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Symbotic Inc. Form 4 Filings

SYM NASDAQ

Every Form 4 that Symbotic Inc. (SYM) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow SYM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SYM filings page.

Rhea-AI Summary

Symbotic Inc. (SYM) reports indirect ownership changes related to trusts associated with major holder David A. Ladensohn. On September 10, 2026, two trusts each distributed 200,000 Symbotic Holdings Units and paired Class V-1 shares to their beneficiaries, while two other trusts received bona fide gifts of Symbotic Holdings Units and Class V-3 shares. Ladensohn is a trustee or co‑trustee of the involved trusts but consistently disclaims beneficial ownership. Symbotic Holdings Units are redeemable on a one‑for‑one basis for Class A Common Stock, with the corresponding Class V shares cancelled upon redemption.

Rhea-AI Summary

Symbotic Inc. (SYM) director Todd Krasnow reported a structured transaction on September 8, 2026 involving Symbotic Holdings Units and Class A shares, executed through Inlet View, Inc. Under a pre-established Rule 10b5-1 trading plan, 2,000 Symbotic Holdings Units and 2,000 paired shares of Class V-1 common stock were redeemed for 2,000 shares of Class A Common Stock, after which the units and V‑1 shares were canceled.

The 2,000 Class A shares received were then sold in market transactions, with 1,489 shares at an average price of about $43.46 and 511 shares at about $43.88, at prices ranging from $42.745 to $44.255 per share. Krasnow continues to have reported interests in Symbotic Holdings Units representing 194,036 underlying Class A shares held directly and 180,000 underlying Class A shares held indirectly, plus 40,000 Class A shares held by charitable trusts, all subject to footnoted beneficial ownership disclaimers and limited voting or investment control in certain entities.

Rhea-AI Summary

Symbotic Inc. (SYM) director Charles Kane reported a pre-planned restructuring and sale of equity interests on September 1, 2026. He redeemed 2,000 Symbotic Holdings Units, each paired with a share of Class V-1 Common Stock, for 2,000 shares of Class A Common Stock, then sold those 2,000 Class A shares at $39.00 per share pursuant to a Rule 10b5-1 trading plan adopted on December 8, 2025. Following the redemption and related cancellations, Kane reported 583,353 Symbotic Holdings Units and an equal number of Class V-1 shares held directly.

Rhea-AI Summary

Symbotic Inc. (SYM) director Ross Andrew D reported a routine equity compensation event involving restricted stock units (RSUs). On 2026-08-26, 2,568 RSUs were converted into 2,568 shares of Class A common stock on a one-for-one basis. Following the transactions, he directly held 7,672 shares of Class A common stock and 5,137 RSUs. The RSUs stem from a grant of 7,705 units awarded on 2025-08-26 that vest in three equal annual installments on 2026-08-26, 2027-08-26 and 2028-08-26, subject to continued service.

Rhea-AI Summary

Symbotic Inc. (SYM) reported that Chief Technology Officer James Kuffner had restricted stock units vest and settle into Class A common stock, followed by a related tax sale. On August 23, 2026, 9,748 RSUs converted into 9,748 shares of Class A common stock, leaving 48,744 RSUs reported as outstanding. On August 24, 2026, Kuffner sold 3,952 shares at an average price of $40.5926 per share in transactions within a price range of $40.565 to $40.67. According to the company’s footnotes, these sales were mandated "sell to cover" transactions to satisfy tax withholding obligations arising from the RSU vesting and did not represent discretionary trades.

Rhea-AI Summary

PAGLIUCA STEPHEN G reported acquisition or exercise transactions in this Form 4 filing.

Symbotic Inc. director Stephen G. Pagliuca received two equity awards in the form of Restricted Stock Units (RSUs), each representing a contingent right to receive one share of Symbotic’s Class A common stock.

