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STOCK TITAN

[Form 3] Symbotic Inc. Initial Statement of Beneficial Ownership

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
3
Rhea-AI Filing Summary

Symbotic Inc.'s Chief Financial Officer, Izilda P. Martins, reported direct ownership of 3,500 Class A common shares and receipt of 177,421 restricted stock units. The RSUs vest with one-third on the first anniversary of the grant and then 1/12 of the total shares quarterly thereafter, subject to the reporting person's continued service. This Form 3 discloses the executive's initial beneficial ownership and vesting schedule.

Il Chief Financial Officer di Symbotic Inc., Izilda P. Martins, ha dichiarato la proprietà diretta di 3.500 azioni ordinarie di classe A e la ricezione di 177.421 unità azionarie vincolate (RSU). Le RSU maturano per un terzo al primo anniversario della concessione e successivamente per 1/12 del totale delle azioni ogni trimestre, subordinatamente alla continuazione del rapporto di servizio del dichiarante. Questo Modulo 3 rende nota la titolarità beneficiaria iniziale dell'esecutivo e il relativo calendario di maturazione.

La directora financiera (CFO) de Symbotic Inc., Izilda P. Martins, informó la propiedad directa de 3.500 acciones ordinarias Clase A y la recepción de 177.421 unidades restringidas de acciones (RSU). Las RSU consolidan un tercio en el primer aniversario de la concesión y, a partir de entonces, 1/12 del total de acciones cada trimestre, sujeto a la continuidad del servicio del declarante. Este Formulario 3 revela la participación beneficiaria inicial del ejecutivo y su calendario de consolidación.

Symbotic Inc.ì� 최고재무책임ìž�(CFO) Izilda P. MartinsëŠ� 3,500 í´ëž˜ìŠ� A 보통ì£�ë¥� ì§ì ‘ 보유하고 있으ë©� 177,421ê°œì˜ ì œí•œë¶€ 주ì‹ë‹¨ìœ„(RSU)ë¥� 수령했다ê³� 보고했습니다. RSUëŠ� ë¶€ì—¬ì¼ 1주년ì—는 ì „ì²´ì� 1/3ì� 확정ë˜ê³  ê·� ì´í›„ì—는 ì „ì²´ 주ì‹ì� 1/12ê°€ 분기마다 확정ë˜ë©°, ì´ëŠ” ë³´ê³ ì¸ì˜ ê³„ì† ê·¼ë¬´ë¥� 조건으로 합니ë‹�. ì� Form 3ì€ í•´ë‹¹ ìž„ì›ì� 최초 실질ì � 소유권과 권리 확정 ì¼ì •ì� 공시합니ë‹�.

La directrice financière (CFO) de Symbotic Inc., Izilda P. Martins, a déclaré la détention directe de 3 500 actions ordinaires de catégorie A et la réception de 177 421 unités d'actions restreintes (RSU). Les RSU acquièrent un tiers au premier anniversaire de l'attribution puis 1/12 du total des actions chaque trimestre par la suite, sous réserve de la poursuite du service de la personne déclarant. Ce Formulaire 3 divulgue la propriété bénéficiaire initiale de la dirigeante et le calendrier d'acquisition.

Die Finanzvorständin (CFO) von Symbotic Inc., Izilda P. Martins, meldete den direkten Besitz von 3.500 Class-A-Stammaktien und den Erhalt von 177.421 Restricted Stock Units (RSU). Die RSU werden zu einem Drittel am ersten Jahrestag der Zuteilung fällig und anschließend vierteljährlich jeweils 1/12 der Gesamtanzahl, vorbehaltlich der fortgesetzten Dienstzeit der meldenden Person. Dieses Formular 3 offenbart das anfängliche wirtschaftliche Eigentum der Führungskraft und den Vesting-Zeitplan.

Positive
  • Direct ownership: 3,500 Class A common shares reported
  • Equity grant disclosed: 177,421 restricted stock units with a clear vesting schedule
Negative
  • None.

Insights

TL;DR: Routine executive equity disclosure showing time-based vesting to retain and incentivize the CFO.

The filing documents the CFO's direct holding of 3,500 Class A shares and a grant of 177,421 RSUs. Vesting begins with a one-year tranche (one-third) followed by quarterly 1/12 tranches, contingent on continued service. This is a standard time-based compensation structure used to promote retention without immediate dilution from exercised awards.

TL;DR: Disclosure is factual and routine; the information alone is insufficient to assess market impact.

The report lists direct ownership and a derivative grant identified as RSUs with the full award amount and vesting schedule disclosed. The filing does not provide exercise prices, total outstanding share count, or any indication of accelerated vesting, so investors cannot infer material share-count or dilution effects from this single filing.

