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SCHEDULE Filed 2025-01-17 Event 2025-01-15 SEC 0000104169-25-000004 →

Walmart Inc. Symbotic Inc. SYM

Stake: 45.40% Shares: 76,350,823 CUSIP: 87151X101 Class: Class A Common Stock, par value $0.0001 per share

Item 4 — Purpose of Transaction

Item 4 of the Schedule 13D is hereby supplemented as follows: Commercial Agreement and Board Rights On January 15, 2025, the Issuer entered into a Purchase and Sale Agreement (the "Purchase Agreement") with the Reporting Person pursuant to which, among other things, the Issuer has agreed to acquire from the Reporting Person all of the issued and outstanding equity interests in Walmart Advanced Systems & Robotics Inc., a Delaware corporation and wholly owned subsidiary of the Reporting Person. The Purchase Agreement provides that, subject to the terms and conditions set forth therein, the Issuer will pay to the Reporting Person, (a) upon the closing (the "Closing") of the transactions contemplated by the Purchase Agreement, $200,000,000 in cash, subject to customary adjustments for cash, indebtedness and transaction expenses, and (b) deferred cash consideration following the Closing of up to $350,000,000, payable upon satisfaction of certain commercial milestones as described in the Purchase Agreement. The Closing is subject to certain customary closing conditions, and contains certain termination rights, including, among other things, that either party may terminate the Purchase Agreement if, subject to certain limitations, the Closing has not occurred by February 14, 2025. Contemporaneously with, and conditioned on the occurrence of, the Closing, Symbotic LLC, a wholly owned subsidiary of the Issuer, and the Reporting Person will enter into a Master Automation Agreement (the "Commercial Agreement"), which will set forth the terms and conditions governing the development, manufacture and installation of accelerated pickup and delivery systems by Symbotic LLC for the Reporting Person. Upon entry into the Commercial Agreement, and pursuant to its terms and conditions, for so long as the Reporting Person continues to own greater than 5% of the fully diluted equity interests of the Issuer, the Reporting Person will have the right to confidentially recommend to the nominating and corporate governance committee of the Issuer's board of directors (the "Board") an individual for nomination to the Board. The individual designated by the Reporting Person must qualify as an "independent director" under NASDAQ listing standards and under Rule 10A-3 of the Exchange Act (as defined below) and must also satisfy certain other independence criteria and requirements set forth in the Commercial Agreement. Additionally, the Commercial Agreement will extend the Reporting Person's existing right, pursuant to Section 5.3 of the Investment and Subscription Agreement, to designate a Walmart employee of a certain seniority level to attend all meetings of the Board in a nonvoting observer capacity through the later of (a) the term of the Investment and Subscription Agreement and (b) the date that the Reporting Person no longer has the right to recommend an individual for election to the Board pursuant to the terms of the Commercial Agreement. The Purchase Agreement, the Commercial Agreement and the transactions related thereto are described in more detail in the Issuer's Current Report on Form 8-K filed with the SEC on January 16, 2025.

Cross-References

Insider Activity (last 365d)
4 transactions
0 buys · 0 sales · 4 awards/exercises
Issuer Cluster
1 13D/G filings on this issuer
0 other filings besides this one
Filer Track Record
1 filings by this filer
0 other filings in the data moat
Short Interest · settle 2026-03-31
DTC 11.10
13,965,458 shares short · +2.1% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers
1 holder · $29.42M
Point72 Asset Mgmt

Form 4 Insider Transactions · last 365d

DateInsiderRoleTypeSharesPriceValue
2026-04-23 Freve Maria G officer Option exercise 1,144
2026-04-23 Kuffner James officer Option exercise 47,923
2026-04-23 Boyd William M III officer Option exercise 2,909
2026-04-23 Alexander Brian Daniel officer Option exercise 82,036

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