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[144] Symbotic Inc. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
144

Rhea-AI Filing Summary

Symbotic Inc. (SYM) Form 144 summary: This notice reports a proposed sale of 29,420 shares of Symbotic common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of $1,438,343.80, and an approximate sale date of 09/11/2025 on NASDAQ. The shares were acquired as restricted stock units on 01/23/2024 and the filer reports acquisition and payment dates of 01/23/2024. The filer, identified as Miriam Ort (address listed), sold 37,870 shares during the past three months for total gross proceeds of $1,498,547.16 across trades dated 06/12/2025, 07/24/2025, and 08/08/2025. The form includes the standard representation that the seller is not aware of undisclosed material adverse information.

Positive

  • Proposed sale clearly detailed: 29,420 shares, broker named, and approximate sale date provided
  • Acquisition provenance disclosed: shares were acquired as Restricted Stock Units on 01/23/2024
  • Recent sales reported: three prior sales in the past three months with dates and gross proceeds

Negative

  • Insider selling activity: 37,870 shares sold in the past three months for aggregate gross proceeds of $1,498,547.16
  • Material intent not disclosed: form contains no explanation of trading plan or reasons for sales

Insights

TL;DR: Routine Form 144 filing disclosing proposed sale of 29,420 RSU-derived shares and recent insider sales totaling 37,870 shares.

This Form 144 is a notification of a planned sale of 29,420 common shares by a person identified as Miriam Ort through Morgan Stanley Smith Barney LLC on NASDAQ, valued at $1,438,343.80. The shares were granted as restricted stock units on 01/23/2024. The filer also reported three prior sales in the past three months totaling 37,870 shares for $1,498,547.16 in gross proceeds. From a market-disclosure perspective, the filing provides the required transactional detail and broker information; it does not include commentary on motives, hedging, or trading plans.

TL;DR: Disclosure is complete for Rule 144 notice: acquisition type, dates, broker, and recent sales are provided.

The filing documents that the securities to be sold were acquired as RSUs and specifies the broker (Morgan Stanley Smith Barney LLC) and the planned sale date. It lists recent sales by the same person during the past three months with dates and gross proceeds, satisfying typical Rule 144 reporting elements. The form includes the seller's attestation regarding material nonpublic information. No additional governance or compliance issues are stated in the filing.

144: Filer Information

144: Issuer Information

144: Securities Information



Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold


* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.



Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

144: Remarks and Signature

FAQ

What does the Form 144 filed for Symbotic (SYM) disclose?

The form discloses a proposed sale of 29,420 common shares via Morgan Stanley Smith Barney LLC with an aggregate market value of $1,438,343.80, and prior sales of 37,870 shares in the last three months for $1,498,547.16 in gross proceeds.

When were the shares to be sold acquired?

The shares were acquired as Restricted Stock Units on 01/23/2024, with acquisition and payment dates recorded as 01/23/2024.

Who is the broker handling the proposed sale?

The proposed sale is to be handled by Morgan Stanley Smith Barney LLC, 1 New York Plaza, 8th Floor, New York, NY 10004.

How many shares were sold previously by the filer and when?

Three sales are reported: 06/12/2025 (22,560 shares, $651,087.68), 07/24/2025 (4,965 shares, $270,977.78), and 08/08/2025 (10,345 shares, $576,481.70).

Does the filing state whether the seller knows any undisclosed material information?

Yes, the signer represents they do not know any material adverse information about the issuer that has not been publicly disclosed.
SYMBOTIC INC

NASDAQ:SYM

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8.78B
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12.22%
Specialty Industrial Machinery
General Industrial Machinery & Equipment, Nec
Link
United States
WILMINGTON