Planned sale: Symbotic (SYM) Chief Strategy Officer trims 5,115 shares

Rhea-AI Filing Summary

Symbotic Inc. Chief Strategy Officer William M. Boyd III sold 5,115 shares of Class A Common Stock in an open-market transaction. The shares were sold at an average price of $45.1534 per share, and he now directly holds 57,112 shares.

The sale was executed under a pre-arranged Rule 10b5-1 trading plan entered into on August 19, 2025, meaning it was scheduled in advance rather than timed discretionarily. The shares were sold in multiple trades within a price range of $45.00 to $45.37.

Insider Trade Summary 10b5-1

Net Seller: 5,115 shares ($230,960)

Net Sell 1 txn

Insider Boyd William M III

Role Chief Strategy Officer

Sold 5,115 shs ($231K)

Type	Security	Shares	Price	Value
Sale	Class A Common Stock	5,115	$45.1534	$231K

Holdings After Transaction: Class A Common Stock — 57,112 shares (Direct, null)

Footnotes (1)

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 $45.00 to $45.37, 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 Average sale price: $45.1534 per share Post-transaction holdings: 57,112 shares +3 more

6 metrics

Shares sold 5,115 shares Open-market sale of Class A Common Stock

Average sale price $45.1534 per share Average price for the 5,115 shares sold

Post-transaction holdings 57,112 shares Shares directly held after the sale

Sale price range $45.00 to $45.37 Range of prices across multiple transactions

Net shares direction -5,115 shares Net-sell direction from transaction summary

Transaction count by type 1 sale, 0 purchases TransactionSummary for this Form 4

Key Terms

Rule 10b5-1, open-market sale, trading plan, Securities Exchange Act of 1934

4 terms

Rule 10b5-1 regulatory

"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"

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.

open-market sale financial

"transaction_action": "open-market sale", "transaction_code_description": "Sale in open market or private transaction""

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.

trading plan financial

"This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025"

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.

Securities Exchange Act of 1934 regulatory

"in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended"

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/06/2026 - 07:08 PM Accepted by SEC EDGAR 07/06/2026 - 07:08 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).

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)
07/01/2026

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	07/01/2026		S(1)		5,115	D	$45.1534(2)	57,112	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 $45.00 to $45.37, 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	07/06/2026
	** 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)

FAQ

What insider transaction did Symbotic (SYM) disclose for William M. Boyd III?

Symbotic disclosed that Chief Strategy Officer William M. Boyd III sold 5,115 shares of Class A Common Stock. The sale was an open-market transaction executed under a pre-arranged Rule 10b5-1 trading plan at average pricing around $45 per share.

At what price did the Symbotic (SYM) insider shares trade in this Form 4?

The reported Symbotic insider sale occurred at an average price of $45.1534 per share. Footnotes state the 5,115 shares were sold in multiple transactions within a price range from $45.00 to $45.37, reflecting standard market execution across several trades.

How many Symbotic (SYM) shares does William M. Boyd III hold after the sale?

After the reported sale, William M. Boyd III directly holds 57,112 shares of Symbotic Class A Common Stock. This post-transaction balance, disclosed in the Form 4, shows that he retains a substantial equity position in the company following the planned disposition.

Was the Symbotic (SYM) insider sale made under a Rule 10b5-1 plan?

Yes. The filing states the transaction was executed under a trading plan entered into on August 19, 2025, in accordance with Rule 10b5-1. Such plans pre-schedule trades, reducing the importance of short-term market timing for interpreting insider activity.

How many shares did Symbotic (SYM) insider William M. Boyd III sell in this transaction?

The Form 4 reports that William M. Boyd III sold 5,115 shares of Symbotic Class A Common Stock. This transaction is categorized as an open-market sale and contributes to a net-sell direction of 5,115 shares in the filing’s summarized transaction data.