William M. Boyd III - 02 Jan 2026 Form 4 Insider Report for Symbotic Inc. (SYM)

Signature
/s/ Corey Dufresne, Attorney-in-Fact for William M. Boyd, III
Issuer symbol
SYM
Transactions as of
02 Jan 2026
Net transactions value
-$1,361,810
Form type
4
Filing time
06 Jan 2026, 17:59:39 UTC
Previous filing
17 Dec 2025
Next filing
15 Jan 2026

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 06 Jan 2026 0001932973

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SYM Class A Common Stock Sale $18,053 -300 -1.2% $60.18 24,014 02 Jan 2026 Direct F1, F2
transaction SYM Class A Common Stock Sale $50,745 -816 -3.4% $62.19 23,198 02 Jan 2026 Direct F1, F3
transaction SYM Class A Common Stock Sale $38,104 -600 -2.6% $63.51 22,598 02 Jan 2026 Direct F1, F4
transaction SYM Class A Common Stock Sale $213,380 -3,299 -15% $64.68 19,299 02 Jan 2026 Direct F1, F5
transaction SYM Class A Common Stock Sale $6,528 -100 -0.52% $65.28 19,199 02 Jan 2026 Direct F1
transaction SYM Class V-1 Common Stock Other $0 -15,000 -5.8% $0.000000 244,353 05 Jan 2026 By The William M. Boyd, III Revocable Trust of 2015 F6, F7
transaction SYM Class A Common Stock Other $0 +15,000 $0.000000 15,000 05 Jan 2026 By The William M. Boyd, III Revocable Trust of 2015
transaction SYM Class A Common Stock Sale $1,035,000 -15,000 -100% $69.00 0 05 Jan 2026 By The William M. Boyd, III Revocable Trust of 2015
holding SYM Class V-1 Common Stock 180,000 02 Jan 2026 By William M. Boyd, III August 2025 Qualified Annuity Trust F8

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 -15,000 -5.8% $0.000000 244,353 05 Jan 2026 Class A Common Stock 15,000 By The William M. Boyd, III Revocable Trust of 2015 F6, F7
holding SYM Symbotic Holdings Units 180,000 02 Jan 2026 Class A Common Stock 180,000 By William M. Boyd, III August 2025 Qualified Annuity Trust F6, F8
* 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 This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 19, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.
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.
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.
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.
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.
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.
F8 Consists of 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.