Form 4 for SYM Symbotic Inc.
Accepted 2026-01-06 00:00:00 ET · period of report 2026-01-02 · accession 0001932973-26-000004 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2026-01-06 | 2026-01-02 | SYM | Boyd William M III | Chief Strategy Off | S - Sale | $63.89 | -5,115 | 19.2K | -21% | -$326.8K |
| DMI | 2026-01-06 | 2026-01-05 | SYM | Boyd William M III | Chief Strategy Off | J - Other | $0.00 | 0 | 15.0K | New | $0 |
| DI | 2026-01-06 | 2026-01-05 | SYM | Boyd William M III | Chief Strategy Off | S - Sale | $69.00 | -15.0K | 0 | -100% | -$1.03M |
| DI | 2026-01-06 | 2026-01-05 | SYM | Boyd William M III | Chief Strategy Off | J - Other | $0.00 | -15.0K | 244.4K | -6% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class A Common Stock | 2026-01-02 | S | D | 300 | $60.18 | 24,014 | D By The William M. Boyd, III Revocable Trust of 2015 | — | — | (F2) 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 $60.00 to $60.53, 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 within the range set forth in this footnote. |
| 2 | Common | Class A Common Stock | 2026-01-02 | S | D | 816 | $62.19 | 23,198 | D By The William M. Boyd, III Revocable Trust of 2015 | — | — | (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 $61.97 to $62.40, 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. |
| 3 | Common | Class A Common Stock | 2026-01-02 | S | D | 600 | $63.51 | 22,598 | D By The William M. Boyd, III Revocable Trust of 2015 | — | — | (F4) 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 $63.14 to $63.60, 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 within the range set forth in this footnote. |
| 4 | Common | Class A Common Stock | 2026-01-02 | S | D | 3,299 | $64.68 | 19,299 | D | — | — | (F5) 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 $64.19 to $65.14, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| 5 | Common | Class A Common Stock | 2026-01-02 | S | D | 100 | $65.28 | 19,199 | D | — | — | |
| 6 | Common | Class V-1 Common Stock | 2026-01-05 | J | D | 15,000 | $0.00 | 244,353 | I | — | — | (F6) 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. (F7) Includes 70,000 securities transferred by The William M. Boyd, III 2025 Qualified Annuity Trust on August 15, 2025 in a transaction exempt from both Section 16(b) and Section 16(a) by virtue of Rule 16a-13. |
| 7 | Common | Class A Common Stock | 2026-01-05 | J | A | 15,000 | $0.00 | 15,000 | I | — | — | |
| 8 | Common | Class A Common Stock | 2026-01-05 | S | D | 15,000 | $69.00 | 0 | I | — | — | |
| 9 | Derivative | Symbotic Holdings Units | 2026-01-05 | J | D | 15,000 | $0.00 | 244,353 | I By The William M. Boyd, III Revocable Trust of 2015 | — · — to — | 15,000 Class A Common Stock | (F6) 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. (F7) Includes 70,000 securities transferred by The William M. Boyd, III 2025 Qualified Annuity Trust on August 15, 2025 in a transaction exempt from both Section 16(b) and Section 16(a) by virtue of Rule 16a-13. |