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.
SYM reports a proposed sale of 2,335 shares of Common stock tied to restricted stock vesting under a registered plan, scheduled 04/23/2026. The filing notes prior sales by Maria G. Freve of 8,306 shares on 01/28/2026 and 6,667 shares on 01/26/2026, with proceeds of $457,715.23 and $399,956.88, respectively.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice reporting the proposed sale of 37,860 shares of Common Stock relating to restricted stock vesting under a registered plan on 04/23/2026. The filing lists an aggregate value of $2,270,539.92 and shows 125,753,388 shares outstanding as of 04/24/2026.
MIRIAM ORT submitted a Form 144 notice for proposed sale of 4,089 shares of Common Stock, tied to restricted stock vesting under a registered plan; the sale date listed is 04/23/2026. The filing also records that 17,073 shares were sold on 01/27/2026 with dollar amounts shown alongside each transaction.
Symbotic Inc. director-linked entity Inlet View, Inc. sold 2,000 shares of Class A Common Stock on April 6, 2026 under a pre-arranged Rule 10b5-1 trading plan. The sales were executed in open-market transactions of 1,859 shares at $53.2368 and 141 shares at $53.7364.
To fund the sale, Inlet View, Inc. redeemed 2,000 Symbotic Holdings Units, each paired with one share of Class V-1 Common Stock. In connection with this redemption, Symbotic Holdings canceled the 2,000 units and the issuer canceled and retired 2,000 shares of Class V-1 Common Stock for no consideration.
After these transactions, the filing shows Todd Krasnow associated with substantial remaining interests, including Symbotic Holdings Units convertible into 194,036 Class A shares directly and 180,000 indirectly through his spouse, as well as additional direct and trust-held Class A and Class V-1 shares.
Symbotic Inc. director Charles Kane executed a small, pre-planned share sale and related internal restructuring of his holdings. On April 1, 2026, he sold 2,000 shares of Class A Common Stock at $53.74 per share under a Rule 10b5-1 trading plan and held 89,852 Class A shares afterward.
In connection with this sale, he redeemed 2,000 Symbotic Holdings Units on a one-for-one basis for Class A shares, and the corresponding 2,000 shares of Class V-1 Common Stock, which carry voting but no economic rights, were canceled and retired for no consideration. Following these transactions, he continued to directly hold 593,353 Symbotic Holdings Units and an equal number of paired Class V-1 shares.
Symbotic Inc. Chief Strategy Officer William M. Boyd III sold 5,115 shares of Class A Common Stock in open-market transactions. The sales on April 1, 2026 were executed under a pre-arranged Rule 10b5-1 trading plan adopted on August 19, 2025. After the transactions, he directly holds 61,679 shares, indicating a relatively small reduction in his overall position.
Symbotic Inc. filing shows an amendment to a Schedule 13G/A by The Vanguard Group reflecting an internal realignment and disaggregation of reporting units. The filing states Vanguard and related subsidiaries now report separately and that The Vanguard Group reports 0 shares beneficially owned of Symbotic common stock and 0% of the class. The disclosure references the internal realignment effective January 12, 2026 and is signed on 03/27/2026.
Michael Dunn reported open-market sales of Common Stock under a Rule 144 notice, executed pursuant to a 10b5-1 plan. The filing lists multiple transactions between 12/31/2025 and 03/11/2026, including sales of 15,040 shares on 02/24/2026 and 8,470 shares on 01/26/2026.
The entries show per-trade share counts and gross proceeds for each date; the sales are presented as 10b5-1 plan transactions in the excerpt.
Symbotic Inc. director Merline Saintil sold 3,414 shares of Class A Common Stock in open‑market transactions under a pre‑arranged Rule 10b5-1 trading plan. The sales on March 11, 2026 were executed at prices ranging from about $50 to $52 per share, leaving her with 75,344 shares owned directly.
Symbotic Inc. director Charles Kane reported a preplanned sale of 4,000 shares of Class A Common Stock. On March 9, 2026, he sold these shares in open-market transactions at prices including $46.3975, $47.5047, $48.1836 and $50.1013 per share under a Rule 10b5-1 trading plan adopted on December 8, 2025.
In connection with the sale, Kane redeemed 4,000 Symbotic Holdings Units, each paired with a share of Class V-1 Common Stock, for an equal number of Class A shares. Following the transactions, he directly owns 89,852 shares of Class A Common Stock and 595,353 Symbotic Holdings Units.