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

Reporting relationship: Chief Strategy Officer
Issuer ticker: SYM
Reported as of: 02 Jan 2026
Net transaction value: -$1,361,810
SEC form: 4
Accepted by SEC: 06 Jan 2026, 17:59:39 UTC
Prior SEC filing: 17 Dec 2025
Next SEC filing: 15 Jan 2026
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 06 Jan 2026.

Key facts

This page summarizes William M. Boyd III's Form 4 filing for Symbotic Inc. (SYM).
9 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 06 Jan 2026, 17:59.

Change

Previous filing in this sequence was filed on 17 Dec 2025.
Current net transaction value: -$1,361,810.

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: 06 Jan 2026

Reported non-derivative transactions

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

SYM transaction

Class A Common Stock

Sale

Transaction value: $18,053
Shares: -300
Change %: -1.2%
Price: $60.18
Shares after: 24,014
Date: 02 Jan 2026
Ownership: Direct
Footnotes: F1, F2

SYM transaction

Class A Common Stock

Sale

Transaction value: $50,745
Shares: -816
Change %: -3.4%
Price: $62.19
Shares after: 23,198
Date: 02 Jan 2026
Ownership: Direct
Footnotes: F1, F3

SYM transaction

Class A Common Stock

Sale

Transaction value: $38,104
Shares: -600
Change %: -2.6%
Price: $63.51
Shares after: 22,598
Date: 02 Jan 2026
Ownership: Direct
Footnotes: F1, F4

SYM transaction

Class A Common Stock

Sale

Transaction value: $213,380
Shares: -3,299
Change %: -15%
Price: $64.68
Shares after: 19,299
Date: 02 Jan 2026
Ownership: Direct
Footnotes: F1, F5

SYM transaction

Class A Common Stock

Sale

Transaction value: $6,528
Shares: -100
Change %: -0.52%
Price: $65.28
Shares after: 19,199
Date: 02 Jan 2026
Ownership: Direct
Footnotes: F1

SYM transaction

Class V-1 Common Stock

Other

Transaction value: $0
Shares: -15,000
Change %: -5.8%
Price: $0.000000
Shares after: 244,353
Date: 05 Jan 2026
Ownership: By The William M. Boyd, III Revocable Trust of 2015
Footnotes: F6, F7

SYM transaction

Class A Common Stock

Other

Transaction value: $0
Shares: +15,000
Change %
Price: $0.000000
Shares after: 15,000
Date: 05 Jan 2026
Ownership: By The William M. Boyd, III Revocable Trust of 2015

SYM transaction

Class A Common Stock

Sale

Transaction value: $1,035,000
Shares: -15,000
Change %: -100%
Price: $69.00
Shares after: 0
Date: 05 Jan 2026
Ownership: By The William M. Boyd, III Revocable Trust of 2015

SYM holding

Class V-1 Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 180,000
Date: 02 Jan 2026
Ownership: By William M. Boyd, III August 2025 Qualified Annuity Trust
Footnotes: F8

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: -15,000
Change %: -5.8%
Price: $0.000000
Shares after: 244,353
Date: 05 Jan 2026
Ownership: By The William M. Boyd, III Revocable Trust of 2015
Underlying class: Class A Common Stock
Underlying amount: 15,000
Exercise price
Footnotes: F6, F7

SYM holding Derivative

Symbotic Holdings Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 180,000
Date: 02 Jan 2026
Ownership: By William M. Boyd, III August 2025 Qualified Annuity Trust
Underlying class: Class A Common Stock
Underlying amount: 180,000
Exercise price
Footnotes: F6, F8

^* 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 8 footnotes

Footnote 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.

Footnote 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.

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.

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.

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.

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.

Footnote 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.

Footnote 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.