Boyd William M III 4
4 · Symbotic Inc. · Filed Jan 27, 2026
Research Summary
AI-generated summary of this filing
Symbotic (SYM) Chief Strategy Officer William Boyd Exercises/Receives RSUs
What Happened
William M. Boyd III, Symbotic’s Chief Strategy Officer, reported exercise/conversion of derivative awards and new restricted stock unit (RSU) grants on January 23, 2026. The filing shows conversions of 36,872 derivative units (broken into 8,826; 2,910; and 25,136) and matching disposition entries for those 36,872 shares at $0.00 (no cash proceeds reported). In addition, two awards totaling 46,034 RSUs were reported as acquired (30,689 and 15,345 RSUs) at $0.00 consideration.
Key Details
- Transaction date: January 23, 2026; Form 4 filed January 27, 2026 (timely filed within the reporting window).
- Derivative conversions (transaction code M): 8,826; 2,910; and 25,136 shares (total 36,872). Corresponding disposition entries list $0.00 consideration.
- Awards/grants (transaction code A): 30,689 RSUs and 15,345 RSUs (total 46,034 RSUs). Footnote F1: each RSU represents a contingent right to one share of Class A common stock.
- Shares owned after the transactions are not specified in the provided filing details.
- Relevant footnotes (F2–F6) summarize prior RSU grants (dates: Jan 23, 2023; Jan 23, 2024; Jan 23, 2025) and their vesting schedules (staggered vesting with portions vesting in 2026, 2027 and full vesting by Jan 23, 2029 for one grant).
Context
- Transaction codes: M = exercise/conversion of derivative; A = grant/award. For retail investors: the filing shows conversion of derivative awards and new RSU grants, with no cash proceeds reported on the disposition lines — the filing does not state cash sales or market transactions.
- RSU grants are typically subject to continued service-based vesting (see footnotes), so the awarded RSUs do not necessarily represent immediately tradable shares until they vest.
- Filing was timely, so no late-filing implications are indicated.
Insider Transaction Report
Form 4
Boyd William M III
Chief Strategy Officer
Transactions
- Exercise/Conversion
Class A Common Stock
[F1]2026-01-23+8,826→ 38,748 total - Exercise/Conversion
Class A Common Stock
[F1]2026-01-23+2,910→ 41,658 total - Exercise/Conversion
Class A Common Stock
[F1]2026-01-23+25,136→ 66,794 total - Exercise/Conversion
Restricted Stock Units
[F1][F2]2026-01-23−8,826→ 0 total→ Class A Common Stock (8,826 underlying) - Exercise/Conversion
Restricted Stock Units
[F1][F3]2026-01-23−2,910→ 11,637 total→ Class A Common Stock (2,910 underlying) - Exercise/Conversion
Restricted Stock Units
[F1][F4]2026-01-23−25,136→ 50,280 total→ Class A Common Stock (25,136 underlying) - Award
Restricted Stock Units
[F1][F5]2026-01-23+30,689→ 30,689 total→ Class A Common Stock (30,689 underlying) - Award
Restricted Stock Units
[F1][F6]2026-01-23+15,345→ 15,345 total→ Class A Common Stock (15,345 underlying)
Footnotes (6)
- [F1]Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
- [F2]On January 23, 2023, the Reporting Person was granted 105,904 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2024, 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.
- [F3]On January 23, 2024, the Reporting Person was granted 34,908 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 23, 2025, 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.
- [F4]On January 23, 2025, the Reporting Person was granted 75,416 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on January 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.
- [F5]The restricted stock units vest as follows: 1/3 of the restricted stock units vest on January 23, 2027, 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.
- [F6]The restricted stock units vest in full on January 23, 2029, subject to the Reporting Person continued service with the Issuer on the vesting date.
Signature
/s/ Corey Dufresne, Attorney-in-Fact for William M. Boyd, III|2026-01-27