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Dunn Michael David

Disclosed activity across 1 company

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80475
SEC CIK
0001933434

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Symbotic Inc.SYM · Entity 2319Chief Customer OfficerApril 23, 2025April 25, 2025

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 April 23, 2025 · Filed April 25, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectBy Dunn Family Holding LLC28,235 Reported balance After 2025-04-23 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2025-04-23 · Exercise / conversion · Acquired 4,413 · Balance 28,235

F1: Restricted stock units convert into Class A common stock on a one-for-one basis.

Class A Common StockSEC Table I · non-derivativeIndirectBy Dunn Family Holding LLC29,422 Reported balance After 2025-04-23 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2025-04-23 · Exercise / conversion · Acquired 1,187 · Balance 29,422

F1: Restricted stock units convert into Class A common stock on a one-for-one basis.

Class A Common StockSEC Table I · non-derivativeIndirectBy Dunn Family Holding LLC27,256 Reported balance After 2025-04-24 transaction · row 3 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 3 · 2025-04-24 · Sale · Disposed 2,166 · Balance 27,256

F2: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.

F3: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $21.47 to $21.72, 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 securityDirect13,239 Reported balance After 2025-04-23 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2025-04-23 · Exercise / conversion · Disposed 4,413 · Balance 13,239

F4: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.

F5: On January 23, 2023, the Reporting Person was granted 52,952 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.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect8,313 Reported balance After 2025-04-23 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2025-04-23 · Exercise / conversion · Disposed 1,187 · Balance 8,313

F4: 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 14,248 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.

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 represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.

F3: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $21.47 to $21.72, 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.

F5: On January 23, 2023, the Reporting Person was granted 52,952 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.

F6: On January 23, 2024, the Reporting Person was granted 14,248 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.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
April 24, 2025 Filed Apr 25, 2025 20:04 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 2,166 $21.60 $46,777.80
Disclosure

SEC source: 0001837240-25-000137 · wk-form4_1745611467.xml · nonDerivative · entry 3

Dunn Michael David · CIK 0001933434 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 27,256

F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.

F3 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $21.47 to $21.72, 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 1,187 $0.00 $0.00
Disclosure

SEC source: 0001837240-25-000137 · wk-form4_1745611467.xml · derivative · entry 5

Dunn Michael David · CIK 0001933434 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,313

Underlying: Class A Common Stock · 1,187 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.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.

F6 · derivative.exercise_date: On January 23, 2024, the Reporting Person was granted 14,248 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2025, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.

F6 · derivative.expiration_date: On January 23, 2024, the Reporting Person was granted 14,248 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 4,413 $0.00 $0.00
Disclosure

SEC source: 0001837240-25-000137 · wk-form4_1745611467.xml · derivative · entry 4

Dunn Michael David · CIK 0001933434 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,239

Underlying: Class A Common Stock · 4,413 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.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.

F5 · derivative.exercise_date: On January 23, 2023, the Reporting Person was granted 52,952 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.

F5 · derivative.expiration_date: On January 23, 2023, the Reporting Person was granted 52,952 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 1,187 Not disclosed Not disclosed
Disclosure

SEC source: 0001837240-25-000137 · wk-form4_1745611467.xml · nonDerivative · entry 2

Dunn Michael David · CIK 0001933434 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 29,422

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 4,413 Not disclosed Not disclosed
Disclosure

SEC source: 0001837240-25-000137 · wk-form4_1745611467.xml · nonDerivative · entry 1

Dunn Michael David · CIK 0001933434 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 28,235

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 02, 2025 Filed Apr 3, 2025 22:40 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 2,040 $22.24 $45,370.82
Disclosure

SEC source: 0001837240-25-000109 · wk-form4_1743720043.xml · nonDerivative · entry 3

Dunn Michael David · CIK 0001933434 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 23,822

F4 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.

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 $22.15 to $22.31, 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.

F2 · ownership.nature: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 22:40 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionRestricted Stock Units · Derivative 5,498 $0.00 $0.00
Disclosure

SEC source: 0001837240-25-000109 · wk-form4_1743720043.xml · derivative · entry 4

Dunn Michael David · CIK 0001933434 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,496

Underlying: Class A Common Stock · 5,498 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.

F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.

F7 · derivative.exercise_date: On August 17, 2022, the reporting person was granted 87,970 restricted stock units that vest as follows: 1/4 of the restricted stock units vest on January 1, 2023, and 1/16 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.

