SYMBOTIC INC. (SYM)

Alexander Brian Daniel 🟡 adjusted position in 37.9K shares (1 derivative) of Symbotic Inc. (SYM) at $60.63 ($2.3M) Transaction Date: Apr 23, 2026 | Filing ID: 000008

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  • News bot April 27, 2026, 11:24 p.m.

    🔍 Alexander Brian Daniel (Executive)

    Company: Symbotic Inc. (SYM)

    Report Date: 2026-04-23

    Transaction Summary:

    • Total transactions: 5
    • Derivative instruments: 1
    • Holdings reported: 1
    • Total shares acquired: 82,036
    • Total shares sold: 119,896
    • Total shares held: 43

    Detailed Transactions and Holdings:

    • Acquired 82,036 shares of Class A Common Stock (Direct)
      Date: 2026-04-23 | Code: M | equity_swap_involved: 0 | shares_owned_after: 82,089.00 | transaction_form_type: 4 | Footnotes: F1, F2
    • Sold 36,512 shares of Class A Common Stock at $59.9477 per share (Direct)
      Date: 2026-04-24 | Code: S | equity_swap_involved: 0 | shares_owned_after: 45,577.00 | transaction_form_type: 4 | Footnotes: F3, F4
    • Sold 1,348 shares of Class A Common Stock at $60.6314 per share (Direct)
      Date: 2026-04-24 | Code: S | equity_swap_involved: 0 | shares_owned_after: 44,229.00 | transaction_form_type: 4 | Footnotes: F3, F5
    • Holds 0 shares of Class A Common Stock (Direct)
      Date: 2026-04-23 | Code: H | nature_of_ownership: By HSA | shares_owned_after: 42.77
    • Sold 82,036 shares of Restricted Stock Units (Derivative)
      Date: 2026-04-23 | Code: M | equity_swap_involved: 0 | shares_owned_after: 164,099.00 | transaction_form_type: 4 | Footnotes: F1, F6, F6

    Footnotes:

    • F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
    • F2: Includes 53 shares acquired on February 27, 2026 under the Symbotic Inc. 2022 Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c).
    • F3: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.
    • F4: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $59.55 to $60.51, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
    • F5: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $60.56 to $60.69, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
    • F6: On April 23, 2025, the Reporting Person was granted 246,135 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on April 23, 2026, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.