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

Reporting relationship: Reporting Person is Board Chair, President and Chief Executive Officer, Director, 10%+ Owner
Issuer ticker: SYM
Reported as of: 11 Dec 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 12 Dec 2025, 19:45:56 UTC
Prior SEC filing: 16 Jun 2025
Source filing: View source filing
Reporting owner signature: /s/ Corey Dufresne, Attorney-in-Fact for Richard B. Cohen

Key filing fact

Richard B. Cohen filed Form 4 for Symbotic Inc. (SYM) on 12 Dec 2025.

Key facts

This page summarizes Richard B. Cohen's Form 4 filing for Symbotic Inc. (SYM).
4 reported transactions and 4 derivative rows are listed below.
Accepted by SEC: 12 Dec 2025, 19:45.

Change

Previous filing in this sequence was filed on 16 Jun 2025.
Current net transaction value: $0.

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 0001933447 Primary reporting owner

Cohen Richard B

Relationship: Reporting Person is Board Chair, President and Chief Executive Officer, Director, 10%+ Owner
Address: C/O SYMBOTIC INC., 200 RESEARCH DRIVE, WILMINGTON
Signature: /s/ Corey Dufresne, Attorney-in-Fact for Richard B. Cohen
Signature date: 12 Dec 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: $0
Shares: +1,000,000
Change %: +192%
Price: $0.000000
Shares after: 1,520,835
Date: 11 Dec 2025
Ownership: By Spouse
Footnotes: F1, F2, F3, F4

SYM transaction

Class V-1 Common Stock

Gift

Transaction value: $0
Shares: -1,000,000
Change %: -66%
Price: $0.000000
Shares after: 520,835
Date: 11 Dec 2025
Ownership: By Spouse
Footnotes: F1, F2, F4, F5

SYM holding

Class V-1 Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 2,215,990
Date: 11 Dec 2025
Ownership: By RJJRP Holdings, Inc.
Footnotes: F1, F2, F6

Reported derivative securities

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

SYM transaction Derivative

Symbotic Holdings Units

Other

Transaction value: $0
Shares: +1,000,000
Change %: +0.6%
Price: $0.000000
Shares after: 166,940,810
Date: 11 Dec 2025
Ownership: By Spouse
Underlying class: Class A Common Stock
Underlying amount: 1,000,000
Exercise price
Footnotes: F1, F2, F3, F7

SYM transaction Derivative

Symbotic Holdings Units

Gift

Transaction value: $0
Shares: -1,000,000
Change %: -0.6%
Price: $0.000000
Shares after: 165,940,810
Date: 11 Dec 2025
Ownership: By Spouse
Underlying class: Class A Common Stock
Underlying amount: 1,000,000
Exercise price
Footnotes: F1, F2, F5, F7

SYM holding Derivative

Symbotic Holdings Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 43,765,590
Date: 11 Dec 2025
Ownership: By RJJRP Holdings, Inc.
Underlying class: Class A Common Stock
Underlying amount: 43,765,590
Exercise price
Footnotes: F1, F2, F8

SYM holding Derivative

Symbotic Holdings Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 1,681,133
Date: 11 Dec 2025
Ownership: By the Richard B. Cohen Revocable Trust
Underlying class: Class A Common Stock
Underlying amount: 1,681,133
Exercise price
Footnotes: F1, F2, F9

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 9 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 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.

Footnote 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.

Footnote F3

On December 11, 2025, the Reporting Person's spouse received a distribution (the "Trust 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's spouse is a beneficiary.

Footnote F4

In addition to the Trust Distribution, the Reporting Person may be considered to have an indirect pecuniary interest in 520,835 shares of Class V-1 Common Stock held by The Tulia Mill Trust, in which Mr. Cohen's spouse acts as trustee and to which members of Mr. Cohen's immediate family have a pecuniary interest. The Reporting Person does not have voting or investment control over such securities and disclaims beneficial ownership of such securities except to the extent that Mr. Cohen may be considered to have an indirect pecuniary interest therein. This report shall not be deemed an admission that the Reporting Persons are the beneficial owners of the such securities for purposes of Section 16 or for any other purpose.

Footnote F5

Represents a bona fide gift to a charitable donor-advised fund. Price is not applicable to acquisitions or dispositions resulting from bona fide gifts.

Footnote F6

The Reporting Person may be considered the beneficial owner of shares of Class V-1 Common Stock and Symbotic Holdings Units held of record by RJJRP Holdings, Inc., of which Richard B. Cohen is a shareholder and the President and Chief Executive Officer.

Footnote F7

In addition to the Trust Distribution, the Reporting Person may be considered to have an additional indirect pecuniary interest in 165,940,810 of Symbotic Holdings Units (including the equivalent number of paired shares of Class V-1 or Class V-3 Common Stock) held by The RBC Millennium Trust and The Tulia Mill Trust in which Mr. Cohen's spouse acts as trustee and to which members of Mr. Cohen's immediate family have a pecuniary interest. Richard B. Cohen does not have voting or investment control over the Spousal Shares and disclaims beneficial ownership of the Spousal Shares except to the extent that Mr. Cohen may be considered to have an indirect pecuniary interest therein. This report shall not be deemed an admission that the Reporting Persons are the beneficial owners of the Spousal Shares for purposes of Section 16 or for any other purpose.

Footnote F8

The Reporting Person may be considered the beneficial owner of shares of Symbotic Holdings Units (including the equivalent number of paired shares of Class V-1 and Class V-3 Common Stock) held of record by RJJRP Holdings, Inc., of which Richard B. Cohen is a shareholder and the President and Chief Executive Officer.

Footnote F9

The Reporting Person may be considered the beneficial owner of shares of Symbotic Holdings Units (including the equivalent number of paired shares of Class V-3 Common Stock) held of record by the Richard B. Cohen Revocable Trust, of which Mr. Cohen is trustee and the sole beneficiary.

SEC remarks

Reporting Person is Board Chair, President and Chief Executive Officer