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SYMBOTIC INC SEC Filings

SYM NASDAQ

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.

Filing
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The filing reports a Rule 144 notice for the sale of 5,115 shares of common stock via restricted stock units. The sale occurred on 04/01/2026 and generated $286,377.60 in proceeds. The shares were tied to RSUs dated 01/23/2024 and the broker listed is Morgan Stanley Smith Barney LLC.

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Form 144 notice: 19,729 shares of Common stock were listed for sale in connection with restricted stock vesting under a registered plan on 04/23/2026. The filing lists prior sales by James J. Kuffner Jr. of 3,669 and 77,321 shares on 02/25/2026 and 01/26/2026, respectively.

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Michael D. Dunn reported proposed sales of Common stock under Form 144. The filing lists multiple share dispositions during the past three months, including restricted stock vesting under a registered plan dated 04/23/2026. The transactions are described as securities to be sold and prior sales are itemized with share counts and gross proceeds.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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FAQ

How many SYMBOTIC (SYM) SEC filings are available on StockTitan?

StockTitan tracks 142 SEC filings for SYMBOTIC (SYM), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for SYMBOTIC (SYM)?

The most recent SEC filing for SYMBOTIC (SYM) was filed on April 27, 2026.