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

Symbotic Inc.'s Chief Strategy Officer, William M. Boyd III, reported sales of Class A Common Stock and transactions involving Symbotic Holdings Units and Class V-1 Common Stock in early January 2026, executed under a pre-arranged trading plan.

Summary

• William M. Boyd III, Chief Strategy Officer of Symbotic Inc., reported multiple transactions involving the company's securities.
• On January 2, 2026, Boyd sold a total of 5,115 shares of Class A Common Stock in several transactions at prices ranging from $60.00 to $65.28.
• On January 5, 2026, Boyd's revocable trust disposed of 15,000 shares of Class V-1 Common Stock and acquired and subsequently disposed of 15,000 shares of Class A Common Stock at $69.00.
• These transactions were executed pursuant to a Rule 10b5-1 trading plan established on August 19, 2025.
• Following these transactions, Boyd directly holds 19,199 shares of Class A Common Stock.
• Indirect holdings include 244,353 Symbotic Holdings Units and Class V-1 Common Stock through The William M. Boyd, III Revocable Trust of 2015, and 180,000 Symbotic Holdings Units and Class V-1 Common Stock through William M. Boyd, III August 2025 Qualified Annuity Trust.

Sentiment

Score: 5

Explanation: The filing is neutral as it reports pre-scheduled insider transactions under a 10b5-1 plan, which are generally not indicative of new positive or negative company developments.

Positives

• The sales were conducted under a Rule 10b5-1 trading plan, indicating pre-scheduled, non-discretionary transactions rather than opportunistic selling.

Negatives

• The Chief Strategy Officer sold a significant number of Class A Common Stock shares, which could be perceived negatively by some investors, although it was pre-planned.

Future Outlook

NA

Industry Context

This filing reflects routine insider transaction reporting for a technology company specializing in robotics and automation for supply chain logistics. Such planned sales are common among executives for diversification or liquidity purposes.

Related Party Transactions

• The transactions on January 5, 2026, involved The William M. Boyd, III Revocable Trust of 2015, and indirect holdings are reported through this trust and the William M. Boyd, III August 2025 Qualified Annuity Trust, which are related parties to the reporting person.

Stakeholder Impact

• Shareholders may note the sale of shares by a key executive, though the 10b5-1 plan mitigates concerns about opportunistic selling.
• The transactions do not directly impact employees, customers, suppliers, or creditors.

Key Dates

Recommendation

The filing details pre-scheduled insider sales under a 10b5-1 plan, which are routine and do not typically signal a change in the company's fundamental outlook. Therefore, the information presented does not warrant a change in investment recommendation based solely on these transactions.

Keywords

Symbotic Inc., SYM, Form 4, Insider Trading, Stock Sale, William M. Boyd III, Chief Strategy Officer, 10b5-1 Plan, Class A Common Stock, Class V-1 Common Stock, Symbotic Holdings Units