The first award covers 6,274 RSUs that vest in full upon the earliest of August 4, 2027, the company’s 2027 annual stockholders meeting, or a change of control, subject to his continued service. The second award covers 9,471 RSUs, vesting in three equal installments on August 4, 2027, August 4, 2028, and August 4, 2029, also contingent on continued service.

Rhea-AI Summary

Symbotic Inc. director Charles Kane reported a pre-arranged Rule 10b5-1 transaction on August 3, 2026. He redeemed 2,000 Symbotic Holdings Units and corresponding Class V-1 voting shares for 2,000 Class A shares, then sold those shares at $43.21 each. Afterward he held 585,353 Symbotic Holdings Units and 585,353 Class V-1 shares, which carry voting but no economic rights.

Rhea-AI Summary

Symbotic Inc. director Todd Krasnow, through Inlet View, Inc., restructured and sold a small block of securities on August 3, 2026. Inlet View redeemed 2,000 Symbotic Holdings Units paired with 2,000 shares of Class V-1 Common Stock for 2,000 shares of Class A Common Stock, then sold those 2,000 Class A shares in multiple code S transactions at prices ranging from $43.16 to $46.255 per share under a pre-established Rule 10b5-1 trading plan entered on December 8, 2025.

After these transactions, Krasnow remains associated with significant interests in Symbotic through 194,036 Symbotic Holdings Units directly, 180,000 Symbotic Holdings Units indirectly via his spouse and an irrevocable trust, and 40,000 Class A shares held in charitable remainder trusts, while disclaiming beneficial ownership of many indirect holdings except for his pecuniary interest.

Rhea-AI Summary

Symbotic Inc. Chief Financial Officer Izilda P Martins reported the vesting and settlement of 59,134 restricted stock units into the same number of Class A common shares on July 23, 2026, from a 177,421‑unit grant awarded July 23, 2025.

On July 27, 2026, she sold 27,463 of these shares at a reported $40.80 per share, in trades executed between $40.305 and $41.30, solely to cover tax‑withholding obligations under the company’s mandatory “sell to cover” election. After this vesting, 118,287 restricted stock units from the grant are reported as outstanding.

Rhea-AI 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.

Rhea-AI Summary

Symbotic SVP, Commercial Brian Daniel reported the vesting and settlement of 20,512 restricted stock units into the same number of Class A shares on July 23, 2026. To fund tax withholding on this settlement, he sold 9,130 shares on July 24 at a weighted average of $40.3016 per share in a mandatory, non-discretionary “sell to cover” transaction. After these events he continues to hold 143,587 RSUs and indirectly owns 42.7700 shares via an HSA.

Rhea-AI Summary

Symbotic Inc. officer Maria G. Freve, VP, Controller and Chief Accounting Officer, reported RSU vesting and related share activity. On July 23, 2026, restricted stock units in amounts of 1,144 and 3,457 vested and settled into Class A common stock. On July 24, 2,244 shares were sold at an average price of $40.2826 solely to cover tax withholding obligations under Symbotic’s equity incentive plans and are described as non-discretionary trades.

Rhea-AI Summary

Symbotic Inc. Chief Technology Officer James Kuffner reported RSU vesting with related share sales. On July 23, 2026, 47,923 restricted stock units settled into 47,923 shares of Class A common stock, leaving him with 287,539 restricted stock units. On July 24, 18,987 shares were sold at an average price of $40.38, in market trades between $40.22 and $40.65, solely to satisfy tax withholding obligations under the company’s equity incentive plans and not as discretionary trades.

Rhea-AI Summary

Symbotic Inc. director Todd Krasnow, through entities associated with him, reported net sales of 5,367 shares of Class A Common Stock. On July 6, 2026, Inlet View, Inc., an entity he leads, sold 2,000 shares under a pre-arranged Rule 10b5-1 trading plan, alongside a related redemption of Symbotic Holdings Units and cancellation of paired Class V-1 shares. On May 21, 2026, he also sold 3,367 Class A shares directly. Filings show he still has substantial exposure through Symbotic Holdings Units convertible into Class A Common Stock held directly and indirectly via family and trust arrangements.

