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.
Symbotic Inc. SVP, Commercial Alexander Brian Daniel reported two equity awards of restricted stock units (RSUs) on January 23, 2026. He received 12,787 RSUs and 6,394 RSUs, each representing a right to receive one share of Symbotic Class A common stock at no purchase price.
For the 12,787 RSUs, one-third vests on January 23, 2027, with the remaining two-thirds vesting in equal quarterly installments (1/12 each quarter) afterward, as long as he continues serving the company. The 6,394 RSUs vest in full on January 23, 2029, also conditioned on continued service. Both awards are held directly.
Symbotic Inc. chief technology officer James Kuffner reported equity compensation activity and related share sales. On January 23, 2026, 191,663 restricted stock units were converted into an equal number of Class A common shares, increasing his directly held stock before sales to 222,303 shares.
On January 26, 2026, he sold 76,273 shares at a weighted average price of $59.7571 and 1,048 shares at $60.2918. The company states these were required "sell to cover" transactions to satisfy tax withholding on the RSU vesting, not discretionary trades. After these sales, he directly owned 144,982 Class A shares.
The filing also shows additional equity awards. RSUs covering 61,379 shares and 30,690 shares were granted, with vesting schedules running through January 23, 2027 and January 23, 2029, contingent on continued service.
Symbotic Inc. disclosed that Chief Strategy Officer William M. Boyd III had multiple restricted stock unit (RSU) awards vest and convert into Class A common stock on January 23, 2026. RSUs covering 8,826, 2,910 and 25,136 shares were exercised at $0 per share, increasing his directly held Class A shares to 66,794.
On the same date, he received new RSU grants for 30,689 and 15,345 shares. One new grant vests one-third on January 23, 2027 with the remainder vesting quarterly, and the other vests in full on January 23, 2029, in each case subject to continued service.
Symbotic Inc. officer Maria G. Freve reported equity award activity and a tax-related share sale. On January 23, 2026, restricted stock units (RSUs) converted into 1,144 and 13,824 shares of Class A common stock. On the same date, she received a new grant of 13,810 RSUs, each representing one future share, subject to continued service and vesting schedules.
On January 26, 2026, Freve sold 6,667 Class A shares at an average price of $59.9905 per share to cover tax withholding obligations from RSU vesting. The filing notes these were mandatory “sell to cover” transactions under Symbotic’s equity plans, not discretionary trades. Following these transactions, she directly held 8,845 Class A shares and sizable unvested RSU holdings.
Symbotic Inc. chief strategy officer William M. Boyd III reported an acquisition of company stock. On 01/12/2026, he acquired 10,723 shares of Symbotic Inc. Class A common stock at a price of $0 per share. Following this transaction, he beneficially owns 29,922 shares of Class A common stock in direct ownership, as reported in this Form 4 filing.
Symbotic Inc. director Todd Krasnow reported an indirect sale of 4,000 shares of Class A Common Stock on January 5, 2026, executed under a Rule 10b5-1 trading plan. The shares were sold by Inlet View, Inc., an entity of which he is President and CEO, in multiple trades at prices ranging from $65.765 to $69.91. To facilitate this sale, 4,000 Symbotic Holdings Units, each paired with a Class V-1 Common Stock share, were redeemed on a one-for-one basis for 4,000 Class A shares, and the corresponding units and Class V-1 shares were canceled and retired for no consideration.
Following these transactions, Inlet View, Inc. is shown as indirectly holding 589,079 Symbotic Holdings Units. Krasnow is also reported as directly holding 194,036 Symbotic Holdings Units and 187,036 shares of Class V-1 Common Stock, with additional indirect interests reported through spouse and family trusts, while he disclaims beneficial ownership except to the extent of his pecuniary interest.
Symbotic Inc.'s Chief Strategy Officer, William M. Boyd III, reported selling Class A common stock under a pre-arranged trading plan. On 12/15/2025, he sold a total of 2,455 shares of Symbotic Class A Common Stock in three open-market transactions: 1,255 shares at a weighted average price of $59.9279, 1,100 shares at $61.0645, and 100 shares at $61.71 per share.
The sales were executed pursuant to a Rule 10b5-1 trading plan entered into on August 29, 2024. Following these transactions, Boyd directly beneficially owns 24,314 shares of Symbotic Class A Common Stock. The filing notes that the reported prices reflect aggregates of multiple trades, with individual transaction prices ranging from $59.44 to $60.35 and from $60.67 to $61.59, and that full price breakdowns are available upon request.
