Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Joby Aviation, Inc.JOBY · Entity 2121 | Director | June 22, 2023 | June 23, 2023 |
| Symbotic Inc.SYM · Entity 2319 | Chief Technology Officer | August 23, 2026 | August 26, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Joby Aviation, Inc.
Report date June 22, 2023 · Filed June 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 22,556 |
Reported balance
After 2023-06-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-06-22 · Grant · Acquired 22,556 · Balance 22,556 F1: Represents an annual award of restricted stock units ("RSUs") to the Issuer's non-employee directors (the "Annual Award"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) June 22, 2024, in each case, subject to Reporting Person's continued status as a Service Provider (as defined in the Issuer's 2021 Incentive Award Plan) through the applicable vesting date. Each RSU represents a contingent right to receive one share of Common Stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual award of restricted stock units ("RSUs") to the Issuer's non-employee directors (the "Annual Award"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) June 22, 2024, in each case, subject to Reporting Person's continued status as a Service Provider (as defined in the Issuer's 2021 Incentive Award Plan) through the applicable vesting date. Each RSU represents a contingent right to receive one share of Common Stock upon vesting.
Symbotic Inc.
Report date August 23, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 219,858 |
Ending reported balance
After 2026-08-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-23 · Exercise / conversion · Acquired 9,748 · Balance 223,810 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. Row 2 · 2026-08-24 · Sale · Disposed 3,952 · Balance 219,858 F2: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person. F3: 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 $40.565 to $40.67, 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 48,744 |
Reported balance
After 2026-08-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-23 · Exercise / conversion · Disposed 9,748 · Balance 48,744 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F4: On November 23, 2024, the Reporting Person was granted 116,977 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on November 23, 2025, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
F2: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.
F3: 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 $40.565 to $40.67, 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.
F4: On November 23, 2024, the Reporting Person was granted 116,977 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on November 23, 2025, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 24, 2026 Filed Aug 26, 2026 00:04 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 3,952 | $40.59 | $160,421.96 |
DisclosureSEC source: 0001877346-26-000021 · wk-form4_1787702660.xml · nonDerivative · entry 2 Kuffner James · CIK 0001877346 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,858 F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person. F3 · price: 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 $40.565 to $40.67, 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. Read SEC document |
| August 23, 2026 Filed Aug 26, 2026 00:04 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 9,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001877346-26-000021 · wk-form4_1787702660.xml · derivative · entry 3 Kuffner James · CIK 0001877346 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,744 Underlying: Class A Common Stock · 9,748 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F4 · derivative.exercise_date: On November 23, 2024, the Reporting Person was granted 116,977 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on November 23, 2025, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. F4 · derivative.expiration_date: On November 23, 2024, the Reporting Person was granted 116,977 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on November 23, 2025, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. Read SEC document |
| August 23, 2026 Filed Aug 26, 2026 00:04 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 9,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001877346-26-000021 · wk-form4_1787702660.xml · nonDerivative · entry 1 Kuffner James · CIK 0001877346 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,810 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| July 24, 2026 Filed Jul 27, 2026 21:09 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 18,987 | $40.38 | $766,695.06 |
DisclosureSEC source: 0001877346-26-000018 · wk-form4_1785186562.xml · nonDerivative · entry 2 Kuffner James · CIK 0001877346 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,062 F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person. F3 · price: 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 $40.22 to $40.65, 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. Read SEC document |
| July 23, 2026 Filed Jul 27, 2026 21:09 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 47,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001877346-26-000018 · wk-form4_1785186562.xml · derivative · entry 3 Kuffner James · CIK 0001877346 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,539 Underlying: Class A Common Stock · 47,923 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F4 · derivative.exercise_date: On January 23, 2025, the Reporting Person was granted 575,048 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2026, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. F4 · derivative.expiration_date: On January 23, 2025, the Reporting Person was granted 575,048 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2026, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. Read SEC document |
| July 23, 2026 Filed Jul 27, 2026 21:09 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 47,923 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001877346-26-000018 · wk-form4_1785186562.xml · nonDerivative · entry 1 Kuffner James · CIK 0001877346 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,049 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| May 26, 2026 Filed May 27, 2026 22:37 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 3,878 | $53.51 | $207,500.92 |
DisclosureSEC source: 0001877346-26-000015 · wk-form4_1779921430.xml · nonDerivative · entry 2 Kuffner James · CIK 0001877346 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,126 F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person. F3 · price: 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 $53.45 to $53.54, 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. Read SEC document |
