Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Symbotic Inc.SYM · Entity 2319 | Chief Customer Officer | April 23, 2025 | April 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Dunn Family Holding LLC | 28,235 |
Reported balance
After 2025-04-23 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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-derivative | IndirectBy Dunn Family Holding LLC | 29,422 |
Reported balance
After 2025-04-23 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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-derivative | IndirectBy Dunn Family Holding LLC | 27,256 |
Reported balance
After 2025-04-24 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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 security | Direct | 13,239 |
Reported balance
After 2025-04-23 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 8,313 |
Reported balance
After 2025-04-23 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| April 02, 2024 Filed Apr 4, 2024 12:10 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 5,444 | $43.29 | $235,674.03 |
DisclosureSEC source: 0001837240-24-000078 · wk-form4_1712232612.xml · nonDerivative · entry 4 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Indirect · By Dunn Family Holding LLC Disclosed balance after: 71,366 F5 · 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. F6 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $42.98 to $43.61, 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.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, 2024 Filed Apr 4, 2024 12:10 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 7,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000078 · wk-form4_1712232612.xml · derivative · entry 6 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,004 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. F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F9 · derivative.exercise_date: On 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. F9 · 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 |
| April 01, 2024 Filed Apr 4, 2024 12:10 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 5,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000078 · wk-form4_1712232612.xml · derivative · entry 5 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,488 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. F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F8 · derivative.exercise_date: On 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. F8 · 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, 2024 Filed Apr 4, 2024 12:10 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 7,666 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-24-000078 · wk-form4_1712232612.xml · nonDerivative · entry 3 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Indirect · By Dunn Family Holding LLC Disclosed balance after: 76,810 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · 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, 2024 Filed Apr 4, 2024 12:10 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 5,498 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-24-000078 · wk-form4_1712232612.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: 69,144 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 · price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · 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, 2024 Filed Apr 4, 2024 12:10 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 2,000 | $45.52 | $91,040.00 |
DisclosureSEC source: 0001837240-24-000078 · wk-form4_1712232612.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: 63,646 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 · balance_after: Reflects securities beneficially owned following the reported transaction after 65,646 securities previously owned directly by the Reporting Person were contributed to Dunn Family Holding LLC on March 11, 2024. F3 · 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 |
| January 30, 2024 Filed Feb 2, 2024 00:32 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 7,051 | $45.00 | $317,295.00 |
DisclosureSEC source: 0001837240-24-000027 · wk-form4_1706833932.xml · nonDerivative · entry 1 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 65,646 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. Read SEC document |
| January 25, 2024 Filed Jan 26, 2024 01:53 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 71 | $40.77 | $2,894.49 |
DisclosureSEC source: 0001837240-24-000023 · wk-form4_1706233974.xml · nonDerivative · entry 4 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,697 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. 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 $40.35 to $41.16, 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 24, 2024 Filed Jan 26, 2024 01:53 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 610 | $42.30 | $25,800.32 |
DisclosureSEC source: 0001837240-24-000023 · wk-form4_1706233974.xml · nonDerivative · entry 3 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,768 F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person. F4 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $41.98 to $42.73, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 01:53 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 6,894 | $41.50 | $286,073.42 |
DisclosureSEC source: 0001837240-24-000023 · wk-form4_1706233974.xml · nonDerivative · entry 2 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,378 F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person. F3 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $40.89 to $41.965, 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, 2024 Filed Jan 26, 2024 01:53 UTC | Symbotic Inc. SYM · Entity 2319 | GrantRestricted Stock Units · Derivative | 14,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000023 · wk-form4_1706233974.xml · derivative · entry 6 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,248 Underlying: Class A Common Stock · 14,248 shares Expires not disclosed F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F8 · derivative.exercise_date: The restricted stock units vest as follows: 1/3 of the restricted stock units vest on January 23, 2025, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. F8 · derivative.expiration_date: The restricted stock units 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, 2024 Filed Jan 26, 2024 01:53 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 17,648 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000023 · wk-form4_1706233974.xml · derivative · entry 5 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,304 Underlying: Class A Common Stock · 17,648 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 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. F7 · 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, 2024 Filed Jan 26, 2024 01:53 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 17,648 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-24-000023 · wk-form4_1706233974.xml · nonDerivative · entry 1 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,272 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 22, 2024 Filed Jan 25, 2024 00:25 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 13,380 | $46.12 | $617,124.40 |
