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 |
|---|---|---|---|---|---|---|
| December 07, 2022 Filed Dec 9, 2022 22:04 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 5,000 | $11.33 | $56,651.50 |
DisclosureSEC source: 0001837240-22-000051 · wf-form4_167062343557438.xml · nonDerivative · entry 1 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,939 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 $11.02 to $11.60, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price withing the range set forth in this footnote. Read SEC document |
| August 24, 2022 Filed Aug 25, 2022 00:26 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 21,898 | $13.22 | $289,535.36 |
DisclosureSEC source: 0001837240-22-000037 · wf-form4_166138715704082.xml · nonDerivative · entry 3 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,939 F1 · 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. 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 $12.95 to $13.44, 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 |
| August 23, 2022 Filed Aug 25, 2022 00:26 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 28,127 | $12.98 | $364,984.39 |
DisclosureSEC source: 0001837240-22-000037 · wf-form4_166138715704082.xml · nonDerivative · entry 2 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,837 F1 · 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 $12.85 to $13.31, 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 withing the range set forth in this footnote. Read SEC document |
| August 22, 2022 Filed Aug 25, 2022 00:26 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 34,436 | $13.19 | $454,186.73 |
DisclosureSEC source: 0001837240-22-000037 · wf-form4_166138715704082.xml · nonDerivative · entry 1 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,964 F1 · 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. 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 $12.84 to $14.53, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price withing the range set forth in this footnote. Read SEC document |
| August 19, 2022 Filed Aug 19, 2022 21:52 UTC | Symbotic Inc. SYM · Entity 2319 | SaleClass A Common Stock | 42,000 | $14.49 | $608,538.00 |
DisclosureSEC source: 0001837240-22-000029 · wf-form4_166094592737162.xml · nonDerivative · entry 2 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,400 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 $13.11 to $15.88, 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 |
| August 17, 2022 Filed Aug 19, 2022 21:52 UTC | Symbotic Inc. SYM · Entity 2319 | GrantRestricted Stock Units · Derivative | 87,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-22-000029 · wf-form4_166094592737162.xml · derivative · entry 7 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,970 Underlying: Class A Common Stock · 87,970 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. F9 · derivative.exercise_date: The restricted stock units 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. F9 · derivative.expiration_date: The restricted stock units 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 |
| August 17, 2022 Filed Aug 19, 2022 21:52 UTC | Symbotic Inc. SYM · Entity 2319 | GrantRestricted Stock Units · Derivative | 92,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-22-000029 · wf-form4_166094592737162.xml · derivative · entry 6 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,000 Underlying: Class A Common Stock · 92,000 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. F8 · derivative.exercise_date: The restricted stock units 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. F8 · derivative.expiration_date: The restricted stock units 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 |
| August 17, 2022 Filed Aug 19, 2022 21:52 UTC | Symbotic Inc. SYM · Entity 2319 | GrantRestricted Stock Units · Derivative | 396,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-22-000029 · wf-form4_166094592737162.xml · derivative · entry 5 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,625 Underlying: Class A Common Stock · 396,625 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: 1/2 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. F7 · derivative.expiration_date: The restricted stock units 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. Read SEC document |
| August 17, 2022 Filed Aug 19, 2022 21:52 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionRestricted Stock Units · Derivative | 276,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-22-000029 · wf-form4_166094592737162.xml · derivative · entry 4 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,199 Underlying: Class A Common Stock · 276,400 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 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. F6 · 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. Read SEC document |
| August 17, 2022 Filed Aug 19, 2022 21:52 UTC | Symbotic Inc. SYM · Entity 2319 | GrantRestricted Stock Units · Derivative | 414,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001837240-22-000029 · wf-form4_166094592737162.xml · derivative · entry 3 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,599 Underlying: Class A Common Stock · 414,599 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. F5 · derivative.exercise_date: The restricted stock units vest as follows: 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. F5 · derivative.expiration_date: The restricted stock units vest as follows: 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. Read SEC document |
| August 17, 2022 Filed Aug 19, 2022 21:52 UTC | Symbotic Inc. SYM · Entity 2319 | Exercise / conversionClass A Common Stock | 276,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001837240-22-000029 · wf-form4_166094592737162.xml · nonDerivative · entry 1 Dunn Michael David · CIK 0001933434 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,400 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.