| May 23, 2026 Filed May 27, 2026 22:37 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 9,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001877346-26-000015 · wk-form4_1779921430.xml · derivative · entry 3 Kuffner James · CIK 0001877346 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,492 Underlying: Class A Common Stock · 9,749 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F4 · derivative.exercise_date: On November 23, 2024, the Reporting Person was granted 116,977 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on November 23, 2025, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. F4 · derivative.expiration_date: On November 23, 2024, the Reporting Person was granted 116,977 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on November 23, 2025, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. Read SEC document |
| May 23, 2026 Filed May 27, 2026 22:37 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 9,749 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001877346-26-000015 · wk-form4_1779921430.xml · nonDerivative · entry 1 Kuffner James · CIK 0001877346 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,004 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| April 24, 2026 Filed Apr 27, 2026 23:24 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 19,729 | $59.82 | $1,180,198.64 |
DisclosureSEC source: 0001877346-26-000012 · wk-form4_1777332239.xml · nonDerivative · entry 2 Kuffner James · CIK 0001877346 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,255 F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person. F3 · price: 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 $59.56 to $60.09, 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. Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 23:24 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 47,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001877346-26-000012 · wk-form4_1777332239.xml · derivative · entry 3 Kuffner James · CIK 0001877346 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 335,462 Underlying: Class A Common Stock · 47,923 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F4 · derivative.exercise_date: On January 23, 2025, the Reporting Person was granted 575,048 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2026, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. F4 · derivative.expiration_date: On January 23, 2025, the Reporting Person was granted 575,048 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2026, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 23:24 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 47,923 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001877346-26-000012 · wk-form4_1777332239.xml · nonDerivative · entry 1 Kuffner James · CIK 0001877346 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,984 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| February 25, 2026 Filed Feb 25, 2026 22:54 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 3,669 | $56.84 | $208,533.12 |
DisclosureSEC source: 0001877346-26-000008 · wk-form4_1772060073.xml · nonDerivative · entry 2 Kuffner James · CIK 0001877346 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,061 F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person. F3 · price: 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 $56.485 to $57.00, 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. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 22:54 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 9,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001877346-26-000008 · wk-form4_1772060073.xml · derivative · entry 3 Kuffner James · CIK 0001877346 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,241 Underlying: Class A Common Stock · 9,748 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F4 · derivative.exercise_date: On November 23, 2024, the Reporting Person was granted 116,977 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on November 23, 2025, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. F4 · derivative.expiration_date: On November 23, 2024, the Reporting Person was granted 116,977 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on November 23, 2025, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 22:54 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 9,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001877346-26-000008 · wk-form4_1772060073.xml · nonDerivative · entry 1 Kuffner James · CIK 0001877346 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,730 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| January 26, 2026 Filed Jan 27, 2026 22:28 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 1,048 | $60.29 | $63,185.81 |
DisclosureSEC source: 0001877346-26-000005 · wk-form4_1769552890.xml · nonDerivative · entry 3 Kuffner James · CIK 0001877346 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,982 F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person. F4 · price: 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 $60.25 to $60.35, 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. Read SEC document |
| January 26, 2026 Filed Jan 27, 2026 22:28 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 76,273 | $59.76 | $4,557,853.29 |
DisclosureSEC source: 0001877346-26-000005 · wk-form4_1769552890.xml · nonDerivative · entry 2 Kuffner James · CIK 0001877346 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,030 F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person. F3 · price: 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 $59.25 to $60.23, 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. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 22:28 UTC | Symbotic Inc. SYM · Entity 2319 | GrantRestricted Stock Units · Derivative | 30,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001877346-26-000005 · wk-form4_1769552890.xml · derivative · entry 6 Kuffner James · CIK 0001877346 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,690 Underlying: Class A Common Stock · 30,690 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F7 · derivative.exercise_date: The restricted stock units vest in full on January 23, 2029, subject to the Reporting Person continued service with the Issuer on the vesting date. F7 · derivative.expiration_date: The restricted stock units vest in full on January 23, 2029, subject to the Reporting Person continued service with the Issuer on the vesting date. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 22:28 UTC | Symbotic Inc. SYM · Entity 2319 | GrantRestricted Stock Units · Derivative | 61,379 | $0.00 | $0.00 |
