William M. Boyd III - Aug 5, 2025 Form 4 Insider Report for Symbotic Inc. (SYM)

Role
Chief Strategy Officer
Signature
/s/ Corey Dufresne, Attorney-in-Fact for William M. Boyd, III
Stock symbol
SYM
Transactions as of
Aug 5, 2025
Transactions value $
-$1,475,000
Form type
4
Date filed
8/7/2025, 05:58 PM
Previous filing
Aug 5, 2025
Next filing
Sep 18, 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Boyd William M III Chief Strategy Officer C/O SYMBOTIC INC., 200 RESEARCH DRIVE, WILMINGTON /s/ Corey Dufresne, Attorney-in-Fact for William M. Boyd, III 2025-08-07 0001932973

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SYM Class V-1 Common Stock Other -25K -100% 0 Aug 5, 2025 Direct F1, F2
transaction SYM Class A Common Stock Other +25K +78.41% 56.9K Aug 5, 2025 Direct F1, F2
transaction SYM Class A Common Stock Sale -$1.48M -25K -43.95% $59.00 31.9K Aug 5, 2025 Direct F3
holding SYM Class V-1 Common Stock 250K Aug 5, 2025 By William M. Boyd, III 2025 Qualified Annuity Trust F1
holding SYM Class V-1 Common Stock 189K Aug 5, 2025 By The William M. Boyd, III Revocable Trust of 2015 F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SYM Symbotic Holdings Units Other -25K -100% 0 Aug 5, 2025 Class A Common Stock 25K Direct F1, F2
holding SYM Symbotic Holdings Units 250K Aug 5, 2025 Class A Common Stock 250K By the William M. Boyd, III 2025 Qualified Annuity Trust F1
holding SYM Symbotic Holdings Units 189K Aug 5, 2025 Class A Common Stock 189K By The William M. Boyd, III Revocable Trust of 2015 F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 The term "Symbotic Holdings Units" is used herein to represent limited liability company units of Symbotic Holdings and an equal number of paired shares of Class V-1 Common Stock of the Issuer, which, pursuant to the limited liability company agreement of Symbotic Holdings, are together redeemable by the holder on a one-for-one basis for a share of Class A Common Stock of the Issuer, subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions, and in accordance with other terms and conditions set forth in Symbotic Holdings' Second Amended and Restated Limited Liability Company Agreement, dated as of June 7, 2022. Upon redemption, the Issuer will cancel the Symbotic Holdings Units and cancel and retire for no consideration the redeemed shares of Class V-1 Common Stock. Shares of Class V-1 Common Stock of the Issuer have no economic rights and each share of Class V-1 Common Stock entitles its holder to 1 vote per share.
F2 On August 5, 2025, the Reporting Person sold 25,000 shares of Class A Common Stock pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective August 5, 2025, the Reporting Person redeemed 25,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 25,000 shares of Class V-1 Common Stock.
F3 This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.