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Maria G. Freve, Vice President of Controller and Chief Accounting Officer at Symbotic Inc. (NASDAQ:SYM), expanded her holdings of Class A common stock through restricted stock unit (RSU) vesting and participation in the company’s employee stock purchase plan on July 23, 2026, as disclosed in a Securities and Exchange Commission insider transaction filing. Following a tax-withholding sale executed on July 24, 2026, Freve now beneficially owns 3,096 shares of Class A common stock. These transactions underscore ongoing equity compensation activities among Symbotic’s executive financial leadership.
Key Points
- Stock ticker: NASDAQ: SYM
- Maria G. Freve acquired 4,601 Class A common shares via RSU vesting and employee stock purchase plan participation
- Transaction dates: July 23–24, 2026; net beneficial ownership after transactions is 3,096 shares
- 2,244 shares sold on July 24, 2026 at prices between $40.22 and $40.38 to fulfill tax withholding obligations related to RSU vesting
RSU Vesting Results in Share Acquisition
The SEC filing details that on July 23, 2026, Maria G. Freve received 4,601 shares of Class A common stock through the vesting of RSUs from two prior grants. The first grant, dated April 23, 2024, included 13,727 RSUs with a vesting schedule of one-third vesting on April 23, 2025, followed by quarterly vesting of one-twelfth of the original grant amount, contingent on Freve’s continued employment at Symbotic Inc.
The second RSU grant, dated January 23, 2025, consisted of 41,478 units with an identical vesting pattern: one-third vesting on January 23, 2026, and subsequent quarterly vesting in one-twelfth increments, also dependent on ongoing service. The July 23, 2026 vesting event converted 4,601 RSUs into Class A shares. Post-transaction, Freve holds 24,173 unvested RSUs from these grants combined.
Employee Stock Purchase Plan and Tax Withholding Sale
In addition to RSU vesting, the filing reports Freve’s purchase of 200 shares under Symbotic’s 2022 Employee Stock Purchase Plan on February 27, 2026. These purchases were exempt from short-swing profit rules under SEC Rule 16b-3(d) and 16b-3(c), reflecting standard employee benefits.
To satisfy tax withholding obligations from the RSU vesting, Freve sold 2,244 shares on July 24, 2026. These sales, conducted under Symbotic’s equity incentive plan "sell to cover" provisions, were executed at prices ranging from $40.22 to $40.38 per share. The aggregate proceeds from these sales totaled approximately $90,300. The transaction was mandatory for tax compliance and not a discretionary sale.
Updated Beneficial Ownership
Following these transactions, Freve’s direct beneficial ownership stands at 3,096 shares of Class A common stock. This reflects the net effect of the 4,601 shares acquired through RSU vesting minus the 2,244 shares sold for tax withholding, adjusted for prior holdings. No indirect ownership interests were reported.
Additionally, Freve retains 24,173 unvested RSUs, representing contingent rights to future Class A shares subject to continued employment with Symbotic. Together, her direct shares and RSU holdings illustrate the company’s equity compensation framework for senior financial executives.
Transaction Timing and Regulatory Compliance
The share acquisition and tax withholding sale occurred on consecutive business days—July 23 and July 24, 2026, respectively. The insider transaction disclosure was filed with the SEC on July 27, 2026, in compliance with Section 16 reporting requirements applicable to corporate officers. The filing was signed by attorney-in-fact Corey Dufresne on behalf of Freve.
The filing notes that the July 24 sales were executed at multiple prices within the disclosed range, consistent with SEC guidance permitting aggregate reporting of same-day transactions. Detailed information on the number of shares sold at each price point is available upon request by shareholders or regulatory authorities.
Insights into Insider Equity Activity
Equity transactions by senior financial officers like Freve provide investors with insight into management’s confidence and compensation practices. The RSU grants involved represent a standard equity incentive tool designed to align executive interests with long-term shareholder value through multi-year vesting schedules with quarterly milestones, fostering retention.
The mandatory "sell to cover" tax withholding sale is an administrative step triggered by RSU vesting, not a discretionary market trade. The sale price range of $40.22 to $40.38 per share offers a valuation reference for Symbotic’s Class A stock during the transaction period, useful for investors monitoring stock performance.
Executive Role and Equity Compensation Structure
As Vice President of Controller and Chief Accounting Officer, Maria G. Freve holds a key executive financial leadership position at Symbotic Inc., responsible for accounting, financial controls, and regulatory compliance. Her participation in RSU grants from 2024 and 2025 demonstrates the company’s use of long-term equity incentives to reward and retain senior financial officers.
The vesting conditions require continued employment through specified dates, creating ongoing retention incentives. The quarterly vesting schedule enables incremental equity realization over time, promoting sustained alignment with company goals. The substantial size of the RSU grants reflects Symbotic’s valuation of Freve’s contributions.
Compliance with Securities Reporting Regulations
This disclosure complies with Section 16 of the Securities Exchange Act of 1934, mandating officers, directors, and significant shareholders to report changes in beneficial ownership. Freve’s filing details all acquired and disposed non-derivative securities, as well as derivative securities represented by RSUs. The inclusion of grant dates and vesting schedules aids investors and analysts in understanding the timing and nature of her equity compensation.
The filing distinguishes mandatory tax withholding sales from discretionary trades, enhancing transparency. SEC guidance allowing aggregated same-day transaction reporting acknowledges the administrative nature of such tax-related sales. Freve’s commitment to provide detailed transaction data upon request further supports comprehensive disclosure.
Symbotic’s Equity Incentive Plan Administration
The disclosure sheds light on Symbotic Inc.’s management of its equity incentive programs, including the 2022 Employee Stock Purchase Plan and the broader RSU grant program. The company’s choice to satisfy tax withholding through "sell to cover" transactions ensures employees have liquidity to meet tax obligations without additional cash outlays.
Details on RSU grant terms, vesting schedules, and service requirements enable stakeholders to assess potential dilution and timing of future share issuances. The transparency regarding grant dates and vesting milestones allows projection of when additional shares may enter the market and be available for sale by officers like Freve.
