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Symbotic Inc. SEC Filings

SYM NASDAQ

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.

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Issuer SYM has a notice indicating a planned sale of 1,968 shares of common stock, associated with Morgan Stanley Smith Barney LLC Executive Financial Services, with an indicated aggregate value of $79,359.19 and listing on NASDAQ. The filing notes the shares arise from restricted stock vesting under a registered plan dated July 23, 2026, for services rendered. It also lists multiple prior sales of SYM common and Class A common stock by Michael D. Dunn over the past three months, with individual transactions ranging from 1,315 to 3,930 shares and proceeds between approximately $62,021 and $208,852.

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Symbotic Inc. director Todd Krasnow, through entities associated with him, reported net sales of 5,367 shares of Class A Common Stock. On July 6, 2026, Inlet View, Inc., an entity he leads, sold 2,000 shares under a pre-arranged Rule 10b5-1 trading plan, alongside a related redemption of Symbotic Holdings Units and cancellation of paired Class V-1 shares. On May 21, 2026, he also sold 3,367 Class A shares directly. Filings show he still has substantial exposure through Symbotic Holdings Units convertible into Class A Common Stock held directly and indirectly via family and trust arrangements.

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Symbotic Inc. Chief Strategy Officer William M. Boyd III sold 5,115 shares of Class A Common Stock in an open-market transaction. The shares were sold at an average price of $45.1534 per share, and he now directly holds 57,112 shares.

The sale was executed under a pre-arranged Rule 10b5-1 trading plan entered into on August 19, 2025, meaning it was scheduled in advance rather than timed discretionarily. The shares were sold in multiple trades within a price range of $45.00 to $45.37.

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Symbotic Inc. director Charles Kane reported an open-market sale of 2,000 shares of Class A Common Stock at $44.90 per share. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan entered into on December 8, 2025.

In connection with this sale, Kane redeemed 2,000 Symbotic Holdings Units on a one-for-one basis for Class A shares, and the corresponding 2,000 shares of Class V-1 Common Stock were canceled and retired with no consideration. After these transactions, he holds 89,852 Class A shares and 587,353 Symbotic Holdings Units paired with an equal number of Class V-1 shares.

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Morgan Stanley Smith Barney LLC submitted a Form 144 notice relating to 6,000 shares of Common Stock proposed for sale that were acquired 06/07/2022 as a Private Acquisition from Issuer or an Affiliate. The filing also records recent 10b5-1 dispositions by Charles F. Kane of 2,000 shares on 05/01/2026 for $116,525.20 and 2,000 shares on 06/01/2026 for $91,980.00.

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Symbotic Inc. director Todd Krasnow reported indirect open-market sales and related restructuring of his holdings. On June 1, 2026, Inlet View, Inc., an entity associated with Krasnow, sold a total of 2,000 shares of Class A Common Stock in open-market transactions at prices ranging from $45.46 to $48.38 per share under a pre-arranged Rule 10b5-1 trading plan entered into on December 8, 2025.

In connection with these sales, 2,000 Symbotic Holdings Units were redeemed for an equal number of Class A shares, and Symbotic Holdings canceled the units while Symbotic Inc. canceled the corresponding 2,000 shares of Class V-1 Common Stock. After these transactions, entities associated with Krasnow continue to hold large positions, including Symbotic Holdings Units indirectly and directly convertible into 180,000 and 194,036 shares of Class A Common Stock, respectively, along with substantial Class V-1 and additional Class A holdings.

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Symbotic Inc. director Charles Kane reported a small, pre-planned sale of company stock. On June 1, 2026, he sold 2,000 shares of Class A Common Stock at $45.99 per share in an open-market transaction executed under a Rule 10b5-1 trading plan adopted on December 8, 2025.

In connection with this sale, he redeemed 2,000 Symbotic Holdings Units into an equal number of Class A shares, while 2,000 shares of Class V-1 Common Stock and the corresponding units were canceled and retired for no consideration. After these transactions, Kane holds 89,852 shares of Class A Common Stock and 589,353 shares of Class V-1 Common Stock and 589,353 Symbotic Holdings Units directly.

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Michael Dunn reported proposed sales of 9,235 Restricted Stock Units. The filing lists the security as Common (Restricted Stock Units) with the amount 9,235 and an original grant date of 05/23/2026. The record of recent activity shows multiple 10b5-1 sales executed by Michael Dunn across March–May 2026.

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Todd Krasnow filed a Form 144 proposing the sale of 6,000 Common A Shares.

The notice lists three prior dispositions of 2,000 shares each on 03/09/2026, 04/06/2026, and 05/04/2026 with reported proceeds of 115,217.4, 106,552.4, and 95,394.6 respectively. The filing shows 127,215,411 shares outstanding as of 06/01/2026 and identifies the broker as Goldman Sachs & Co. LLC.

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SVF Sponsor III (DE) LLC, an entity ultimately controlled by SoftBank Group Corp., reported an open-market sale of 5,590,000 shares of Symbotic Inc. Class A Common Stock at an average price of $50.415 per share on May 27, 2026. The shares were held as indirect ownership, and this transaction reduced the reporting position in this Form 4 to zero shares, marking a full exit by this former 10% owner–affiliated vehicle.

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FAQ

How many Symbotic (SYM) SEC filings are available on StockTitan?

StockTitan tracks 195 SEC filings for Symbotic (SYM), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Symbotic (SYM)?

The most recent SEC filing for Symbotic (SYM) was filed on July 24, 2026.