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.
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.
Symbotic Inc. (SYM) reported an insider transaction by its Chief Strategy Officer, William M. Boyd, III. On 10/15/2025, he sold a total of 2,660 shares of Class A common stock in multiple trades executed under a Rule 10b5-1 trading plan entered on August 29, 2024. Reported sales occurred at weighted average prices reflecting ranges disclosed in footnotes, including $72.15–$72.73, $73.49–$74.48, $74.96–$75.95, $76.62–$76.75, and $78.26–$78.34, with one trade at $79.35.
Following these transactions, Boyd directly beneficially owns 26,769 shares of Symbotic Class A common stock.
Symbotic Inc. (SYM) director David A. Ladensohn reported insider sales. On 10/09/2025, he sold a total of 23,000 shares of Class A Common Stock across three indirect accounts. The sales included 5,000 shares via a Roth IRA at a weighted average price of $66.80, 10,000 shares via Ladensohn Family Investments, Ltd. at a weighted average price of $66.8125, and 8,000 shares attributed to spousal holdings at a weighted average price of $66.6381.
Footnotes state these were multiple transactions aggregated for reporting, with price ranges of $66.80–$66.94 and $66.63–$66.74. The filer disclaims beneficial ownership for certain indirect holdings except to the extent of any pecuniary interest.
Todd Krasnow, a director of Symbotic Inc. (SYM), reported multiple transactions on 10/06/2025 that changed his direct and indirect holdings. Under a Rule 10b5-1 trading plan, he sold a total of 4,000 Class A Common Stock shares in several same-day trades at prices ranging roughly from $65.25 to $68.90, and redeemed 4,000 Symbotic Holdings Units for an equal number of Class A shares that were then sold. After the transactions, Inlet View, Inc., an entity where Mr. Krasnow is President and CEO, is reported to beneficially own 601,079 Class A shares indirectly. The filing also discloses additional Class A and Class V-1 holdings through trusts and the reporting person’s spouse, and clarifies disclaimers of beneficial ownership where applicable.
Symbotic Inc. Schedule 13D Amendment No. 6 updates beneficial ownership and a financing restriction. The Reporting Persons (Richard B. Cohen, RJJRP Holdings, Inc., and the Richard B. Cohen Revocable Trust) collectively hold 43,230,733 shares of Class V-3 common stock and 2,215,990 shares of Class V-1 common stock, each convertible one-for-one into Class A common stock. Assuming conversion of those shares, 45,446,723 Class A shares would be issuable to the Reporting Persons, representing 29.0% of Class A on that converted basis and 7.7% of total common stock on a fully diluted basis (using 590,493,305 total common shares). The amendment also discloses a Line of Credit Note dated September 19, 2025 between RJJRP Holdings, Inc. and JPMorgan Chase Bank N.A. that restricts creating liens or permitting transfers of Class A shares without the bank's consent and requires deposited proceeds or securities into an account at the bank.
Symbotic Inc. Schedule 13D Amendment No. 6 updates beneficial ownership and a financing restriction. The Reporting Persons (Richard B. Cohen, RJJRP Holdings, Inc., and the Richard B. Cohen Revocable Trust) collectively hold 43,230,733 shares of Class V-3 common stock and 2,215,990 shares of Class V-1 common stock, each convertible one-for-one into Class A common stock. Assuming conversion of those shares, 45,446,723 Class A shares would be issuable to the Reporting Persons, representing 29.0% of Class A on that converted basis and 7.7% of total common stock on a fully diluted basis (using 590,493,305 total common shares). The amendment also discloses a Line of Credit Note dated September 19, 2025 between RJJRP Holdings, Inc. and JPMorgan Chase Bank N.A. that restricts creating liens or permitting transfers of Class A shares without the bank's consent and requires deposited proceeds or securities into an account at the bank.
Symbotic Inc. Schedule 13D Amendment No. 6 updates beneficial ownership and a financing restriction. The Reporting Persons (Richard B. Cohen, RJJRP Holdings, Inc., and the Richard B. Cohen Revocable Trust) collectively hold 43,230,733 shares of Class V-3 common stock and 2,215,990 shares of Class V-1 common stock, each convertible one-for-one into Class A common stock. Assuming conversion of those shares, 45,446,723 Class A shares would be issuable to the Reporting Persons, representing 29.0% of Class A on that converted basis and 7.7% of total common stock on a fully diluted basis (using 590,493,305 total common shares). The amendment also discloses a Line of Credit Note dated September 19, 2025 between RJJRP Holdings, Inc. and JPMorgan Chase Bank N.A. that restricts creating liens or permitting transfers of Class A shares without the bank's consent and requires deposited proceeds or securities into an account at the bank.
Symbotic Inc. Schedule 13D Amendment No. 6 updates beneficial ownership and a financing restriction. The Reporting Persons (Richard B. Cohen, RJJRP Holdings, Inc., and the Richard B. Cohen Revocable Trust) collectively hold 43,230,733 shares of Class V-3 common stock and 2,215,990 shares of Class V-1 common stock, each convertible one-for-one into Class A common stock. Assuming conversion of those shares, 45,446,723 Class A shares would be issuable to the Reporting Persons, representing 29.0% of Class A on that converted basis and 7.7% of total common stock on a fully diluted basis (using 590,493,305 total common shares). The amendment also discloses a Line of Credit Note dated September 19, 2025 between RJJRP Holdings, Inc. and JPMorgan Chase Bank N.A. that restricts creating liens or permitting transfers of Class A shares without the bank's consent and requires deposited proceeds or securities into an account at the bank.