Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Symbotic Inc.SYM · Entity 2319 | Chief Strategy Officer | July 23, 2026 | July 27, 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.
Symbotic Inc.
Report date July 23, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 57,112 |
Ending reported balance
After 2026-07-27 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-07-23 · Exercise / conversion · Acquired 2,909 · Balance 60,021 F1: Restricted stock units convert into Class A common stock on a one-for-one basis. Row 2 · 2026-07-23 · Exercise / conversion · Acquired 6,285 · Balance 66,306 F1: Restricted stock units convert into Class A common stock on a one-for-one basis. Row 3 · 2026-07-27 · Sale · Disposed 5,700 · Balance 60,606 F2: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $40.15 to $41.14, 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. Row 4 · 2026-07-27 · Sale · Disposed 3,494 · Balance 57,112 F2: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F4: 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 $41.21 to $41.66, 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 | 5,819 |
Reported balance
After 2026-07-23 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-07-23 · Exercise / conversion · Disposed 2,909 · Balance 5,819 F5: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F6: On January 23, 2024, the Reporting Person was granted 34,908 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 37,710 |
Reported balance
After 2026-07-23 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-07-23 · Exercise / conversion · Disposed 6,285 · Balance 37,710 F5: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F7: On January 23, 2025, the Reporting Person was granted 75,416 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into Class A common stock on a one-for-one basis.
F2: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.
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 $40.15 to $41.14, 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: 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 $41.21 to $41.66, 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.
F5: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
F6: On January 23, 2024, the Reporting Person was granted 34,908 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 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.
F7: On January 23, 2025, the Reporting Person was granted 75,416 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.
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 |
|---|---|---|---|---|---|---|
| July 27, 2026 Filed Jul 27, 2026 21:09 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 3,494 | $41.46 | $144,861.94 |
DisclosureSEC source: 0001932973-26-000021 · wk-form4_1785186579.xml · nonDerivative · entry 4 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,112 F2 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $41.21 to $41.66, 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 27, 2026 Filed Jul 27, 2026 21:09 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 5,700 | $40.79 | $232,499.01 |
DisclosureSEC source: 0001932973-26-000021 · wk-form4_1785186579.xml · nonDerivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,606 F2 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $40.15 to $41.14, 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 | 6,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001932973-26-000021 · wk-form4_1785186579.xml · derivative · entry 6 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,710 Underlying: Class A Common Stock · 6,285 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. F5 · 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: On January 23, 2025, the Reporting Person was granted 75,416 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. F7 · derivative.expiration_date: On January 23, 2025, the Reporting Person was granted 75,416 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 / conversionRestricted Stock Units · Derivative | 2,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001932973-26-000021 · wk-form4_1785186579.xml · derivative · entry 5 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,819 Underlying: Class A Common Stock · 2,909 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. F5 · 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: On January 23, 2024, the Reporting Person was granted 34,908 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 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. F6 · derivative.expiration_date: On January 23, 2024, the Reporting Person was granted 34,908 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 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 |
| July 23, 2026 Filed Jul 27, 2026 21:09 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 6,285 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001932973-26-000021 · wk-form4_1785186579.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 66,306 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 |
| July 23, 2026 Filed Jul 27, 2026 21:09 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 2,909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001932973-26-000021 · wk-form4_1785186579.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,021 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 |
| July 01, 2026 Filed Jul 6, 2026 23:08 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 5,115 | $45.15 | $230,959.64 |
DisclosureSEC source: 0001932973-26-000019 · wk-form4_1783379300.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,112 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $45.00 to $45.37, 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 27, 2026 Filed Apr 27, 2026 23:24 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 2,644 | $59.79 | $158,080.00 |
