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.
The Symbotic Inc. (SYM) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a Nasdaq-listed automation technology company, Symbotic files current reports on Form 8-K, annual reports on Form 10-K, quarterly reports on Form 10-Q and registration statements such as Form S-3 for offerings of its Class A common stock.
In its Form 10-K and Form 10-Q filings, Symbotic presents detailed financial statements and discussions of its business, including revenue from systems, software maintenance and support, and operation services. These reports also describe risk factors, non-GAAP financial measures such as adjusted EBITDA and free cash flow, and information about its A.I.-powered warehouse automation platform and high-density storage technology.
Form 8-K filings for Symbotic disclose material events, such as the release of quarterly and annual financial results, changes to the Board of Directors and other significant corporate developments. For example, the company has used Form 8-K to furnish earnings press releases and to report the appointment of a new director, as well as to note the conclusion of an SEC investigation without a recommendation of enforcement action.
Symbotic also uses registration statements and prospectus supplements, including an effective shelf registration statement on Form S-3, to register shares for primary and secondary offerings of Class A common stock. These filings outline the terms of offerings, selling securityholders and intended use of proceeds.
On Stock Titan, users can review these filings alongside AI-powered summaries that highlight key points from lengthy documents, helping to interpret complex sections of Symbotic’s 10-Ks, 10-Qs and 8-Ks. The page is updated as new filings are posted to EDGAR, providing a structured view of Symbotic’s financial reporting, governance updates and capital markets activity.
An affiliate of SYM has filed a Form 144 notice to sell common stock. The notice covers a proposed sale of 3,153 common shares of SYM through Morgan Stanley Smith Barney LLC on the NASDAQ, with an indicated aggregate market value of $224,445.99. These shares were acquired on 01/12/2026 via restricted stock vesting under a registered plan, with services rendered as the form of payment.
The filing notes that 113,614,046 common shares were outstanding. It also lists prior sales by the same seller over the last three months, including 10,537 shares sold on 11/10/2025 for gross proceeds of $743,312.64 and 5,029 shares sold on 10/24/2025 for $338,659.87. The signer represents that they are not aware of undisclosed material adverse information about SYM.
Symbotic Inc. director Todd Krasnow reported an indirect sale of 4,000 shares of Class A Common Stock on January 5, 2026, executed under a Rule 10b5-1 trading plan. The shares were sold by Inlet View, Inc., an entity of which he is President and CEO, in multiple trades at prices ranging from $65.765 to $69.91. To facilitate this sale, 4,000 Symbotic Holdings Units, each paired with a Class V-1 Common Stock share, were redeemed on a one-for-one basis for 4,000 Class A shares, and the corresponding units and Class V-1 shares were canceled and retired for no consideration.
Following these transactions, Inlet View, Inc. is shown as indirectly holding 589,079 Symbotic Holdings Units. Krasnow is also reported as directly holding 194,036 Symbotic Holdings Units and 187,036 shares of Class V-1 Common Stock, with additional indirect interests reported through spouse and family trusts, while he disclaims beneficial ownership except to the extent of his pecuniary interest.
Symbotic Inc.'s Chief Strategy Officer, William M. Boyd III, reported selling Class A common stock under a pre-arranged trading plan. On 12/15/2025, he sold a total of 2,455 shares of Symbotic Class A Common Stock in three open-market transactions: 1,255 shares at a weighted average price of $59.9279, 1,100 shares at $61.0645, and 100 shares at $61.71 per share.
The sales were executed pursuant to a Rule 10b5-1 trading plan entered into on August 29, 2024. Following these transactions, Boyd directly beneficially owns 24,314 shares of Symbotic Class A Common Stock. The filing notes that the reported prices reflect aggregates of multiple trades, with individual transaction prices ranging from $59.44 to $60.35 and from $60.67 to $61.59, and that full price breakdowns are available upon request.
Symbotic Inc. director Charles Kane reported a charitable gift of company-related securities. On 12/11/2025, he made a bona fide gift of 5,000 shares of Class V-1 Common Stock and a corresponding 5,000 Symbotic Holdings Units, with the gift recorded at a price of $0, consistent with a donation.
After the transaction, Kane beneficially owned 599,353 Class V-1 shares and an equivalent number of Symbotic Holdings Units, held directly. The filing explains that Class V-1 shares carry voting rights but no economic rights, and each Symbotic Holdings Unit, together with a paired Class V-1 share, is redeemable on a one-for-one basis for a share of Class A Common Stock under Symbotic Holdings LLC’s agreement.