Rhea-AI Summary

Symbotic Inc. Chief Strategy Officer William M. Boyd III sold 5,115 shares of Class A Common Stock in an open-market transaction. The shares were sold at an average price of $45.1534 per share, and he now directly holds 57,112 shares.

The sale was executed under a pre-arranged Rule 10b5-1 trading plan entered into on August 19, 2025, meaning it was scheduled in advance rather than timed discretionarily. The shares were sold in multiple trades within a price range of $45.00 to $45.37.

Rhea-AI Summary

Symbotic Inc. director Charles Kane reported an open-market sale of 2,000 shares of Class A Common Stock at $44.90 per share. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan entered into on December 8, 2025.

In connection with this sale, Kane redeemed 2,000 Symbotic Holdings Units on a one-for-one basis for Class A shares, and the corresponding 2,000 shares of Class V-1 Common Stock were canceled and retired with no consideration. After these transactions, he holds 89,852 Class A shares and 587,353 Symbotic Holdings Units paired with an equal number of Class V-1 shares.

Rhea-AI Summary

Symbotic Inc. director Todd Krasnow reported indirect open-market sales and related restructuring of his holdings. On June 1, 2026, Inlet View, Inc., an entity associated with Krasnow, sold a total of 2,000 shares of Class A Common Stock in open-market transactions at prices ranging from $45.46 to $48.38 per share under a pre-arranged Rule 10b5-1 trading plan entered into on December 8, 2025.

In connection with these sales, 2,000 Symbotic Holdings Units were redeemed for an equal number of Class A shares, and Symbotic Holdings canceled the units while Symbotic Inc. canceled the corresponding 2,000 shares of Class V-1 Common Stock. After these transactions, entities associated with Krasnow continue to hold large positions, including Symbotic Holdings Units indirectly and directly convertible into 180,000 and 194,036 shares of Class A Common Stock, respectively, along with substantial Class V-1 and additional Class A holdings.

Rhea-AI Summary

Symbotic Inc. director Charles Kane reported a small, pre-planned sale of company stock. On June 1, 2026, he sold 2,000 shares of Class A Common Stock at $45.99 per share in an open-market transaction executed under a Rule 10b5-1 trading plan adopted on December 8, 2025.

In connection with this sale, he redeemed 2,000 Symbotic Holdings Units into an equal number of Class A shares, while 2,000 shares of Class V-1 Common Stock and the corresponding units were canceled and retired for no consideration. After these transactions, Kane holds 89,852 shares of Class A Common Stock and 589,353 shares of Class V-1 Common Stock and 589,353 Symbotic Holdings Units directly.

Rhea-AI Summary

SVF Sponsor III (DE) LLC, an entity ultimately controlled by SoftBank Group Corp., reported an open-market sale of 5,590,000 shares of Symbotic Inc. Class A Common Stock at an average price of $50.415 per share on May 27, 2026. The shares were held as indirect ownership, and this transaction reduced the reporting position in this Form 4 to zero shares, marking a full exit by this former 10% owner–affiliated vehicle.

Rhea-AI Summary

SoftBank-affiliated entities reported major changes in their Symbotic Inc. holdings. An entity associated with SoftBank, SVF Sponsor III (DE) LLC, sold 5,590,000 shares of Symbotic Class A common stock in open-market transactions at $50.415 per share, leaving it with no remaining shares.

Other SoftBank-related entities reported continuing indirect holdings as of the same date, including 2,000,000 shares held by SB Northstar LP, 17,825,312 shares held by SVF II Strategic Investments AIV LLC, and 20,000,000 shares held by SVF II SPAC Investment 3 (DE) LLC.

