Symbotic Inc. (SYM) director Kane sells 2,000 shares, redeems units

Q: What insider transactions did Symbotic (SYM) director Charles Kane report on August 3, 2026?

Kane reported a sequence where he redeemed 2,000 Symbotic Holdings Units and corresponding Class V-1 voting shares for 2,000 Class A shares , then sold those 2,000 Class A shares at $43.21 each under a pre-arranged Rule 10b5-1 trading plan.

Q: What are Symbotic Holdings Units referenced in the Symbotic (SYM) Form 4?

Symbotic Holdings Units represent LLC units of Symbotic Holdings LLC paired with an equal number of Class V-1 Common Stock shares. They are redeemable on a one-for-one basis for Symbotic Class A Common Stock, with the paired V-1 shares canceled and retired upon redemption.

Q: How many Symbotic (SYM) Symbotic Holdings Units and Class V-1 shares does Charles Kane hold after these transactions?

After the August 3, 2026 transactions, Kane held 585,353 Symbotic Holdings Units and 585,353 shares of Class V-1 Common Stock. These figures reflect his reported positions following the redemption and cancellation of 2,000 units and an equal number of Class V-1 shares.

Q: Do Symbotic (SYM) Class V-1 Common Stock shares have economic rights?

No. The footnotes state that shares of Class V-1 Common Stock have no economic rights . Each Class V-1 share entitles its holder to one vote per share , providing voting power but no direct economic participation like dividends or liquidation rights.

Filing Impact

(Neutral)

Filing Sentiment

(Negative)

Form Type

Rhea-AI Filing Summary

Symbotic Inc. director Charles Kane reported a pre-arranged Rule 10b5-1 transaction on August 3, 2026. He redeemed 2,000 Symbotic Holdings Units and corresponding Class V-1 voting shares for 2,000 Class A shares, then sold those shares at $43.21 each. Afterward he held 585,353 Symbotic Holdings Units and 585,353 Class V-1 shares, which carry voting but no economic rights.

Insider Trade Summary 10b5-1

Net Seller: 2,000 shares

Net Sell 4 txns

Insider KANE CHARLES

Role Director

Sold 2,000 shs ($86K)

Type	Security	Shares	Price	Value
Other	Symbotic Holdings Units ^{F1, F2, F3}	2,000	--	--
Other	Class V-1 Common Stock ^{F1, F2, F3}	2,000	--	--
Other	Class A Common Stock ^{F1, F2, F3}	2,000	--	--
Sale	Class A Common Stock ^F4	2,000	$43.21	$86K

Holdings After Transaction: Symbotic Holdings Units — 585,353 shares (Direct); Class V-1 Common Stock — 585,353 shares (Direct); Class A Common Stock — 89,852 shares (Direct)

Footnotes (4)

F1. 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.
F2. 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.
F3. On August 3, 2026, the Reporting Person sold 2,000 shares of Class A Common Stock pursuant to a trading plan entered into by the Reporting Person on December 8, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective August 3, 2026, the Reporting Person redeemed 2,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 2,000 shares of Class V-1 Common Stock.
F4. This transaction was executed pursuant to a trading plan entered into by the Reporting Person on Decmeber 8, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Key Figures

Class A shares sold: 2,000 shares Sale price per share: $43.21 per share Symbotic Holdings Units redeemed: 2,000 units +3 more

6 metrics

Class A shares sold 2,000 shares Sale of Class A Common Stock on August 3, 2026 under Rule 10b5-1 plan

Sale price per share $43.21 per share Price for 2,000 Class A shares sold on August 3, 2026

Symbotic Holdings Units redeemed 2,000 units Units redeemed in exchange for 2,000 Class A shares on August 3, 2026

Class V-1 shares canceled 2,000 shares Class V-1 shares canceled and retired in connection with the redemption

Symbotic Holdings Units held after 585,353 units Reported Symbotic Holdings Units position following August 3, 2026 transactions

Class V-1 shares held after 585,353 shares Reported Class V-1 Common Stock position following August 3, 2026 transactions

Key Terms

Rule 10b5-1, Symbotic Holdings Units, Class V-1 Common Stock, limited liability company units, +1 more

5 terms

Rule 10b5-1 regulatory

"entered into by the Reporting Person on December 8, 2025, 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.