DisclosureSEC source: 0001877346-26-000005 · wk-form4_1769552890.xml · derivative · entry 5 Kuffner James · CIK 0001877346 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,379 Underlying: Class A Common Stock · 61,379 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F6 · derivative.exercise_date: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on January 23, 2027, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates F6 · derivative.expiration_date: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on January 23, 2027, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 22:28 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 191,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001877346-26-000005 · wk-form4_1769552890.xml · derivative · entry 4 Kuffner James · CIK 0001877346 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 383,385 Underlying: Class A Common Stock · 191,663 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F5 · derivative.exercise_date: On January 23, 2025, the Reporting Person was granted 575,048 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2026, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. F5 · derivative.expiration_date: On January 23, 2025, the Reporting Person was granted 575,048 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2026, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 22:28 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 191,663 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001877346-26-000005 · wk-form4_1769552890.xml · nonDerivative · entry 1 Kuffner James · CIK 0001877346 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,303 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. Read SEC document |
| November 26, 2025 Filed Dec 2, 2025 00:19 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 8,348 | $81.30 | $678,650.66 |
DisclosureSEC source: 0001877346-25-000009 · wk-form4_1764634738.xml · nonDerivative · entry 1 Kuffner James · CIK 0001877346 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,640 F1 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person. F2 · price: 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 $81.295 to $82.1499, 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. Read SEC document |
| November 23, 2025 Filed Nov 25, 2025 22:23 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 38,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001877346-25-000005 · wk-form4_1764109397.xml · derivative · entry 2 Kuffner James · CIK 0001877346 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,989 Underlying: Class A Common Stock · 38,988 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F3 · derivative.exercise_date: On November 23, 2024, the Reporting Person was granted 116,977 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on November 23, 2025, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. F3 · derivative.expiration_date: On November 23, 2024, the Reporting Person was granted 116,977 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on November 23, 2025, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. Read SEC document |
| November 23, 2025 Filed Nov 25, 2025 22:23 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 38,988 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001877346-25-000005 · wk-form4_1764109397.xml · nonDerivative · entry 1 Kuffner James · CIK 0001877346 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,988 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into Class A common stock on a one-for-one basis. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 22:04 UTC | Symbotic Inc. SYM · Entity 2319 | GrantRestricted Stock Units · Derivative | 575,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-25-000030 · wk-form4_1738015484.xml · derivative · entry 1 Kuffner James · CIK 0001877346 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 575,048 Underlying: Class A Common Stock · 575,048 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F2 · derivative.exercise_date: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on January 23, 2026, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates F2 · derivative.expiration_date: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on January 23, 2026, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates Read SEC document |
| June 22, 2023 Filed Jun 23, 2023 23:13 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | GrantRestricted Stock Units (RSUs) · Derivative | 22,556 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001819848-23-000235 · wf-form4_168756199344675.xml · derivative · entry 1 Kuffner James · CIK 0001877346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,556 Underlying: Common Stock · 22,556 shares Expires not disclosed F1 · derivative.exercise_date: Represents an annual award of restricted stock units ("RSUs") to the Issuer's non-employee directors (the "Annual Award"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) June 22, 2024, in each case, subject to Reporting Person's continued status as a Service Provider (as defined in the Issuer's 2021 Incentive Award Plan) through the applicable vesting date. Each RSU represents a contingent right to receive one share of Common Stock upon vesting. F1 · derivative.expiration_date: Represents an annual award of restricted stock units ("RSUs") to the Issuer's non-employee directors (the "Annual Award"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) June 22, 2024, in each case, subject to Reporting Person's continued status as a Service Provider (as defined in the Issuer's 2021 Incentive Award Plan) through the applicable vesting date. Each RSU represents a contingent right to receive one share of Common Stock upon vesting. Read SEC document |
| June 10, 2023 Filed Jun 13, 2023 20:45 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 27,574 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001819848-23-000204 · wf-form4_168668909910129.xml · derivative · entry 2 Kuffner James · CIK 0001877346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,574 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Represents an annual award of restricted stock units ("RSUs") to the Issuer's non-employee directors (the "Annual Award"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) June 10, 2023, in each case, subject to Reporting Person's continued status as a Service Provider (as defined in the Issuer's 2021 Incentive Award Plan) through the applicable vesting date. Each RSU represents a contingent right to receive one share of Common Stock upon vesting. F1 · derivative.expiration_date: Represents an annual award of restricted stock units ("RSUs") to the Issuer's non-employee directors (the "Annual Award"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) June 10, 2023, in each case, subject to Reporting Person's continued status as a Service Provider (as defined in the Issuer's 2021 Incentive Award Plan) through the applicable vesting date. Each RSU represents a contingent right to receive one share of Common Stock upon vesting. Read SEC document |
