Trusts tied to Symbotic (NASDAQ: SYM) director sell 60,000 shares

Rhea-AI Filing Summary

Symbotic Inc. director Rollin L. Ford reported indirect transactions on February 11, 2026 involving family trusts and Symbotic Holdings Units. Three exempt trusts associated with his spouse redeemed 60,000 Symbotic Holdings Units, each paired with Class V-1 Common Stock, for an equal number of Class A Common shares, which were then sold.

The trusts sold a total of 60,000 Class A Common shares in open-market transactions at weighted prices of $56.6347, $58.205 and $59.1269, while 60,000 Class V-1 shares were canceled and retired. Ford reports these as indirect pecuniary interests, disclaiming beneficial ownership beyond that, and continues to report indirect holdings including 927,792 Symbotic Holdings Units, 30,000 Class A shares held by spouse-related trusts, 8,000 Class A shares held by the Rollin L Ford Trust, and 14,507 Class A shares held directly.

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

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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^*

Ford Rollin L.

(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)
02/11/2026

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)	02/11/2026		J(1)(2)(3)		60,000	D	(1)(2)(3)	927,792	I	By Spouse(4)
Class A Common Stock	02/11/2026		J(1)(2)(3)		60,000	A	(1)(2)(3)	60,000	I	By Spouse(5)
Class A Common Stock	02/11/2026		S		38,925	D	$56.6347(6)	21,075	I	By Spouse(5)
Class A Common Stock	02/11/2026		S		200	D	$58.205	20,875	I	By Spouse(5)
Class A Common Stock	02/11/2026		S		20,875	D	$59.1269(7)	0	I	By Spouse(5)
Class A Common Stock								8,000	I	By Rollin L Ford Trust
Class A Common Stock								30,000	I	By Spouse(8)
Class A Common Stock								14,507	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)(3)	(1)(2)	02/11/2026		J(1)(2)(3)			60,000	(1)(2)	(1)(2)	Class A Common Stock	60,000	(1)(2)	927,792	I	By Spouse(9)

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 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 together 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 February 11, 2026, each of the Audrey Exempt Trust, u/a, the Jessica Exempt Trust, u/a, and the Paige Exempt Trust, u/a, sold 20,000 shares of Class A Common Stock (the "Stock Sale"), In connection with the Stock Sale, effective February 11, 2026, each of the Audrey Exempt Trust, u/a, the Jessica Exempt Trust, u/a, and the Paige Exempt Trust, u/a, redeemed 20,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Stock Redemption"). In connection with the Stock Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 60,000 shares of Class V-1 Common Stock.

4. Rollin Ford may be considered to have an indirect pecuniary interest in the shares of Class V-1 common stock held by the Audrey Exempt Trust, u/a, by the Jessica Exempt Trust, u/a, and by the Paige Exempt Trust, u/a (collectively the "Trust V-1 Shares"), each of which has Mr. Ford's spouse as a Trustee and to which members of Mr. Ford's immediate family have a pecuniary interest. Mr. Ford does not have voting or investment control over the Trust Shares and disclaims beneficial ownership of the Trust V-1 Shares except to the extent that Mr. Ford may be considered to have an indirect pecuniary interest therein. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of the Trust V-1 Shares for purposes of Section 16 or for any other purpose.

5. Rollin Ford may be considered to have an indirect pecuniary interest in the Class A common stock held by the Audrey Exempt Trust, u/a, the Class A common stock held by the Jessica Exempt Trust, u/a, and Class A common stock held by the Paige Exempt Trust, u/a (collectively the "Trust Common Stock"), each of which has Mr. Ford's spouse as a Trustee and to which members of Mr. Ford's immediate family have a pecuniary interest. Rollin Ford does not have voting or investment control over the Trust Shares and disclaims beneficial ownership of the Trust Shares except to the extent that Mr. Ford may be considered to have an indirect pecuniary interest therein. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of the Trust Common Stock for purposes of Section 16 or for any other purpose.

6. 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 $56.50 to $57.01, 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.

7. 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 $59.00 to $59.78, 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.

8. Rollin Ford may be considered to have an indirect pecuniary interest in shares of Class A Common Stock held directly by the RLF 2020 Gift Trust, in which Mr. Ford's wife acts as trustee and to which Mr. Ford's immediate family have a pecuniary interest. Mr. Ford does not have voting or investment control over the shares and disclaims beneficial ownership of the shares held by the RLF 2020 Gift Trust except to the extent that Mr. Ford may be considered to have an indirect pecuniary interest therein. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares held by the RLF 2020 Gift Trust for purposes of Section 16 or for any other purpose.

9. Rollin Ford may be considered to have an indirect pecuniary interest in the Symbotic Holdings Units held by the Audrey Exempt Trust, u/a, by the Jessica Exempt Trust, u/a, and by the Paige Exempt Trust, u/a (collectively the "Trust Units"), each of which has Mr. Ford's spouse as a Trustee and to which members of Mr. Ford's immediate family have a pecuniary interest. Mr. Ford does not have voting or investment control over the Trust Units and disclaims beneficial ownership of the Trust Units except to the extent that Mr. Ford may be considered to have an indirect pecuniary interest therein. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of the Trust Units for purposes of Section 16 or for any other purpose.

Remarks:

	/s/ Corey Dufresne, as Attorney-in-Fact for Reporting Person	02/13/2026
	** 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.
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FAQ

What insider transactions did Symbotic (SYM) report for February 11, 2026?

Symbotic reported that family trusts associated with director Rollin L. Ford redeemed 60,000 Symbotic Holdings Units for 60,000 Class A shares, then sold those shares in open-market trades. These moves also led to cancellation of 60,000 paired Class V-1 shares with voting but no economic rights.

How many Symbotic (SYM) shares were sold by the Ford-related trusts and at what prices?

Trusts linked to director Rollin L. Ford sold 60,000 Symbotic Class A Common shares. The sales occurred in multiple transactions at aggregate prices of $56.6347, $58.205 and $59.1269 per share, within SEC-allowed price ranges detailed in the filing’s footnotes for the same-day trades.

What are Symbotic Holdings Units mentioned in the Ford Form 4 filing for SYM?

Symbotic Holdings Units represent LLC units of Symbotic Holdings paired with an equal number of Class V-1 shares. They are redeemable one-for-one into Class A Common stock, with the units and related V-1 shares canceled when redeemed, subject to standard adjustments for stock splits or similar events.

How did the February 11, 2026 transactions affect Symbotic’s Class V-1 Common Stock?

The redemption of 60,000 Symbotic Holdings Units by the family trusts resulted in cancellation of 60,000 Class V-1 shares. These V-1 shares carry one vote each but no economic rights, so their retirement reduced that class’s outstanding voting-only equity in connection with the trusts’ stock sale.

What Symbotic (SYM) holdings does Rollin L. Ford report after these transactions?

After the reported transactions, Ford reports 927,792 Symbotic Holdings Units and associated V-1 shares indirectly via his spouse, 30,000 Class A shares via spouse-related trusts, 8,000 Class A shares via the Rollin L Ford Trust, and 14,507 Class A shares held directly, while disclaiming full beneficial ownership.

Does Rollin L. Ford control the trusts that sold Symbotic (SYM) shares?

The filing states Ford’s spouse serves as trustee for the relevant trusts, and his immediate family has pecuniary interests. Ford reports only an indirect pecuniary interest, explicitly disclaiming voting or investment control and beneficial ownership beyond that limited indirect interest described in the footnotes.