Symbotic CSO trades 9,194 shares in plan sales
Symbotic Inc.’s Chief Strategy Officer, William M. Boyd III, reported a series of equity transactions.
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Form Type
4
Rhea-AI Filing Summary
Symbotic Inc.’s Chief Strategy Officer, William M. Boyd III, reported a series of equity transactions. On April 23, 2026, he exercised restricted stock units that convert into Class A common stock on a one-for-one basis, acquiring 9,194 shares at a conversion price of $0.00 per share. On April 27, 2026, he executed open‑market sales totaling 9,194 shares of Class A common stock in multiple trades at prices ranging from $57.36 to $60.10 per share, carried out under a pre‑arranged Rule 10b5-1 trading plan. Following these transactions, he directly held 62,227 Class A shares and 8,728 restricted stock units, with his holdings also including 548 shares previously acquired through the company’s 2022 Employee Stock Purchase Plan.
Insider Trade Summary 10b5-1
Exercise and sale activity reported; no spread calculated
Exercise and Sale
7 txns
Insider
Boyd William M III
Role
Chief Strategy Officer
Sold
9,194 shs ($540K)
Approx. gross sale proceeds
$540K
Approx. exercise cost
$0.00
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Class A Common Stock | 4,080 | $58.0978 | $237K |
| Sale | Class A Common Stock | 2,470 | $58.7062 | $145K |
| Sale | Class A Common Stock | 2,644 | $59.7882 | $158K |
| Exercise | Restricted Stock Units | 2,909 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 6,285 | $0.00 | $0.00 |
| Exercise | Class A Common Stock | 2,909 | $0.00 | $0.00 |
| Exercise | Class A Common Stock | 6,285 | $0.00 | $0.00 |
Holdings After Transaction:
Restricted Stock Units — 52,723 contracts (Direct);
Class A Common Stock — 62,227 shares (Direct)
Footnotes (9)
- F1. Restricted stock units convert into Class A common stock on a one-for-one basis.
- F2. Includes 548 shares acquired on February 27, 2026 under the Symbotic Inc. 2022 Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c).
- F3. 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.
- F4. 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 $57.36 to $58.35, 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.
- F5. 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 $58.36 to $59.35, 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.
- F6. 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 $59.48 to $60.10, 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.
- F7. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
- F8. 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.
- F9. 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.
Key Figures
Shares sold: 9,194 shares
Sale price range: $57.36–$60.10 per share
RSUs exercised: 9,194 units
+4 more
7 metrics
Shares sold
9,194 shares
Open-market sales of Class A common stock on April 27, 2026
Sale price range
$57.36–$60.10 per share
Price ranges disclosed for aggregated sales transactions
RSUs exercised
9,194 units
Restricted stock units converting one-for-one into Class A shares on April 23, 2026
Post-transaction holdings
62,227 shares
Class A common stock directly held after reported transactions
Remaining RSUs
8,728 units
Restricted stock units held after RSU exercises reported
ESPP shares
548 shares
Shares acquired on February 27, 2026 under 2022 Employee Stock Purchase Plan
Net share change
-9,194 shares
Net buy/sell direction reported as net-sell in transaction summary
Key Terms
Restricted stock units, Rule 10b5-1, Employee Stock Purchase Plan, aggregate reporting, +1 more
5 terms
Restricted stock units financial
"Restricted stock units convert into Class A common stock on a one-for-one basis."
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.
Rule 10b5-1 regulatory
"executed pursuant to a trading plan entered into ... 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.
Employee Stock Purchase Plan financial
"acquired ... under the Symbotic Inc. 2022 Employee Stock Purchase Plan"
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
aggregate reporting regulatory
"In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales"
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 (SYM) report for William M. Boyd III?
Symbotic’s Chief Strategy Officer William M. Boyd III exercised 9,194 restricted stock units into Class A common stock, then sold 9,194 shares in open‑market transactions. These trades were reported in a Form 4 insider filing covering activity on April 23 and April 27, 2026.
Were the Symbotic (SYM) insider sales made under a Rule 10b5-1 plan?
Yes. A footnote states the transactions were executed under a trading plan Boyd entered on August 19, 2025, in accordance with Rule 10b5‑1. Such pre‑arranged plans schedule trades in advance, making their timing more routine and less discretionary.
What vesting schedules apply to the Symbotic (SYM) restricted stock units in this filing?
Boyd received 34,908 RSUs on January 23, 2024, vesting one‑third on January 23, 2025, then quarterly in twelfths. He also received 75,416 RSUs on January 23, 2025, vesting one‑third on January 23, 2026, with the remainder vesting quarterly in twelfths, subject to continued service.
AI-generated analysis. How Rhea-AI works. Not financial advice.