| June 10, 2023 Filed Jun 13, 2023 20:45 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | Exercise / conversionCommon Stock | 27,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001819848-23-000204 · wf-form4_168668909910129.xml · nonDerivative · entry 1 Kuffner James · CIK 0001877346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,945 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 05, 2023 Filed Apr 7, 2023 22:20 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | GrantCommon Stock | 3,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001819848-23-000123 · wf-form4_168090601593125.xml · nonDerivative · entry 1 Kuffner James · CIK 0001877346 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,371 F1 · shares: Represents Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock of the Issuer. F2 · shares: The RSUs are fully vested on the grant date. Read SEC document |
| January 05, 2023 Filed Jan 9, 2023 22:01 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | GrantCommon Stock | 3,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001819848-23-000013 · wf-form4_167330168253893.xml · nonDerivative · entry 1 Kuffner James · CIK 0001877346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,215 F1 · shares: Represents Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock of the Issuer. F2 · shares: The RSUs are fully vested on the grant date. Read SEC document |
| October 05, 2022 Filed Oct 7, 2022 20:11 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | GrantCommon Stock | 2,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001819848-22-000166 · wf-form4_166517345139228.xml · nonDerivative · entry 1 Kuffner James · CIK 0001877346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,634 F1 · shares: Represents Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock of the Issuer. F2 · shares: The RSUs are fully vested on the grant date. Read SEC document |
| August 22, 2022 Filed Aug 22, 2022 20:58 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 24,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001819848-22-000106 · wf-form4_166120191622068.xml · derivative · entry 3 Kuffner James · CIK 0001877346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,606 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock of the Issuer. F3 · derivative.exercise_date: The Reporting Person was granted 24,606 RSUs on March 11, 2022. 100% of the RSUs vested on June 10, 2022, but the shares were not released to the Reporting Person until August 22, 2022. F3 · derivative.expiration_date: The Reporting Person was granted 24,606 RSUs on March 11, 2022. 100% of the RSUs vested on June 10, 2022, but the shares were not released to the Reporting Person until August 22, 2022. Read SEC document |
| August 22, 2022 Filed Aug 22, 2022 20:58 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | Exercise / conversionCommon Stock | 24,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001819848-22-000106 · wf-form4_166120191622068.xml · nonDerivative · entry 2 Kuffner James · CIK 0001877346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,221 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 05, 2022 Filed Aug 22, 2022 20:58 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | GrantCommon Stock | 2,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001819848-22-000106 · wf-form4_166120191622068.xml · nonDerivative · entry 1 Kuffner James · CIK 0001877346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,615 F1 · shares: Represents Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock of the Issuer. F2 · shares: The RSUs are fully vested on the grant date. Read SEC document |
| June 10, 2022 Filed Jun 14, 2022 20:13 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | GrantRestricted Stock Units (RSUs) · Derivative | 27,574 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001819848-22-000049 · wf-form4_165523760328858.xml · derivative · entry 1 Kuffner James · CIK 0001877346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,574 Underlying: Common Stock · 27,574 shares Expires not disclosed F1 · derivative.exercise_date: Represents an annual award of restricted stock units ("RSUs") to the Issuer's non-employee directors (the "Annual Award"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) June 10, 2023, in each case, subject to Reporting Person's continued status as a Service Provider (as defined in the Issuer's 2021 Incentive Award Plan) through the applicable vesting date. Each RSU represents a contingent right to receive one share of Common Stock upon vesting. F1 · derivative.expiration_date: Represents an annual award of restricted stock units ("RSUs") to the Issuer's non-employee directors (the "Annual Award"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) June 10, 2023, in each case, subject to Reporting Person's continued status as a Service Provider (as defined in the Issuer's 2021 Incentive Award Plan) through the applicable vesting date. Each RSU represents a contingent right to receive one share of Common Stock upon vesting. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 21:27 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | GrantCommon Stock | 2,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-014130 · doc4.xml · nonDerivative · entry 1 Kuffner James · CIK 0001877346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,083 F1 · shares: Represents Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock of the Issuer. F2 · shares: The RSUs are fully vested on the grant date. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 23:28 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | GrantRestricted Stock Units (RSUs) · Derivative | 24,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-011127 · doc4.xml · derivative · entry 2 Kuffner James · CIK 0001877346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,606 Underlying: Common Stock · 24,606 shares Expires 2032-03-10 F1 · derivative.exercise_price: Represents Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock of the Issuer. F3 · derivative.exercise_date: The RSUs will vest in full on the date of the next annual meeting of stockholders of the Issuer. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 23:28 UTC | Joby Aviation, Inc. JOBY · Entity 2121 | GrantCommon Stock | 3,883 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-011127 · doc4.xml · nonDerivative · entry 1 Kuffner James · CIK 0001877346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,883 F1 · balance_after: Represents Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock of the Issuer. F2 · balance_after: The RSUs are fully vested on the grant date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.