Form 4: Symbotic CSO Sells Shares Under 10b5-1 Plan

Symbotic Inc.'s Chief Strategy Officer, William M. Boyd III, sold a total of 11,735 shares of Class A Common Stock on November 3, 2025, under a pre-arranged 10b5-1 trading plan.

Summary

• William M. Boyd III, Chief Strategy Officer of Symbotic Inc. (SYM), reported the sale of Class A Common Stock.
• The transactions occurred on November 3, 2025.
• A total of 11,735 shares of Class A Common Stock were disposed of in four separate transactions.
• The shares were sold at weighted average prices ranging from $80.7042 to $83.4188 per share.
• Specifically, 2,077 shares were sold at an average price of $80.7042, 2,912 shares at $81.5507, 5,446 shares at $82.5841, and 1,300 shares at $83.4188.
• Following these transactions, William M. Boyd III beneficially owns 26,769 shares of Class A Common Stock.
• The sales were executed pursuant to a Rule 10b5-1 trading plan established by the reporting person on August 29, 2024.

Sentiment

Score: 5

Explanation: The transaction is a routine insider sale executed under a pre-arranged 10b5-1 plan, which typically minimizes negative sentiment associated with insider selling. It does not provide new information about the company's operational or financial performance.

Negatives

• An insider sale, even if pre-planned, can sometimes be perceived negatively by the market, potentially signaling a lack of confidence or a desire to diversify holdings.

Future Outlook

No forward-looking statements or guidance are provided in this Form 4 filing, as it is solely a report of insider transactions.

Industry Context

Insider stock sales, particularly those executed under Rule 10b5-1 trading plans, are a common occurrence among corporate executives. These plans allow insiders to sell a predetermined number of shares at a predetermined time or price, helping them manage personal finances while avoiding accusations of trading on material non-public information. Such transactions are generally viewed as routine and less indicative of company-specific issues compared to unplanned sales.

Stakeholder Impact

• Shareholders may note the reduction in the Chief Strategy Officer's direct holdings, but the pre-planned nature of the sale under Rule 10b5-1 generally mitigates concerns about its implications for the company's future prospects.

Key Dates

Recommendation

The filing details a pre-scheduled insider stock sale by a Chief Strategy Officer, executed under a Rule 10b5-1 plan. Such transactions are often for personal financial planning and do not typically reflect a change in the company's fundamental outlook or warrant an immediate change in investment recommendation. The information presented does not provide a basis for a 'buy' or 'sell' recommendation.

Keywords

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