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. director-related entity completes small planned stock sale and related unit redemption. An entity associated with director Todd Krasnow, Inlet View, Inc., sold 2,000 shares of Symbotic Class A Common Stock on May 4, 2026 in open-market transactions under a pre-arranged Rule 10b5-1 trading plan entered on December 8, 2025.
In connection with this sale, the reporting person redeemed 2,000 Symbotic Holdings Units on a one-for-one basis for Class A shares, and Symbotic canceled the corresponding 2,000 shares of Class V-1 Common Stock, which carry voting but no economic rights. After these transactions, large indirect and direct positions in Symbotic Holdings Units and Class A shares remain, and the filing notes that Krasnow disclaims beneficial ownership of certain spouse- and trust-held securities except for his pecuniary interest.
Symbotic Inc. director-related entity completes small planned stock sale and related unit redemption. An entity associated with director Todd Krasnow, Inlet View, Inc., sold 2,000 shares of Symbotic Class A Common Stock on May 4, 2026 in open-market transactions under a pre-arranged Rule 10b5-1 trading plan entered on December 8, 2025.
In connection with this sale, the reporting person redeemed 2,000 Symbotic Holdings Units on a one-for-one basis for Class A shares, and Symbotic canceled the corresponding 2,000 shares of Class V-1 Common Stock, which carry voting but no economic rights. After these transactions, large indirect and direct positions in Symbotic Holdings Units and Class A shares remain, and the filing notes that Krasnow disclaims beneficial ownership of certain spouse- and trust-held securities except for his pecuniary interest.
Michael Dunn reported proposed sales of Common stock under Rule 144 via 10b5-1 plans. The filing lists multiple sale dates in 2026, including proposed sales of 2,035 shares for $122,129.46 on 04/24/2026 and 15,040 shares for $841,087.94 on 02/24/2026. The entries identify Restricted Stock Units and show brokerage routing through Morgan Stanley Smith Barney LLC.
Michael Dunn reported proposed sales of Common stock under Rule 144 via 10b5-1 plans. The filing lists multiple sale dates in 2026, including proposed sales of 2,035 shares for $122,129.46 on 04/24/2026 and 15,040 shares for $841,087.94 on 02/24/2026. The entries identify Restricted Stock Units and show brokerage routing through Morgan Stanley Smith Barney LLC.
Symbotic Inc. reported strong second quarter fiscal 2026 results, with revenue of $676 million, up 23% year-over-year, driven mainly by systems sales. The company generated net income of $9 million, compared with a net loss of $10 million a year earlier, and delivered adjusted EBITDA of $78 million, more than double the prior-year period.
GAAP gross profit rose to $150 million with a 22.2% gross margin, while adjusted gross margin reached 24.5%. Symbotic ended the quarter with $2.0 billion in cash and cash equivalents and produced free cash flow of $218 million. Management highlighted 70 systems in deployment, 52 operational systems and a contracted backlog of $22.7 billion, supporting a “solid growth trajectory.”
For the third quarter of fiscal 2026, Symbotic expects revenue between $700 million and $720 million and adjusted EBITDA between $80 million and $85 million. The company also posted an updated investor presentation alongside its earnings release.
Symbotic Inc. reported strong second quarter fiscal 2026 results, with revenue of $676 million, up 23% year-over-year, driven mainly by systems sales. The company generated net income of $9 million, compared with a net loss of $10 million a year earlier, and delivered adjusted EBITDA of $78 million, more than double the prior-year period.
GAAP gross profit rose to $150 million with a 22.2% gross margin, while adjusted gross margin reached 24.5%. Symbotic ended the quarter with $2.0 billion in cash and cash equivalents and produced free cash flow of $218 million. Management highlighted 70 systems in deployment, 52 operational systems and a contracted backlog of $22.7 billion, supporting a “solid growth trajectory.”
For the third quarter of fiscal 2026, Symbotic expects revenue between $700 million and $720 million and adjusted EBITDA between $80 million and $85 million. The company also posted an updated investor presentation alongside its earnings release.
Symbotic Inc. director Charles Kane reported selling 2,000 shares of Class A Common Stock on May 1, 2026 in open-market transactions under a pre-arranged Rule 10b5-1 trading plan adopted on December 8, 2025. The sales occurred at prices ranging from $56.52 to $59.37 per share.
In connection with these sales, Kane redeemed 2,000 Symbotic Holdings Units, each paired with one share of Class V-1 Common Stock, in exchange for 2,000 shares of Class A Common Stock, after which the units and associated Class V-1 shares were canceled. Following these transactions, he held 91,852 shares of Class A Common Stock and 591,353 Symbotic Holdings Units/Class V-1 shares directly.
Symbotic Inc. officer Maria G. Freve reported an open-market sale of 2,265 shares of Class A Common Stock at $57.72 per share. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. After this sale, Freve directly holds 739 shares of Symbotic stock.
Maria Freve reported proposed sales of common stock via a Form 144. The notice shows a proposed sale of 2,335 shares of Common stock on 04/24/2026 with a reported value of $140,280.50. The filing also lists 2,265 Restricted Stock Units dated 04/23/2026.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice reporting proposed resale of 9,194 shares of Common stock tied to Restricted Stock Units with an allotment date of 04/23/2026. The filing also records a prior sale of 10,723 shares on 02/10/2026 for $667,719.07.
The filer lists broker/dealer details and a figure of 125,753,388 with an associated date of 04/28/2026 and exchange NASDAQ; the entry appears among security/issuer fields in the notice.
Symbotic Inc. officer Maria G. Freve reported RSU vesting and a related share sale. On April 23, 4,600 restricted stock units converted into an equal number of Class A common shares at a $0.00 exercise price. On April 24, 2,335 Class A shares were sold at an average of $60.0773 per share.
According to the disclosure, this sale was a mandatory “sell to cover” transaction to satisfy tax withholding obligations tied to the RSU vesting and did not represent a discretionary trade. After these moves, Freve directly holds 3,004 Class A shares, which include 200 shares acquired under Symbotic’s 2022 Employee Stock Purchase Plan, along with remaining unvested RSUs referenced in the filing.
Symbotic Inc.’s Chief Strategy Officer, William M. Boyd III, reported a series of equity transactions. On April 23, 2026, he exercised restricted stock units that convert into Class A common stock on a one-for-one basis, acquiring 9,194 shares at a conversion price of $0.00 per share. On April 27, 2026, he executed open‑market sales totaling 9,194 shares of Class A common stock in multiple trades at prices ranging from $57.36 to $60.10 per share, carried out under a pre‑arranged Rule 10b5-1 trading plan. Following these transactions, he directly held 62,227 Class A shares and 8,728 restricted stock units, with his holdings also including 548 shares previously acquired through the company’s 2022 Employee Stock Purchase Plan.