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. 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.
Symbotic Inc. director Todd Krasnow reported an open-market sale by an affiliated entity of 2,000 shares of Class A Common Stock on March 9, 2026. The shares were sold indirectly through Inlet View, Inc. in multiple trades at prices between $46.334 and $50.052 per share under a pre-arranged Rule 10b5-1 trading plan entered into on December 8, 2025.
To facilitate the sale, 2,000 Symbotic Holdings Units were redeemed on a one-for-one basis for 2,000 Class A shares, and 2,000 paired shares of Class V-1 Common Stock were canceled; the Class V-1 shares carry voting rights but no economic rights. After these transactions, filings show Krasnow-related holdings including 194,036 Symbotic Holdings Units directly and 180,000 Symbotic Holdings Units indirectly through his spouse, plus 10,345 Class A shares held directly and 40,000 Class A shares held indirectly via a trust, as well as substantial Class V-1 holdings. The filing notes that Krasnow disclaims beneficial ownership of certain indirect positions except to the extent of his pecuniary interest.
Michael Dunn reported multiple 10b5-1 sales of Common Stock under Form 144, executed through Morgan Stanley Smith Barney LLC. The filing lists sales on 02/25/2026 (4,274 shares, $240,684.33), 02/24/2026 (15,040 shares, $841,087.94), 02/11/2026 (2,593 shares, $152,311.78), 01/28/2026 (3,051 shares, $168,128.71), 01/26/2026 (8,470 shares, $509,091.89), 01/14/2026 (1,363 shares, $93,883.44), 12/31/2025 (1,012 shares, $60,689.64), and 12/17/2025 (1,190 shares, $74,601.10).
The sales are identified as 10b5-1 plan transactions in the filing and were processed through Morgan Stanley Smith Barney LLC; timing and plan status are disclosed alongside each sale date.
Symbotic Inc. director Ross Andrew D reported equity-based compensation and a vesting event on March 5, 2026. He received a grant of 4,738 restricted stock units (RSUs), each representing a contingent right to one share of Class A common stock.
These 4,738 RSUs vest in full upon the earliest of March 5, 2027, the company’s 2027 annual stockholder meeting, or a change of control, subject to his continued service. On the same date, an earlier grant of 5,104 RSUs from August 26, 2025 was fully exercised, converting one-for-one into 5,104 shares of Class A common stock, reflecting equity awards rather than open-market purchases.