Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GARTNER INCIT · Entity 465 | Director | October 01, 2026 | October 05, 2026 |
| Symbotic Inc.SYM · Entity 2319 | Director | March 01, 2026 | March 09, 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.
GARTNER INC
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock Equivalents (CSE)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 416 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 126 · Balance 416 F1: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP. |
Filing footnotes · ownership attribution and instrument terms
F1: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP.
Symbotic Inc.
Report date March 01, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 28,336 |
Ending reported balance
After 2026-03-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-01 · Exercise / conversion · Acquired 6,967 · Balance 17,991 F1: Restricted stock units convert into Class A common stock on a one-for-one basis. Row 2 · 2026-03-05 · Exercise / conversion · Acquired 10,345 · Balance 28,336 F1: Restricted stock units convert into Class A common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,738 |
Reported balance
After 2026-03-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-05 · Grant · Acquired 4,738 · Balance 4,738 F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F3: The restricted stock units vest in full upon the earliest of: (1) March 5, 2027, (2) the Issuer's 2027 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-05 · Exercise / conversion · Disposed 10,345 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F4: On March 6, 2025, the Reporting Person was granted 10,345 restricted stock units that vest in full upon the earliest of: (1) March 6, 2026, (2) the Issuer's 2026 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-01 · Exercise / conversion · Disposed 6,967 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F5: On March 1, 2023, the Reporting Person was granted 20,895 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on each of March 1, 2024, March 1, 2025 and March 1, 2026, 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
F3: The restricted stock units vest in full upon the earliest of: (1) March 5, 2027, (2) the Issuer's 2027 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date.
F4: On March 6, 2025, the Reporting Person was granted 10,345 restricted stock units that vest in full upon the earliest of: (1) March 6, 2026, (2) the Issuer's 2026 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date.
F5: On March 1, 2023, the Reporting Person was granted 20,895 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on each of March 1, 2024, March 1, 2025 and March 1, 2026, 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 01, 2026 Filed Oct 5, 2026 20:28 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalents (CSE) · Derivative | 126 | $192.80 Strike: $0.00 | $24,292.80 |
DisclosureSEC source: 0000749251-26-000295 · form4.xml · derivative · entry 1 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 416 Underlying: Common Stock · 126 shares Expires not disclosed F1 · derivative.exercise_date: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP. F1 · derivative.expiration_date: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:17 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalents (CSE) · Derivative | 182 | $133.76 Strike: $0.00 | $24,344.32 |
DisclosureSEC source: 0000749251-26-000237 · form4.xml · derivative · entry 1 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290 Underlying: Common Stock · 182 shares Expires not disclosed F1 · derivative.exercise_date: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP. F1 · derivative.expiration_date: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP. Read SEC document |
| May 29, 2026 Filed Jun 1, 2026 20:24 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 507 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000749251-26-000189 · form4.xml · derivative · entry 3 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 507 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_date: One hundred percent (100%) of the RSUs vested on May 29, 2026. F2 · derivative.expiration_date: One hundred percent (100%) of the RSUs vested on May 29, 2026. Read SEC document |
| May 29, 2026 Filed Jun 1, 2026 20:24 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 507 | $0.00 | $0.00 |
DisclosureSEC source: 0000749251-26-000189 · form4.xml · nonDerivative · entry 1 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 507 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:24 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 1,489 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000749251-26-000189 · form4.xml · derivative · entry 2 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,489 Underlying: Common Stock · 1,489 shares Expires not disclosed F1 · derivative.exercise_date: One hundred percent (100%) of the RSUs shall vest on May 28, 2027, subject to the Grantee's continued service as a director through such date. F1 · derivative.expiration_date: One hundred percent (100%) of the RSUs shall vest on May 28, 2027, subject to the Grantee's continued service as a director through such date. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:37 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 108 | $154.79 Strike: $0.00 | $16,717.32 |
