Symbotic Inc. (SYM) CSO sells 9,194 shares under 10b5-1 plan

Rhea-AI Filing Summary

Symbotic Inc. Chief Strategy Officer Boyd William M III reported selling 9,194 Class A shares on July 27, 2026, at prices between $40.15 and $41.66 under a Rule 10b5-1 plan adopted August 19, 2025. On July 23, 2026, 2,909 and 6,285 restricted stock units vested and converted one-for-one into Class A common stock from prior grants.

Insider Trade Summary 10b5-1

Exercise and sale activity reported; no spread calculated

Exercise and Sale 6 txns

Insider Boyd William M III

Role Chief Strategy Officer

Sold 9,194 shs ($377K)

Approx. gross sale proceeds $377K

Type	Security	Shares	Price	Value
Sale	Class A Common Stock F2, F3	5,700	$40.7893	$232K
Sale	Class A Common Stock F2, F4	3,494	$41.4602	$145K
Exercise	Restricted Stock Units F5, F6	2,909	$0.00	$0.00
Exercise	Restricted Stock Units F5, F7	6,285	$0.00	$0.00
Exercise	Class A Common Stock F1	2,909	--	--
Exercise	Class A Common Stock F1	6,285	--	--

Holdings After Transaction: Restricted Stock Units — 43,529 shares (Direct); Class A Common Stock — 57,112 shares (Direct)

Footnotes (7)

1. F1. Restricted stock units convert into Class A common stock on a one-for-one basis.
2. F2. 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.
3. F3. 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 $40.15 to $41.14, 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.
4. 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 $41.21 to $41.66, 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.
5. F5. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
6. F6. 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.
7. F7. 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

Total shares sold: 9,194 shares First sale block: 5,700 shares at $40.7893 per share Second sale block: 3,494 shares at $41.4602 per share +4 more

7 metrics

Total shares sold 9,194 shares Class A Common Stock sold by Boyd William M III on July 27, 2026

First sale block 5,700 shares at $40.7893 per share Sold in multiple transactions at prices from $40.15 to $41.14

Second sale block 3,494 shares at $41.4602 per share Sold in multiple transactions at prices from $41.21 to $41.66

RSUs converted July 23, 2026 2,909 RSUs Restricted stock units converting one-for-one into Class A common stock

Additional RSUs converted July 23, 2026 6,285 RSUs Restricted stock units converting one-for-one into Class A common stock

2024 RSU grant size 34,908 RSUs Granted January 23, 2024, with 1/3 vesting January 23, 2025

2025 RSU grant size 75,416 RSUs Granted January 23, 2025, with 1/3 vesting January 23, 2026

Key Terms

Rule 10b5-1, restricted stock units, aggregate reporting, contingent right

4 terms

Rule 10b5-1 regulatory

"trading plan entered into by the Reporting Person on August 19, 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.

restricted stock units financial

"On January 23, 2024, the Reporting Person was granted 34,908 restricted stock units that vest as follows"

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.

aggregate reporting regulatory

"SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions"

contingent right financial

"Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock"

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/27/2026 - 05:10 PM Accepted by SEC EDGAR 07/27/2026 - 05:09 PM Learn about SEC filing dates

FAQ

What insider stock activity did Symbotic Inc. (SYM) report for Boyd William M III?

Symbotic Inc. (SYM) disclosed that Chief Strategy Officer Boyd William M III sold a total of 9,194 shares of Class A common stock on July 27, 2026, in open-market transactions, following the vesting and conversion of restricted stock units into Class A shares earlier that month.

Were the Symbotic (SYM) share sales by Boyd William M III made under a Rule 10b5-1 plan?

Yes. The filing states the transactions were executed under a trading plan entered into on August 19, 2025, in accordance with Rule 10b5-1, indicating the sales were pre-arranged rather than discretionary trades based on contemporaneous market information.

How many Symbotic (SYM) shares did Boyd William M III sell and at what price ranges?

Boyd William M III sold 5,700 shares at prices ranging from $40.15 to $41.14 and 3,494 shares at prices ranging from $41.21 to $41.66, all on July 27, 2026, through multiple open-market transactions reported in aggregate.

What restricted stock units vested for Boyd William M III at Symbotic (SYM)?

On July 23, 2026, 2,909 and 6,285 restricted stock units vested and converted into the same number of Class A shares, on a one-for-one basis, reflecting settlement of equity awards previously granted to Boyd William M III.

What are the details of the RSU grants referenced in the Symbotic (SYM) Form 4?

Boyd William M III received a grant of 34,908 RSUs on January 23, 2024, and 75,416 RSUs on January 23, 2025. Each grant vests one-third on the first anniversary, then in quarterly installments, contingent on continued service with Symbotic.

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)
07/23/2026

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	07/23/2026		M		2,909	A	(1)	60,021	D
Class A Common Stock	07/23/2026		M		6,285	A	(1)	66,306	D
Class A Common Stock	07/27/2026		S(2)		5,700	D	$40.7893(3)	60,606	D
Class A Common Stock	07/27/2026		S(2)		3,494	D	$41.4602(4)	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
Restricted Stock Units	(5)	07/23/2026		M			2,909	(6)	(6)	Class A Common Stock	2,909	$0	5,819	D
Restricted Stock Units	(5)	07/23/2026		M			6,285	(7)	(7)	Class A Common Stock	6,285	$0	37,710	D

Explanation of Responses:

1. Restricted stock units convert into Class A common stock on a one-for-one basis.

2. 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.

3. 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 $40.15 to $41.14, 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.

4. 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 $41.21 to $41.66, 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.

5. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.

6. 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.

7. 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.

Remarks:

	/s/ Corey Dufresne, Attorney-in-Fact for William M. Boyd, III	07/27/2026
	** 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.
* Form 4: SEC 1474 (03-26)