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.
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RBC Millennium GST Non-Exempt Trust filed an initial Statement of Beneficial Ownership (Form 3) for Symbotic (SYM), reporting significant holdings following a distribution from The RBC 2021 4 Year GRAT on June 12, 2025. The trust is classified as a 10% owner of Symbotic.
Key holdings include:
- 2,292,405 shares of Class V-1 Common Stock (1 vote per share)
- 163,355,074 shares of Class V-3 Common Stock (3 votes per share)
- 165,647,479 Restricted Stock Units convertible into Class A Common Stock
The securities were received as part of the GRAT Remainder distribution following the termination of The RBC 2021 4 Year GRAT on March 31, 2025. Both Class V-1 and V-3 shares have no economic rights but differ in voting power. These shares, combined with Symbotic Holdings Units, are redeemable on a one-for-one basis for Class A Common Stock.
The RBC Millennium GST Non-Exempt Trust has filed a Schedule 13D disclosing a significant 60.3% beneficial ownership stake in Symbotic Inc.'s Class A common stock. The trust received 165,647,479 shares through a distribution from The RBC 2021 4 Year GRAT on June 12, 2025, consisting of:
- 163,355,074 shares of Class V-3 common stock (3 votes per share)
- 2,292,405 shares of Class V-1 common stock (1 vote per share)
- Equal number of OpCo Units
Both share classes are convertible 1:1 into Class A common stock. The trust was established for Janet L. Cohen and her children's benefit. On a fully diluted basis, the trust owns 28.1% of Symbotic's total outstanding stock. The trust is party to a Tax Receivable Agreement requiring Symbotic to pay 85% of certain tax savings to agreement holders. The filing indicates potential future discussions regarding company strategy, governance, and value enhancement initiatives.
Director Merline Saintil of Symbotic has reported a sale of 600 shares of Class A Common Stock at a price of $37 per share on June 20, 2025. The transaction was executed through a pre-planned Rule 10b5-1 trading plan established on February 25, 2025.
Following the transaction, Saintil retains beneficial ownership of 77,413 shares held directly. The sale represents a minor reduction in the director's holdings, suggesting routine portfolio management rather than a significant shift in position.
Key details:
- Transaction was conducted under a Rule 10b5-1 trading plan, demonstrating pre-planned nature of the sale
- Total transaction value: $22,200
- Form 4 filed within required reporting timeline
- No derivative securities transactions reported
Chief Strategy Officer William M. Boyd III of Symbotic reported multiple sales of Class A Common Stock on June 16, 2025, executed through a pre-established Rule 10b5-1 trading plan from August 29, 2024. The transactions included:
- 600 shares sold at average price of $29.66 (range $29.05-$29.95)
- 700 shares sold at average price of $30.62 (range $30.20-$31.17)
- 1,000 shares sold at average price of $32.01 (range $31.43-$32.22)
- 155 shares sold at average price of $32.48 (range $32.45-$32.49)
Following these transactions totaling 2,455 shares, Boyd retains direct beneficial ownership of 34,544 shares of Class A Common Stock. The sales were executed in multiple tranches at progressively higher price points, suggesting a strategic liquidation approach.
Director Transaction Alert: Symbotic (SYM) Director Daniela L. Rus executed a planned sale of 1,000 shares of Class A Common Stock on June 16, 2025, at a price of $30 per share. The transaction was conducted under a Rule 10b5-1 trading plan established on February 24, 2025.
Following the disposition, Rus maintains direct beneficial ownership of 26,435 shares of Class A Common Stock. The transaction was executed according to a pre-established trading plan, demonstrating compliance with insider trading regulations.
- Transaction Type: Sale (S)
- Trading Plan: Rule 10b5-1 compliant
- Ownership Type: Direct
- Filing Date: June 28, 2025
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