Il Chief Financial Officer di Symbotic Inc., Izilda P. Martins, ha dichiarato la proprietà diretta di 3.500 azioni ordinarie di classe A e la ricezione di 177.421 unità azionarie vincolate (RSU). Le RSU maturano per un terzo al primo anniversario della concessione e successivamente per 1/12 del totale delle azioni ogni trimestre, subordinatamente alla continuazione del rapporto di servizio del dichiarante. Questo Modulo 3 rende nota la titolarità beneficiaria iniziale dell'esecutivo e il relativo calendario di maturazione.

La directora financiera (CFO) de Symbotic Inc., Izilda P. Martins, informó la propiedad directa de 3.500 acciones ordinarias Clase A y la recepción de 177.421 unidades restringidas de acciones (RSU). Las RSU consolidan un tercio en el primer aniversario de la concesión y, a partir de entonces, 1/12 del total de acciones cada trimestre, sujeto a la continuidad del servicio del declarante. Este Formulario 3 revela la participación beneficiaria inicial del ejecutivo y su calendario de consolidación.

Symbotic Inc.ì� 최고재무책임ìž�(CFO) Izilda P. MartinsëŠ� 3,500 í´ëž˜ìŠ� A 보통ì£�ë¥� ì§ì ‘ 보유하고 있으ë©� 177,421ê°œì˜ ì œí•œë¶€ 주ì‹ë‹¨ìœ„(RSU)ë¥� 수령했다ê³� 보고했습니다. RSUëŠ� ë¶€ì—¬ì¼ 1주년ì—는 ì „ì²´ì� 1/3ì� 확정ë˜ê³  ê·� ì´í›„ì—는 ì „ì²´ 주ì‹ì� 1/12ê°€ 분기마다 확정ë˜ë©°, ì´ëŠ” ë³´ê³ ì¸ì˜ ê³„ì† ê·¼ë¬´ë¥� 조건으로 합니ë‹�. ì� Form 3ì€ í•´ë‹¹ ìž„ì›ì� 최초 실질ì � 소유권과 권리 확정 ì¼ì •ì� 공시합니ë‹�.

La directrice financière (CFO) de Symbotic Inc., Izilda P. Martins, a déclaré la détention directe de 3 500 actions ordinaires de catégorie A et la réception de 177 421 unités d'actions restreintes (RSU). Les RSU acquièrent un tiers au premier anniversaire de l'attribution puis 1/12 du total des actions chaque trimestre par la suite, sous réserve de la poursuite du service de la personne déclarant. Ce Formulaire 3 divulgue la propriété bénéficiaire initiale de la dirigeante et le calendrier d'acquisition.

Die Finanzvorständin (CFO) von Symbotic Inc., Izilda P. Martins, meldete den direkten Besitz von 3.500 Class-A-Stammaktien und den Erhalt von 177.421 Restricted Stock Units (RSU). Die RSU werden zu einem Drittel am ersten Jahrestag der Zuteilung fällig und anschließend vierteljährlich jeweils 1/12 der Gesamtanzahl, vorbehaltlich der fortgesetzten Dienstzeit der meldenden Person. Dieses Formular 3 offenbart das anfängliche wirtschaftliche Eigentum der Führungskraft und den Vesting-Zeitplan.

SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Martins Izilda P

(Last) (First) (Middle)
C/O SYMBOTIC INC.
200 RESEARCH DRIVE

(Street)
WILMINGTON MA 01887

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
08/09/2025
3. Issuer Name and Ticker or Trading Symbol
Symbotic Inc. [ SYM ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Financial Officer
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Class A Common Stock 3,500 D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Restricted Stock Units (1) (1) Class A Common Stock 177,421 (1) D
Explanation of Responses:
1. On July 23, 2025, the Reporting Person was granted 177,421 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on July 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
Remarks:
Exhibit List: 24.1 - Power of Attorney
/s/ Corey Dufresne, as Attorney-in-Fact for Reporting Person 08/11/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Symbotic's CFO report on Form 3 (SYM)?

The CFO reported direct ownership of 3,500 Class A common shares and a grant of 177,421 restricted stock units.

How many Class A shares does Izilda P. Martins own?

The reporting person holds 3,500 Class A common shares as direct ownership.

How many RSUs were granted and what is the vesting schedule?

The grant is for 177,421 RSUs; 1/3 vests one year after the grant, then 1/12 vests quarterly thereafter, subject to continued service.

What is the reporting person's relationship to Symbotic (SYM)?

The reporting person is the company's Chief Financial Officer.

Are the RSUs reported as direct or indirect ownership?

The RSUs are reported with an ownership form of Direct (D) in the filing.
SYMBOTIC INC

NASDAQ:SYM

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5.06B
93.82M
15.7%
80.3%
12.13%
Specialty Industrial Machinery
General Industrial Machinery & Equipment, Nec
United States
WILMINGTON