Form 4: Symbotic Chief Strategy Officer Executes Pre-Arranged Stock Sale

Symbotic Inc.'s Chief Strategy Officer, William M. Boyd III, sold 25,000 shares of Class A Common Stock for $49 per share on July 10, 2025, as part of a pre-arranged Rule 10b5-1 trading plan.

Summary

• William M. Boyd III, Chief Strategy Officer of Symbotic Inc. (SYM), reported a transaction involving the sale of Class A Common Stock.
• On July 10, 2025, Mr. Boyd sold 25,000 shares of Class A Common Stock at a price of $49 per share.
• This transaction was executed pursuant to a Rule 10b5-1 trading plan, which Mr. Boyd entered into on August 29, 2024.
• In connection with the stock sale, Mr. Boyd redeemed 25,000 Symbotic Holdings Units in exchange for an equal number of Class A Common Stock shares.
• Following the reported transactions, Mr. Boyd directly beneficially owns 34,544 shares of Class A Common Stock and 25,000 shares of Class V-1 Common Stock.
• Indirect beneficial ownership includes 250,000 Class V-1 Common Stock shares and 250,000 Symbotic Holdings Units held by the William M. Boyd, III 2025 Qualified Annuity Trust.
• Additionally, 189,353 Class V-1 Common Stock shares and 189,353 Symbotic Holdings Units are indirectly beneficially owned by The William M. Boyd, III Revocable Trust of 2015.

Sentiment

Score: 5

Explanation: The document reports a routine insider transaction executed under a pre-arranged 10b5-1 trading plan, which is generally considered a neutral event and does not inherently signal positive or negative sentiment about the company's future prospects.

Future Outlook

NA

Industry Context

NA

Related Party Transactions

• Indirect beneficial ownership of Class V-1 Common Stock and Symbotic Holdings Units is held through the William M. Boyd, III 2025 Qualified Annuity Trust and The William M. Boyd, III Revocable Trust of 2015.

Key Dates

Keywords

Symbotic, SYM, Form 4, insider trading, stock sale, William M. Boyd III, Chief Strategy Officer, 10b5-1 plan, equity, beneficial ownership