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 |
|---|---|---|---|---|---|---|
| October 15, 2025 Filed Oct 17, 2025 20:59 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 814 | $74.07 | $60,291.51 |
DisclosureSEC source: 0001932973-25-000010 · wk-form4_1760734741.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,315 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 $73.49 to $74.48, 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 | $72.38 | $21,714.99 |
DisclosureSEC source: 0001932973-25-000010 · wk-form4_1760734741.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,129 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 $72.15 to $72.73, 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 |
| September 15, 2025 Filed Sep 18, 2025 10:05 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 400 | $51.50 | $20,601.00 |
DisclosureSEC source: 0001932973-25-000008 · wk-form4_1758189907.xml · nonDerivative · entry 4 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,429 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 $51.42 to $51.70, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 15, 2025 Filed Sep 18, 2025 10:05 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 1,455 | $51.06 | $74,287.35 |
DisclosureSEC source: 0001932973-25-000008 · wk-form4_1758189907.xml · nonDerivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,829 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 $50.41 to $51.40, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 15, 2025 Filed Sep 18, 2025 10:05 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 300 | $49.38 | $14,814.99 |
DisclosureSEC source: 0001932973-25-000008 · wk-form4_1758189907.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,284 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 $49.21 to $49.47, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 15, 2025 Filed Sep 18, 2025 10:05 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 300 | $48.27 | $14,481.00 |
DisclosureSEC source: 0001932973-25-000008 · wk-form4_1758189907.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,584 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 $47.99 to $48.55, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 05, 2025 Filed Aug 7, 2025 21:58 UTC | Symbotic Inc. SYM · Entity 2319 | OtherSymbotic Holdings Units · Derivative | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-039041 · wk-form4_1754603880.xml · derivative · entry 6 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed F1 · 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. F1 · 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. F1 · kind: 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. F2 · kind: On August 5, 2025, the Reporting Person sold 25,000 shares of Class A Common Stock 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 (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective August 5, 2025, the Reporting Person redeemed 25,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 25,000 shares of Class V-1 Common Stock. F1 · 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. F1 · 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. F1 · 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. Read SEC document |
| August 05, 2025 Filed Aug 7, 2025 21:58 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 25,000 | $59.00 | $1,475,000.00 |
DisclosureSEC source: 0001628280-25-039041 · wk-form4_1754603880.xml · nonDerivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,884 F3 · 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 |
| August 05, 2025 Filed Aug 7, 2025 21:58 UTC | Symbotic Inc. SYM · Entity 2319 | OtherClass A Common Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-039041 · wk-form4_1754603880.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 56,884 F1 · kind: 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. F2 · kind: On August 5, 2025, the Reporting Person sold 25,000 shares of Class A Common Stock 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 (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective August 5, 2025, the Reporting Person redeemed 25,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 25,000 shares of Class V-1 Common Stock. F1 · 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. F2 · price: On August 5, 2025, the Reporting Person sold 25,000 shares of Class A Common Stock 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 (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective August 5, 2025, the Reporting Person redeemed 25,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 25,000 shares of Class V-1 Common Stock. Read SEC document |
| August 05, 2025 Filed Aug 7, 2025 21:58 UTC | Symbotic Inc. SYM · Entity 2319 | OtherClass V-1 Common Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-039041 · wk-form4_1754603880.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · 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. F1 · kind: 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. F2 · kind: On August 5, 2025, the Reporting Person sold 25,000 shares of Class A Common Stock 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 (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective August 5, 2025, the Reporting Person redeemed 25,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 25,000 shares of Class V-1 Common Stock. F1 · 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. F2 · price: On August 5, 2025, the Reporting Person sold 25,000 shares of Class A Common Stock 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 (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective August 5, 2025, the Reporting Person redeemed 25,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 25,000 shares of Class V-1 Common Stock. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 22:38 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 100 | $51.37 | $5,137.00 |
DisclosureSEC source: 0001837240-25-000252 · wk-form4_1754433481.xml · nonDerivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,884 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 |
| August 01, 2025 Filed Aug 5, 2025 22:38 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 6,768 | $50.73 | $343,343.35 |
DisclosureSEC source: 0001837240-25-000252 · wk-form4_1754433481.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,984 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 $50.37 to $51.29, 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 01, 2025 Filed Aug 5, 2025 22:38 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 4,867 | $49.98 | $243,253.63 |
DisclosureSEC source: 0001837240-25-000252 · wk-form4_1754433481.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,752 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 $49.37 to $50.36, 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, 2025 Filed Jul 25, 2025 21:12 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 2,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-25-000241 · wk-form4_1753477961.xml · derivative · entry 4 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,456 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 |
| July 23, 2025 Filed Jul 25, 2025 21:12 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 8,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-25-000241 · wk-form4_1753477961.xml · derivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,652 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 |