DisclosureSEC source: 0001932973-26-000016 · wk-form4_1777332243.xml · nonDerivative · entry 5 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,227 F3 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F6 · 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 $59.48 to $60.10, 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 27, 2026 Filed Apr 27, 2026 23:24 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 2,470 | $58.71 | $145,004.31 |
DisclosureSEC source: 0001932973-26-000016 · wk-form4_1777332243.xml · nonDerivative · entry 4 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 64,871 F3 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F5 · 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 $58.36 to $59.35, 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 |
| April 27, 2026 Filed Apr 27, 2026 23:24 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 4,080 | $58.10 | $237,039.02 |
DisclosureSEC source: 0001932973-26-000016 · wk-form4_1777332243.xml · nonDerivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 67,341 F3 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $57.36 to $58.35, 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 |
| April 23, 2026 Filed Apr 27, 2026 23:24 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 6,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001932973-26-000016 · wk-form4_1777332243.xml · derivative · entry 7 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,995 Underlying: Class A Common Stock · 6,285 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. F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F9 · derivative.exercise_date: On January 23, 2025, the Reporting Person was granted 75,416 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. F9 · derivative.expiration_date: On January 23, 2025, the Reporting Person was granted 75,416 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 / conversionRestricted Stock Units · Derivative | 2,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001932973-26-000016 · wk-form4_1777332243.xml · derivative · entry 6 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,728 Underlying: Class A Common Stock · 2,909 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. F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F8 · derivative.exercise_date: On January 23, 2024, the Reporting Person was granted 34,908 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 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. F8 · derivative.expiration_date: On January 23, 2024, the Reporting Person was granted 34,908 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 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 |
| April 23, 2026 Filed Apr 27, 2026 23:24 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 6,285 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001932973-26-000016 · wk-form4_1777332243.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 71,421 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 |
| April 23, 2026 Filed Apr 27, 2026 23:24 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 2,909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001932973-26-000016 · wk-form4_1777332243.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 65,136 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. F2 · balance_after: Includes 548 shares acquired on February 27, 2026 under the Symbotic Inc. 2022 Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 22:03 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 1,300 | $57.01 | $74,110.66 |
DisclosureSEC source: 0001628280-26-023741 · wk-form4_1775253789.xml · nonDerivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 61,679 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $56.82 to $57.30, 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 01, 2026 Filed Apr 3, 2026 22:03 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 1,600 | $56.44 | $90,306.24 |
DisclosureSEC source: 0001628280-26-023741 · wk-form4_1775253789.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,979 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $55.82 to $56.81, 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 01, 2026 Filed Apr 3, 2026 22:03 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 2,215 | $55.06 | $121,961.00 |
DisclosureSEC source: 0001628280-26-023741 · wk-form4_1775253789.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 64,579 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $54.67 to $55.63, 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 | 15,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001932973-26-000010 · wk-form4_1769552882.xml · derivative · entry 8 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,345 Underlying: Class A Common Stock · 15,345 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 in full on January 23, 2029, subject to the Reporting Person continued service with the Issuer on the vesting date. F6 · 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 | 30,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001932973-26-000010 · wk-form4_1769552882.xml · derivative · entry 7 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,689 Underlying: Class A Common Stock · 30,689 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. F5 · 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. F5 · 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 | 25,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001932973-26-000010 · wk-form4_1769552882.xml · derivative · entry 6 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,280 Underlying: Class A Common Stock · 25,136 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 75,416 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 75,416 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 / conversionRestricted Stock Units · Derivative | 2,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001932973-26-000010 · wk-form4_1769552882.xml · derivative · entry 5 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,637 Underlying: Class A Common Stock · 2,910 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. F3 · derivative.exercise_date: On January 23, 2024, the Reporting Person was granted 34,908 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 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 January 23, 2024, the Reporting Person was granted 34,908 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 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 |
