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.
Symbotic Inc. (SYM) director David A. Ladensohn reported insider sales. On 10/09/2025, he sold a total of 23,000 shares of Class A Common Stock across three indirect accounts. The sales included 5,000 shares via a Roth IRA at a weighted average price of $66.80, 10,000 shares via Ladensohn Family Investments, Ltd. at a weighted average price of $66.8125, and 8,000 shares attributed to spousal holdings at a weighted average price of $66.6381.
Footnotes state these were multiple transactions aggregated for reporting, with price ranges of $66.80–$66.94 and $66.63–$66.74. The filer disclaims beneficial ownership for certain indirect holdings except to the extent of any pecuniary interest.
Todd Krasnow, a director of Symbotic Inc. (SYM), reported multiple transactions on 10/06/2025 that changed his direct and indirect holdings. Under a Rule 10b5-1 trading plan, he sold a total of 4,000 Class A Common Stock shares in several same-day trades at prices ranging roughly from $65.25 to $68.90, and redeemed 4,000 Symbotic Holdings Units for an equal number of Class A shares that were then sold. After the transactions, Inlet View, Inc., an entity where Mr. Krasnow is President and CEO, is reported to beneficially own 601,079 Class A shares indirectly. The filing also discloses additional Class A and Class V-1 holdings through trusts and the reporting person’s spouse, and clarifies disclaimers of beneficial ownership where applicable.
Symbotic Inc. Schedule 13D Amendment No. 6 updates beneficial ownership and a financing restriction. The Reporting Persons (Richard B. Cohen, RJJRP Holdings, Inc., and the Richard B. Cohen Revocable Trust) collectively hold 43,230,733 shares of Class V-3 common stock and 2,215,990 shares of Class V-1 common stock, each convertible one-for-one into Class A common stock. Assuming conversion of those shares, 45,446,723 Class A shares would be issuable to the Reporting Persons, representing 29.0% of Class A on that converted basis and 7.7% of total common stock on a fully diluted basis (using 590,493,305 total common shares). The amendment also discloses a Line of Credit Note dated September 19, 2025 between RJJRP Holdings, Inc. and JPMorgan Chase Bank N.A. that restricts creating liens or permitting transfers of Class A shares without the bank's consent and requires deposited proceeds or securities into an account at the bank.
Symbotic Inc. (SYM) insider William M. Boyd III reported the sale of 2,455 shares of Class A common stock on 09/15/2025. The transactions were executed under a pre-existing Rule 10b5-1 trading plan entered August 29, 2024, and were aggregated across multiple same-day sales at prices ranging roughly from $47.99 to $51.70 per share. Following these disposals, Mr. Boyd beneficially owned between 29,429 and 31,584 shares across the reported lines, with each line reflecting ownership after that specific sale. The Form 4 was signed by an attorney-in-fact on 09/17/2025.
Symbotic Inc. (SYM) Form 144 notice: An insider intends to sell 6,797 shares of common stock through Morgan Stanley Smith Barney, with an aggregate market value of $332,305.33. The sale is scheduled approximately for 09/11/2025 and the issuer has 111,314,938 shares outstanding. The filer reports acquiring the shares as Restricted Stock Units on 07/23/2024. The notice also lists two recent sales by the same person in the past three months: 2,184 shares on 07/24/2025 for $118,888.33 and 1,184 shares on 07/03/2025 for $54,316.47. The filing includes the broker's address but contains no additional remarks or signing date information.
Symbotic Inc. (SYM) Form 144 summary: This notice reports a proposed sale of 29,420 shares of Symbotic common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of $1,438,343.80, and an approximate sale date of 09/11/2025 on NASDAQ. The shares were acquired as restricted stock units on 01/23/2024 and the filer reports acquisition and payment dates of 01/23/2024. The filer, identified as Miriam Ort (address listed), sold 37,870 shares during the past three months for total gross proceeds of $1,498,547.16 across trades dated 06/12/2025, 07/24/2025, and 08/08/2025. The form includes the standard representation that the seller is not aware of undisclosed material adverse information.
Todd Krasnow, a director of Symbotic Inc. (SYM), reported transactions on September 3, 2025 under a Rule 10b5-1 trading plan. He redeemed 4,000 Symbotic Holdings Units for an equal number of Class A shares and sold those Class A shares the same day. The sales were executed in multiple transactions at prices ranging from $44.935 to $46.3375 per share. The filing discloses indirect holdings across related entities: 605,079 Class V-1 shares held by Inlet View, Inc., 40,000 Class A shares held by trusts, and 180,000 Class V-1 shares held indirectly by his spouse and an irrevocable trust.
Symbotic Inc. (SYM) director Andrew D. Ross received restricted stock unit grants recorded on Form 4. The filing shows two grants totaling 12,809 restricted stock units that each convert into one share of Class A common stock upon settlement.
The first grant of 5,104 RSUs vests in full upon the earliest of August 26, 2026, the 2026 annual meeting, or a change of control, subject to continued service. The second grant of 7,705 RSUs vests in three equal annual installments on August 26, 2026, 2027, and 2028, subject to continued service. Both grants have an effective transaction date of 08/26/2025 and report a $0 price per unit. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Ross on 08/28/2025.
Symbotic Inc. Form 3 (Initial Statement) shows that Andrew D. Ross is reported as a Director of Symbotic (SYM) with an event date of 08/26/2025. The filing lists a Wilmington, MA address and states no securities are beneficially owned by Mr. Ross at the time of this initial report. The form is signed by Corey Dufresne as Attorney-in-Fact on 08/28/2025 and includes a power of attorney exhibit (24.1).
Symbotic Inc. expanded its Board of Directors from eight to nine members and appointed Andrew Ross as a new director, effective August 26, 2025. Ross is President and Chief Operating Officer of Parker-Hannifin Corporation and brings extensive leadership experience from multiple senior roles since joining Parker-Hannifin in 1998. He will participate in Symbotic’s standard non-employee director compensation program and has entered into the company’s customary indemnification agreement.
The company also reported that on August 7, 2025, the SEC informed Symbotic it has concluded its previously disclosed investigation and does not intend to recommend an enforcement action. The investigation related to alleged violations of Rule 21F-17, the company’s 2024 revenue restatement for the year ended September 28, 2024, and certain other matters, and its closure removes this specific regulatory uncertainty.