| July 23, 2025 Filed Jul 25, 2025 21:12 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 2,909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-25-000241 · wk-form4_1753477961.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,619 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, 2025 Filed Jul 25, 2025 21:12 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 8,826 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-25-000241 · wk-form4_1753477961.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,710 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 15, 2025 Filed Jul 17, 2025 22:22 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 400 | $49.53 | $19,811.00 |
DisclosureSEC source: 0001628280-25-035266 · wk-form4_1752790928.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,884 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 $49.40 to $49.64, 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 15, 2025 Filed Jul 17, 2025 22:22 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 2,260 | $48.74 | $110,151.95 |
DisclosureSEC source: 0001628280-25-035266 · wk-form4_1752790928.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 32,284 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 $48.30 to $49.13, 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 10, 2025 Filed Jul 12, 2025 00:35 UTC | Symbotic Inc. SYM · Entity 2319 | OtherSymbotic Holdings Units · Derivative | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-25-000222 · wk-form4_1752280550.xml · derivative · entry 6 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,000 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed F1 · 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. F1 · 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. F1 · kind: 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. F2 · kind: On July 10, 2025, the Reporting Person sold 25,000 shares of Class A Common Stock 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 (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective July 10, 2025, the Reporting Person redeemed 25,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 25,000 shares of Class V-1 Common Stock. F1 · 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. F1 · 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. F1 · 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. Read SEC document |
| July 10, 2025 Filed Jul 12, 2025 00:35 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 25,000 | $49.00 | $1,225,000.00 |
DisclosureSEC source: 0001837240-25-000222 · wk-form4_1752280550.xml · nonDerivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,544 F3 · 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 |
| July 10, 2025 Filed Jul 12, 2025 00:35 UTC | Symbotic Inc. SYM · Entity 2319 | OtherClass A Common Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-25-000222 · wk-form4_1752280550.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 59,544 F1 · kind: 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. F2 · kind: On July 10, 2025, the Reporting Person sold 25,000 shares of Class A Common Stock 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 (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective July 10, 2025, the Reporting Person redeemed 25,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 25,000 shares of Class V-1 Common Stock. F1 · 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. F2 · price: On July 10, 2025, the Reporting Person sold 25,000 shares of Class A Common Stock 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 (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective July 10, 2025, the Reporting Person redeemed 25,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 25,000 shares of Class V-1 Common Stock. Read SEC document |
| July 10, 2025 Filed Jul 12, 2025 00:35 UTC | Symbotic Inc. SYM · Entity 2319 | OtherClass V-1 Common Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-25-000222 · wk-form4_1752280550.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,000 F1 · 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. F1 · kind: 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. F2 · kind: On July 10, 2025, the Reporting Person sold 25,000 shares of Class A Common Stock 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 (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective July 10, 2025, the Reporting Person redeemed 25,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 25,000 shares of Class V-1 Common Stock. F1 · 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. F2 · price: On July 10, 2025, the Reporting Person sold 25,000 shares of Class A Common Stock 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 (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective July 10, 2025, the Reporting Person redeemed 25,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 25,000 shares of Class V-1 Common Stock. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 23:35 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 155 | $32.48 | $5,033.75 |
DisclosureSEC source: 0001837240-25-000206 · wk-form4_1750289719.xml · nonDerivative · entry 4 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,544 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 $32.45 to $32.49, 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 |
| June 16, 2025 Filed Jun 18, 2025 23:35 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 1,000 | $32.01 | $32,010.00 |
DisclosureSEC source: 0001837240-25-000206 · wk-form4_1750289719.xml · nonDerivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,699 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 $31.43 to $32.22, 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 |
| June 16, 2025 Filed Jun 18, 2025 23:35 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 700 | $30.62 | $21,437.01 |
DisclosureSEC source: 0001837240-25-000206 · wk-form4_1750289719.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,699 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 $30.20 to $31.17, 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 |
| June 16, 2025 Filed Jun 18, 2025 23:35 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 600 | $29.66 | $17,794.98 |
DisclosureSEC source: 0001837240-25-000206 · wk-form4_1750289719.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,399 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 $29.05 to $29.95, 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 |
| May 01, 2025 Filed May 2, 2025 21:20 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 11,735 | $21.95 | $257,609.07 |
DisclosureSEC source: 0001837240-25-000142 · wk-form4_1746220804.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,999 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 $21.39 to $22.32, 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, 2025 Filed Apr 25, 2025 20:04 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 2,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-25-000136 · wk-form4_1745611455.xml · derivative · entry 4 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,365 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 |
| April 23, 2025 Filed Apr 25, 2025 20:04 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 8,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-25-000136 · wk-form4_1745611455.xml · derivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,478 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 |