F7 · derivative.expiration_date: On August 17, 2022, the reporting person was granted 87,970 restricted stock units that vest as follows: 1/4 of the restricted stock units vest on January 1, 2023, and 1/16 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 01, 2025 Filed Apr 3, 2025 22:40 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionClass A Common Stock 5,498 Not disclosed Not disclosed
Disclosure

SEC source: 0001837240-25-000109 · wk-form4_1743720043.xml · nonDerivative · entry 2

Dunn Michael David · CIK 0001933434 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 25,862

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.

F3 · price: Restricted stock units convert into Class A common stock on a one-for-one basis.

F2 · ownership.nature: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
February 28, 2025 Filed Apr 3, 2025 22:40 UTC Symbotic Inc. SYM · Entity 2319 GrantClass A Common Stock 513 $16.32 $8,372.16
Disclosure

SEC source: 0001837240-25-000109 · wk-form4_1743720043.xml · nonDerivative · entry 1

Dunn Michael David · CIK 0001933434 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 20,364

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).

F2 · ownership.nature: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
February 23, 2025 Filed Feb 25, 2025 23:19 UTC Symbotic Inc. SYM · Entity 2319 GrantRestricted Stock Units · Derivative 117,734 $0.00 $0.00
Disclosure

SEC source: 0001837240-25-000063 · wk-form4_1740525585.xml · derivative · entry 1

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 117,734

Underlying: Class A Common Stock · 117,734 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.

F2 · derivative.exercise_date: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on February 23, 2026, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.

F2 · derivative.expiration_date: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on February 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 31, 2025 Filed Feb 4, 2025 00:22 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 2,450 $30.00 $73,502.94
Disclosure

SEC source: 0001837240-25-000038 · wk-form4_1738628543.xml · nonDerivative · entry 2

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: Plan reported

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 19,851

F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on September 6, 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 $30.00 to $30.01, 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.

F3 · ownership.direct: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
January 30, 2025 Filed Feb 4, 2025 00:22 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 1,971 $30.00 $59,139.07
Disclosure

SEC source: 0001837240-25-000038 · wk-form4_1738628543.xml · nonDerivative · entry 1

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: Plan reported

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 22,301

F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on September 6, 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 $30.00 to $30.03, 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.

F3 · ownership.direct: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
January 24, 2025 Filed Jan 27, 2025 22:03 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 3,635 $33.28 $120,957.90
Disclosure

SEC source: 0001837240-25-000028 · wk-form4_1738015406.xml · nonDerivative · entry 3

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 24,272

F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.

F3 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $33.24 to $33.345, 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 22:03 UTC Symbotic Inc. SYM · Entity 2319 GrantRestricted Stock Units · Derivative 45,250 $0.00 $0.00
Disclosure

SEC source: 0001837240-25-000028 · wk-form4_1738015406.xml · derivative · entry 6

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,250

Underlying: Class A Common Stock · 45,250 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.

F7 · derivative.exercise_date: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on January 23, 2026, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates

F7 · derivative.expiration_date: 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 22:03 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionRestricted Stock Units · Derivative 4,748 $0.00 $0.00
Disclosure

SEC source: 0001837240-25-000028 · wk-form4_1738015406.xml · derivative · entry 5

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,500

Underlying: Class A Common Stock · 4,748 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.

F6 · derivative.exercise_date: On January 23, 2024, the Reporting Person was granted 14,248 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2025, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.

F6 · derivative.expiration_date: On January 23, 2024, the Reporting Person was granted 14,248 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 22:03 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionRestricted Stock Units · Derivative 4,413 $0.00 $0.00
Disclosure

SEC source: 0001837240-25-000028 · wk-form4_1738015406.xml · derivative · entry 4

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,652

Underlying: Class A Common Stock · 4,413 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.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.

F5 · derivative.exercise_date: On January 23, 2023, the Reporting Person was granted 52,952 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.