| January 23, 2026 Filed Jan 27, 2026 22:28 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 8,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001932973-26-000010 · wk-form4_1769552882.xml · derivative · entry 4 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 8,826 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. F2 · derivative.exercise_date: On January 23, 2023, the Reporting Person was granted 105,904 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2024, 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: On January 23, 2023, the Reporting Person was granted 105,904 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2024, 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 | 25,136 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001932973-26-000010 · wk-form4_1769552882.xml · nonDerivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,794 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 23, 2026 Filed Jan 27, 2026 22:28 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 2,910 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001932973-26-000010 · wk-form4_1769552882.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,658 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 23, 2026 Filed Jan 27, 2026 22:28 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 8,826 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001932973-26-000010 · wk-form4_1769552882.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,748 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 12, 2026 Filed Jan 15, 2026 11:16 UTC | Symbotic Inc. SYM · Entity 2319 | GrantClass A Common Stock | 10,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001932973-26-000006 · wk-form4_1768475797.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,922 Read SEC document |
| January 05, 2026 Filed Jan 6, 2026 22:59 UTC | Symbotic Inc. SYM · Entity 2319 | OtherSymbotic Holdings Units · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001932973-26-000004 · wk-form4_1767740375.xml · derivative · entry 10 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Indirect · By The William M. Boyd, III Revocable Trust of 2015 Disclosed balance after: 244,353 Underlying: Class A Common Stock · 15,000 shares Expires not disclosed F6 · security: The term "Symbotic Holdings Units" is used herein to represent limited liability company units of Symbotic Holdings and an equal number of paired shares of Class V-1 Common Stock of the Issuer, which, pursuant to the limited liability company agreement of Symbotic Holdings, are together redeemable by the holder on a one-for-one basis for a share of Class A Common Stock of the Issuer, subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions, and in accordance with other terms and conditions set forth in Symbotic Holdings' Second Amended and Restated Limited Liability Company Agreement, dated as of June 7, 2022. Upon redemption, the Issuer will cancel the Symbotic Holdings Units and cancel and retire for no consideration the redeemed shares of Class V-1 Common Stock. Shares of Class V-1 Common Stock of the Issuer have no economic rights and each share of Class V-1 Common Stock entitles its holder to 1 vote per share. F6 · derivative.exercise_price: The term "Symbotic Holdings Units" is used herein to represent limited liability company units of Symbotic Holdings and an equal number of paired shares of Class V-1 Common Stock of the Issuer, which, pursuant to the limited liability company agreement of Symbotic Holdings, are together redeemable by the holder on a one-for-one basis for a share of Class A Common Stock of the Issuer, subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions, and in accordance with other terms and conditions set forth in Symbotic Holdings' Second Amended and Restated Limited Liability Company Agreement, dated as of June 7, 2022. Upon redemption, the Issuer will cancel the Symbotic Holdings Units and cancel and retire for no consideration the redeemed shares of Class V-1 Common Stock. Shares of Class V-1 Common Stock of the Issuer have no economic rights and each share of Class V-1 Common Stock entitles its holder to 1 vote per share. F6 · derivative.exercise_date: The term "Symbotic Holdings Units" is used herein to represent limited liability company units of Symbotic Holdings and an equal number of paired shares of Class V-1 Common Stock of the Issuer, which, pursuant to the limited liability company agreement of Symbotic Holdings, are together redeemable by the holder on a one-for-one basis for a share of Class A Common Stock of the Issuer, subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions, and in accordance with other terms and conditions set forth in Symbotic Holdings' Second Amended and Restated Limited Liability Company Agreement, dated as of June 7, 2022. Upon redemption, the Issuer will cancel the Symbotic Holdings Units and cancel and retire for no consideration the redeemed shares of Class V-1 Common Stock. Shares of Class V-1 Common Stock of the Issuer have no economic rights and each share of Class V-1 Common Stock entitles its holder to 1 vote per share. F6 · derivative.expiration_date: The term "Symbotic Holdings Units" is used herein to represent limited liability company units of Symbotic Holdings and an equal number of paired shares of Class V-1 Common Stock of the Issuer, which, pursuant to the limited liability company agreement of Symbotic Holdings, are together redeemable by the holder on a one-for-one basis for a share of Class A Common Stock of the Issuer, subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions, and in accordance with other terms and conditions set forth in Symbotic Holdings' Second Amended and Restated Limited Liability Company Agreement, dated as of June 7, 2022. Upon redemption, the Issuer will cancel the Symbotic Holdings Units and cancel and retire for no consideration the redeemed shares of Class V-1 Common Stock. Shares of Class V-1 Common Stock of the Issuer have no economic rights and each share of Class V-1 Common Stock entitles its holder to 1 vote per share. F7 · balance_after: Includes 70,000 securities transferred by The William M. Boyd, III 2025 Qualified Annuity Trust on August 15, 2025 in a transaction exempt from both Section 16(b) and Section 16(a) by virtue of Rule 16a-13. Read SEC document |
| January 05, 2026 Filed Jan 6, 2026 22:59 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 15,000 | $69.00 | $1,035,000.00 |
DisclosureSEC source: 0001932973-26-000004 · wk-form4_1767740375.xml · nonDerivative · entry 8 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Indirect · By The William M. Boyd, III Revocable Trust of 2015 Disclosed balance after: 0 Read SEC document |
| January 05, 2026 Filed Jan 6, 2026 22:59 UTC | Symbotic Inc. SYM · Entity 2319 | OtherClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001932973-26-000004 · wk-form4_1767740375.xml · nonDerivative · entry 7 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Indirect · By The William M. Boyd, III Revocable Trust of 2015 Disclosed balance after: 15,000 Read SEC document |
| January 05, 2026 Filed Jan 6, 2026 22:59 UTC | Symbotic Inc. SYM · Entity 2319 | OtherClass V-1 Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001932973-26-000004 · wk-form4_1767740375.xml · nonDerivative · entry 6 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Indirect · By The William M. Boyd, III Revocable Trust of 2015 Disclosed balance after: 244,353 F6 · security: The term "Symbotic Holdings Units" is used herein to represent limited liability company units of Symbotic Holdings and an equal number of paired shares of Class V-1 Common Stock of the Issuer, which, pursuant to the limited liability company agreement of Symbotic Holdings, are together redeemable by the holder on a one-for-one basis for a share of Class A Common Stock of the Issuer, subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions, and in accordance with other terms and conditions set forth in Symbotic Holdings' Second Amended and Restated Limited Liability Company Agreement, dated as of June 7, 2022. Upon redemption, the Issuer will cancel the Symbotic Holdings Units and cancel and retire for no consideration the redeemed shares of Class V-1 Common Stock. Shares of Class V-1 Common Stock of the Issuer have no economic rights and each share of Class V-1 Common Stock entitles its holder to 1 vote per share. F7 · balance_after: Includes 70,000 securities transferred by The William M. Boyd, III 2025 Qualified Annuity Trust on August 15, 2025 in a transaction exempt from both Section 16(b) and Section 16(a) by virtue of Rule 16a-13. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:59 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 100 | $65.28 | $6,528.00 |
DisclosureSEC source: 0001932973-26-000004 · wk-form4_1767740375.xml · nonDerivative · entry 5 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,199 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:59 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 3,299 | $64.68 | $213,379.65 |
DisclosureSEC source: 0001932973-26-000004 · wk-form4_1767740375.xml · nonDerivative · entry 4 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,299 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F5 · 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 $64.19 to $65.14, 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 02, 2026 Filed Jan 6, 2026 22:59 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 600 | $63.51 | $38,104.02 |
DisclosureSEC source: 0001932973-26-000004 · wk-form4_1767740375.xml · nonDerivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,598 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $63.14 to $63.60, 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 02, 2026 Filed Jan 6, 2026 22:59 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 816 | $62.19 | $50,745.49 |
DisclosureSEC source: 0001932973-26-000004 · wk-form4_1767740375.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,198 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $61.97 to $62.40, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:59 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 300 | $60.18 | $18,053.01 |
DisclosureSEC source: 0001932973-26-000004 · wk-form4_1767740375.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,014 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $60.00 to $60.53, 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 |
| December 15, 2025 Filed Dec 18, 2025 00:00 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 100 | $61.71 | $6,171.00 |
DisclosureSEC source: 0001932973-25-000022 · wk-form4_1766016002.xml · nonDerivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,314 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 15, 2025 Filed Dec 18, 2025 00:00 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 1,100 | $61.06 | $67,170.95 |
