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.’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.
Symbotic Inc.’s Chief Technology Officer James Kuffner reported routine equity compensation activity. On April 23, 2026, 47,923 restricted stock units converted into the same number of Class A common shares. On April 24, 2026, 19,729 of these shares were sold at an average of $59.8205 per share solely to cover tax withholding obligations under the company’s equity incentive plans, described as a mandatory “sell to cover” rather than a discretionary trade. Following these transactions, Kuffner directly holds 179,255 shares of Class A common stock. A prior grant on January 23, 2025 covered 575,048 restricted stock units with a multi-year vesting schedule.
Symbotic Inc. SVP, Commercial Alexander Brian Daniel reported a combination of equity vesting and mandated tax-related share sales. On April 23, he exercised 82,036 restricted stock units (RSUs) into Class A common stock at a $0.00 conversion price, reflecting the settlement of equity awards.
The following day, 37,860 shares of Class A common stock were sold in open-market transactions solely to cover tax withholding obligations tied to this RSU vesting, under a required “sell to cover” election and not as discretionary trades. These sales occurred at weighted-average prices around $60 per share, within ranges of $59.55–$60.51 and $60.56–$60.69.
Footnotes also note 53 shares acquired on February 27, 2026 under the Symbotic Inc. 2022 Employee Stock Purchase Plan and an outstanding grant of 246,135 RSUs awarded on April 23, 2025 that vests over time, starting with one-third on April 23, 2026 and the remainder in quarterly installments, plus a small indirect holding via an HSA.
The filing reports a Rule 144 notice for the sale of 5,115 shares of common stock via restricted stock units. The sale occurred on 04/01/2026 and generated $286,377.60 in proceeds. The shares were tied to RSUs dated 01/23/2024 and the broker listed is Morgan Stanley Smith Barney LLC.
Form 144 notice: 19,729 shares of Common stock were listed for sale in connection with restricted stock vesting under a registered plan on 04/23/2026. The filing lists prior sales by James J. Kuffner Jr. of 3,669 and 77,321 shares on 02/25/2026 and 01/26/2026, respectively.
Michael D. Dunn reported proposed sales of Common stock under Form 144. The filing lists multiple share dispositions during the past three months, including restricted stock vesting under a registered plan dated 04/23/2026. The transactions are described as securities to be sold and prior sales are itemized with share counts and gross proceeds.
SYM reports a proposed sale of 2,335 shares of Common stock tied to restricted stock vesting under a registered plan, scheduled 04/23/2026. The filing notes prior sales by Maria G. Freve of 8,306 shares on 01/28/2026 and 6,667 shares on 01/26/2026, with proceeds of $457,715.23 and $399,956.88, respectively.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice reporting the proposed sale of 37,860 shares of Common Stock relating to restricted stock vesting under a registered plan on 04/23/2026. The filing lists an aggregate value of $2,270,539.92 and shows 125,753,388 shares outstanding as of 04/24/2026.
MIRIAM ORT submitted a Form 144 notice for proposed sale of 4,089 shares of Common Stock, tied to restricted stock vesting under a registered plan; the sale date listed is 04/23/2026. The filing also records that 17,073 shares were sold on 01/27/2026 with dollar amounts shown alongside each transaction.
Symbotic Inc. director-linked entity Inlet View, Inc. sold 2,000 shares of Class A Common Stock on April 6, 2026 under a pre-arranged Rule 10b5-1 trading plan. The sales were executed in open-market transactions of 1,859 shares at $53.2368 and 141 shares at $53.7364.
To fund the sale, Inlet View, Inc. redeemed 2,000 Symbotic Holdings Units, each paired with one share of Class V-1 Common Stock. In connection with this redemption, Symbotic Holdings canceled the 2,000 units and the issuer canceled and retired 2,000 shares of Class V-1 Common Stock for no consideration.
After these transactions, the filing shows Todd Krasnow associated with substantial remaining interests, including Symbotic Holdings Units convertible into 194,036 Class A shares directly and 180,000 indirectly through his spouse, as well as additional direct and trust-held Class A and Class V-1 shares.