SYMBOTIC INC SEC Filings

Symbotic Inc. (SYM) is a robotics and A.I. company that automates warehouse operations for major retailers and wholesalers. Its systems use autonomous mobile robots, vision-enabled de‑palletizing and palletizing cells, and A.I.-powered software to store, move and pick cases and eaches in distribution centers and micro‑fulfillment centers.

As of September 27, 2025, Symbotic reports approximately $22.5 billion of backlog, largely from long‑term agreements with Walmart and the GreenBox joint venture. The company deepened its Walmart relationship in January 2025 by acquiring the Advanced Systems and Robotics business and signing a new Master Automation Agreement covering up to 400 committed and 200 optional micro‑fulfillment systems, alongside structured development payments and performance milestones.

GreenBox, a SoftBank‑backed joint venture in which Symbotic owns 35%, has committed to expend at least $7.5 billion on Symbotic systems over six years. Management estimates a long‑term total addressable market of about $433 billion for its warehouse automation solutions and an additional $305 billion opportunity for micro‑fulfillment in the United States.

Symbotic Inc. reported that it has released its latest financial information for the fiscal quarter and year ended September 27, 2025. On November 24, 2025, the company issued a press release detailing these results and made a supplemental investor presentation available on its investor relations website.

The press release is furnished as Exhibit 99.1, and the investor presentation is furnished as Exhibit 99.2. Both exhibits are provided as additional information to the market but are designated as “furnished” rather than “filed,” meaning they are not automatically subject to certain Exchange Act liabilities or incorporated into other securities law filings unless specifically referenced.

Symbotic Inc. (SYM) officer Maria G. Freve reported a sale of company stock. On 11/17/2025, the VP, Controller and Chief Accounting Officer sold 1,666 shares of Symbotic Class A common stock at a price of $58.18 per share. After this transaction, she beneficially owns 544 shares.

The sale was carried out under a pre-arranged trading plan entered into on May 19, 2025 under Rule 10b5-1, which allows insiders to sell shares according to a preset schedule. Her remaining holdings include 487 shares acquired on 02/27/2025 and 411 shares acquired on 08/29/2025 through Symbotic’s 2022 Employee Stock Purchase Plan in transactions exempt under Rule 16b-3(d) and Rule 16b-3(c).

Symbotic (SYM): Director Todd Krasnow reported a Rule 10b5-1 trade on November 4, 2025. He sold 4,000 shares of Class A Common Stock in multiple transactions with reported average prices ranging from $73.8878 to $78.445. To source the shares, he redeemed 4,000 Symbotic Holdings Units on a one-for-one basis for Class A, and the company canceled and retired an equal 4,000 shares of Class V-1 Common Stock.

Following the transactions, holdings disclosed include 597,079 shares of Class V-1 indirectly via Inlet View, Inc. and 40,000 shares of Class A held via family charitable remainder trusts. Additional Class V-1 positions are shown as 187,036 directly and 180,000 indirectly by a spouse-related trust, reflecting ongoing multi-entity ownership.

Symbotic Inc. (SYM) reported insider activity: Chief Strategy Officer William M. Boyd, III sold Class A Common Stock on November 3, 2025 pursuant to a Rule 10b5-1 trading plan entered on August 29, 2024.

The filing lists four same‑day sales: 2,077 shares at an average price of $80.7042 (executed in multiple trades between $80.06–$80.94); 2,912 shares at $81.5507 (between $81.06–$81.97); 5,446 shares at $82.5841 (between $82.10–$82.97); and 1,300 shares at $83.4188 (between $83.18–$83.76).

Following these transactions, the reporting person beneficially owned 26,769 shares directly.

Symbotic Inc. (SYM) reported an insider transaction by Maria G. Freve. On October 28, 2025, she sold 662 shares of Class A common stock at $70.95 per share, coded as an open market sale (S) under a Rule 10b5-1 trading plan entered into on May 19, 2025. Following the sale, she beneficially owns 1,312 shares directly. Freve serves as VP, Controller and Chief Accounting Officer.

Symbotic (SYM) filed a Form 4 disclosing officer equity activity. On 10/23/2025, 1,144 shares of Class A common stock were acquired upon RSU settlement (code M). On 10/24/2025, 482 shares were sold at $68.475 to satisfy tax withholding via a mandated “sell to cover” under the company’s equity plans; these were not discretionary trades by the reporting person.

Following these transactions, the officer beneficially owned 1,974 Class A shares directly and 6,864 restricted stock units. The reporting person serves as VP, Controller and Chief Accounting Officer.

Symbotic Inc. (SYM) Form 4: Chief Strategy Officer William M. Boyd III converted restricted stock units into Class A common stock on 10/23/2025. He acquired 8,826 shares and 2,909 shares via code M transactions as RSUs settled one-for-one into stock.

Following these transactions, beneficial ownership of Class A common stock was 38,504 shares. Remaining derivative holdings listed were 14,547 RSUs. The filing notes RSUs convert 1-for-1 and carry a price of $0 upon settlement.

Symbotic Inc. (SYM) director reports insider sales. A Form 4 discloses that on 10/16/2025 the reporting person sold a total of 13,500 shares of Class A Common Stock across three indirect accounts.

Transactions: 3,000 shares by a Roth IRA at an average price of $74.4904 (prices ranged $74.49–$74.56); 7,500 shares by Ladensohn Family Investments, Ltd. at an average price of $74.5317 (range $74.49–$74.73); and 3,000 shares related to a spousal trust at an average price of $74.1717 (range $74.17–$74.21).

Following these sales, reported indirect holdings were 2,000 shares by the Roth IRA, 2,500 shares by Ladensohn Family Investments, Ltd., and 2,000 shares via the spousal trust. The filing notes the director relationship and includes standard beneficial ownership disclaimers for the partnership and spousal trust interests.