one share upon vesting, subject to his continued service.

What are the vesting terms for William M. Boyd III’s earlier Symbotic (SYM) RSU grants?

Earlier RSU grants from January 23, 2023, 2024, and 2025 generally vest one-third on the first anniversary grant date, with the remaining two-thirds vesting in twelve quarterly installments, provided William M. Boyd III continues serving Symbotic on each applicable vesting date.

When do the newly reported Symbotic (SYM) RSU awards fully vest?

One new Symbotic RSU award vests one-third on January 23, 2027, with the rest vesting quarterly thereafter, while the other vests in full on January 23, 2029. Both are conditioned on William M. Boyd III’s continued service with the company through the vesting dates.

Who is the reporting person in this Symbotic (SYM) Form 4 filing and what is his role?

The reporting person is William M. Boyd III, who serves as Chief Strategy Officer of Symbotic Inc. He reported RSU vesting into Class A common stock and new RSU grants on January 23, 2026, all held with direct ownership reported in the filing.