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.
The Symbotic Inc. (SYM) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a Nasdaq-listed automation technology company, Symbotic files current reports on Form 8-K, annual reports on Form 10-K, quarterly reports on Form 10-Q and registration statements such as Form S-3 for offerings of its Class A common stock.
In its Form 10-K and Form 10-Q filings, Symbotic presents detailed financial statements and discussions of its business, including revenue from systems, software maintenance and support, and operation services. These reports also describe risk factors, non-GAAP financial measures such as adjusted EBITDA and free cash flow, and information about its A.I.-powered warehouse automation platform and high-density storage technology.
Form 8-K filings for Symbotic disclose material events, such as the release of quarterly and annual financial results, changes to the Board of Directors and other significant corporate developments. For example, the company has used Form 8-K to furnish earnings press releases and to report the appointment of a new director, as well as to note the conclusion of an SEC investigation without a recommendation of enforcement action.
Symbotic also uses registration statements and prospectus supplements, including an effective shelf registration statement on Form S-3, to register shares for primary and secondary offerings of Class A common stock. These filings outline the terms of offerings, selling securityholders and intended use of proceeds.
On Stock Titan, users can review these filings alongside AI-powered summaries that highlight key points from lengthy documents, helping to interpret complex sections of Symbotic’s 10-Ks, 10-Qs and 8-Ks. The page is updated as new filings are posted to EDGAR, providing a structured view of Symbotic’s financial reporting, governance updates and capital markets activity.
Symbotic Inc. director Merline Saintil reported equity awards and conversions involving company stock. On March 5, 2026, she received a grant of 4,738 restricted stock units (RSUs), each representing a right to one share of Class A common stock, which vest in full on the earliest of March 5, 2027, the company’s 2027 annual stockholders meeting, or a change of control, subject to continued service.
That same day, 10,345 previously granted RSUs were exercised and converted into 10,345 shares of Class A common stock at a price of $0.00 per share. Following these transactions, she directly held 78,758 shares of Symbotic Class A common stock.
Symbotic Inc. director Rollin L. Ford reported equity award and vesting-related activity in Symbotic Inc. Class A common stock. He received a grant of 4,738 restricted stock units, each representing a contingent right to one Class A share.
On the same date, 10,345 previously granted restricted stock units were exercised and converted into 10,345 shares of Class A common stock at a price of $0.00 per share. The new RSUs vest in full upon the earliest of March 5, 2027, the company’s 2027 annual stockholders’ meeting, or a change of control, provided he continues service. Additional Class A shares are held indirectly by the Rollin L Ford Trust and by his spouse, with footnotes noting limited voting and investment control over certain trust-held shares.
Inlet View, Inc. filed Form 144 reporting a proposed sale of 6,000 Common A Shares.
The filing states these shares were acquired from the issuer in a public offering on 05/05/2022. The excerpt lists three prior sales in the past three months of 4,000 Common A Shares each on 12/03/2025, 01/05/2026, and 02/02/2026 with accompanying dollar figures.
Symbotic Inc. reported results of its March 5, 2026 annual shareholder meeting, where 98.89% of the combined voting power was represented, establishing a strong quorum. Stockholders elected nine directors for one-year terms, approved on an advisory basis the compensation of named executive officers, and ratified Grant Thornton LLP as independent registered public accounting firm for the fiscal year ending September 26, 2026.
Morgan Stanley Smith Barney LLC reports a proposed sale of 10,000 common shares. The securities were acquired 06/07/2022 in a private acquisition from the issuer or an affiliate. The excerpt also shows a prior sale of 5,000 common shares on 02/20/2026 for $267,225.
Symbotic Inc. Chief Technology Officer James Kuffner reported several equity transactions involving Class A common stock and restricted stock units. On February 25, 2026, he sold 3,669 shares of Class A common stock in an open-market transaction at an average price of $56.8365 per share.
The filing states these shares were sold to cover tax withholding obligations related to vesting restricted stock units and did not represent discretionary trades. On February 23, 2026, 9,748 restricted stock units were converted into the same number of Class A shares at no exercise price. Following these transactions, Kuffner directly held 151,061 Class A shares and 68,241 restricted stock units.
Morgan Stanley Smith Barney LLC Executive Financial Services filed a Rule 144 notice reporting proposed and recent sales of Common stock by Michael Dunn. The filing lists a 10b5-1 sale of 15,040 shares on 02/24/2026 and additional 10b5-1 sales between 12/03/2025 and 02/11/2026.
James J Kuffner Jr. is the reported seller in a Rule 144 notice showing sales of Common stock and a scheduled restricted vesting event. The filing lists sales of 77,321 shares for $4,621,035.44 on 01/26/2026 and 8,348 shares for $681,100.76 on 11/26/2025.
The record also shows restricted stock vesting under a registered plan on 02/23/2026 with an entry of 3669 (shares). The broker/filer is listed as Morgan Stanley Smith Barney LLC Executive Financial Services.
Morgan Stanley Smith Barney LLC filed a Form 144 reporting a proposed sale of 15,040 common shares on 02/23/2026. The shares are described as restricted stock vesting under a registered plan and the filing lists the issuer and plan as the source of the securities.
The excerpt also lists multiple sales during the past three months by Michael D. Dunn, including transactions on 01/26/2026 for 8,470 shares ($509,091.89), 01/28/2026 for 3,051 shares ($167,970.16), and 02/11/2026 for 2,593 shares ($152,176.13).
Symbotic Inc. director Rollin L. Ford reported indirect transactions on February 11, 2026 involving family trusts and Symbotic Holdings Units. Three exempt trusts associated with his spouse redeemed 60,000 Symbotic Holdings Units, each paired with Class V-1 Common Stock, for an equal number of Class A Common shares, which were then sold.
The trusts sold a total of 60,000 Class A Common shares in open-market transactions at weighted prices of $56.6347, $58.205 and $59.1269, while 60,000 Class V-1 shares were canceled and retired. Ford reports these as indirect pecuniary interests, disclaiming beneficial ownership beyond that, and continues to report indirect holdings including 927,792 Symbotic Holdings Units, 30,000 Class A shares held by spouse-related trusts, 8,000 Class A shares held by the Rollin L Ford Trust, and 14,507 Class A shares held directly.