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[Form 4] Symbotic Inc. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Symbotic Inc. director Janet L. Cohen reported insider transactions dated 12/11/2025 involving 1,000,000 shares of Class V-1 common stock and an equal number of paired Symbotic Holdings Units. She received these securities as a distribution from The RBC Millennium GST Non-Exempt Trust and then made a bona fide gift of the same 1,000,000 Class V-1 shares and 1,000,000 Symbotic Holdings Units to a charitable donor-advised fund, each at a reported price of $0.

Following these transactions, she reports no directly held Class V-1 shares or Symbotic Holdings Units from this block, but continues to report large indirect interests. These include 520,835 Class V-1 shares held by The Tilia Mill Trust, 2,215,990 Class V-1 shares held by her spouse, and 14,378,979, 151,561,831 and 45,446,723 Symbotic Holdings Units held through The Tilia Mill Trust, the RBC Millennium Trust and entities associated with her spouse.

Positive

  • None.

Negative

  • None.
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*
Cohen Janet 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)
Director X 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 J(3) 1,000,000 A $0 1,000,000 D
Class V-1 Common Stock(1)(2) 12/11/2025 G(4) 1,000,000 D $0 0(4) D
Class V-1 Common Stock(1)(2) 520,835 I By The Tilia Mill Trust(5)
Class V-1 Common Stock(1)(2) 2,215,990 I By Spouse(6)
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 J(3) 1,000,000 (1)(2) (1)(2) Class A Common Stock 1,000,000 $0 1,000,000 D
Symbotic Holdings Units(1)(2) (1)(2) 12/11/2025 G(4) 1,000,000 (1)(2) (1)(2) Class A Common Stock 1,000,000 $0 0 D
Symbotic Holdings Units(1)(2) (1)(2) (1)(2) (1)(2) Class A Common Stock 14,378,979 14,378,979 I By The Tilia Mill Trust(5)
Symbotic Holdings Units(1)(2) (1)(2) (1)(2) (1)(2) Class A Common Stock 151,561,831 151,561,831 I By the RBC Millennium Trust(7)
Symbotic Holdings Units(1)(2) (1)(2) (1)(2) (1)(2) Class A Common Stock 45,446,723 45,446,723 I By Spouse(8)
Explanation of Responses:
1. 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 or Class V-3 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 or Class V-3 Common Stock, as applicable.
2. 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. Shares of Class V-3 Common Stock of the Issuer have no economic rights and each share of Class V-3 Common Stock entitles its holder to 3 votes per share.
3. On December 11, 2025, the Reporting Person received a distribution of 1,000,000 shares of Class V-1 common stock and an equal number of paired Symbotic Holdings Units from The RBC Millennium GST Non-Exempt Trust, of which the Reporting Person is a beneficiary.
4. Represents a bona fide gift to a charitable donor-advised fund. Price is not applicable to acquisitions or dispositions resulting from bona fide gifts.
5. Janet L. Cohen may be considered the beneficial owner of Symbotic Holding Units held directly by The Tilia Mill Trust. Ms. Cohen is a co-trustee of The Tilia Mill Trust, as to which members of Ms. Cohen's immediate family have a pecuniary interest and may be deemed to have shared voting and investment power. Ms. Cohen disclaims beneficial ownership of such securities except to the extent of her pecuniary interest therein.
6. Janet L. Cohen may be considered to have an indirect pecuniary interest in Symbotic Holdings Units (including the equivalent number of paired shares of Class V-1 Common Stock) held by RJJRP Holdings, Inc., of which Ms. Cohen's spouse is the Chief Executive Officer, and to which members of Ms. Cohen's immediate family have a pecuniary interest. Ms. Cohen does not have voting or investment control over such securities and disclaims beneficial ownership of such securities except to the extent that Ms. Cohen 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 such securities for purposes of Section 16 or for any other purpose.
7. Janet L. Cohen may be considered the beneficial owner of securities held of record by the RBC Millennium Trust. Ms. Cohen is a co-trustee and one of the beneficiaries of the RBC Millennium Trust and may be deemed to have shared voting and investment power. Ms. Cohen disclaims beneficial ownership of such securities except to the extent of her pecuniary interest therein.
8. Janet L. Cohen may be considered to have an indirect pecuniary interest in Symbotic Holdings Units (including the equivalent number of paired shares of Class V-1 or Class V-3 Common Stock) held by the Richard B. Cohen Revocable Trust and RJJRP Holdings, Inc., in which Ms. Cohen's spouse is the trustee or Chief Executive Officer, as applicable, and to which members of Ms. Cohen's immediate family have a pecuniary interest. Ms. Cohen does not have voting or investment control over such securities and disclaims beneficial ownership of such securities except to the extent that Ms. Cohen 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 such securities for purposes of Section 16 or for any other purpose.
Remarks:
/s/ Corey Dufresne, Attorney-in-Fact for Janet L. Cohen 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).
** 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.
SYMBOTIC INC

NASDAQ:SYM

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7.12B
580.92M
15.7%
80.36%
12.22%
Specialty Industrial Machinery
General Industrial Machinery & Equipment, Nec
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United States
WILMINGTON