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.
Michael D. Dunn reported multiple sales of common stock on Form 144, with recent transactions across March–May 2026. The filing lists a restricted stock vesting of 3,930 shares on 05/23/2026 under a registered plan and several open-market dispositions showing proceeds (for example, $62,021.27 for 1,315 shares on 05/20/2026). The record lists transaction dates, share counts, and gross proceeds for each sale.
James J. Kuffner Jr. submitted a Form 144 notice reporting proposed sales and recent dispositions of Common stock. The filing lists 3,878 shares tied to restricted stock vesting under a registered plan dated 05/23/2026, and discloses 19,729 shares sold on 04/24/2026 for $1,180,198.32. The filing also shows 127,215,411 shares outstanding as of 05/26/2026.
Filer reports proposed sale of Common A Shares for SYM. The filing lists proposed dispositions of Common A Shares acquired from the issuer in a public offering on 05/22/2026, including 6,978 shares, 2,543 shares and 19,655 shares.
The filing also discloses sales during the past three months: 2,000 shares on 03/09/2026 ($95,394.60), 2,000 shares on 04/06/2026 ($106,552.40), 2,000 shares on 05/04/2026 ($115,217.40), a block sale of 25,422 shares on 05/11/2026 ($1,333,496.87), and additional dispositions on 05/11/2026 and 05/21/2026 by related parties. The filing names purchasers/brokers and shows proceeds for each reported past sale.
SYM submitted a Form 144 notice reporting proposed sales of Common A Shares. The filing lists prior acquisitions on 05/05/2022 (3,367 and 2,457 shares) and multiple dispositions during the past three months, including sales on 05/11/2026 of 25,422 shares for $1,333,496.87 and 5,000 shares for $261,351.11.
The filing records three earlier small sales of 2,000 shares each on 03/09/2026, 04/06/2026, and 05/04/2026 with proceeds shown per line. The notice lists the broker as Goldman Sachs & Co. LLC.
Symbotic Inc. director Eric Branderiz reported a routine equity compensation event involving restricted stock units. On May 14, 2026, he exercised restricted stock units that converted into 5,966 shares of Class A common stock at an effective price of $0.00 per share, reflecting vesting rather than an open-market purchase.
Following the transaction, Branderiz directly owned 17,826 shares of Class A common stock and held 11,936 restricted stock units. A prior grant awarded 17,902 restricted stock units that vest in three equal installments on May 14, 2025, May 14, 2026 and May 14, 2027, contingent on continued service with the company.
Symbotic Inc. insider-related trusts reported a restructuring of their holdings, with no open-market buying or selling. On May 15, 2026, the 2014 QSST F/B/O Perry Cohen distributed 384,222 shares of Class V-1 common stock, 12,469,262 shares of Class V-3 common stock and 12,853,484 Symbotic Holdings Units to other trusts for the same beneficiary. These positions, along with large indirect holdings in Tilia Mill Trust, Serenade QSST Trust and The RBC Millennium Trust, are reported as indirect ownership of David A. Ladensohn, who disclaims beneficial ownership of all such securities. Symbotic Holdings Units are paired with Class V-1 or V-3 shares and are redeemable on a one-for-one basis for Class A common stock under Symbotic Holdings’ limited liability company agreement.
Ronald M. Wright and The Goose Pond Trust filed a Schedule 13D disclosing significant ownership in Symbotic Inc. Class A common stock. They report beneficial ownership of 10,857,484 shares of Class A on an as‑converted basis, representing 7.9% of that class and 1.8% of total common stock on a fully diluted basis as of May 4, 2026.
The position consists of 4,000 Class A shares held directly by Mr. Wright and 10,853,484 shares of Class V‑3 common stock held by The Goose Pond Trust, which carry three votes per share and are convertible one‑for‑one into Class A upon redemption of an equal number of OpCo Units. The trust received these interests on May 15, 2026 via a distribution from a related trust for estate planning purposes and now also holds associated rights under a Tax Receivable Agreement, a registration rights agreement, and the OpCo limited liability company agreement.
Symbotic Inc.’s major shareholder group, led by David A. Ladensohn, updated its ownership report on the company’s Class A common stock. The reporting persons collectively beneficially own 5,500 Class A shares, 896,213 Class V‑1 shares and 176,035,129 Class V‑3 shares, which are convertible into Class A shares.
Assuming conversion of these Class V‑1 and V‑3 shares, the group would hold 58.2% of Symbotic’s Class A common stock, based on 304,153,253 Class A shares outstanding as of May 4, 2026. On a fully diluted basis, including all classes, they beneficially own 29.2% of the company’s total outstanding common stock.
The amendment reflects a May 15, 2026 distribution by The 2014 QSST F/B/O Perry Cohen of its Symbotic holdings to The Goose Pond Trust and the Diamond Trust, after which the 2014 QSST ceased to be a beneficial owner while the remaining reporting persons continue to hold their reported stakes.
Symbotic Inc. director Todd Krasnow reported a mix of stock sales, restructurings and a charitable gift involving Symbotic securities. On May 11, 2026, entity Inlet View, Inc., which may be considered associated with him, sold 25,422 shares of Class A Common Stock in open-market transactions at weighted average prices around $52.41 and $53.35, with actual trade prices ranging from $52.20 to $53.50. In connection with this stock sale, 25,422 Symbotic Holdings Units and an equal number of paired Class V-1 Common Stock shares were redeemed on a one-for-one basis for Class A shares, and the units and paired Class V-1 shares were canceled and retired for no consideration.
Krasnow also reported a bona fide gift of 5,000 Symbotic Holdings Units and an equal number of paired Class V-1 shares to the Todd and Deborah Krasnow Foundation, a charitable foundation where he has voting and investment power. Following these transactions, filings show continuing indirect exposure to Symbotic Holdings Units redeemable one-for-one into Class A Common Stock, including amounts held by his spouse and the Todd J. Krasnow 2024 Irrevocable Trust, for which he disclaims beneficial ownership except for any indirect pecuniary interest.
Inlet View, Inc. reported a Form 144 notice regarding proposed sales of Common A Shares. The filing lists two lots acquired 05/05/2022 of 25,422 and 5,000 shares and records three actual sales of 2,000 shares each on 03/09/2026, 04/06/2026, and 05/04/2026 with transaction amounts shown as 95,394.6, 106,552.4, and 115,217.4.