Janet L. Cohen - 11 Dec 2025 Form 4 Insider Report for Symbotic Inc. (SYM)

Role
10%+ Owner
Signature
/s/ Corey Dufresne, Attorney-in-Fact for Janet L. Cohen
Issuer symbol
SYM
Transactions as of
11 Dec 2025
Transactions value $
$0
Form type
4
Filing time
12 Dec 2025, 19:45:49 UTC
Previous filing
24 May 2024

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Cohen Janet L 10%+ Owner C/O SYMBOTIC INC., 200 RESEARCH DRIVE, WILMINGTON /s/ Corey Dufresne, Attorney-in-Fact for Janet L. Cohen 12 Dec 2025 0001932965

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SYM Class V-1 Common Stock Other $0 +1M $0.00 1M 11 Dec 2025 Direct F1, F2, F3
transaction SYM Class V-1 Common Stock Gift $0 -1M -100% $0.00 0 11 Dec 2025 Direct F1, F2, F4
holding SYM Class V-1 Common Stock 521K 11 Dec 2025 By The Tilia Mill Trust F1, F2, F5
holding SYM Class V-1 Common Stock 2.22M 11 Dec 2025 By Spouse F1, F2, F6

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 $0 +1M $0.00 1M 11 Dec 2025 Class A Common Stock 1M Direct F1, F2, F3
transaction SYM Symbotic Holdings Units Gift $0 -1M -100% $0.00 0 11 Dec 2025 Class A Common Stock 1M Direct F1, F2, F4
holding SYM Symbotic Holdings Units 14.4M 11 Dec 2025 Class A Common Stock 14.4M By The Tilia Mill Trust F1, F2, F5
holding SYM Symbotic Holdings Units 152M 11 Dec 2025 Class A Common Stock 152M By the RBC Millennium Trust F1, F2, F7
holding SYM Symbotic Holdings Units 45.4M 11 Dec 2025 Class A Common Stock 45.4M By Spouse F1, F2, F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

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 or Class V-3 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 or Class V-3 Common Stock, as applicable.
F2 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. Shares of Class V-3 Common Stock of the Issuer have no economic rights and each share of Class V-3 Common Stock entitles its holder to 3 votes per share.
F3 On December 11, 2025, the Reporting Person received a distribution of 1,000,000 shares of Class V-1 common stock and an equal number of paired Symbotic Holdings Units from The RBC Millennium GST Non-Exempt Trust, of which the Reporting Person is a beneficiary.
F4 Represents a bona fide gift to a charitable donor-advised fund. Price is not applicable to acquisitions or dispositions resulting from bona fide gifts.
F5 Janet L. Cohen may be considered the beneficial owner of Symbotic Holding Units held directly by The Tilia Mill Trust. Ms. Cohen is a co-trustee of The Tilia Mill Trust, as to which members of Ms. Cohen's immediate family have a pecuniary interest and may be deemed to have shared voting and investment power. Ms. Cohen disclaims beneficial ownership of such securities except to the extent of her pecuniary interest therein.
F6 Janet L. Cohen may be considered to have an indirect pecuniary interest in Symbotic Holdings Units (including the equivalent number of paired shares of Class V-1 Common Stock) held by RJJRP Holdings, Inc., of which Ms. Cohen's spouse is the Chief Executive Officer, and to which members of Ms. Cohen's immediate family have a pecuniary interest. Ms. Cohen does not have voting or investment control over such securities and disclaims beneficial ownership of such securities except to the extent that Ms. Cohen may be considered to have an indirect pecuniary interest therein. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F7 Janet L. Cohen may be considered the beneficial owner of securities held of record by the RBC Millennium Trust. Ms. Cohen is a co-trustee and one of the beneficiaries of the RBC Millennium Trust and may be deemed to have shared voting and investment power. Ms. Cohen disclaims beneficial ownership of such securities except to the extent of her pecuniary interest therein.
F8 Janet L. Cohen may be considered to have an indirect pecuniary interest in Symbotic Holdings Units (including the equivalent number of paired shares of Class V-1 or Class V-3 Common Stock) held by the Richard B. Cohen Revocable Trust and RJJRP Holdings, Inc., in which Ms. Cohen's spouse is the trustee or Chief Executive Officer, as applicable, and to which members of Ms. Cohen's immediate family have a pecuniary interest. Ms. Cohen does not have voting or investment control over such securities and disclaims beneficial ownership of such securities except to the extent that Ms. Cohen may be considered to have an indirect pecuniary interest therein. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.