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.
Symbotic Inc. SEC filings document the company’s AI-enabled supply-chain robotics business, quarterly financial results, Regulation FD disclosures, governance matters and material corporate events. Recent Form 8-K reports include furnished earnings releases, investor presentation disclosures, board and officer-related arrangements, and other event reporting tied to the company’s operating and corporate structure.
The company’s proxy and annual-meeting filings cover director elections, advisory compensation votes, auditor ratification, non-employee director compensation, executive compensation and shareholder voting mechanics. Symbotic’s filings also describe its multi-class common stock structure, including Class A, Class V-1 and Class V-3 shares, and related voting power in security-holder matters.
PAGLIUCA STEPHEN G reported acquisition or exercise transactions in this Form 4 filing.
Symbotic Inc. director Stephen G. Pagliuca received two equity awards in the form of Restricted Stock Units (RSUs), each representing a contingent right to receive one share of Symbotic’s Class A common stock.
The first award covers 6,274 RSUs that vest in full upon the earliest of August 4, 2027, the company’s 2027 annual stockholders meeting, or a change of control, subject to his continued service. The second award covers 9,471 RSUs, vesting in three equal installments on August 4, 2027, August 4, 2028, and August 4, 2029, also contingent on continued service.
Symbotic Inc. filed an initial Form 3 identifying Stephen G. Pagliuca as a director of the company. The filing does not report any equity holdings or transactions by Pagliuca at this time and includes a Power of Attorney as an exhibit.
Michael Dunn filed to sell common stock of SYM under Rule 144 through Morgan Stanley Smith Barney LLC, covering 1,496 shares of common stock listed on NASDAQ with a stated value of $62,368.24 as of August 12, 2026.
The filing also lists prior common‑stock sales over the past three months pursuant to a Rule 10b5-1 trading plan, with multiple transactions between May and July 2026, each disclosing the number of shares and aggregate dollar amounts sold.
Walmart Inc. reports that it beneficially owns 76,350,823 shares of Symbotic Inc. Class A common stock on an as-converted basis. This reflects 15,000,000 Class A shares held directly and 61,350,823 shares that could be acquired by exchanging an equal number of OpCo Units in Symbotic Holdings LLC. Walmart also holds 61,350,823 Class V-1 common shares, which provide one vote per share but no economic interest and would be cancelled upon any such exchange.
Based on 129,873,381 Class A shares outstanding as of August 3, 2026, Walmart’s position corresponds to 39.9% of the Class A common stock after giving effect to full exchange of its OpCo Units. On a fully diluted basis, including all classes of Symbotic common stock, Walmart beneficially owns approximately 12.6% of total common stock and about 5.4% of aggregate voting power. Walmart states that its equity holdings in Symbotic have not changed since December 14, 2023; the reported percentages changed due to variations in Symbotic’s outstanding shares, and no transactions in Class A stock were effected in the past 60 days.
Symbotic Inc. director Charles Kane reported a pre-arranged Rule 10b5-1 transaction on August 3, 2026. He redeemed 2,000 Symbotic Holdings Units and corresponding Class V-1 voting shares for 2,000 Class A shares, then sold those shares at $43.21 each. Afterward he held 585,353 Symbotic Holdings Units and 585,353 Class V-1 shares, which carry voting but no economic rights.
Symbotic Inc. director Todd Krasnow, through Inlet View, Inc., restructured and sold a small block of securities on August 3, 2026. Inlet View redeemed 2,000 Symbotic Holdings Units paired with 2,000 shares of Class V-1 Common Stock for 2,000 shares of Class A Common Stock, then sold those 2,000 Class A shares in multiple code S transactions at prices ranging from $43.16 to $46.255 per share under a pre-established Rule 10b5-1 trading plan entered on December 8, 2025.
After these transactions, Krasnow remains associated with significant interests in Symbotic through 194,036 Symbotic Holdings Units directly, 180,000 Symbotic Holdings Units indirectly via his spouse and an irrevocable trust, and 40,000 Class A shares held in charitable remainder trusts, while disclaiming beneficial ownership of many indirect holdings except for his pecuniary interest.
Symbotic Inc. Chief Financial Officer Izilda P Martins reported the vesting and settlement of 59,134 restricted stock units into the same number of Class A common shares on July 23, 2026, from a 177,421‑unit grant awarded July 23, 2025.
On July 27, 2026, she sold 27,463 of these shares at a reported $40.80 per share, in trades executed between $40.305 and $41.30, solely to cover tax‑withholding obligations under the company’s mandatory “sell to cover” election. After this vesting, 118,287 restricted stock units from the grant are reported as outstanding.
Symbotic Inc. reported third quarter fiscal 2026 results for the quarter ended June 27, 2026, with revenue of $721 million, up 22% year-over-year, and net income of $55 million compared with a net loss of $21 million in the prior-year quarter. Adjusted EBITDA reached $95 million, more than double the $45 million a year earlier, while cash and cash equivalents were $1.7 billion, down from $2.0 billion at the end of the second quarter. The company reported 77 systems in deployment, 56 operational systems, and a contracted backlog of $22.5 billion.
For the fourth quarter of fiscal 2026, Symbotic expects revenue of $760 million to $780 million and adjusted EBITDA of $100 million to $105 million. The Board of Directors increased its size from nine to ten members and appointed Steve Pagliuca, Founder and CEO of PagsGroup and former Co-Chair of Bain Capital, to the Board effective August 4, 2026.
Michael Dunn filed to potentially sell up to 2,063 shares of common stock of SYM through Morgan Stanley Smith Barney LLC Executive Financial Services, with a proposed sale date of July 29, 2026 on NASDAQ. The shares relate to Restricted Stock Units acquired from the issuer on July 23, 2026. The filing also lists multiple sales of SYM common stock during the prior three months, many executed under a Rule 10b5-1 trading plan, including transactions on May 6, 2026, June 3, 2026, and July 1, 2026.