DisclosureSEC source: 0001837240-24-000017 · wk-form4_1706142311.xml · nonDerivative · entry 2 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,624 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. 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 $46.00 to $46.31, 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. Read SEC document |
| January 22, 2024 Filed Jan 25, 2024 00:25 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 60,818 | $45.60 | $2,773,239.98 |
DisclosureSEC source: 0001837240-24-000017 · wk-form4_1706142311.xml · nonDerivative · entry 1 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 76,004 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 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $45.00 to $45.99, 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 09, 2024 Filed Jan 11, 2024 23:26 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 69,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000013 · wk-form4_1705015560.xml · derivative · entry 10 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 69,100 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. F9 · derivative.exercise_date: On August 17, 2022, the Reporting Person was granted an award of 414,599 restricted stock units, 2/3 of the restricted stock units vest on the date of grant and the remaining 1/3 of the restricted stock units vest on January 1, 2024, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. The restricted stock units that vested on January 1, 2024 were delivered in two tranches: 69,099 shares were delivered on January 2, 2024 and 69,100 shares were delivered on January 9, 2024. F9 · derivative.expiration_date: On August 17, 2022, the Reporting Person was granted an award of 414,599 restricted stock units, 2/3 of the restricted stock units vest on the date of grant and the remaining 1/3 of the restricted stock units vest on January 1, 2024, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. The restricted stock units that vested on January 1, 2024 were delivered in two tranches: 69,099 shares were delivered on January 2, 2024 and 69,100 shares were delivered on January 9, 2024. Read SEC document |
| January 09, 2024 Filed Jan 11, 2024 23:26 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 99,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000013 · wk-form4_1705015560.xml · derivative · entry 9 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 99,157 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. F8 · derivative.exercise_date: On August 17, 2022, the Reporting Person was granted 396,625 restricted stock units that vest as follows: 1/2 of the restricted stock units vest on January 1, 2023, and the remaining 1/2 of the restricted stock units vest on January 1, 2024, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. The restricted stock units that vested on January 1, 2024 were delivered in two tranches: 99,156 shares were delivered on January 2, 2024 and 99,157 shares were delivered on January 9, 2024. F8 · derivative.expiration_date: On August 17, 2022, the Reporting Person was granted 396,625 restricted stock units that vest as follows: 1/2 of the restricted stock units vest on January 1, 2023, and the remaining 1/2 of the restricted stock units vest on January 1, 2024, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. The restricted stock units that vested on January 1, 2024 were delivered in two tranches: 99,156 shares were delivered on January 2, 2024 and 99,157 shares were delivered on January 9, 2024. Read SEC document |
| January 09, 2024 Filed Jan 11, 2024 23:26 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 2,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000013 · wk-form4_1705015560.xml · derivative · entry 8 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,986 Underlying: Class A Common Stock · 2,749 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 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. The restricted stock units that vested on January 1, 2024 were delivered in two tranches: 2,749 shares were delivered on January 2, 2024 and 2,749 shares were delivered on January 9, 2024. 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 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. The restricted stock units that vested on January 1, 2024 were delivered in two tranches: 2,749 shares were delivered on January 2, 2024 and 2,749 shares were delivered on January 9, 2024. Read SEC document |
| January 09, 2024 Filed Jan 11, 2024 23:26 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 3,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000013 · wk-form4_1705015560.xml · derivative · entry 7 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,670 Underlying: Class A Common Stock · 3,833 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 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. The restricted stock units that vested on January 1, 2024 were delivered in two tranches: 3,833 shares were delivered on January 2, 2024 and 3,833 shares were delivered on January 9, 2024. 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 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. The restricted stock units that vested on January 1, 2024 were delivered in two tranches: 3,833 shares were delivered on January 2, 2024 and 3,833 shares were delivered on January 9, 2024. Read SEC document |
| January 09, 2024 Filed Jan 11, 2024 23:26 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 18,397 | $44.00 | $809,422.01 |
DisclosureSEC source: 0001837240-24-000013 · wk-form4_1705015560.xml · nonDerivative · entry 6 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,822 F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person. F4 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $43.80 to $44.37, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 09, 2024 Filed Jan 11, 2024 23:26 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 50,445 | $43.29 | $2,183,859.90 |
DisclosureSEC source: 0001837240-24-000013 · wk-form4_1705015560.xml · nonDerivative · entry 5 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,219 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 $42.80 to $43.79, 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 09, 2024 Filed Jan 11, 2024 23:26 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 69,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-24-000013 · wk-form4_1705015560.xml · nonDerivative · entry 4 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,664 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 09, 2024 Filed Jan 11, 2024 23:26 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 99,157 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-24-000013 · wk-form4_1705015560.xml · nonDerivative · entry 3 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,564 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 09, 2024 Filed Jan 11, 2024 23:26 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 2,749 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-24-000013 · wk-form4_1705015560.xml · nonDerivative · entry 2 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,407 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 09, 2024 Filed Jan 11, 2024 23:26 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 3,833 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-24-000013 · wk-form4_1705015560.xml · nonDerivative · entry 1 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,658 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into Class A common stock on a one-for-one basis. Read SEC document |