DisclosureSEC source: 0000749251-26-000146 · form4.xml · derivative · entry 1 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108 Underlying: Common Stock · 108 shares Expires not disclosed F1 · derivative.exercise_date: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP. F1 · derivative.expiration_date: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:09 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 10,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001966644-26-000002 · wk-form4_1773090561.xml · derivative · entry 4 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 10,345 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 March 6, 2025, the Reporting Person was granted 10,345 restricted stock units that vest in full upon the earliest of: (1) March 6, 2026, (2) the Issuer's 2026 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. F4 · derivative.expiration_date: On March 6, 2025, the Reporting Person was granted 10,345 restricted stock units that vest in full upon the earliest of: (1) March 6, 2026, (2) the Issuer's 2026 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:09 UTC | Symbotic Inc. SYM · Entity 2319 | GrantRestricted Stock Units · Derivative | 4,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001966644-26-000002 · wk-form4_1773090561.xml · derivative · entry 3 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,738 Underlying: Class A Common Stock · 4,738 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. F3 · derivative.exercise_date: The restricted stock units vest in full upon the earliest of: (1) March 5, 2027, (2) the Issuer's 2027 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. F3 · derivative.expiration_date: The restricted stock units vest in full upon the earliest of: (1) March 5, 2027, (2) the Issuer's 2027 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:09 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 10,345 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001966644-26-000002 · wk-form4_1773090561.xml · nonDerivative · entry 2 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,336 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 |
| March 01, 2026 Filed Mar 9, 2026 21:09 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 6,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001966644-26-000002 · wk-form4_1773090561.xml · derivative · entry 5 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,967 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. F5 · derivative.exercise_date: On March 1, 2023, the Reporting Person was granted 20,895 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on each of March 1, 2024, March 1, 2025 and March 1, 2026, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. F5 · derivative.expiration_date: On March 1, 2023, the Reporting Person was granted 20,895 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on each of March 1, 2024, March 1, 2025 and March 1, 2026, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. Read SEC document |
| March 01, 2026 Filed Mar 9, 2026 21:09 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 6,967 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001966644-26-000002 · wk-form4_1773090561.xml · nonDerivative · entry 1 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,991 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 |
| February 17, 2026 Filed Feb 19, 2026 21:27 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 507 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000749251-26-000116 · form4.xml · derivative · entry 1 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 507 Underlying: Common Stock · 507 shares Expires not disclosed F1 · derivative.exercise_date: One hundred percent (100%) of the RSUs shall vest on May 29, 2026, subject to Grantee's continued service as a director through such date. F1 · derivative.expiration_date: One hundred percent (100%) of the RSUs shall vest on May 29, 2026, subject to Grantee's continued service as a director through such date. Read SEC document |
| August 05, 2025 Filed Aug 7, 2025 21:57 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 11,705 | $59.00 | $690,595.00 |
DisclosureSEC source: 0001628280-25-039040 · wk-form4_1754603873.xml · nonDerivative · entry 1 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,024 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on February 24, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 22:22 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 1,000 | $48.33 | $48,330.00 |
DisclosureSEC source: 0001628280-25-035265 · wk-form4_1752790921.xml · nonDerivative · entry 1 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,729 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on February 24, 2025, 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 00:36 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 2,706 | $49.00 | $132,594.00 |
DisclosureSEC source: 0001837240-25-000223 · wk-form4_1752280562.xml · nonDerivative · entry 1 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,729 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on February 24, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 23:35 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 1,000 | $30.00 | $30,000.00 |
DisclosureSEC source: 0001837240-25-000205 · wk-form4_1750289710.xml · nonDerivative · entry 1 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,435 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on February 24, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 27, 2025 Filed May 29, 2025 23:08 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 1,000 | $30.00 | $30,000.00 |
DisclosureSEC source: 0001837240-25-000182 · wk-form4_1748560104.xml · nonDerivative · entry 1 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,435 F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on February 24, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:14 UTC | Symbotic Inc. SYM · Entity 2319 | GrantRestricted Stock Units · Derivative | 10,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-25-000102 · wk-form4_1741637646.xml · derivative · entry 1 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,345 Underlying: Class A Common Stock · 10,345 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. F2 · derivative.exercise_date: The restricted stock units vest in full upon the earliest of: (1) March 6, 2026, (2) the Issuer's 2026 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. F2 · derivative.expiration_date: The restricted stock units vest in full upon the earliest of: (1) March 6, 2026, (2) the Issuer's 2026 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 21:43 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 4,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-25-000077 · wk-form4_1741124601.xml · derivative · entry 4 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,060 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 March 1, 2024, the Reporting Person was granted 4,060 restricted stock units that vest in full upon the earliest of: (1) March 