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 Inc. submitted a Form 144 notice proposing the sale of 90,000 common shares through Fidelity Brokerage Services LLC (245 Summer Street, Boston, MA). The filing lists an aggregate market value of $4,611,600.00 and shows 58,497,230 shares outstanding, with an approximate sale date of 08/12/2025 on NASDAQ. The securities reported for sale were originally acquired on 06/07/2022 in a merger/acquisition transaction from Symbotic, totaling 409,310 shares. The filing reports no securities sold in the past three months and includes the standard representation that the seller is not aware of undisclosed material adverse information.
Symbotic Inc.'s Chief Financial Officer, Izilda P. Martins, reported direct ownership of 3,500 Class A common shares and receipt of 177,421 restricted stock units. The RSUs vest with one-third on the first anniversary of the grant and then 1/12 of the total shares quarterly thereafter, subject to the reporting person's continued service. This Form 3 discloses the executive's initial beneficial ownership and vesting schedule.
Symbotic Inc. (SYM) filed a Form 144 reporting a proposed sale of 10,345 Class A common shares through Morgan Stanley Smith Barney, with an aggregate market value of $576,482.37 and an approximate sale date of 08/08/2025 on NASDAQ. The filing shows these shares were acquired on 08/08/2025 as restricted stock vesting under a registered plan and were paid as services rendered.
The notice also discloses prior sales by Miriam Ort totaling 30,525 shares in the past three months, with gross proceeds of $270,977.78 on 07/24/2025 and $651,088.37 combined on 06/12/2025. The filer certifies they are not aware of undisclosed material adverse information about the issuer.
Filing: Schedule 13G dated 08/08/2025 reporting Baillie Gifford & Co beneficial ownership of Symbotic Inc. (CUSIP 87151X101).
Holdings: Baillie Gifford reports beneficial ownership of 13,440,113 ordinary shares, representing 12.32% of the class. The filer reports sole voting power over 6,141,035 shares and sole dispositive power over 13,440,113 shares; shared voting and dispositive powers are 0.
Classification & purpose: Filer is classified as an Investment Adviser (IA); securities are held on behalf of investment advisory clients and the filer certifies the holdings were acquired and are held in the ordinary course of business and not to change or influence control. The filing is signed by Grant Meikle, Manager on 08/08/2025.
Insider transaction: On 08/05/2025 Symbotic Inc. (SYM) Chief Strategy Officer William M. Boyd III executed a Rule 10b5-1 trade.
- Redeemed 25,000 Symbotic Holdings Units, receiving 25,000 Class A shares and automatically canceling the paired 25,000 Class V-1 voting shares.
- Immediately sold the 25,000 Class A shares at $59, realizing roughly $1.48 million in gross proceeds.
Direct Class A ownership declined from 56,884 to 31,884 shares, while indirect control of 439,353 exchangeable units held through two family trusts was unchanged. The move lowers his liquid stake but, being pre-scheduled under a 10b5-1 plan adopted 08/29/2024, limits its informational signal for near-term fundamentals.