Rhea-AI Summary

Symbotic Inc. Chief Technology Officer James Kuffner reported routine equity compensation activity. On May 23, 2026, 9,749 restricted stock units were converted into an equal number of Class A common shares at a stated price of $0.00 per share. On May 26, 2026, 3,878 of these shares were sold at an average price of about $53.51 solely to cover tax withholding obligations under the company’s “sell to cover” policy, and not as discretionary trades. After these transactions, Kuffner held 185,126 Class A shares directly and 58,492 restricted stock units, part of a 116,977-unit grant from November 23, 2024 that vests over time.

Rhea-AI Summary

Symbotic Inc. director Todd Krasnow reported several equity transactions on May 22, 2026. He sold a total of 26,633 shares of Class A Common Stock in open-market transactions, including 6,978 shares sold directly at an average price of $52.1176 per share and 19,655 shares sold through Inlet View, Inc. at an average price of $53.7267 per share. In connection with the 19,655‑share sale, an equal number of Symbotic Holdings Units were redeemed for Class A shares, and the related Symbotic Holdings Units and paired Class V‑1 shares were canceled and retired for no consideration. Krasnow also made a bona fide gift of 5,000 Symbotic Holdings Units and an equal number of paired Class V‑1 shares to the Todd and Deborah Krasnow Foundation, over which he has voting and investment power. After these transactions, he holds 3,367 Class A shares directly and maintains various indirect holdings, including Symbotic Holdings Units representing 180,000 underlying Class A shares held through family-related entities where beneficial ownership is partially disclaimed.

Rhea-AI Summary

Symbotic Inc. director Eric Branderiz reported a routine equity compensation event involving restricted stock units. On May 14, 2026, he exercised restricted stock units that converted into 5,966 shares of Class A common stock at an effective price of $0.00 per share, reflecting vesting rather than an open-market purchase.

Following the transaction, Branderiz directly owned 17,826 shares of Class A common stock and held 11,936 restricted stock units. A prior grant awarded 17,902 restricted stock units that vest in three equal installments on May 14, 2025, May 14, 2026 and May 14, 2027, contingent on continued service with the company.

Rhea-AI Summary

Symbotic Inc. insider-related trusts reported a restructuring of their holdings, with no open-market buying or selling. On May 15, 2026, the 2014 QSST F/B/O Perry Cohen distributed 384,222 shares of Class V-1 common stock, 12,469,262 shares of Class V-3 common stock and 12,853,484 Symbotic Holdings Units to other trusts for the same beneficiary. These positions, along with large indirect holdings in Tilia Mill Trust, Serenade QSST Trust and The RBC Millennium Trust, are reported as indirect ownership of David A. Ladensohn, who disclaims beneficial ownership of all such securities. Symbotic Holdings Units are paired with Class V-1 or V-3 shares and are redeemable on a one-for-one basis for Class A common stock under Symbotic Holdings’ limited liability company agreement.

Rhea-AI Summary

Symbotic Inc. director Todd Krasnow reported a mix of stock sales, restructurings and a charitable gift involving Symbotic securities. On May 11, 2026, entity Inlet View, Inc., which may be considered associated with him, sold 25,422 shares of Class A Common Stock in open-market transactions at weighted average prices around $52.41 and $53.35, with actual trade prices ranging from $52.20 to $53.50. In connection with this stock sale, 25,422 Symbotic Holdings Units and an equal number of paired Class V-1 Common Stock shares were redeemed on a one-for-one basis for Class A shares, and the units and paired Class V-1 shares were canceled and retired for no consideration.

Krasnow also reported a bona fide gift of 5,000 Symbotic Holdings Units and an equal number of paired Class V-1 shares to the Todd and Deborah Krasnow Foundation, a charitable foundation where he has voting and investment power. Following these transactions, filings show continuing indirect exposure to Symbotic Holdings Units redeemable one-for-one into Class A Common Stock, including amounts held by his spouse and the Todd J. Krasnow 2024 Irrevocable Trust, for which he disclaims beneficial ownership except for any indirect pecuniary interest.