1, 2025, (2) the Issuer's 2025 Annual Meeting of Stockholders, or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. F4 · derivative.expiration_date: On March 1, 2024, the Reporting Person was granted 4,060 restricted stock units that vest in full upon the earliest of: (1) March 1, 2025, (2) the Issuer's 2025 Annual Meeting of Stockholders, or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:43 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 6,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-25-000077 · wk-form4_1741124601.xml · derivative · entry 3 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,967 Underlying: Class A Common Stock · 6,964 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 March 1, 2023, the Reporting Person was granted 20,895 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on each of March 1, 2024, March 1, 2025 and March 1, 2026, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. F3 · derivative.expiration_date: On March 1, 2023, the Reporting Person was granted 20,895 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on each of March 1, 2024, March 1, 2025 and March 1, 2026, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:43 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 4,060 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-25-000077 · wk-form4_1741124601.xml · nonDerivative · entry 2 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,435 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 |
| March 01, 2025 Filed Mar 4, 2025 21:43 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 6,964 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-25-000077 · wk-form4_1741124601.xml · nonDerivative · entry 1 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,375 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 |
| March 01, 2024 Filed Mar 6, 2024 11:27 UTC | Symbotic Inc. SYM · Entity 2319 | GrantRestricted Stock Units · Derivative | 4,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000063 · wk-form4_1709724423.xml · derivative · entry 5 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,060 Underlying: Class A Common Stock · 4,060 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 in full upon the earliest of: (1) March 1, 2025, (2) the Issuer's 2025 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. F5 · derivative.expiration_date: The restricted stock units vest in full upon the earliest of: (1) March 1, 2025, (2) the Issuer's 2025 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 11:27 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 6,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000063 · wk-form4_1709724423.xml · derivative · entry 4 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,931 Underlying: Class A Common Stock · 6,964 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 March 1, 2023, the Reporting Person was granted 20,895 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on each of March 1, 2024, March 1, 2025 and March 1, 2026, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. F4 · derivative.expiration_date: On March 1, 2023, the Reporting Person was granted 20,895 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on each of March 1, 2024, March 1, 2025 and March 1, 2026, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 11:27 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 10,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000063 · wk-form4_1709724423.xml · derivative · entry 3 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 10,447 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 March 1, 2023, the Reporting Person was granted 10,447 restricted stock units that vest in full upon the earliest of: (1) March 1, 2024, (2) the Issuer's 2024 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. F3 · derivative.expiration_date: On March 1, 2023, the Reporting Person was granted 10,447 restricted stock units that vest in full upon the earliest of: (1) March 1, 2024, (2) the Issuer's 2024 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 11:27 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 6,964 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-24-000063 · wk-form4_1709724423.xml · nonDerivative · entry 2 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,411 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 |
| March 01, 2024 Filed Mar 6, 2024 11:27 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 10,447 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-24-000063 · wk-form4_1709724423.xml · nonDerivative · entry 1 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,447 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 |
| March 01, 2023 Filed Mar 3, 2023 22:30 UTC | Symbotic Inc. SYM · Entity 2319 | GrantRestricted Stock Units · Derivative | 20,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-23-000103 · wf-form4_167788256706254.xml · derivative · entry 2 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,895 Underlying: Class A Common Stock · 20,895 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. F3 · derivative.exercise_date: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on each of March 1, 2024, March 1, 2025 and March 1, 2026, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. F3 · derivative.expiration_date: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on each of March 1, 2024, March 1, 2025 and March 1, 2026, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:30 UTC | Symbotic Inc. SYM · Entity 2319 | GrantRestricted Stock Units · Derivative | 10,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-23-000103 · wf-form4_167788256706254.xml · derivative · entry 1 Rus Daniela L · CIK 0001966644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,447 Underlying: Class A Common Stock · 10,447 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F2 · derivative.exercise_date: The restricted stock units vest in full upon the earliest of: (1) March 1, 2024, (2) the Issuer's 2024 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. F2 · derivative.expiration_date: The restricted stock units vest in full upon the earliest of: (1) March 1, 2024, (2) the Issuer's 2024 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.