William M. Boyd III - 05 Aug 2025 Form 4 Insider Report for Symbotic Inc. (SYM)

Reporting relationship: Chief Strategy Officer
Issuer ticker: SYM
Reported as of: 05 Aug 2025
Net transaction value: -$1,475,000
SEC form: 4
Accepted by SEC: 07 Aug 2025, 17:58:03 UTC
Prior SEC filing: 05 Aug 2025
Next SEC filing: 18 Sep 2025
Source filing: View source filing
Reporting owner signature: /s/ Corey Dufresne, Attorney-in-Fact for William M. Boyd, III

Key filing fact

William M. Boyd III filed Form 4 for Symbotic Inc. (SYM) on 07 Aug 2025.

Key facts

This page summarizes William M. Boyd III's Form 4 filing for Symbotic Inc. (SYM).
4 reported transactions and 3 derivative rows are listed below.
Accepted by SEC: 07 Aug 2025, 17:58.

Change

Previous filing in this sequence was filed on 05 Aug 2025.
Current net transaction value: -$1,475,000.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001932973 Primary reporting owner

Boyd William M III

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

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SYM transaction

Class V-1 Common Stock

Other

Transaction value
Shares: -25,000
Change %: -100%
Price
Shares after: 0
Date: 05 Aug 2025
Ownership: Direct
Footnotes: F1, F2

SYM transaction

Class A Common Stock

Other

Transaction value
Shares: +25,000
Change %: +78%
Price
Shares after: 56,884
Date: 05 Aug 2025
Ownership: Direct
Footnotes: F1, F2

SYM transaction

Class A Common Stock

Sale

Transaction value: $1,475,000
Shares: -25,000
Change %: -44%
Price: $59.00
Shares after: 31,884
Date: 05 Aug 2025
Ownership: Direct
Footnotes: F3

SYM holding

Class V-1 Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 250,000
Date: 05 Aug 2025
Ownership: By William M. Boyd, III 2025 Qualified Annuity Trust
Footnotes: F1

SYM holding

Class V-1 Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 189,353
Date: 05 Aug 2025
Ownership: By The William M. Boyd, III Revocable Trust of 2015
Footnotes: F1

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

SYM transaction Derivative

Symbotic Holdings Units

Other

Transaction value
Shares: -25,000
Change %: -100%
Price
Shares after: 0
Date: 05 Aug 2025
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 25,000
Exercise price
Footnotes: F1, F2

SYM holding Derivative

Symbotic Holdings Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 250,000
Date: 05 Aug 2025
Ownership: By the William M. Boyd, III 2025 Qualified Annuity Trust
Underlying class: Class A Common Stock
Underlying amount: 250,000
Exercise price
Footnotes: F1

SYM holding Derivative

Symbotic Holdings Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 189,353
Date: 05 Aug 2025
Ownership: By The William M. Boyd, III Revocable Trust of 2015
Underlying class: Class A Common Stock
Underlying amount: 189,353
Exercise price
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 3 footnotes

Footnote 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.

Footnote 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.

Footnote 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.