Rhea-AI Summary

Symbotic Inc. director-related entity completes small planned stock sale and related unit redemption. An entity associated with director Todd Krasnow, Inlet View, Inc., sold 2,000 shares of Symbotic Class A Common Stock on May 4, 2026 in open-market transactions under a pre-arranged Rule 10b5-1 trading plan entered on December 8, 2025.

In connection with this sale, the reporting person redeemed 2,000 Symbotic Holdings Units on a one-for-one basis for Class A shares, and Symbotic canceled the corresponding 2,000 shares of Class V-1 Common Stock, which carry voting but no economic rights. After these transactions, large indirect and direct positions in Symbotic Holdings Units and Class A shares remain, and the filing notes that Krasnow disclaims beneficial ownership of certain spouse- and trust-held securities except for his pecuniary interest.

Rhea-AI Summary

Symbotic Inc. director Charles Kane reported selling 2,000 shares of Class A Common Stock on May 1, 2026 in open-market transactions under a pre-arranged Rule 10b5-1 trading plan adopted on December 8, 2025. The sales occurred at prices ranging from $56.52 to $59.37 per share.

In connection with these sales, Kane redeemed 2,000 Symbotic Holdings Units, each paired with one share of Class V-1 Common Stock, in exchange for 2,000 shares of Class A Common Stock, after which the units and associated Class V-1 shares were canceled. Following these transactions, he held 89,852 shares of Class A Common Stock and 591,353 Symbotic Holdings Units/Class V-1 shares directly.

Rhea-AI Summary

Symbotic Inc. officer Maria G. Freve reported an open-market sale of 2,265 shares of Class A Common Stock at $57.72 per share. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. After this sale, Freve directly holds 739 shares of Symbotic stock.

Rhea-AI Summary

Symbotic Inc. officer Maria G. Freve reported RSU vesting and a related share sale. On April 23, 4,600 restricted stock units converted into an equal number of Class A common shares at a $0.00 exercise price. On April 24, 2,335 Class A shares were sold at an average of $60.0773 per share.

According to the disclosure, this sale was a mandatory “sell to cover” transaction to satisfy tax withholding obligations tied to the RSU vesting and did not represent a discretionary trade. After these moves, Freve directly holds 3,004 Class A shares, which include 200 shares acquired under Symbotic’s 2022 Employee Stock Purchase Plan, along with remaining unvested RSUs referenced in the filing.

Rhea-AI Summary

Symbotic Inc.’s Chief Strategy Officer, William M. Boyd III, reported a series of equity transactions. On April 23, 2026, he exercised restricted stock units that convert into Class A common stock on a one-for-one basis, acquiring 9,194 shares at a conversion price of $0.00 per share. On April 27, 2026, he executed open‑market sales totaling 9,194 shares of Class A common stock in multiple trades at prices ranging from $57.36 to $60.10 per share, carried out under a pre‑arranged Rule 10b5-1 trading plan. Following these transactions, he directly held 62,227 Class A shares and 8,728 restricted stock units, with his holdings also including 548 shares previously acquired through the company’s 2022 Employee Stock Purchase Plan.

Rhea-AI Summary

Symbotic Inc.’s Chief Technology Officer James Kuffner reported routine equity compensation activity. On April 23, 2026, 47,923 restricted stock units converted into the same number of Class A common shares. On April 24, 2026, 19,729 of these shares were sold at an average of $59.8205 per share solely to cover tax withholding obligations under the company’s equity incentive plans, described as a mandatory “sell to cover” rather than a discretionary trade. Following these transactions, Kuffner directly holds 179,255 shares of Class A common stock. A prior grant on January 23, 2025 covered 575,048 restricted stock units with a multi-year vesting schedule.

Rhea-AI Summary

Symbotic Inc. SVP, Commercial Alexander Brian Daniel reported a combination of equity vesting and mandated tax-related share sales. On April 23, he exercised 82,036 restricted stock units (RSUs) into Class A common stock at a $0.00 conversion price, reflecting the settlement of equity awards.

