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. Chief Technology Officer James Kuffner reported several equity transactions involving Class A common stock and restricted stock units. On February 25, 2026, he sold 3,669 shares of Class A common stock in an open-market transaction at an average price of $56.8365 per share.
The filing states these shares were sold to cover tax withholding obligations related to vesting restricted stock units and did not represent discretionary trades. On February 23, 2026, 9,748 restricted stock units were converted into the same number of Class A shares at no exercise price. Following these transactions, Kuffner directly held 151,061 Class A shares and 68,241 restricted stock units.
Morgan Stanley Smith Barney LLC Executive Financial Services filed a Rule 144 notice reporting proposed and recent sales of Common stock by Michael Dunn. The filing lists a 10b5-1 sale of 15,040 shares on 02/24/2026 and additional 10b5-1 sales between 12/03/2025 and 02/11/2026.
James J Kuffner Jr. is the reported seller in a Rule 144 notice showing sales of Common stock and a scheduled restricted vesting event. The filing lists sales of 77,321 shares for $4,621,035.44 on 01/26/2026 and 8,348 shares for $681,100.76 on 11/26/2025.
The record also shows restricted stock vesting under a registered plan on 02/23/2026 with an entry of 3669 (shares). The broker/filer is listed as Morgan Stanley Smith Barney LLC Executive Financial Services.
Morgan Stanley Smith Barney LLC filed a Form 144 reporting a proposed sale of 15,040 common shares on 02/23/2026. The shares are described as restricted stock vesting under a registered plan and the filing lists the issuer and plan as the source of the securities.
The excerpt also lists multiple sales during the past three months by Michael D. Dunn, including transactions on 01/26/2026 for 8,470 shares ($509,091.89), 01/28/2026 for 3,051 shares ($167,970.16), and 02/11/2026 for 2,593 shares ($152,176.13).
Symbotic Inc. director Rollin L. Ford reported indirect transactions on February 11, 2026 involving family trusts and Symbotic Holdings Units. Three exempt trusts associated with his spouse redeemed 60,000 Symbotic Holdings Units, each paired with Class V-1 Common Stock, for an equal number of Class A Common shares, which were then sold.
The trusts sold a total of 60,000 Class A Common shares in open-market transactions at weighted prices of $56.6347, $58.205 and $59.1269, while 60,000 Class V-1 shares were canceled and retired. Ford reports these as indirect pecuniary interests, disclaiming beneficial ownership beyond that, and continues to report indirect holdings including 927,792 Symbotic Holdings Units, 30,000 Class A shares held by spouse-related trusts, 8,000 Class A shares held by the Rollin L Ford Trust, and 14,507 Class A shares held directly.
SYM stockholder Michael Dunn has filed a Form 144 notice to sell shares under Rule 144. The filing covers the planned sale of 2,593 shares of common stock, with an aggregate market value of $162,607.03, through Morgan Stanley Smith Barney LLC on NASDAQ around 02/11/2026.
The shares to be sold were acquired as restricted stock units from the issuer on 10/23/2025, in the same amount of 2,593 shares. The notice also lists multiple prior 10b5-1 sales over the past three months, including 8,470 shares sold on 01/26/2026 for $509,091.89.
SYM insider Corey C. Dufresnse has filed a notice of proposed sales of Class A Common shares under Rule 144. The filing covers 10,723 shares to be sold through Morgan Stanley Smith Barney LLC, with an aggregate market value of 667719.07, on or about 02/10/2026 on NASDAQ.
The 10,723 shares were acquired on 01/23/2026 as restricted stock vesting under a registered plan in exchange for services rendered. The filing also notes that Dufresnse sold 36872 Class A Common shares in a prior transaction on 01/28/2026 for gross proceeds of 2029196.59.
A shareholder has filed to sell 60,000 shares of the issuer's common stock. The planned sale, through Fidelity Investments on NASDAQ, has an aggregate market value of 3,540,000.00, based on the filing, with 125,753,388 shares of this class shown as outstanding.
The filing notes that the seller originally acquired 1,227,930 common shares on 06/07/2020 in a merger or acquisition transaction from an entity named Symbotic, with the same date listed as the payment date and the nature of payment marked as not applicable. The notice also includes a representation that the seller is not aware of any undisclosed material adverse information about the issuer's current or prospective operations.
Baillie Gifford & Co, an investment adviser based in Scotland, filed an amended Schedule 13G reporting beneficial ownership of 12,441,000 shares of Symbotic Inc. Class A common stock, representing 10.2% of the class as of 12/31/2025.
Baillie Gifford reports sole voting power over 5,881,270 shares and sole dispositive power over all 12,441,000 shares, with no shared voting or dispositive power. The securities are held by Baillie Gifford and/or its investment adviser subsidiaries, including Baillie Gifford Overseas Limited, on behalf of investment advisory clients.
Baillie Gifford certifies the Symbotic shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the company, and that its foreign regulatory regime is substantially comparable to that of a U.S. investment adviser.
Symbotic Inc. director Todd Krasnow reported indirect transactions through Inlet View, Inc. on February 2, 2026. Inlet View redeemed 4,000 Symbotic Holdings Units, each paired with Class V‑1 stock, for 4,000 shares of Class A Common Stock under a Rule 10b5‑1 trading plan entered on February 19, 2025.
Inlet View then sold 4,000 Class A shares in multiple trades, including blocks at $52.4229, $53.4403, $54.3026 and $54.785, while the corresponding 4,000 Symbotic Holdings Units and 4,000 Class V‑1 shares were canceled. After these transactions, Inlet View held 585,079 Symbotic Holdings Units and an equal number of paired Class V‑1 shares, and no Class A shares.
The filing also lists additional Symbotic Holdings Units and paired Class V‑1 shares held directly and by the reporting person’s spouse and related trusts, as well as 40,000 Class A shares held by two charitable remainder trusts, with beneficial ownership generally disclaimed except for any pecuniary interest.