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. 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.
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.
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 89,852 shares of Class A Common Stock and 591,353 Symbotic Holdings Units/Class V-1 shares directly.