The following day, 37,860 shares of Class A common stock were sold in open-market transactions solely to cover tax withholding obligations tied to this RSU vesting, under a required “sell to cover” election and not as discretionary trades. These sales occurred at weighted-average prices around $60 per share, within ranges of $59.55–$60.51 and $60.56–$60.69.

Footnotes also note 53 shares acquired on February 27, 2026 under the Symbotic Inc. 2022 Employee Stock Purchase Plan and an outstanding grant of 246,135 RSUs awarded on April 23, 2025 that vests over time, starting with one-third on April 23, 2026 and the remainder in quarterly installments, plus a small indirect holding via an HSA.

Rhea-AI Summary

Symbotic Inc. director-linked entity Inlet View, Inc. sold 2,000 shares of Class A Common Stock on April 6, 2026 under a pre-arranged Rule 10b5-1 trading plan. The sales were executed in open-market transactions of 1,859 shares at $53.2368 and 141 shares at $53.7364.

To fund the sale, Inlet View, Inc. redeemed 2,000 Symbotic Holdings Units, each paired with one share of Class V-1 Common Stock. In connection with this redemption, Symbotic Holdings canceled the 2,000 units and the issuer canceled and retired 2,000 shares of Class V-1 Common Stock for no consideration.

After these transactions, the filing shows Todd Krasnow associated with substantial remaining interests, including Symbotic Holdings Units convertible into 194,036 Class A shares directly and 180,000 indirectly through his spouse, as well as additional direct and trust-held Class A and Class V-1 shares.

Rhea-AI Summary

Symbotic Inc. director Charles Kane executed a small, pre-planned share sale and related internal restructuring of his holdings. On April 1, 2026, he sold 2,000 shares of Class A Common Stock at $53.74 per share under a Rule 10b5-1 trading plan and held 89,852 Class A shares afterward.

In connection with this sale, he redeemed 2,000 Symbotic Holdings Units on a one-for-one basis for Class A shares, and the corresponding 2,000 shares of Class V-1 Common Stock, which carry voting but no economic rights, were canceled and retired for no consideration. Following these transactions, he continued to directly hold 593,353 Symbotic Holdings Units and an equal number of paired Class V-1 shares.

Rhea-AI Summary

Symbotic Inc. Chief Strategy Officer William M. Boyd III sold 5,115 shares of Class A Common Stock in open-market transactions. The sales on April 1, 2026 were executed under a pre-arranged Rule 10b5-1 trading plan adopted on August 19, 2025. After the transactions, he directly holds 61,679 shares, indicating a relatively small reduction in his overall position.

Rhea-AI Summary

Symbotic Inc. director Merline Saintil sold 3,414 shares of Class A Common Stock in open‑market transactions under a pre‑arranged Rule 10b5-1 trading plan. The sales on March 11, 2026 were executed at prices ranging from about $50 to $52 per share, leaving her with 75,344 shares owned directly.

Rhea-AI Summary

Symbotic Inc. director Charles Kane reported a preplanned sale of 4,000 shares of Class A Common Stock. On March 9, 2026, he sold these shares in open-market transactions at prices including $46.3975, $47.5047, $48.1836 and $50.1013 per share under a Rule 10b5-1 trading plan adopted on December 8, 2025.

In connection with the sale, Kane redeemed 4,000 Symbotic Holdings Units, each paired with a share of Class V-1 Common Stock, for an equal number of Class A shares. Following the transactions, he directly owns 89,852 shares of Class A Common Stock and 595,353 Symbotic Holdings Units.

Rhea-AI Summary

Symbotic Inc. director Todd Krasnow reported an open-market sale by an affiliated entity of 2,000 shares of Class A Common Stock on March 9, 2026. The shares were sold indirectly through Inlet View, Inc. in multiple trades at prices between $46.334 and $50.052 per share under a pre-arranged Rule 10b5-1 trading plan entered into on December 8, 2025.