Symbotic Inc. director Charles Kane reported a charitable gift of company-related securities. On 12/11/2025, he made a bona fide gift of 5,000 shares of Class V-1 Common Stock and a corresponding 5,000 Symbotic Holdings Units, with the gift recorded at a price of $0, consistent with a donation.
After the transaction, Kane beneficially owned 599,353 Class V-1 shares and an equivalent number of Symbotic Holdings Units, held directly. The filing explains that Class V-1 shares carry voting rights but no economic rights, and each Symbotic Holdings Unit, together with a paired Class V-1 share, is redeemable on a one-for-one basis for a share of Class A Common Stock under Symbotic Holdings LLC’s agreement.
Symbotic Inc. director, 10% owner and Board Chair, President and Chief Executive Officer Richard B. Cohen reported changes in his indirect ownership on December 11, 2025. His spouse received a distribution of 1,000,000 shares of Class V-1 Common Stock and an equal number of Symbotic Holdings Units from The RBC Millennium GST Non-Exempt Trust, then made a bona fide gift of 1,000,000 shares and units to a charitable donor-advised fund, each at a reported price of $0.
Following these transactions, he may be considered to have indirect pecuniary interests in 520,835 shares of Class V-1 Common Stock held by The Tulia Mill Trust, 165,940,810 Symbotic Holdings Units held by The RBC Millennium Trust and The Tulia Mill Trust, 43,765,590 units held by RJJRP Holdings, Inc., and 1,681,133 units held by the Richard B. Cohen Revocable Trust. Each Symbotic Holdings Unit is paired with a share of Class V-1 or Class V-3 Common Stock and is redeemable one-for-one for a share of Class A Common Stock, while the Class V-1 and V-3 shares provide voting rights but no economic rights.
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.
Symbotic Inc. reported an insider trust distribution of voting shares and related units. On December 11, 2025, the RBC Millennium GST Non-Exempt Trust distributed 1,300,000 shares of Class V-1 common stock and an equal number of paired Symbotic Holdings Units to certain trust beneficiaries at a price of $0 per share.
After the transaction, the trust beneficially owned 772,405 shares of Class V-1 common stock and 164,127,479 Symbotic Holdings Units. Each Symbotic Holdings Unit, together with a paired Class V-1 or Class V-3 share, is redeemable on a one-for-one basis for a share of Symbotic Class A common stock, while the Class V-1 and Class V-3 shares provide only voting rights and no economic rights.
Symbotic Inc. (SYM) reported an insider equity transaction by its Chief Technology Officer, James Kuffner. On November 23, 2025, 38,988 restricted stock units (RSUs) converted into the company’s Class A common stock on a one-for-one basis, increasing his directly held Class A share position to 38,988 shares.
These RSUs are part of a grant of 116,977 RSUs originally awarded on November 23, 2024. One-third of the grant vested on November 23, 2025, and the remaining two-thirds, or 77,989 RSUs, continue to vest in equal quarterly installments, subject to his continued service with the company.
Symbotic Inc. (SYM) officer Maria G. Freve reported a sale of company stock. On 11/17/2025, the VP, Controller and Chief Accounting Officer sold 1,666 shares of Symbotic Class A common stock at a price of $58.18 per share. After this transaction, she beneficially owns 544 shares.
The sale was carried out under a pre-arranged trading plan entered into on May 19, 2025 under Rule 10b5-1, which allows insiders to sell shares according to a preset schedule. Her remaining holdings include 487 shares acquired on 02/27/2025 and 411 shares acquired on 08/29/2025 through Symbotic’s 2022 Employee Stock Purchase Plan in transactions exempt under Rule 16b-3(d) and Rule 16b-3(c).
Symbotic (SYM): Director Todd Krasnow reported a Rule 10b5-1 trade on November 4, 2025. He sold 4,000 shares of Class A Common Stock in multiple transactions with reported average prices ranging from $73.8878 to $78.445. To source the shares, he redeemed 4,000 Symbotic Holdings Units on a one-for-one basis for Class A, and the company canceled and retired an equal 4,000 shares of Class V-1 Common Stock.
Following the transactions, holdings disclosed include 597,079 shares of Class V-1 indirectly via Inlet View, Inc. and 40,000 shares of Class A held via family charitable remainder trusts. Additional Class V-1 positions are shown as 187,036 directly and 180,000 indirectly by a spouse-related trust, reflecting ongoing multi-entity ownership.
Symbotic Inc. (SYM) reported insider activity: Chief Strategy Officer William M. Boyd, III sold Class A Common Stock on November 3, 2025 pursuant to a Rule 10b5-1 trading plan entered on August 29, 2024.