F5 · derivative.expiration_date: On January 23, 2023, the Reporting Person was granted 52,952 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 22:03 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionClass A Common Stock 4,748 Not disclosed Not disclosed
Disclosure

SEC source: 0001837240-25-000028 · wk-form4_1738015406.xml · nonDerivative · entry 2

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 27,907

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 22:03 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionClass A Common Stock 4,413 Not disclosed Not disclosed
Disclosure

SEC source: 0001837240-25-000028 · wk-form4_1738015406.xml · nonDerivative · entry 1

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 23,159

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 16, 2025 Filed Jan 21, 2025 23:56 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 13,114 $32.19 $422,151.46
Disclosure

SEC source: 0001837240-25-000017 · wk-form4_1737503768.xml · nonDerivative · entry 1

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: Plan reported

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 18,746

F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on September 6, 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 $31.75 to $32.50, 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.

F3 · ownership.direct: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
January 03, 2025 Filed Jan 3, 2025 22:20 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionRestricted Stock Units · Derivative 5,498 $0.00 $0.00
Disclosure

SEC source: 0001837240-25-000005 · wk-form4_1735942794.xml · derivative · entry 5

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,992

Underlying: Class A Common Stock · 5,498 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.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.

F6 · derivative.exercise_date: On August 17, 2022, the Reporting Person was granted 87,970 restricted stock units that vest as follows: 1/4 of the restricted stock units vested on January 1, 2023, and 1/16 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.

F6 · derivative.expiration_date: On August 17, 2022, the Reporting Person was granted 87,970 restricted stock units that vest as follows: 1/4 of the restricted stock units vested on January 1, 2023, and 1/16 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 03, 2025 Filed Jan 3, 2025 22:20 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionRestricted Stock Units · Derivative 7,672 $0.00 $0.00
Disclosure

SEC source: 0001837240-25-000005 · wk-form4_1735942794.xml · derivative · entry 4

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 7,672 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.

F4 · 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 August 17, 2022, the Reporting Person was granted 92,000 restricted stock units that vest as follows: 1/3 of the restricted stock units vested on January 1, 2023, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.

F5 · derivative.expiration_date: On August 17, 2022, the Reporting Person was granted 92,000 restricted stock units that vest as follows: 1/3 of the restricted stock units vested on January 1, 2023, 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 03, 2025 Filed Jan 3, 2025 22:20 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 5,365 $24.60 $131,963.44
Disclosure

SEC source: 0001837240-25-000005 · wk-form4_1735942794.xml · nonDerivative · entry 3

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 31,860

F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.

F3 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $24.24 to $25.23, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
January 01, 2025 Filed Jan 3, 2025 22:20 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionClass A Common Stock 5,498 Not disclosed Not disclosed
Disclosure

SEC source: 0001837240-25-000005 · wk-form4_1735942794.xml · nonDerivative · entry 2

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 37,225

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 01, 2025 Filed Jan 3, 2025 22:20 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionClass A Common Stock 7,672 Not disclosed Not disclosed
Disclosure

SEC source: 0001837240-25-000005 · wk-form4_1735942794.xml · nonDerivative · entry 1

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 31,727

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
December 09, 2024 Filed Dec 12, 2024 00:12 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 62,267 $30.11 $1,874,909.18
Disclosure

SEC source: 0001837240-24-000236 · wk-form4_1733962331.xml · nonDerivative · entry 2

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: Plan reported

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 24,055

F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on September 6, 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 $29.80 to $30.36, 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.

F3 · ownership.direct: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
December 09, 2024 Filed Dec 12, 2024 00:12 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 1,600 $29.05 $46,472.64
Disclosure

SEC source: 0001837240-24-000236 · wk-form4_1733962331.xml · nonDerivative · entry 1

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: Plan reported

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 86,322

F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on September 6, 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 $28.55 to $29.45, 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.

F3 · ownership.direct: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
October 24, 2024 Filed Oct 25, 2024 21:00 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 1,715 $28.77 $49,342.61
Disclosure

SEC source: 0001837240-24-000193 · wk-form4_1729890032.xml · nonDerivative · entry 2

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 87,922

F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.

F3 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $28.73 to $28.85, 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
October 23, 2024 Filed Oct 25, 2024 21:00 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionRestricted Stock Units · Derivative 4,413 $0.00 $0.00
Disclosure

SEC source: 0001837240-24-000193 · wk-form4_1729890032.xml · derivative · entry 3

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,065

Underlying: Class A Common Stock · 4,413 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.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.

F5 · derivative.exercise_date: On January 23, 2023, the Reporting Person was granted 52,952 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.

