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Filing Details

Accession Number:: 0001837240-25-000222
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2025-07-11 20:35:58
Reporting Period:: 2025-07-10

Filing Date:: 2025-07-11
Accepted Time:: 2025-07-11 20:35:58
SEC Url:: Form 4 Filing

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
1837240	Symbotic Inc.	SYM	General Industrial Machinery & Equipment, Nec (3569)	981572401

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1932973	Iii M William Boyd	C/O Symbotic Inc., 200 Research Drive Wilmington MA 01887	Chief Strategy Officer	No	Yes	No	No

Transaction Summary

Sold:	25,000 shares	Avg. Price: $49.00	Total Value: $1,225,000.00
Number of Shares After Transactions:	34,544 shares

Reported Non-Derivative Transactions

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Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership
Class V-1 Common Stock	Disposition	2025-07-10	25,000	$0.00	25,000	No	4	J	Direct
Class A Common Stock	Acquisiton	2025-07-10	25,000	$0.00	59,544	No	4	J	Direct
Class A Common Stock	Disposition	2025-07-10	25,000	$49.00	34,544	No	4	S	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership
No	4	J	Direct
No	4	J	Direct
No	4	S	Direct

Reported Derivative Transactions

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Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Class A Common Stock	Symbotic Holdings Units	Disposition	2025-07-10	25,000	$0.00	25,000	$0.00

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
25,000			No	4	J	Direct

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Class V-1 Common Stock	250,000	Indirect	By William M. Boyd, III 2025 Qualified Annuity Trust
Class V-1 Common Stock	189,353	Indirect	By The William M. Boyd, III Revocable Trust of 2015

Reported Derivative Holdings

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Sec. Name	Sec. Type	Price	Date	Expiration Date	Amount	Remaning Holdings	Nature of Ownership
Class A Common Stock	Symbotic Holdings Units	$0.00			250,000	250,000	Indirect
Class A Common Stock	Symbotic Holdings Units	$0.00			189,353	189,353	Indirect

Expiration Date	Amount	Remaning Holdings	Nature of Ownership
	250,000	250,000	Indirect
	189,353	189,353	Indirect

Footnotes

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.
On July 10, 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 July 10, 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.
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.