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. filed a current report to describe several personnel-related agreements involving its wholly owned subsidiary, Symbotic LLC. The report notes a letter of intent with Michael Dunn dated January 23, 2025, an offer letter with James Kuffner dated June 10, 2024, an addendum to that offer letter dated October 1, 2024, and a separate letter regarding a corporate apartment with Mr. Kuffner dated June 6, 2025.
The company is making these contracts publicly available by filing them as exhibits to the report, allowing investors to review the full terms of the Dunn letter of intent and the various Kuffner agreements.
Symbotic Inc. chief strategy officer William M. Boyd III reported an acquisition of company stock. On 01/12/2026, he acquired 10,723 shares of Symbotic Inc. Class A common stock at a price of $0 per share. Following this transaction, he beneficially owns 29,922 shares of Class A common stock in direct ownership, as reported in this Form 4 filing.
An insider of SYM filed a notice to sell 2,235 shares of Class A Common stock through Morgan Stanley Smith Barney LLC on or about 01/13/2026 on the NASDAQ market. The filing lists an aggregate market value of $162,984.25 for this planned sale, compared with 113,614,046 shares of the same class outstanding. These shares were acquired on 01/12/2026 as restricted stock vesting under a registered plan, with services rendered as the form of payment. The notice also details multiple prior sales of SYM Class A Common by Michael D. Dunn over the past three months, including transactions in October, November and December 2025 and early January 2026.
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.