Symbotic VP of Finance Maria Freve Acquires Shares Through Vesting and Employee Stock Plan

Restricted Stock Unit Vesting Drives Share Acquisition

The disclosure reveals that Maria G. Freve received 4,601 shares of Class A common stock through the vesting of restricted stock units on July 23, 2026. According to the filing, the vesting activity involved two separate grants made to Freve in prior periods. The first grant, dated April 23, 2024, consisted of 13,727 restricted stock units with a vesting schedule that provides for one-third of the units to vest on April 23, 2025, followed by quarterly vesting of one-twelfth of the original grant amount thereafter, contingent on Freve's continued service with Symbotic Inc.

The second restricted stock unit grant, dated January 23, 2025, comprised 41,478 units. This grant follows an identical vesting structure, with one-third of the units vesting on January 23, 2026, and subsequent quarterly vesting at one-twelfth intervals, also subject to the condition of continued employment. The filing indicates that the July 23, 2026 vesting event resulted in 4,601 units converting to Class A common stock. Following these transactions, Freve's beneficial ownership of restricted stock units totaled 24,173 units, combining the remaining balance from both prior grants.

Employee Stock Purchase Plan Participation and Tax Withholding

In addition to restricted stock unit vesting, the disclosure documents Freve's participation in Symbotic Inc.'s 2022 Employee Stock Purchase Plan. According to the filing, Freve acquired 200 shares under this plan on February 27, 2026 in transactions that were exempt from short-swing profit restrictions under Securities Exchange Commission Rule 16b-3(d) and Rule 16b-3(c). This purchase represents standard employee benefit activity available to eligible personnel within the company.

The filing also reveals that Freve was required to sell 2,244 shares of Class A common stock on July 24, 2026 to satisfy tax withholding obligations associated with the restricted stock unit vesting event. The disclosure states that these sales were mandated by Symbotic Inc.'s election under its equity incentive plans to require satisfaction of tax withholding through a "sell to cover" transaction mechanism. The shares were sold in multiple transactions at prices ranging from $40.22 to $40.38 per share. The filing emphasizes that this sale does not represent a discretionary trade by the reporting person but rather a systematic tax compliance mechanism. The aggregate sale price across the price range resulted in aggregate proceeds of approximately $90,300 for the 2,244 shares sold.

Current Beneficial Ownership Position

Following the completion of all reported transactions, Maria G. Freve holds a direct beneficial ownership stake of 3,096 shares of Class A common stock. This figure reflects the net result of the 4,601 shares acquired through restricted stock unit vesting on July 23, 2026, minus the 2,244 shares sold on July 24, 2026 for tax withholding purposes, adjusted for the prior share balance recorded in the disclosure documents. All of this beneficial ownership is held directly by Freve, with no indirect ownership interests disclosed in the filing.

Beyond her direct stock ownership, Freve maintains significant beneficial ownership through unvested restricted stock units. The filing indicates she holds 24,173 restricted stock units in direct form. These units represent contingent rights to receive shares of Class A common stock upon vesting, contingent on her continued service as an officer of Symbotic Inc. The combination of direct share ownership and restricted stock unit holdings reflects the company's equity compensation structure for its financial leadership team.

Timing and Regulatory Compliance of Transactions

The acquisition and sale transactions reported in the disclosure occurred on consecutive business days, with the share acquisitions executed on July 23, 2026, and the tax-withholding sale completed on July 24, 2026. The filing was submitted to the Securities and Exchange Commission on July 27, 2026, consistent with regulatory requirements for insider transaction reporting. Maria G. Freve holds the position of Vice President of Controller and Chief Accounting Officer at Symbotic Inc., a role that subjects her to Section 16 reporting obligations under securities laws.