Symbotic Holdings Units financial

"The term "Symbotic Holdings Units" is used herein to represent limited liability company units"

Class V-1 Common Stock financial

"Shares of Class V-1 Common Stock of the Issuer have no economic rights and each share"

limited liability company units financial

"represent limited liability company units of Symbotic Holdings LLC and an equal number of paired shares"

trading plan regulatory

"pursuant to a trading plan entered into by the Reporting Person on December 8, 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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/05/2026 - 05:55 PM Accepted by SEC EDGAR 08/05/2026 - 05:55 PM

FAQ

What insider transactions did Symbotic (SYM) director Charles Kane report on August 3, 2026?

Kane reported a sequence where he redeemed 2,000 Symbotic Holdings Units and corresponding Class V-1 voting shares for 2,000 Class A shares, then sold those 2,000 Class A shares at $43.21 each under a pre-arranged Rule 10b5-1 trading plan.

Was Charles Kane’s Symbotic (SYM) stock sale made under a Rule 10b5-1 trading plan?

Yes. The filing and footnotes state the August 3, 2026 sale of 2,000 Class A shares was executed pursuant to a trading plan Kane entered on December 8, 2025 in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934.

What are Symbotic Holdings Units referenced in the Symbotic (SYM) Form 4?

Symbotic Holdings Units represent LLC units of Symbotic Holdings LLC paired with an equal number of Class V-1 Common Stock shares. They are redeemable on a one-for-one basis for Symbotic Class A Common Stock, with the paired V-1 shares canceled and retired upon redemption.

How many Symbotic (SYM) Symbotic Holdings Units and Class V-1 shares does Charles Kane hold after these transactions?

After the August 3, 2026 transactions, Kane held 585,353 Symbotic Holdings Units and 585,353 shares of Class V-1 Common Stock. These figures reflect his reported positions following the redemption and cancellation of 2,000 units and an equal number of Class V-1 shares.

Do Symbotic (SYM) Class V-1 Common Stock shares have economic rights?

No. The footnotes state that shares of Class V-1 Common Stock have no economic rights. Each Class V-1 share entitles its holder to one vote per share, providing voting power but no direct economic participation like dividends or liquidation rights.

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^*

KANE CHARLES

(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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/03/2026

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)
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 V-1 Common Stock⁽¹⁾⁽²⁾	08/03/2026		J⁽¹⁾⁽²⁾⁽³⁾		2,000	D	⁽¹⁾⁽²⁾⁽³⁾	585,353	D
Class A Common Stock	08/03/2026		J⁽¹⁾⁽²⁾⁽³⁾		2,000	A	⁽¹⁾⁽²⁾⁽³⁾	91,852	D
Class A Common Stock	08/03/2026		S⁽⁴⁾		2,000	D	$43.21	89,852	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)
Symbotic Holdings Units⁽¹⁾⁽²⁾⁽³⁾	⁽¹⁾⁽²⁾	08/03/2026		J⁽¹⁾⁽²⁾⁽³⁾			2,000	⁽¹⁾⁽²⁾	⁽¹⁾⁽²⁾	Class A Common Stock	2,000	⁽¹⁾⁽²⁾	585,353	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. On August 3, 2026, the Reporting Person sold 2,000 shares of Class A Common Stock pursuant to a trading plan entered into by the Reporting Person on December 8, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective August 3, 2026, the Reporting Person redeemed 2,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 2,000 shares of Class V-1 Common Stock.

4. This transaction was executed pursuant to a trading plan entered into by the Reporting Person on Decmeber 8, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

Remarks:

	/s/ Corey Dufresne, Attorney-in-Fact for Charles Kane	08/05/2026
	** 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)

Source: View Original Filing on SEC EDGAR