| January 04, 2024 Filed Jan 4, 2024 23:45 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 500 | $47.00 | $23,500.00 |
DisclosureSEC source: 0001837240-24-000009 · wk-form4_1704411914.xml · nonDerivative · entry 10 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,825 F6 · 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. Read SEC document |
| January 04, 2024 Filed Jan 4, 2024 23:45 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 10,691 | $46.20 | $493,941.31 |
DisclosureSEC source: 0001837240-24-000009 · wk-form4_1704411914.xml · nonDerivative · entry 9 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,325 F6 · 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. F8 · 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 $46.00 to $46.84, 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 04, 2024 Filed Jan 4, 2024 23:45 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 57,940 | $45.54 | $2,638,616.57 |
DisclosureSEC source: 0001837240-24-000009 · wk-form4_1704411914.xml · nonDerivative · entry 8 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,016 F6 · 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. F7 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $45.00 to $45.98, 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 03, 2024 Filed Jan 4, 2024 23:45 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 3,234 | $48.06 | $155,441.89 |
DisclosureSEC source: 0001837240-24-000009 · wk-form4_1704411914.xml · nonDerivative · entry 7 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 99,956 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. 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 $47.98 to $48.19, 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 03, 2024 Filed Jan 4, 2024 23:45 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 15,520 | $47.29 | $733,948.56 |
DisclosureSEC source: 0001837240-24-000009 · wk-form4_1704411914.xml · nonDerivative · entry 6 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 103,190 F2 · kind: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person. F4 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $46.95 to $47.93, 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 03, 2024 Filed Jan 4, 2024 23:45 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 57,324 | $46.35 | $2,656,869.95 |
DisclosureSEC source: 0001837240-24-000009 · wk-form4_1704411914.xml · nonDerivative · entry 5 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 118,710 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 $45.95 to $46.94, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 23:45 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 69,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000009 · wk-form4_1704411914.xml · derivative · entry 14 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 69,100 Underlying: Class A Common Stock · 69,099 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. F9 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F13 · derivative.exercise_date: On August 17, 2022, the Reporting Person was granted an award of 414,599 restricted stock units, 2/3 of the restricted stock units vest on the date of grant and the remaining 1/3 of the restricted stock units vest on January 1, 2024, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. The restricted stock units that vested on January 1, 2024 will be delivered in two tranches: 69,099 shares were delivered on January 2, 2024 and the shares for the remaining restricted stock units that vested on January 1, 2024 have not yet been delivered. F13 · derivative.expiration_date: On August 17, 2022, the Reporting Person was granted an award of 414,599 restricted stock units, 2/3 of the restricted stock units vest on the date of grant and the remaining 1/3 of the restricted stock units vest on January 1, 2024, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. The restricted stock units that vested on January 1, 2024 will be delivered in two tranches: 69,099 shares were delivered on January 2, 2024 and the shares for the remaining restricted stock units that vested on January 1, 2024 have not yet been delivered. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 23:45 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 99,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000009 · wk-form4_1704411914.xml · derivative · entry 13 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 99,157 Underlying: Class A Common Stock · 99,156 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. F9 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F12 · derivative.exercise_date: On August 17, 2022, the Reporting Person was granted 396,625 restricted stock units that vest as follows: 1/2 of the restricted stock units vest on January 1, 2023, and the remaining 1/2 of the restricted stock units vest on January 1, 2024, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. The restricted stock units that vested on January 1, 2024 will be delivered in two tranches: 99,156 shares were delivered on January 2, 2024 and the shares for the remaining restricted stock units that vested on January 1, 2024 have not yet been delivered. F12 · derivative.expiration_date: On August 17, 2022, the Reporting Person was granted 396,625 restricted stock units that vest as follows: 1/2 of the restricted stock units vest on January 1, 2023, and the remaining 1/2 of the restricted stock units vest on January 1, 2024, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. The restricted stock units that vested on January 1, 2024 will be delivered in two tranches: 99,156 shares were delivered on January 2, 2024 and the shares for the remaining restricted stock units that vested on January 1, 2024 have not yet been delivered. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 23:45 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 2,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000009 · wk-form4_1704411914.xml · derivative · entry 12 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,735 Underlying: Class A Common Stock · 2,749 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F11 · 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. The restricted stock units that vested on January 1, 2024 will be delivered in two tranches: 2,749 shares were delivered on January 2, 2024 and the shares for the remaining restricted stock units that vested on January 1, 2024 have not yet been delivered. F11 · 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. The restricted stock units that vested on January 1, 2024 will be delivered in two tranches: 2,749 shares were delivered on January 2, 2024 and the shares for the remaining restricted stock units that vested on January 1, 2024 have not yet been delivered. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 23:45 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 3,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-24-000009 · wk-form4_1704411914.xml · derivative · entry 11 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,503 Underlying: Class A Common Stock · 3,833 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. F9 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F10 · 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. The restricted stock units that vested on January 1, 2024 will be delivered in two tranches: 3,833 shares were delivered on January 2, 2024 and the shares for the remaining restricted stock units that vested on January 1, 2024 have not yet been delivered. F10 · 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. The restricted stock units that vested on January 1, 2024 will be delivered in two tranches: 3,833 shares were delivered on January 2, 2024 and the shares for the remaining restricted stock units that vested on January 1, 2024 have not yet been delivered. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 23:45 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 69,099 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-24-000009 · wk-form4_1704411914.xml · nonDerivative · entry 4 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 176,034 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 02, 2024 Filed Jan 4, 2024 23:45 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 99,156 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-24-000009 · wk-form4_1704411914.xml · nonDerivative · entry 3 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 106,935 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 02, 2024 Filed Jan 4, 2024 23:45 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 2,749 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-24-000009 · wk-form4_1704411914.xml · nonDerivative · entry 2 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,779 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. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 23:45 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 3,833 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-24-000009 · wk-form4_1704411914.xml · nonDerivative · entry 1 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,030 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 14, 2023 Filed Dec 15, 2023 22:30 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 2,636 | $54.07 | $142,540.65 |
DisclosureSEC source: 0001837240-23-000222 · wk-form4_1702679419.xml · nonDerivative · entry 6 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,197 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. F7 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $53.80 to $54.48, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 14, 2023 Filed Dec 15, 2023 22:30 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 3,900 | $53.23 | $207,598.95 |
DisclosureSEC source: 0001837240-23-000222 · wk-form4_1702679419.xml · nonDerivative · entry 5 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,833 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. F6 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $52.75 to $53.73, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 14, 2023 Filed Dec 15, 2023 22:30 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 6,180 | $52.17 | $322,437.17 |
DisclosureSEC source: 0001837240-23-000222 · wk-form4_1702679419.xml · nonDerivative · entry 4 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,733 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. F5 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $51.75 to $52.70, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 14, 2023 Filed Dec 15, 2023 22:30 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 17,170 | $51.41 | $882,695.96 |
DisclosureSEC source: 0001837240-23-000222 · wk-form4_1702679419.xml · nonDerivative · entry 3 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,913 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. F4 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $50.74 to $51.73, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 14, 2023 Filed Dec 15, 2023 22:30 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 42,251 | $50.20 | $2,120,932.60 |
DisclosureSEC source: 0001837240-23-000222 · wk-form4_1702679419.xml · nonDerivative · entry 2 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,083 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. F3 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $49.74 to $50.73, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 14, 2023 Filed Dec 15, 2023 22:30 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 22,780 | $49.48 | $1,127,058.72 |
DisclosureSEC source: 0001837240-23-000222 · wk-form4_1702679419.xml · nonDerivative · entry 1 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 73,334 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 · price: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $48.74 to $49.73, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 03, 2023 Filed Oct 5, 2023 00:51 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 5,558 | $31.21 | $173,472.96 |
DisclosureSEC source: 0001837240-23-000162 · wk-form4_1696467080.xml · nonDerivative · entry 3 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,114 F2 · kind: The sales reported in this Form 4 represent 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 $31.21 to $31.30, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price withing the range set forth in this footnote. Read SEC document |
| October 02, 2023 Filed Oct 5, 2023 00:51 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 5,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-23-000162 · wk-form4_1696467080.xml · derivative · entry 5 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,484 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. The restricted stock units that vested on October 1, 2023 were delivered on April 3, 2023. 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. The restricted stock units that vested on October 1, 2023 were delivered on April 3, 2023. Read SEC document |
| October 02, 2023 Filed Oct 5, 2023 00:51 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 7,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-23-000162 · wk-form4_1696467080.xml · derivative · entry 4 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,336 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. 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. The restricted stock units that vested on October 1, 2023 were delivered on October 2, 2023. 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. The restricted stock units that vested on October 1, 2023 were delivered on October 2, 2023. Read SEC document |
| October 02, 2023 Filed Oct 5, 2023 00:51 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 5,498 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-23-000162 · wk-form4_1696467080.xml · nonDerivative · entry 2 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,672 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, 2023 Filed Oct 5, 2023 00:51 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 7,666 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-23-000162 · wk-form4_1696467080.xml · nonDerivative · entry 1 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,174 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.