Insider Trading February 13, 2026

Insider-Linked Sale: Ford Rollin L’s Spouse Disposes of $3.45M in Symbotic Stock

Trust redemptions and share cancellations accompany a multi-tranche sale as Symbotic posts mixed Q1 FY2026 results

By Priya Menon SYM
Insider-Linked Sale: Ford Rollin L’s Spouse Disposes of $3.45M in Symbotic Stock
SYM

On February 11, 2026, the spouse of Symbotic director Ford Rollin L indirectly sold 41,100 shares of Symbotic Class A common stock for roughly $3.45 million in several transactions. The same day, related trusts redeemed Symbotic Holdings Units for Class A shares and sold a portion of those shares. Separately, Symbotic reported Q1 FY2026 results showing a revenue beat but profit short of estimates, while research and balance-sheet commentary point to a company with cash exceeding debt and forecasted revenue growth.

Key Points

  • Insider-related activity: Spouse of director Ford Rollin L indirectly sold 41,100 Class A shares on February 11, 2026, in multiple transactions totaling approximately $3.45 million.
  • Trust transactions and corporate housekeeping: Trusts tied to the same spouse redeemed 60,000 Symbotic Holdings Units for Class A shares, sold 20,000 of those shares, and Symbotic Holdings canceled the redeemed units while the issuer retired 60,000 Class V-1 shares for no consideration.
  • Financial and market context: Symbotic is trading at $54.95 with a $33.19 billion market cap, a 103% one-year return, a cash-heavy balance sheet relative to debt, an expected move to profitability this year, and consensus revenue growth of 23%.

An indirect sale tied to a director of Symbotic Inc. NASDAQ:SYM occurred on February 11, 2026, when the spouse of director Ford Rollin L disposed of 41,100 shares of Class A Common Stock for about $3.45 million. The transactions were executed across multiple trades with execution prices spanning $56.6347 to $59.1269.

On the same date, trusts connected with Ford's spouse completed a redemption of 60,000 Symbotic Holdings Units in exchange for 60,000 shares of Class A Common Stock. Those trusts subsequently sold 20,000 of the newly issued Class A shares.

In connection with that stock redemption, Symbotic Holdings proceeded to cancel the redeemed Symbotic Holdings Units. The issuer also canceled and retired for no consideration the 60,000 redeemed shares of Class V-1 Common Stock.

Market data at the time shows Symbotic trading at $54.95 with a market capitalization of $33.19 billion. Over the trailing 12 months the stock has returned 103%, despite experiencing recent volatility. Analysis from InvestingPro indicates the shares are currently trading below their calculated Fair Value.

InvestingPro also highlights Symbotic's balance-sheet posture, stating the company carries more cash than debt. The platform notes this liquidity position as a factor that could support future growth. Analysts cited by InvestingPro expect Symbotic to reach profitability within the current year, and project revenue growth of 23%.

Financial results disclosed for the first quarter of fiscal 2026 were mixed. Symbotic reported earnings per share of $0.02, falling short of the $0.08 consensus estimate. Revenue for the quarter measured $630 million, above the expected $622.58 million.

Meanwhile, DA Davidson revised its price target on Symbotic to $57 from $53 while retaining a Neutral rating. The firm attributed the target change to expectations for accelerated organic sales growth through fiscal 2027.

These developments - the insider-linked transactions, the unit redemptions and cancellations, the company's reported quarter and analyst target change - together form the latest public picture of Symbotic's stockholder activity and near-term operating outlook.

Risks

  • Profitability risk: Reported EPS of $0.02 in Q1 FY2026 missed the $0.08 estimate, signaling execution or margin pressures that could affect near-term earnings - this impacts investors in equity and sectors sensitive to margin improvement.
  • Market valuation and volatility: Although the stock is up 103% year-over-year, recent volatility and InvestingPro's view that the shares trade below Fair Value create uncertainty about near-term price direction - this affects equity market participants and portfolio managers.
  • Concentration of insider activity: The sizeable sale and related unit redemptions tied to a director's spouse introduce potential perception risk among shareholders regarding insider liquidity - relevant to corporate governance observers and institutional investors.

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