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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 notice: An insider intends to sell 6,797 shares of common stock through Morgan Stanley Smith Barney, with an aggregate market value of $332,305.33. The sale is scheduled approximately for 09/11/2025 and the issuer has 111,314,938 shares outstanding. The filer reports acquiring the shares as Restricted Stock Units on 07/23/2024. The notice also lists two recent sales by the same person in the past three months: 2,184 shares on 07/24/2025 for $118,888.33 and 1,184 shares on 07/03/2025 for $54,316.47. The filing includes the broker's address but contains no additional remarks or signing date information.

Positive

  • Full disclosure of planned sale amount and value (6,797 shares; $332,305.33) providing transparency
  • Acquisition details provided: shares identified as Restricted Stock Units acquired on 07/23/2024
  • Broker identified (Morgan Stanley Smith Barney) and approximate sale date (09/11/2025) included

Negative

  • No visible signature date or Date of Notice in the provided content
  • Remarks and plan adoption/10b5-1 fields are blank, so reliance on a trading plan is not documented in this extract

Insights

TL;DR: Routine insider sale filing disclosing planned sale of vested RSUs; limited market impact absent other information.

The Form 144 shows a proposed sale of 6,797 shares acquired as restricted stock units on 07/23/2024, to be executed through Morgan Stanley Smith Barney on or about 09/11/2025. The disclosed aggregate value ($332,305.33) represents a small fraction of the issuer's 111,314,938 shares outstanding, so on its face this is unlikely to be materially dilutive or market-moving. Recent smaller dispositions (2,184 and 1,184 shares) in July 2025 are also listed, indicating partial monetization of holdings. The filing is factual and routine; no financial performance or forward-looking company metrics are included.

TL;DR: Disclosure is compliant for Rule 144 but lacks remark details; signature and notice dates appear omitted.

The document provides required elements: class of security, broker name, number of shares, acquisition date and transaction type (RSUs), and recent sales by the holder. However, fields for remarks, explicit signature date, and any plan-adoption date (for Rule 10b5-1 reliance) are not populated in the provided content. From a governance and compliance perspective, those omissions are notable for record completeness though not necessarily indicative of noncompliance if the executed filing contains the signature and dates.

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 securities does the Form 144 for Symbotic Inc. (SYM) disclose?

The filing discloses a proposed sale of 6,797 common shares of Symbotic Inc.

When were the shares to be sold acquired according to the Form 144?

The shares were acquired as Restricted Stock Units on 07/23/2024.

What is the aggregate market value and planned date of the proposed sale?

Aggregate market value is reported as $332,305.33 with an approximate sale date of 09/11/2025.

Which broker is named to execute the sale in the Form 144?

The broker listed is Morgan Stanley Smith Barney LLC (Executive Financial Services, 1 New York Plaza, 8th Floor, New York, NY).

Has the filer sold any Symbotic (SYM) shares recently according to the filing?

Yes; the filing lists sales of 2,184 shares on 07/24/2025 for $118,888.33 and 1,184 shares on 07/03/2025 for $54,316.47.

Does the Form 144 indicate reliance on a Rule 10b5-1 trading plan?

No; the fields for plan adoption or instruction date are not populated in the provided content.
SYMBOTIC INC

NASDAQ:SYM

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8.78B
96.19M
15.7%
80.36%
12.22%
Specialty Industrial Machinery
General Industrial Machinery & Equipment, Nec
Link
United States
WILMINGTON