Symbotic (SYM) director reports gift of 5,000 Class V-1 and unit interests

Rhea-AI Filing Summary

Symbotic Inc. director Charles Kane reported a charitable gift of company-related securities. On 12/11/2025, he made a bona fide gift of 5,000 shares of Class V-1 Common Stock and a corresponding 5,000 Symbotic Holdings Units, with the gift recorded at a price of $0, consistent with a donation.

After the transaction, Kane beneficially owned 599,353 Class V-1 shares and an equivalent number of Symbotic Holdings Units, held directly. The filing explains that Class V-1 shares carry voting rights but no economic rights, and each Symbotic Holdings Unit, together with a paired Class V-1 share, is redeemable on a one-for-one basis for a share of Class A Common Stock under Symbotic Holdings LLC’s agreement.

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

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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^*

KANE CHARLES

(Last) (First) (Middle)

C/O SYMBOTIC INC., 200 RESEARCH DRIVE

(Street)

WILMINGTON MA 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)

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

3. Date of Earliest Transaction (Month/Day/Year)
12/11/2025

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)
			Code	V	Amount	(A) or (D)	Price
Class V-1 Common Stock(1)(2)	12/11/2025		G(3)		5,000	D	$0(3)	599,353	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
Symbotic Holdings Units(1)(2)	(1)(2)	12/11/2025		G(3)			5,000	(1)(2)	(1)(2)	Class A Common Stock	5,000	(1)(2)	599,353	D

Explanation of Responses:

1. Shares of Class V-1 Common Stock of the Issuer have no economic rights and each share of Class V-1 Common Stock entitles its holder to 1 vote per share.

2. The term "Symbotic Holdings Units" is used herein to represent limited liability company units of Symbotic Holdings LLC ("Symbotic Holdings") and an equal number of paired shares of Class V-1 Common Stock of the Issuer, which, pursuant to the limited liability company agreement of Symbotic Holdings, are redeemable by the holder on a one-for-one basis for a share of Class A Common Stock of the Issuer, subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions, and in accordance with other terms and conditions set forth in Symbotic Holdings' Second Amended and Restated Limited Liability Company Agreement, dated as of June 7, 2022. Upon redemption, the Issuer will cancel the Symbotic Holdings Units and cancel and retire for no consideration the redeemed shares of Class V-1 Common Stock.

3. Represents a bona fide gift to a charitable donor-advised fund. Price is not applicable to acquisitions or dispositions resulting from bona fide gifts.

Remarks:

	/s/ Corey Dufresne, Attorney-in-Fact for Charles Kane	12/12/2025
	** 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).
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FAQ

What insider transaction did Symbotic (SYM) report in this Form 4?

Director Charles Kane reported a bona fide charitable gift made on 12/11/2025 of 5,000 shares of Class V-1 Common Stock and 5,000 Symbotic Holdings Units, with the gift recorded at a price of $0.

How many Symbotic securities does the reporting person own after this transaction?

Following the reported gift, Charles Kane beneficially owned 599,353 shares of Class V-1 Common Stock and 599,353 Symbotic Holdings Units, all reported as held directly.

What are Symbotics Class V-1 Common Stock shares?

The filing states that Class V-1 Common Stock has no economic rights. Each share entitles its holder to 1 vote per share, providing voting power without participation in economic value.

What are Symbotic Holdings Units mentioned in the Symbotic (SYM) filing?

Symbotic Holdings Units represent limited liability company units of Symbotic Holdings LLC paired with an equal number of Class V-1 shares. Under the LLC agreement, each unit-plus-share combination is redeemable on a one-for-one basis for a share of Class A Common Stock, subject to adjustment provisions.

Who received the gifted Symbotic securities reported in this Form 4?

The filing notes that the 5,000 shares of Class V-1 Common Stock and 5,000 Symbotic Holdings Units were transferred as a bona fide gift to a charitable donor-advised fund.

How is the price of the Symbotic (SYM) insider gift described?

The gift transaction is coded as a G (gift) with a reported price of $0, and the explanation clarifies that price is not applicable to acquisitions or dispositions resulting from bona fide gifts.