To facilitate the sale, 2,000 Symbotic Holdings Units were redeemed on a one-for-one basis for 2,000 Class A shares, and 2,000 paired shares of Class V-1 Common Stock were canceled; the Class V-1 shares carry voting rights but no economic rights. After these transactions, filings show Krasnow-related holdings including 194,036 Symbotic Holdings Units directly and 180,000 Symbotic Holdings Units indirectly through his spouse, plus 10,345 Class A shares held directly and 40,000 Class A shares held indirectly via a trust, as well as substantial Class V-1 holdings. The filing notes that Krasnow disclaims beneficial ownership of certain indirect positions except to the extent of his pecuniary interest.

Rhea-AI Summary

Symbotic Inc. director Ross Andrew D reported equity-based compensation and a vesting event on March 5, 2026. He received a grant of 4,738 restricted stock units (RSUs), each representing a contingent right to one share of Class A common stock.

These 4,738 RSUs vest in full upon the earliest of March 5, 2027, the company’s 2027 annual stockholder meeting, or a change of control, subject to his continued service. On the same date, an earlier grant of 5,104 RSUs from August 26, 2025 was fully exercised, converting one-for-one into 5,104 shares of Class A common stock, reflecting equity awards rather than open-market purchases.

Rhea-AI Summary

Symbotic Inc. director Eric Branderiz reported equity compensation and a conversion of awards into shares. On March 5, 2026, he received a grant of 4,738 restricted stock units, each representing a right to one share of Class A common stock. These units vest in full on the earliest of March 5, 2027, the company’s 2027 annual stockholder meeting, or a change of control, subject to continued service.

On the same date, 11,860 restricted stock units were exercised and converted into 11,860 shares of Class A common stock at a price of $0.00 per share, reflecting a standard equity award conversion rather than an open-market purchase.

Rhea-AI Summary

Symbotic Inc. director Charles Kane reported equity awards tied to his board service. He received 4,738 restricted stock units (RSUs) and exercised 10,345 RSUs into an equal number of Class A shares at $0 per share, bringing his direct Class A holdings to 89,852 shares.

Each RSU converts into one Class A share. One RSU grant vests in full at the earliest of March 6, 2026, the 2026 annual meeting, or a change of control; the newer grant vests on a similar schedule anchored to March 5, 2027, in each case subject to his continued service.

Rhea-AI Summary

Symbotic Inc. director Daniela L. Rus reported equity awards and conversions that increased her direct holdings. On March 5, 2026, she received a grant of 4,738 restricted stock units (RSUs), each representing a contingent right to one share of Class A common stock and vesting in full upon the earliest of March 5, 2027, the 2027 annual meeting, or a change of control, subject to continued service.

Also on March 5, 2026, 10,345 RSUs were converted into 10,345 shares of Class A common stock at a price of $0.00 per share, leaving no RSUs from that grant outstanding and bringing her Class A holdings to 28,336 shares after the transaction. Those 10,345 RSUs were originally granted on March 6, 2025 and vest on the earlier of March 6, 2026, the 2026 annual meeting, or a change of control, subject to continued service.

On March 1, 2026, 6,967 RSUs were similarly converted into 6,967 Class A shares at $0.00 per share, increasing her holdings to 17,991 Class A shares at that time. These RSUs came from a 20,895 RSU grant awarded on March 1, 2023 that vests in three equal annual installments, subject to continued service. No open-market buys or sales were reported in this filing.

Rhea-AI Summary

Symbotic Inc. director Todd Krasnow reported equity compensation activity and updated share holdings. On March 5, 2026, he received a grant of 4,738 restricted stock units (RSUs), each representing a contingent right to one share of Class A common stock. These RSUs vest in full on the earliest of March 5, 2027, the company’s 2027 annual stockholders’ meeting, or a change of control, subject to his continued service. He also exercised 10,345 previously granted RSUs into 10,345 shares of Class A common stock at a stated price of $0.00 per share. The filing notes 40,000 Class A shares are held indirectly by two charitable remainder trusts for which he serves as trustee and is a beneficiary, and he disclaims beneficial ownership except to the extent of his pecuniary interest.

