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.
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Symbotic Inc. (SYM) Form 4 summary: On August 12, 2025, trusts associated with Reporting Person Rollin L. Ford sold an aggregate 90,000 shares of Class A Common Stock in multiple same-day transactions at prices ranging from $51.25 to $52.12 per share (aggregate reporting price disclosed as $51.5697). On the same date the three trusts redeemed a total of 90,000 Symbotic Holdings Units in exchange for 90,000 shares of Class A Common Stock, and Symbotic Holdings canceled the corresponding 90,000 shares of Class V-1 Common Stock. The filing reports 987,792 shares of Class V-1 Common Stock beneficially owned indirectly by the Reporting Person via spouse-controlled trusts and discloses additional indirect holdings (including 8,000 and 30,000 Class A shares held by related trusts). The Reporting Person disclaims voting or investment control over the trust holdings.
David A. Ladensohn, a director of Symbotic Inc. (SYM), reported sales of Class A Common Stock on 08/11/2025. The Form 4 shows dispositions of 5,000 shares and 10,000 shares on that date, reported at prices shown in the table and footnotes. After these transactions, the filing reports indirect beneficial holdings of 10,000 shares held in a Roth IRA and 20,000 shares held by Ladensohn Family Investments, Ltd.
The filing includes a footnote stating some same-day sales occurred at prices ranging from $52.54 to $52.72 and discloses that the reporting person may be considered a beneficial owner of shares held by the family entity but disclaims ownership except for his pecuniary interest.
Todd Krasnow, a director of Symbotic Inc. (SYM), reported a transfer of 2,000 Symbotic Holdings Units and paired shares of Class V-1 common stock to the Todd and Deborah Krasnow Foundation on August 11, 2025. The Form 4 shows Mr. Krasnow retains voting and investment power over securities owned by the foundation as its trustee. Following the reported transaction, Mr. Krasnow directly beneficially owns 187,036 shares of Class V-1 common stock. The filing also discloses 180,000 Symbotic Holdings Units attributable to his spouse and related trust and 629,079 units held by Inlet View, Inc., of which he is President and CEO, with Mr. Krasnow disclaiming beneficial ownership except to the extent of any pecuniary interest. The Form clarifies that Class V-1 shares carry no economic rights and one vote per share, and that Symbotic Holdings Units are paired with V-1 shares and redeemable one-for-one for Class A common stock under the LLC agreement.
Form 144 filed for Symbotic Inc. (SYM) reports a proposed sale of 32,000 Common A shares through Goldman Sachs & Co. LLC with an aggregate market value of $1,717,760. The filing lists total shares outstanding as 111,314,938, and an approximate sale date of 08/13/2025.
The securities were acquired from the issuer in a public offering on 05/05/2022. The seller, identified in recent sales as Inlet View, Inc., sold 4,000 shares on each of 05/27/2025, 06/11/2025, 07/07/2025 and 08/04/2025, totaling 16,000 shares and gross proceeds of $635,728.40. The filer also signs the standard representation that no undisclosed material adverse information is known.
Symbotic Inc. submitted a Form 144 notice proposing the sale of 90,000 common shares through Fidelity Brokerage Services LLC (245 Summer Street, Boston, MA). The filing lists an aggregate market value of $4,611,600.00 and shows 58,497,230 shares outstanding, with an approximate sale date of 08/12/2025 on NASDAQ. The securities reported for sale were originally acquired on 06/07/2022 in a merger/acquisition transaction from Symbotic, totaling 409,310 shares. The filing reports no securities sold in the past three months and includes the standard representation that the seller is not aware of undisclosed material adverse information.
Symbotic Inc.'s Chief Financial Officer, Izilda P. Martins, reported direct ownership of 3,500 Class A common shares and receipt of 177,421 restricted stock units. The RSUs vest with one-third on the first anniversary of the grant and then 1/12 of the total shares quarterly thereafter, subject to the reporting person's continued service. This Form 3 discloses the executive's initial beneficial ownership and vesting schedule.
Symbotic Inc. (SYM) filed a Form 144 reporting a proposed sale of 10,345 Class A common shares through Morgan Stanley Smith Barney, with an aggregate market value of $576,482.37 and an approximate sale date of 08/08/2025 on NASDAQ. The filing shows these shares were acquired on 08/08/2025 as restricted stock vesting under a registered plan and were paid as services rendered.
The notice also discloses prior sales by Miriam Ort totaling 30,525 shares in the past three months, with gross proceeds of $270,977.78 on 07/24/2025 and $651,088.37 combined on 06/12/2025. The filer certifies they are not aware of undisclosed material adverse information about the issuer.
Filing: Schedule 13G dated 08/08/2025 reporting Baillie Gifford & Co beneficial ownership of Symbotic Inc. (CUSIP 87151X101).
Holdings: Baillie Gifford reports beneficial ownership of 13,440,113 ordinary shares, representing 12.32% of the class. The filer reports sole voting power over 6,141,035 shares and sole dispositive power over 13,440,113 shares; shared voting and dispositive powers are 0.
Classification & purpose: Filer is classified as an Investment Adviser (IA); securities are held on behalf of investment advisory clients and the filer certifies the holdings were acquired and are held in the ordinary course of business and not to change or influence control. The filing is signed by Grant Meikle, Manager on 08/08/2025.
Insider transaction: On 08/05/2025 Symbotic Inc. (SYM) Chief Strategy Officer William M. Boyd III executed a Rule 10b5-1 trade.
- Redeemed 25,000 Symbotic Holdings Units, receiving 25,000 Class A shares and automatically canceling the paired 25,000 Class V-1 voting shares.
- Immediately sold the 25,000 Class A shares at $59, realizing roughly $1.48 million in gross proceeds.
Direct Class A ownership declined from 56,884 to 31,884 shares, while indirect control of 439,353 exchangeable units held through two family trusts was unchanged. The move lowers his liquid stake but, being pre-scheduled under a 10b5-1 plan adopted 08/29/2024, limits its informational signal for near-term fundamentals.