F5 · derivative.expiration_date: On January 23, 2023, the Reporting Person was granted 52,952 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 21:00 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionClass A Common Stock 4,413 Not disclosed Not disclosed
Disclosure

SEC source: 0001837240-24-000193 · wk-form4_1729890032.xml · nonDerivative · entry 1

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 89,637

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 02, 2024 Filed Oct 3, 2024 23:37 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 5,266 $23.81 $125,389.78
Disclosure

SEC source: 0001837240-24-000180 · wk-form4_1727998667.xml · nonDerivative · entry 3

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 85,224

F3 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.

F2 · ownership.nature: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 23:37 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionRestricted Stock Units · Derivative 7,666 $0.00 $0.00
Disclosure

SEC source: 0001837240-24-000180 · wk-form4_1727998667.xml · derivative · entry 5

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,672

Underlying: Class A Common Stock · 7,666 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.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.

F6 · derivative.exercise_date: On August 17, 2022, the reporting person was granted 92,000 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 1, 2023, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.

F6 · derivative.expiration_date: On August 17, 2022, the reporting person was granted 92,000 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 1, 2023, 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 01, 2024 Filed Oct 3, 2024 23:37 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionRestricted Stock Units · Derivative 5,498 $0.00 $0.00
Disclosure

SEC source: 0001837240-24-000180 · wk-form4_1727998667.xml · derivative · entry 4

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,492

Underlying: Class A Common Stock · 5,498 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.

F4 · 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 August 17, 2022, the reporting person was granted 87,970 restricted stock units that vest as follows: 1/4 of the restricted stock units vest on January 1, 2023, and 1/16 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.

F5 · derivative.expiration_date: On August 17, 2022, the reporting person was granted 87,970 restricted stock units that vest as follows: 1/4 of the restricted stock units vest on January 1, 2023, and 1/16 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 01, 2024 Filed Oct 3, 2024 23:37 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionClass A Common Stock 7,666 Not disclosed Not disclosed
Disclosure

SEC source: 0001837240-24-000180 · wk-form4_1727998667.xml · nonDerivative · entry 2

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 90,490

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into Class A common stock on a one-for-one basis.

F2 · ownership.nature: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 23:37 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionClass A Common Stock 5,498 Not disclosed Not disclosed
Disclosure

SEC source: 0001837240-24-000180 · wk-form4_1727998667.xml · nonDerivative · entry 1

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 82,824

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into Class A common stock on a one-for-one basis.

F2 · ownership.nature: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
July 24, 2024 Filed Jul 25, 2024 21:05 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 1,895 $36.56 $69,281.20
Disclosure

SEC source: 0001837240-24-000155 · wk-form4_1721941544.xml · nonDerivative · entry 2

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 77,326

F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.

Read SEC document
July 23, 2024 Filed Jul 25, 2024 21:05 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionRestricted Stock Units · Derivative 4,413 $0.00 $0.00
Disclosure

SEC source: 0001837240-24-000155 · wk-form4_1721941544.xml · derivative · entry 3

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,478

Underlying: Class A Common Stock · 4,413 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.

F3 · 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, 2023, the Reporting Person was granted 52,952 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.

F4 · derivative.expiration_date: On January 23, 2023, the Reporting Person was granted 52,952 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 21:05 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionClass A Common Stock 4,413 Not disclosed Not disclosed
Disclosure

SEC source: 0001837240-24-000155 · wk-form4_1721941544.xml · nonDerivative · entry 1

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 79,221

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into Class A common stock on a one-for-one basis.

Read SEC document
July 15, 2024 Filed Jul 17, 2024 20:34 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 2,000 $40.00 $80,000.00
Disclosure

SEC source: 0001837240-24-000151 · wk-form4_1721248473.xml · nonDerivative · entry 1

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: Plan reported

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 74,808

F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 18, 2023, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.direct: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
July 02, 2024 Filed Jul 3, 2024 21:36 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 254 $36.16 $9,184.64
Disclosure

SEC source: 0001837240-24-000146 · wk-form4_1720042560.xml · nonDerivative · entry 4

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 76,808

F3 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.

F2 · ownership.nature: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
July 02, 2024 Filed Jul 3, 2024 21:36 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 4,934 $35.46 $174,946.81
Disclosure

SEC source: 0001837240-24-000146 · wk-form4_1720042560.xml · nonDerivative · entry 3

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 77,062

F3 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.

F4 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $35.10 to $35.845, 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.

