[Form 4] Symbotic Inc. Insider Trading Activity

Rhea-AI Filing Summary

Symbotic Inc. (SYM) Form 4 summary: On August 12, 2025, trusts associated with Reporting Person Rollin L. Ford sold an aggregate 90,000 shares of Class A Common Stock in multiple same-day transactions at prices ranging from $51.25 to $52.12 per share (aggregate reporting price disclosed as $51.5697). On the same date the three trusts redeemed a total of 90,000 Symbotic Holdings Units in exchange for 90,000 shares of Class A Common Stock, and Symbotic Holdings canceled the corresponding 90,000 shares of Class V-1 Common Stock. The filing reports 987,792 shares of Class V-1 Common Stock beneficially owned indirectly by the Reporting Person via spouse-controlled trusts and discloses additional indirect holdings (including 8,000 and 30,000 Class A shares held by related trusts). The Reporting Person disclaims voting or investment control over the trust holdings.

Positive

• None.

Negative

• Related trusts sold 90,000 shares of Class A Common Stock in same-day transactions, indicating insider-affiliated liquidity.
• Redemption and cancellation of 90,000 Class V-1 shares reduced the outstanding V-1 units tied to Symbotic Holdings Units.

Insights

Financial Analyst

TL;DR: Insider-related trusts sold 90,000 Class A shares at ~ $51.25–$52.12; reporting person retains significant indirect V-1 holdings.

The transactions are routine insider trust transactions: same-day redemptions of Symbotic Holdings Units for Class A shares followed by open-market sales of those shares totaling 90,000. The filing discloses an aggregate sale price range and reconfirms 987,792 Class V-1 shares held indirectly. There is no explicit indication of change in control, debt financing, or material corporate action tied to these trades. For investors, the filing documents insider liquidity activity and reaffirmation of indirect economic exposure through family trusts.

Corporate Governance Expert

TL;DR: Filings show trustee-led dispositions and clear disclaimers of voting/investment control by the reporting director.

The report emphasizes that the Class A shares and Symbotic Holdings Units were held by trusts for which the Reporting Person's spouse serves as trustee and that the Reporting Person disclaims beneficial ownership except for indirect pecuniary interest. The redemption and cancellation of 90,000 V-1 shares upon unit redemption is documented, and signatures indicate the form was filed by an attorney-in-fact. Governance implications are standard: disclosure of related-party holdings and transactional mechanics without present evidence of governance change or control transfer.

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
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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)
08/12/2025

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)	08/12/2025		J(1)(2)(3)		90,000	D	(1)(2)(3)	987,792	I	By Spouse(4)
Class A Common Stock	08/12/2025		J(1)(2)(3)		90,000	A	(1)(2)(3)	90,000	I	By Spouse(5)
Class A Common Stock	08/12/2025		S		90,000	D	$51.5697(6)	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(7)
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)	08/12/2025		J(1)(2)(3)			90,000	(1)(2)	(1)(2)	Class A Common Stock	90,000	(1)(2)	987,792	I	By Spouse(8)

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 August 12, 2025, each of the Audrey Exempt Trust, u/a, the Jessica Exempt Trust, u/a, and the Paige Exempt Trust, u/a, sold 30,000 shares of Class A Common Stock (the "Stock Sale"), In connection with the Stock Sale, effective August 12, 2025, each of the Audrey Exempt Trust, u/a, the Jessica Exempt Trust, u/a, and the Paige Exempt Trust, u/a, redeemed 30,000 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 90,000 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 $51.25 to $52.12, 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. 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.

8. 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	08/14/2025
	** 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).
** 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 did the Form 4 for SYM report on August 12, 2025?

The Form 4 reports that trusts associated with Rollin L. Ford redeemed 90,000 Symbotic Holdings Units for Class A shares and sold an aggregate 90,000 Class A shares on 08/12/2025.

At what prices were the 90,000 SYM shares sold?

The shares were sold in multiple transactions at prices ranging from $51.25 to $52.12, with an aggregate reported price of $51.5697.

How many Class V-1 shares does the reporting person indirectly own after the transactions?

The filing shows the Reporting Person with an indirect beneficial ownership of 987,792 Class V-1 Common Stock following the reported transactions.

Did Rollin L. Ford claim control over the trust holdings?

No. The filing states Mr. Ford does not have voting or investment control over the trust shares and disclaims beneficial ownership except for any indirect pecuniary interest.

Were any Symbotic Holdings Units canceled as part of the transactions?

Yes. Upon redemption for Class A shares, Symbotic Holdings canceled the redeemed units and the Issuer canceled and retired the corresponding Class V-1 shares for no consideration.