The filing lists four same‑day sales: 2,077 shares at an average price of $80.7042 (executed in multiple trades between $80.06–$80.94); 2,912 shares at $81.5507 (between $81.06–$81.97); 5,446 shares at $82.5841 (between $82.10–$82.97); and 1,300 shares at $83.4188 (between $83.18–$83.76).
Following these transactions, the reporting person beneficially owned 26,769 shares directly.
Symbotic Inc. (SYM) reported an insider transaction by Maria G. Freve. On October 28, 2025, she sold 662 shares of Class A common stock at $70.95 per share, coded as an open market sale (S) under a Rule 10b5-1 trading plan entered into on May 19, 2025. Following the sale, she beneficially owns 1,312 shares directly. Freve serves as VP, Controller and Chief Accounting Officer.
Symbotic (SYM) filed a Form 4 disclosing officer equity activity. On 10/23/2025, 1,144 shares of Class A common stock were acquired upon RSU settlement (code M). On 10/24/2025, 482 shares were sold at $68.475 to satisfy tax withholding via a mandated “sell to cover” under the company’s equity plans; these were not discretionary trades by the reporting person.
Following these transactions, the officer beneficially owned 1,974 Class A shares directly and 6,864 restricted stock units. The reporting person serves as VP, Controller and Chief Accounting Officer.
Symbotic Inc. (SYM) Form 4: Chief Strategy Officer William M. Boyd III converted restricted stock units into Class A common stock on 10/23/2025. He acquired 8,826 shares and 2,909 shares via code M transactions as RSUs settled one-for-one into stock.
Following these transactions, beneficial ownership of Class A common stock was 38,504 shares. Remaining derivative holdings listed were 14,547 RSUs. The filing notes RSUs convert 1-for-1 and carry a price of $0 upon settlement.
Symbotic Inc. (SYM) director reports insider sales. A Form 4 discloses that on 10/16/2025 the reporting person sold a total of 13,500 shares of Class A Common Stock across three indirect accounts.
Transactions: 3,000 shares by a Roth IRA at an average price of $74.4904 (prices ranged $74.49–$74.56); 7,500 shares by Ladensohn Family Investments, Ltd. at an average price of $74.5317 (range $74.49–$74.73); and 3,000 shares related to a spousal trust at an average price of $74.1717 (range $74.17–$74.21).
Following these sales, reported indirect holdings were 2,000 shares by the Roth IRA, 2,500 shares by Ladensohn Family Investments, Ltd., and 2,000 shares via the spousal trust. The filing notes the director relationship and includes standard beneficial ownership disclaimers for the partnership and spousal trust interests.
Symbotic Inc. (SYM) reported an insider transaction by its Chief Strategy Officer, William M. Boyd, III. On 10/15/2025, he sold a total of 2,660 shares of Class A common stock in multiple trades executed under a Rule 10b5-1 trading plan entered on August 29, 2024. Reported sales occurred at weighted average prices reflecting ranges disclosed in footnotes, including $72.15–$72.73, $73.49–$74.48, $74.96–$75.95, $76.62–$76.75, and $78.26–$78.34, with one trade at $79.35.
Following these transactions, Boyd directly beneficially owns 26,769 shares of Symbotic Class A common stock.
Symbotic Inc. (SYM) director David A. Ladensohn reported insider sales. On 10/09/2025, he sold a total of 23,000 shares of Class A Common Stock across three indirect accounts. The sales included 5,000 shares via a Roth IRA at a weighted average price of $66.80, 10,000 shares via Ladensohn Family Investments, Ltd. at a weighted average price of $66.8125, and 8,000 shares attributed to spousal holdings at a weighted average price of $66.6381.
Footnotes state these were multiple transactions aggregated for reporting, with price ranges of $66.80–$66.94 and $66.63–$66.74. The filer disclaims beneficial ownership for certain indirect holdings except to the extent of any pecuniary interest.
Todd Krasnow, a director of Symbotic Inc. (SYM), reported multiple transactions on 10/06/2025 that changed his direct and indirect holdings. Under a Rule 10b5-1 trading plan, he sold a total of 4,000 Class A Common Stock shares in several same-day trades at prices ranging roughly from $65.25 to $68.90, and redeemed 4,000 Symbotic Holdings Units for an equal number of Class A shares that were then sold. After the transactions, Inlet View, Inc., an entity where Mr. Krasnow is President and CEO, is reported to beneficially own 601,079 Class A shares indirectly. The filing also discloses additional Class A and Class V-1 holdings through trusts and the reporting person’s spouse, and clarifies disclaimers of beneficial ownership where applicable.