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[Form 4] Symbotic Inc. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.

Insights

TL;DR: Routine insider charitable transfer; small change in direct holdings and retained voting control; no material shift in economic exposure.

The transfer of 2,000 Symbotic Holdings Units and paired Class V-1 shares to a charitable foundation is disclosed as a reported transaction. The reported direct beneficial ownership post-transaction is 187,036 Class V-1 shares. The filing also lists significant indirect holdings: 180,000 units associated with the reporting person’s spouse and trust, and 629,079 units held by Inlet View, Inc. The report states Class V-1 shares have no economic rights but carry one vote per share, and that Symbotic Holdings Units are redeemable for Class A common stock one-for-one under the holdings agreement. From a financial viewpoint, the disclosed transfer appears administrative/charitable and the filing does not indicate a material change to the reporting person’s economic stake in the company.

TL;DR: Director moved units to a foundation while retaining voting and investment power, a governance disclosure investors should note for control context.

The Form 4 discloses that Mr. Krasnow transferred 2,000 Symbotic Holdings Units and paired Class V-1 shares to the Todd and Deborah Krasnow Foundation and remains a trustee with voting and investment power over the foundation’s securities. The filing also documents indirect holdings through a spouse and a private entity where Mr. Krasnow is President and CEO, with disclaimers of beneficial ownership except for pecuniary interests. These disclosures clarify voting relationships and indirect ownership pathways relevant to board-level influence and control, but the described transfer itself does not appear to materially alter disclosed voting concentrations.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
KRASNOW TODD

(Last) (First) (Middle)
C/O SYMBOTIC INC., 200 RESEARCH DRIVE

(Street)
WILMINGTON MA 01887

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Symbotic Inc. [ SYM ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
08/11/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Class V-1 Common Stock(1)(2) 08/11/2025 G(3) 2,000 D $0(3) 187,036 D
Class V-1 Common Stock 180,000 I By Spouse(4)(5)
Class V-1 Common Stock 629,079 I By Inlet View, Inc.(6)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Symbotic Holdings Units(1)(2) (1)(2) 08/11/2025 G(3) 2,000 (1)(2) (1)(2) Class A Common Stock 2,000 (1)(2) 187,036 D
Symbotic Holdings Units(1)(2) (1)(2) (1)(2) (1)(2) Class A Common Stock 180,000 180,000 I By Spouse(4)(5)
Symbotic Holdings Units(1)(2) (1)(2) (1)(2) (1)(2) Class A Common Stock 629,079 629,079 I By Inlet View, Inc.(6)
Explanation of Responses:
1. Shares of Class V-1 Common Stock of the Issuer have no economic rights and each share of Class V-1 Common Stock entitles its holder to 1 vote per share.
2. The term "Symbotic Holdings Units" is used herein to represent limited liability company units of Symbotic Holdings and an equal number of paired shares of Class V-1 Common Stock of the Issuer, which, pursuant to the limited liability company agreement of Symbotic Holdings, are together redeemable by the holder on a one-for-one basis for a share of Class A Common Stock of the Issuer, subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions, and in accordance with other terms and conditions set forth in Symbotic Holdings' Second Amended and Restated Limited Liability Company Agreement, dated as of June 7, 2022. Upon redemption, the Issuer will cancel the Symbotic Holdings Units and cancel and retire for no consideration the redeemed shares of Class V-1 Common Stock.
3. On August 11, 2025, the Reporting Person transferred 2,000 Symbotic Holdings Units and an equal number of paired shares of Class V-1 common stock to the Todd and Deborah Krasnow Foundation, a charitable foundation of which the Reporting Person is a trustee. The Reporting Person has voting and investment power over all securities owned by the foundation.
4. Consists of (i) 30,000 Symbotic Holdings Units and an equal number of paired shares of Class V-1 common stock held by the Reporting Person's spouse and (ii) 150,000 Symbotic Holdings Units and an equal number of paired shares of Class V-1 common stock held by the Todd J. Krasnow 2024 Irrevocable Trust, in which the Reporting Person's spouse acts as trustee and to which members of the Reporting Person's immediate family have a pecuniary interest.
5. The Reporting Person disclaims beneficial ownership of the securities held by his spouse. The Reporting Person does not have voting or investment control over the securities held by the Todd J. Krasnow 2024 Irrevocable Trust and disclaims beneficial ownership of such securities except to the extent that the Reporting Person may be considered to have an indirect pecuniary interest therein. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of the spouse's securities or the securities held by the trust for purposes of Section 16 or for any other purpose.
6. Todd Krasnow may be considered the beneficial owner of securities held by Inlet View, Inc., of which Mr. Krasnow is the President and CEO. Mr. Krasnow disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.
Remarks:
/s/ Corey Dufresne, Attorney-in-Fact for Todd Krasnow 08/13/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What transaction did Todd Krasnow report for Symbotic (SYM)?

The report discloses a transfer of 2,000 Symbotic Holdings Units and paired Class V-1 common shares to the Todd and Deborah Krasnow Foundation on August 11, 2025.

How many Class V-1 shares does Todd Krasnow directly beneficially own after the transaction?

Following the reported transaction, Mr. Krasnow directly beneficially owns 187,036 shares of Class V-1 common stock.

What indirect holdings are disclosed in the Form 4 for SYM?

The filing discloses 180,000 Symbotic Holdings Units attributable to the reporting person’s spouse and related trust and 629,079 units held by Inlet View, Inc.

Do Class V-1 shares have economic rights and voting power?

The Form states Class V-1 common stock has no economic rights and each share entitles the holder to one vote per share.

What are Symbotic Holdings Units and can they convert to Class A stock?

Symbotic Holdings Units represent LLC units paired with Class V-1 shares and are redeemable one-for-one for Class A common stock under the Symbotic Holdings limited liability company agreement, subject to customary adjustments.

Did Mr. Krasnow disclaim beneficial ownership of any securities?

Yes. He disclaims beneficial ownership of the securities held by his spouse and by the Todd J. Krasnow 2024 Irrevocable Trust except for any indirect pecuniary interest, and similarly disclaims ownership of securities held by Inlet View, Inc., except to the extent of any pecuniary interest.
SYMBOTIC INC

NASDAQ:SYM

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SYM Stock Data

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