Welcome to our dedicated page for SYMBOTIC SEC filings (Ticker: SYM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Tracking automation trends is hard when Symbotic Inc’s SEC filings exceed 250 pages and bury key data on contract backlogs, hardware margins, and multi-year deployment risks. If you have ever asked, “Where do I find the Symbotic Inc quarterly earnings report 10-Q filing?” or searched for “Symbotic Inc insider trading Form 4 transactions,” you know the struggle of navigating EDGAR.
Stock Titan solves this. Our AI parses every Symbotic Inc document the moment it hits EDGAR, turning dense disclosures into clear, plain-English takeaways. Need a Symbotic Inc annual report 10-K simplified? We highlight revenue-recognition notes and robotics R&D spend. Curious about Symbotic Inc Form 4 insider transactions real-time? Get alerts within seconds, complete with visual trends of executive stock transactions. Even unexpected news drops are covered—our summaries of each Symbotic Inc 8-K material events explained show exactly how new contracts or supply-chain hiccups may impact forecasts.
Every filing type is here with context investors actually use:
- 10-Q and 10-K sections linked to AI commentary for backlog growth analysis
- Proxy statement executive compensation details tied to robotics performance targets
- Symbotic Inc earnings report filing analysis that compares quarter-over-quarter segment margins
- Instant access to understanding Symbotic SEC documents with AI—including footnotes on software licensing
Stop downloading PDFs row by row. Our real-time feed, expert insights, and machine-learning summaries mean Symbotic Inc SEC filings explained simply—so you can focus on whether the robots are driving returns.
RBC Millennium GST Non-Exempt Trust filed an initial Statement of Beneficial Ownership (Form 3) for Symbotic (SYM), reporting significant holdings following a distribution from The RBC 2021 4 Year GRAT on June 12, 2025. The trust is classified as a 10% owner of Symbotic.
Key holdings include:
- 2,292,405 shares of Class V-1 Common Stock (1 vote per share)
- 163,355,074 shares of Class V-3 Common Stock (3 votes per share)
- 165,647,479 Restricted Stock Units convertible into Class A Common Stock
The securities were received as part of the GRAT Remainder distribution following the termination of The RBC 2021 4 Year GRAT on March 31, 2025. Both Class V-1 and V-3 shares have no economic rights but differ in voting power. These shares, combined with Symbotic Holdings Units, are redeemable on a one-for-one basis for Class A Common Stock.
The RBC Millennium GST Non-Exempt Trust has filed a Schedule 13D disclosing a significant 60.3% beneficial ownership stake in Symbotic Inc.'s Class A common stock. The trust received 165,647,479 shares through a distribution from The RBC 2021 4 Year GRAT on June 12, 2025, consisting of:
- 163,355,074 shares of Class V-3 common stock (3 votes per share)
- 2,292,405 shares of Class V-1 common stock (1 vote per share)
- Equal number of OpCo Units
Both share classes are convertible 1:1 into Class A common stock. The trust was established for Janet L. Cohen and her children's benefit. On a fully diluted basis, the trust owns 28.1% of Symbotic's total outstanding stock. The trust is party to a Tax Receivable Agreement requiring Symbotic to pay 85% of certain tax savings to agreement holders. The filing indicates potential future discussions regarding company strategy, governance, and value enhancement initiatives.
Director Merline Saintil of Symbotic has reported a sale of 600 shares of Class A Common Stock at a price of $37 per share on June 20, 2025. The transaction was executed through a pre-planned Rule 10b5-1 trading plan established on February 25, 2025.
Following the transaction, Saintil retains beneficial ownership of 77,413 shares held directly. The sale represents a minor reduction in the director's holdings, suggesting routine portfolio management rather than a significant shift in position.
Key details:
- Transaction was conducted under a Rule 10b5-1 trading plan, demonstrating pre-planned nature of the sale
- Total transaction value: $22,200
- Form 4 filed within required reporting timeline
- No derivative securities transactions reported
Chief Strategy Officer William M. Boyd III of Symbotic reported multiple sales of Class A Common Stock on June 16, 2025, executed through a pre-established Rule 10b5-1 trading plan from August 29, 2024. The transactions included:
- 600 shares sold at average price of $29.66 (range $29.05-$29.95)
- 700 shares sold at average price of $30.62 (range $30.20-$31.17)
- 1,000 shares sold at average price of $32.01 (range $31.43-$32.22)
- 155 shares sold at average price of $32.48 (range $32.45-$32.49)
Following these transactions totaling 2,455 shares, Boyd retains direct beneficial ownership of 34,544 shares of Class A Common Stock. The sales were executed in multiple tranches at progressively higher price points, suggesting a strategic liquidation approach.
Director Transaction Alert: Symbotic (SYM) Director Daniela L. Rus executed a planned sale of 1,000 shares of Class A Common Stock on June 16, 2025, at a price of $30 per share. The transaction was conducted under a Rule 10b5-1 trading plan established on February 24, 2025.
Following the disposition, Rus maintains direct beneficial ownership of 26,435 shares of Class A Common Stock. The transaction was executed according to a pre-established trading plan, demonstrating compliance with insider trading regulations.
- Transaction Type: Sale (S)
- Trading Plan: Rule 10b5-1 compliant
- Ownership Type: Direct
- Filing Date: June 28, 2025
FAQ
What is the current stock price of SYMBOTIC (SYM)?
What is the market cap of SYMBOTIC (SYM)?
What is the core business of Symbotic Inc?
How does Symbotic generate revenue?
What industries benefit from Symbotic's solutions?
How does Symbotic differentiate itself in the automation industry?
In which regions does Symbotic operate?
What role does technology play in Symbotic's solutions?
How does Symbotic impact the overall supply chain?
What is the company's approach to continuous innovation?
