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[Form 4] Symbotic Inc. Insider Trading Activity

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

Rhea-AI Filing Summary

Symbotic Inc. (SYM) insider William M. Boyd III reported the sale of 2,455 shares of Class A common stock on 09/15/2025. The transactions were executed under a pre-existing Rule 10b5-1 trading plan entered August 29, 2024, and were aggregated across multiple same-day sales at prices ranging roughly from $47.99 to $51.70 per share. Following these disposals, Mr. Boyd beneficially owned between 29,429 and 31,584 shares across the reported lines, with each line reflecting ownership after that specific sale. The Form 4 was signed by an attorney-in-fact on 09/17/2025.

Positive

  • Trades executed under a Rule 10b5-1 plan, which provides pre-arranged and documented procedures for insider transactions.
  • Clear disclosure of same-day price ranges and willingness to provide transaction-level details on request.

Negative

  • Insider sold 2,455 shares on 09/15/2025, which may attract investor attention even if routine.
  • Form does not state dollar proceeds or percent of holding sold, limiting assessment of economic significance.

Insights

TL;DR: Insider sales of 2,455 shares via a 10b5-1 plan are disclosed; impact appears limited and routine.

The filing shows a series of same-day disposals totaling 2,455 Class A shares executed under a Rule 10b5-1 plan. Because the trades were pre-arranged, they are generally considered routine and not necessarily a reflection of contemporaneous views on company prospects. The price range reported ($47.99 to $51.70) indicates execution across multiple price points that day. For materiality, the absolute share count is small relative to typical institutional positions; the filing does not disclose dollar proceeds or percentage of holdings sold, limiting deeper valuation impact analysis.

TL;DR: Use of a documented 10b5-1 plan provides procedural compliance and reduces governance concerns about opportunistic insider trading.

The disclosure explicitly states the trades were made pursuant to a 10b5-1 plan adopted August 29, 2024, which establishes an affirmative defense against insider trading claims when properly adopted. The Form 4 includes customary footnotes describing intra-day price ranges and an attorney-in-fact signature, suggesting proper procedural handling. The filing does not indicate any amendments, loans, or related-party transactions; governance implications are therefore limited to routine insider liquidity.

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).
1. Name and Address of Reporting Person*
Boyd William M III

(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 10% Owner
X Officer (give title below) Other (specify below)
Chief Strategy Officer
3. Date of Earliest Transaction (Month/Day/Year)
09/15/2025
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 A Common Stock 09/15/2025 S(1) 300 D $48.27(2) 31,584 D
Class A Common Stock 09/15/2025 S(1) 300 D $49.3833(3) 31,284 D
Class A Common Stock 09/15/2025 S(1) 1,455 D $51.0566(4) 29,829 D
Class A Common Stock 09/15/2025 S(1) 400 D $51.5025(5) 29,429 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
Explanation of Responses:
1. This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.
2. 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 $47.99 to $48.55, 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.
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 $49.21 to $49.47, 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 $50.41 to $51.40, 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. 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 $51.42 to $51.70, 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.
Remarks:
/s/ Corey Dufresne, Attorney-in-Fact for William M. Boyd, III 09/17/2025
** 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.

FAQ

What did Symbotic insider William M. Boyd III report on Form 4?

The filing reports the sale of 2,455 Class A shares on 09/15/2025, executed under a Rule 10b5-1 trading plan.

Were the sales made under a pre-arranged trading plan for SYM?

Yes. The transactions were executed pursuant to a Rule 10b5-1 plan entered into on August 29, 2024.

What price range did the insider sales for SYM occur at?

The Form 4 aggregates same-day sales at prices ranging approximately from $47.99 to $51.70 per share across multiple transactions.

How many shares did Mr. Boyd beneficially own after the reported transactions?

The filing lists post-transaction beneficial ownership values by line ranging from 31,584 down to 29,429 shares, corresponding to each reported sale line.

Who signed the Form 4 for William M. Boyd III?

The Form 4 was signed by Corey Dufresne, Attorney-in-Fact for William M. Boyd, III on 09/17/2025.
SYMBOTIC INC

NASDAQ:SYM

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SYM Stock Data

8.78B
96.19M
15.7%
80.36%
12.22%
Specialty Industrial Machinery
General Industrial Machinery & Equipment, Nec
Link
United States
WILMINGTON