Rhea-AI Summary

Symbotic Inc. director Merline Saintil reported equity awards and conversions involving company stock. On March 5, 2026, she received a grant of 4,738 restricted stock units (RSUs), each representing a right to one share of Class A common stock, which vest in full on the earliest of March 5, 2027, the company’s 2027 annual stockholders meeting, or a change of control, subject to continued service.

That same day, 10,345 previously granted RSUs were exercised and converted into 10,345 shares of Class A common stock at a price of $0.00 per share. Following these transactions, she directly held 78,758 shares of Symbotic Class A common stock.

Rhea-AI Summary

Symbotic Inc. director Rollin L. Ford reported equity award and vesting-related activity in Symbotic Inc. Class A common stock. He received a grant of 4,738 restricted stock units, each representing a contingent right to one Class A share.

On the same date, 10,345 previously granted restricted stock units were exercised and converted into 10,345 shares of Class A common stock at a price of $0.00 per share. The new RSUs vest in full upon the earliest of March 5, 2027, the company’s 2027 annual stockholders’ meeting, or a change of control, provided he continues service. Additional Class A shares are held indirectly by the Rollin L Ford Trust and by his spouse, with footnotes noting limited voting and investment control over certain trust-held shares.

Rhea-AI Summary

Symbotic Inc. Chief Technology Officer James Kuffner reported several equity transactions involving Class A common stock and restricted stock units. On February 25, 2026, he sold 3,669 shares of Class A common stock in an open-market transaction at an average price of $56.8365 per share.

The filing states these shares were sold to cover tax withholding obligations related to vesting restricted stock units and did not represent discretionary trades. On February 23, 2026, 9,748 restricted stock units were converted into the same number of Class A shares at no exercise price. Following these transactions, Kuffner directly held 151,061 Class A shares and 68,241 restricted stock units.

Rhea-AI 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.

Rhea-AI Summary

Symbotic Inc. director Todd Krasnow reported indirect transactions through Inlet View, Inc. on February 2, 2026. Inlet View redeemed 4,000 Symbotic Holdings Units, each paired with Class V‑1 stock, for 4,000 shares of Class A Common Stock under a Rule 10b5‑1 trading plan entered on February 19, 2025.

Inlet View then sold 4,000 Class A shares in multiple trades, including blocks at $52.4229, $53.4403, $54.3026 and $54.785, while the corresponding 4,000 Symbotic Holdings Units and 4,000 Class V‑1 shares were canceled. After these transactions, Inlet View held 585,079 Symbotic Holdings Units and an equal number of paired Class V‑1 shares, and no Class A shares.

The filing also lists additional Symbotic Holdings Units and paired Class V‑1 shares held directly and by the reporting person’s spouse and related trusts, as well as 40,000 Class A shares held by two charitable remainder trusts, with beneficial ownership generally disclaimed except for any pecuniary interest.

Rhea-AI Summary

Symbotic Inc. executive Maria G. Freve reported multiple stock sales under a pre-set trading plan. On January 28, 2026, she sold several blocks of Symbotic Class A common stock at prices ranging from $53.95 to $57.27, with individual reported sale prices including $54.5923, $55.3393, $56.05 and $57.27.

The filing states these transactions were executed pursuant to a Rule 10b5-1 trading plan entered on May 19, 2025, which allows pre-arranged sales. After the reported transactions, she continued to hold Symbotic shares directly.

Rhea-AI Summary

Symbotic Inc.'s Chief Financial Officer, Izilda P Martins, received two new grants of restricted stock units on January 23, 2026. One grant covers 40,919 restricted stock units, each representing a right to one share of Class A common stock. A second grant covers 20,460 restricted stock units.

The 40,919-unit award vests over time: one-third vests on January 23, 2027, with the remaining two-thirds vesting in equal quarterly installments thereafter, contingent on continued service. The 20,460-unit award vests in full on January 23, 2029, also subject to continued service with the company.