DisclosureSEC source: 0001932973-25-000022 · wk-form4_1766016002.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,414 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $60.67 to $61.59, 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 |
| December 15, 2025 Filed Dec 18, 2025 00:00 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 1,255 | $59.93 | $75,209.51 |
DisclosureSEC source: 0001932973-25-000022 · wk-form4_1766016002.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,514 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $59.44 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 |
| November 03, 2025 Filed Nov 6, 2025 22:29 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 1,300 | $83.42 | $108,444.44 |
DisclosureSEC source: 0001932973-25-000019 · wk-form4_1762468191.xml · nonDerivative · entry 4 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,769 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F5 · 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 $83.18 to $83.76, 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 03, 2025 Filed Nov 6, 2025 22:29 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 5,446 | $82.58 | $449,753.01 |
DisclosureSEC source: 0001932973-25-000019 · wk-form4_1762468191.xml · nonDerivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,069 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $82.10 to $82.97, 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 03, 2025 Filed Nov 6, 2025 22:29 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 2,912 | $81.55 | $237,475.64 |
DisclosureSEC source: 0001932973-25-000019 · wk-form4_1762468191.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,515 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $81.06 to $81.97, 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 03, 2025 Filed Nov 6, 2025 22:29 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 2,077 | $80.70 | $167,622.62 |
DisclosureSEC source: 0001932973-25-000019 · wk-form4_1762468191.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,427 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $80.06 to $80.94, 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 |
| October 23, 2025 Filed Oct 27, 2025 21:48 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 2,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001932973-25-000014 · wk-form4_1761601680.xml · derivative · entry 4 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,547 Underlying: Class A Common Stock · 2,909 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. F4 · derivative.exercise_date: On January 23, 2024, the Reporting Person was granted 34,908 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 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 January 23, 2024, the Reporting Person was granted 34,908 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 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 |
| October 23, 2025 Filed Oct 27, 2025 21:48 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 8,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001932973-25-000014 · wk-form4_1761601680.xml · derivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,826 Underlying: Class A Common Stock · 8,826 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 January 23, 2023, the Reporting Person was granted 105,904 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2024, 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 January 23, 2023, the Reporting Person was granted 105,904 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2024, 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 |
| October 23, 2025 Filed Oct 27, 2025 21:48 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 2,909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001932973-25-000014 · wk-form4_1761601680.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,504 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 |
| October 23, 2025 Filed Oct 27, 2025 21:48 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 8,826 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001932973-25-000014 · wk-form4_1761601680.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,595 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 |
| October 15, 2025 Filed Oct 17, 2025 20:59 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 76 | $79.35 | $6,030.60 |
DisclosureSEC source: 0001932973-25-000010 · wk-form4_1760734741.xml · nonDerivative · entry 6 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,769 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 20:59 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 200 | $78.30 | $15,660.00 |
DisclosureSEC source: 0001932973-25-000010 · wk-form4_1760734741.xml · nonDerivative · entry 5 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,845 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F6 · 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 $78.26 to $78.34, 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 |
| October 15, 2025 Filed Oct 17, 2025 20:59 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 300 | $76.71 | $23,012.01 |
DisclosureSEC source: 0001932973-25-000010 · wk-form4_1760734741.xml · nonDerivative · entry 4 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,045 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F5 · 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 $76.62 to $76.75, 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 |
| October 15, 2025 Filed Oct 17, 2025 20:59 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 970 | $75.27 | $73,011.32 |
DisclosureSEC source: 0001932973-25-000010 · wk-form4_1760734741.xml · nonDerivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,345 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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 $74.96 to $75.95, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.