The disclosure was signed by Corey Dufresne, an attorney-in-fact acting on behalf of Freve. The filing documents note that the share sales on July 24, 2026 involved transactions executed at multiple price points within the stated range, a practice authorized under Securities and Exchange Commission guidance that permits aggregate reporting of same-day purchases and sales. The disclosure undertakes to provide full information regarding the number of shares sold at each separate price within the disclosed range upon request by security holders or regulatory staff.

Implications of Insider Equity Activity

Insider equity transactions by senior financial officers provide investors with signals regarding management confidence and compensation practices within a company. The restricted stock unit grants documented in this disclosure represent a common equity incentive mechanism used by publicly traded companies to align executive and officer interests with shareholder value creation over extended vesting periods. The vesting schedules disclosed in this filing, spanning multiple years with quarterly vesting milestones, create ongoing retention incentives for key financial personnel.

The mandatory tax withholding sale executed by Freve represents a routine administrative consequence of restricted stock unit vesting rather than a discretionary market transaction reflecting investment judgment. The price range of $40.22 to $40.38 per share at which the shares were sold provides a reference point for Symbotic Inc.'s Class A common stock valuation during the transaction period. This price information may be of interest to investors tracking the company's stock performance and market conditions during the reported transaction dates.

Officer Role and Equity Compensation Structure

Maria G. Freve's position as Vice President of Controller and Chief Accounting Officer places her within the executive financial leadership structure of Symbotic Inc. This role typically carries responsibility for accounting operations, financial controls, and regulatory compliance functions within the organization. Her participation in the company's restricted stock unit grant program, as evidenced by grants from both 2024 and 2025, indicates that Symbotic Inc. extends long-term equity incentive compensation to senior financial executives as part of its overall compensation strategy.

The vesting conditions documented in the filing—which require continued service with the company through specified vesting dates—create retention incentives that connect officer compensation outcomes to continued employment. The quarterly vesting structure provides for incremental equity compensation realization over time rather than single-date concentration, a practice designed to maintain engagement alignment throughout the vesting period. The size of the restricted stock unit grants, comprising thousands of units each, reflects the company's valuation of Freve's role and contributions to the organization.

Securities Law Reporting Framework

This transaction disclosure operates within the framework of Section 16 of the Securities Exchange Act of 1934, which requires officers, directors, and significant shareholders to report changes in beneficial ownership. Maria G. Freve's filing obligation stems from her officer status at Symbotic Inc. The filing documents all non-derivative securities acquired and disposed of, as well as derivative securities such as the restricted stock units held by Freve. The detailed vesting schedule and grant date information provided in the explanatory footnotes enables investors and analysts to understand the nature and timing of the equity compensation arrangements.

The filing distinguishes between mandatory tax withholding transactions and discretionary market activity, providing transparency regarding the nature of each transaction documented. The Securities and Exchange Commission guidance referenced in the filing regarding aggregated same-day transaction reporting reflects regulatory recognition of the administrative necessity of executing multiple transactions to satisfy tax withholding and other compliance requirements. Freve's undertaking to provide detailed transaction-level information upon request demonstrates commitment to full disclosure beyond the summary reporting permitted in the initial filing.

Company Equity Incentive Plan Administration

The disclosure provides insight into how Symbotic Inc. administers its equity incentive programs, including the 2022 Employee Stock Purchase Plan referenced in connection with Freve's February 2026 acquisition and the broader restricted stock unit grant program under which Freve received compensation in prior years. The company's election to require satisfaction of tax withholding obligations through "sell to cover" transactions represents one approach to managing the tax consequences of equity compensation vesting. This mechanism ensures that employees have sufficient liquidity to satisfy withholding tax obligations without requiring payment from other sources.

The filing documents the specific terms and conditions applicable to Freve's restricted stock unit grants, including the vesting schedules and service requirements that govern the conversion of units to shares. These details enable investors to assess the timing and potential dilution associated with equity compensation arrangements. The disclosure of grant dates and vesting milestones allows interested parties to project when additional shares may be released into the company's outstanding share count and available for potential future sale by the officer.