| April 23, 2025 Filed Apr 25, 2025 20:04 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 2,909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-25-000136 · wk-form4_1745611455.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,734 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, 2025 Filed Apr 25, 2025 20:04 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 8,826 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-25-000136 · wk-form4_1745611455.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,825 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 15, 2025 Filed Apr 17, 2025 23:22 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 2,660 | $20.62 | $54,851.59 |
DisclosureSEC source: 0001837240-25-000117 · wk-form4_1744932138.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,999 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 $20.22 to $20.85, 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 |
| March 17, 2025 Filed Mar 20, 2025 00:15 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 2,455 | $22.31 | $54,771.05 |
DisclosureSEC source: 0001837240-25-000105 · wk-form4_1742429714.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,659 F2 · 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 $21.85 to $22.65, 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 |
| February 28, 2025 Filed Mar 20, 2025 00:15 UTC | Symbotic Inc. SYM · Entity 2319 | GrantClass A Common Stock | 1,302 | $16.32 | $21,248.64 |
DisclosureSEC source: 0001837240-25-000105 · wk-form4_1742429714.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,114 F1 · acquired: These shares were acquired 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 |
| February 18, 2025 Filed Feb 20, 2025 23:57 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 2,660 | $27.60 | $73,404.03 |
DisclosureSEC source: 0001837240-25-000057 · wk-form4_1740095820.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,812 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 $27.24 to $28.15, 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, 2025 Filed Jan 27, 2025 22:01 UTC | Symbotic Inc. SYM · Entity 2319 | GrantRestricted Stock Units · Derivative | 75,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-25-000024 · wk-form4_1738015305.xml · derivative · entry 5 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,416 Underlying: Class A Common Stock · 75,416 shares Expires not disclosed F2 · 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, 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: 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 |
| January 23, 2025 Filed Jan 27, 2025 22:01 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 11,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-25-000024 · wk-form4_1738015305.xml · derivative · entry 4 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,274 Underlying: Class A Common Stock · 11,634 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 |
| January 23, 2025 Filed Jan 27, 2025 22:01 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 8,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-25-000024 · wk-form4_1738015305.xml · derivative · entry 3 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,304 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 |
| January 23, 2025 Filed Jan 27, 2025 22:01 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 11,634 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-25-000024 · wk-form4_1738015305.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,472 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 22:01 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 8,826 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-25-000024 · wk-form4_1738015305.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,838 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 28, 2024 Filed Oct 30, 2024 21:34 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 300 | $28.89 | $8,666.01 |
DisclosureSEC source: 0001837240-24-000198 · wk-form4_1730324077.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,012 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on December 14, 2023, 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 $28.85 to $28.91, 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 28, 2024 Filed Oct 30, 2024 21:34 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 8,526 | $28.31 | $241,359.98 |
DisclosureSEC source: 0001837240-24-000198 · wk-form4_1730324077.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,312 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on December 14, 2023, 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 $27.85 to $28.75, 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 23, 2024 Filed Oct 25, 2024 20:59 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 8,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000191 · wk-form4_1729889980.xml · derivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,130 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, 2024 Filed Oct 25, 2024 20:59 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 8,826 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-24-000191 · wk-form4_1729889980.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,838 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 26, 2024 Filed Jul 30, 2024 01:40 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 4,526 | $38.91 | $176,093.53 |
DisclosureSEC source: 0001837240-24-000164 · wk-form4_1722303618.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,012 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on December 14, 2023, 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 $38.80 to $39.33, 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 26, 2024 Filed Jul 30, 2024 01:40 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 4,300 | $38.51 | $165,575.80 |
DisclosureSEC source: 0001837240-24-000164 · wk-form4_1722303618.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,538 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on December 14, 2023, 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 $37.79 to $38.77, 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, 2024 Filed Jul 25, 2024 21:06 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 8,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000157 · wk-form4_1721941581.xml · derivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,956 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 |
| July 23, 2024 Filed Jul 25, 2024 21:06 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 8,826 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-24-000157 · wk-form4_1721941581.xml · nonDerivative · entry 1 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,838 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 26, 2024 Filed Apr 30, 2024 23:20 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 100 | $40.62 | $4,062.00 |
DisclosureSEC source: 0001837240-24-000104 · wk-form4_1714519195.xml · nonDerivative · entry 2 Boyd William M III · CIK 0001932973 · Chief Strategy Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,012 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on December 14, 2023, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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.