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.
SoftBank-affiliated entities reported major changes in their Symbotic Inc. holdings. An entity associated with SoftBank, SVF Sponsor III (DE) LLC, sold 5,590,000 shares of Symbotic Class A common stock in open-market transactions at $50.415 per share, leaving it with no remaining shares.
Other SoftBank-related entities reported continuing indirect holdings as of the same date, including 2,000,000 shares held by SB Northstar LP, 17,825,312 shares held by SVF II Strategic Investments AIV LLC, and 20,000,000 shares held by SVF II SPAC Investment 3 (DE) LLC.
SoftBank Group Corp. and affiliated entities filed Amendment No. 4 to their Schedule 13D for Symbotic Inc., updating their Class A common stock ownership and recent trading activity. The filing shows SoftBank beneficially owning 39,825,312 shares, representing 31.3% of Symbotic’s Class A common stock, based on 127,215,411 shares outstanding as of May 4, 2026.
Within this group, entities tied to SoftBank Vision Fund II-2 L.P. hold 20,000,000 shares, or 15.7% of the class, and SVF II Strategic Investments AIV LLC holds 17,825,312 shares, or 14.0%. SB Northstar LP is the record holder of 2,000,000 shares, equal to 1.6% of the class.
The amendment also discloses that on May 27, 2026, SVF Sponsor III (DE) LLC sold 5,590,000 shares of Class A common stock at a price of $50.415 per share. As of that date, SB Investment Advisers (US) Inc. and SVF Sponsor III (DE) LLC report beneficial ownership of zero shares.
SYM affiliate notifies intent to sell up to 9,090,000 shares of Class A Common Stock. The notice lists proposed brokerage placements through J.P. Morgan Securities LLC (3,354,000 shares; $177,325,980.00 aggregate) and Goldman Sachs & Co. LLC (2,236,000 shares; $118,217,320.00). The filing shows shares outstanding 127,215,411 as of 05/27/2026. The shares were acquired upon automatic conversion following the issuer's business combination and were originally acquired between December 2020 and March 2021.
Symbotic Inc. Chief Technology Officer James Kuffner reported routine equity compensation activity. On May 23, 2026, 9,749 restricted stock units were converted into an equal number of Class A common shares at a stated price of $0.00 per share. On May 26, 2026, 3,878 of these shares were sold at an average price of about $53.51 solely to cover tax withholding obligations under the company’s “sell to cover” policy, and not as discretionary trades. After these transactions, Kuffner held 185,126 Class A shares directly and 58,492 restricted stock units, part of a 116,977-unit grant from November 23, 2024 that vests over time.
Symbotic Inc. director Todd Krasnow reported several equity transactions on May 22, 2026. He sold a total of 26,633 shares of Class A Common Stock in open-market transactions, including 6,978 shares sold directly at an average price of $52.1176 per share and 19,655 shares sold through Inlet View, Inc. at an average price of $53.7267 per share. In connection with the 19,655‑share sale, an equal number of Symbotic Holdings Units were redeemed for Class A shares, and the related Symbotic Holdings Units and paired Class V‑1 shares were canceled and retired for no consideration. Krasnow also made 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, over which he has voting and investment power. After these transactions, he holds 3,367 Class A shares directly and maintains various indirect holdings, including Symbotic Holdings Units representing 180,000 underlying Class A shares held through family-related entities where beneficial ownership is partially disclaimed.
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.