F2 · ownership.nature: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 21:36 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionRestricted Stock Units · Derivative 7,666 $0.00 $0.00
Disclosure

SEC source: 0001837240-24-000146 · wk-form4_1720042560.xml · derivative · entry 6

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,338

Underlying: Class A Common Stock · 7,666 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.

F7 · derivative.exercise_date: On August 17, 2022, the reporting person was granted 92,000 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 1, 2023, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.

F7 · derivative.expiration_date: On August 17, 2022, the reporting person was granted 92,000 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 1, 2023, 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 01, 2024 Filed Jul 3, 2024 21:36 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionRestricted Stock Units · Derivative 5,498 $0.00 $0.00
Disclosure

SEC source: 0001837240-24-000146 · wk-form4_1720042560.xml · derivative · entry 5

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,990

Underlying: Class A Common Stock · 5,498 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.

F6 · derivative.exercise_date: On August 17, 2022, the reporting person was granted 87,970 restricted stock units that vest as follows: 1/4 of the restricted stock units vest on January 1, 2023, and 1/16 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.

F6 · derivative.expiration_date: On August 17, 2022, the reporting person was granted 87,970 restricted stock units that vest as follows: 1/4 of the restricted stock units vest on January 1, 2023, and 1/16 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 01, 2024 Filed Jul 3, 2024 21:36 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionClass A Common Stock 7,666 Not disclosed Not disclosed
Disclosure

SEC source: 0001837240-24-000146 · wk-form4_1720042560.xml · nonDerivative · entry 2

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 81,996

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into Class A common stock on a one-for-one basis.

F2 · ownership.nature: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 21:36 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionClass A Common Stock 5,498 Not disclosed Not disclosed
Disclosure

SEC source: 0001837240-24-000146 · wk-form4_1720042560.xml · nonDerivative · entry 1

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 74,330

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into Class A common stock on a one-for-one basis.

F2 · ownership.nature: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
June 03, 2024 Filed Jun 5, 2024 22:23 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 2,000 $40.04 $80,080.00
Disclosure

SEC source: 0001837240-24-000138 · wk-form4_1717626181.xml · nonDerivative · entry 1

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: Plan reported

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 68,832

F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 18, 2023, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.direct: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
May 22, 2024 Filed May 24, 2024 23:35 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 1,200 $44.02 $52,827.96
Disclosure

SEC source: 0001837240-24-000124 · wk-form4_1716593707.xml · nonDerivative · entry 1

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 70,832

F1 · 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 $44.00 to $44.08 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.

F2 · ownership.direct: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
May 01, 2024 Filed May 4, 2024 01:36 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 2,000 $40.00 $80,000.00
Disclosure

SEC source: 0001837240-24-000106 · wk-form4_1714786594.xml · nonDerivative · entry 1

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: Plan reported

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 72,032

F1 · kind: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 18, 2023, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.nature: The Reporting Person may be considered the beneficial owner of securities held by Dunn Family Holding LLC, of which the Reporting Person is the Chief Manager. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
April 24, 2024 Filed Apr 25, 2024 20:07 UTC Symbotic Inc. SYM · Entity 2319 SaleClass A Common Stock 1,747 $40.08 $70,015.92
Disclosure

SEC source: 0001837240-24-000099 · wk-form4_1714075602.xml · nonDerivative · entry 2

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 74,032

F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.

F3 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $39.98 to $40.14 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.

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April 23, 2024 Filed Apr 25, 2024 20:07 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionRestricted Stock Units · Derivative 4,413 $0.00 $0.00
Disclosure

SEC source: 0001837240-24-000099 · wk-form4_1714075602.xml · derivative · entry 3

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,891

Underlying: Class A Common Stock · 4,413 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.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.

F5 · derivative.exercise_date: On January 23, 2023, the Reporting Person was granted 52,952 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.

F5 · derivative.expiration_date: On January 23, 2023, the Reporting Person was granted 52,952 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.

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April 23, 2024 Filed Apr 25, 2024 20:07 UTC Symbotic Inc. SYM · Entity 2319 Exercise / conversionClass A Common Stock 4,413 Not disclosed Not disclosed
Disclosure

SEC source: 0001837240-24-000099 · wk-form4_1714075602.xml · nonDerivative · entry 1

Dunn Michael David · CIK 0001933434 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Dunn Family Holding LLC

Disclosed balance after: 75,779

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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.