Symbotic Inc. director, 10% owner and Board Chair, President and Chief Executive Officer Richard B. Cohen reported changes in his indirect ownership on December 11, 2025. His spouse received a distribution of 1,000,000 shares of Class V-1 Common Stock and an equal number of Symbotic Holdings Units from The RBC Millennium GST Non-Exempt Trust, then made a bona fide gift of 1,000,000 shares and units to a charitable donor-advised fund, each at a reported price of $0.
Following these transactions, he may be considered to have indirect pecuniary interests in 520,835 shares of Class V-1 Common Stock held by The Tulia Mill Trust, 165,940,810 Symbotic Holdings Units held by The RBC Millennium Trust and The Tulia Mill Trust, 43,765,590 units held by RJJRP Holdings, Inc., and 1,681,133 units held by the Richard B. Cohen Revocable Trust. Each Symbotic Holdings Unit is paired with a share of Class V-1 or Class V-3 Common Stock and is redeemable one-for-one for a share of Class A Common Stock, while the Class V-1 and V-3 shares provide voting rights but no economic rights.
Symbotic Inc. director Janet L. Cohen reported insider transactions dated 12/11/2025 involving 1,000,000 shares of Class V-1 common stock and an equal number of paired Symbotic Holdings Units. She received these securities as a distribution from The RBC Millennium GST Non-Exempt Trust and then made a bona fide gift of the same 1,000,000 Class V-1 shares and 1,000,000 Symbotic Holdings Units to a charitable donor-advised fund, each at a reported price of $0.
Following these transactions, she reports no directly held Class V-1 shares or Symbotic Holdings Units from this block, but continues to report large indirect interests. These include 520,835 Class V-1 shares held by The Tilia Mill Trust, 2,215,990 Class V-1 shares held by her spouse, and 14,378,979, 151,561,831 and 45,446,723 Symbotic Holdings Units held through The Tilia Mill Trust, the RBC Millennium Trust and entities associated with her spouse.
Symbotic Inc. reported an insider trust distribution of voting shares and related units. On December 11, 2025, the RBC Millennium GST Non-Exempt Trust distributed 1,300,000 shares of Class V-1 common stock and an equal number of paired Symbotic Holdings Units to certain trust beneficiaries at a price of $0 per share.
After the transaction, the trust beneficially owned 772,405 shares of Class V-1 common stock and 164,127,479 Symbotic Holdings Units. Each Symbotic Holdings Unit, together with a paired Class V-1 or Class V-3 share, is redeemable on a one-for-one basis for a share of Symbotic Class A common stock, while the Class V-1 and Class V-3 shares provide only voting rights and no economic rights.
Symbotic Inc. is offering 6,500,000 shares of Class A common stock, and a selling securityholder is offering 3,500,000 shares, in an underwritten public offering at $55.00 per share.
Symbotic expects net proceeds of approximately $345 million, or about $425 million if underwriters fully exercise their 1,500,000-share option, while the selling securityholder receives the proceeds from its shares. The stock trades on the Nasdaq Global Market under the symbol SYM, and new investors face immediate dilution because net tangible book value per share is expected to rise from $3.06 to $5.78 versus the $55.00 offer price, implying $49.22 per-share dilution.
After the offering, there will be approximately 120,411,644 Class A shares outstanding as of December 2, 2025, and a customary 60-day lock-up will limit additional insider and company share sales, subject to specified exceptions.
Symbotic Inc. is offering 6,500,000 shares of Class A Common Stock, while a selling securityholder is offering 3,500,000 shares in a combined public offering. The company will receive the net proceeds from the shares it sells and plans to use them for general corporate purposes, but will not receive any proceeds from the selling securityholder’s shares. The underwriters have a 30-day option to buy up to an additional 1,500,000 shares from Symbotic. As of December 2, 2025, there were 113,911,644 Class A shares outstanding, and the stock last closed at $66.95 per share. Symbotic warns that investors may experience dilution and highlights broad management discretion over how the new capital is deployed.
Symbotic Inc. (SYM) reported an insider equity transaction by its Chief Technology Officer, James Kuffner. On November 23, 2025, 38,988 restricted stock units (RSUs) converted into the company’s Class A common stock on a one-for-one basis, increasing his directly held Class A share position to 38,988 shares.
These RSUs are part of a grant of 116,977 RSUs originally awarded on November 23, 2024. One-third of the grant vested on November 23, 2025, and the remaining two-thirds, or 77,989 RSUs, continue to vest in equal quarterly installments, subject to his continued service with the company.