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

Symbotic Inc.'s Chief Strategy Officer, William M. Boyd III, sold 2,455 shares of Class A Common Stock for approximately $148,551 on December 15, 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 2,455 shares of Class A Common Stock.
• The transactions occurred on December 15, 2025.
• The shares were sold in three separate transactions at weighted average prices of $59.9279, $61.0645, and $61.71.
• The total estimated proceeds from these sales amount to approximately $148,551.53.
• These sales were executed pursuant to a Rule 10b5-1 trading plan established by Mr. Boyd on August 29, 2024.
• Following these transactions, Mr. Boyd beneficially owns 24,314 shares of Class A Common Stock directly.

Sentiment

Score: 5

Explanation: The sale was executed under a pre-arranged Rule 10b5-1 trading plan, which typically indicates a planned liquidity event rather than a reaction to new material non-public information.

Positives

• The transaction was executed under a Rule 10b5-1 trading plan, indicating a pre-scheduled sale rather than a reaction to new, non-public information.

Negatives

• An insider sale, even if pre-planned, reduces the direct ownership stake of a key executive in the company.

Future Outlook

NA

Industry Context

This Form 4 filing is a routine disclosure of an insider stock transaction and does not provide information relevant to broader industry trends or competitive landscape.

Stakeholder Impact

• Shareholders: Minor impact, as the sale is pre-planned and relatively small compared to the company's total outstanding shares. It might be viewed as a routine liquidity event for the executive.

Key Dates

Recommendation

The sale of shares by Symbotic's Chief Strategy Officer, William M. Boyd III, was conducted under a pre-arranged Rule 10b5-1 trading plan. Such plans are established in advance to allow insiders to sell shares without being accused of trading on material non-public information. This transaction is a routine liquidity event for the executive and does not signal any new positive or negative developments for the company. Therefore, it does not warrant a change in investment recommendation based solely on this filing.

Keywords

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