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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.

Tracking automation trends is hard when Symbotic Inc’s SEC filings exceed 250 pages and bury key data on contract backlogs, hardware margins, and multi-year deployment risks. If you have ever asked, “Where do I find the Symbotic Inc quarterly earnings report 10-Q filing?� or searched for “Symbotic Inc insider trading Form 4 transactions,� you know the struggle of navigating EDGAR.

Stock Titan solves this. Our AI parses every Symbotic Inc document the moment it hits EDGAR, turning dense disclosures into clear, plain-English takeaways. Need a Symbotic Inc annual report 10-K simplified? We highlight revenue-recognition notes and robotics R&D spend. Curious about Symbotic Inc Form 4 insider transactions real-time? Get alerts within seconds, complete with visual trends of executive stock transactions. Even unexpected news drops are covered—our summaries of each Symbotic Inc 8-K material events explained show exactly how new contracts or supply-chain hiccups may impact forecasts.

Every filing type is here with context investors actually use:

  • 10-Q and 10-K sections linked to AI commentary for backlog growth analysis
  • Proxy statement executive compensation details tied to robotics performance targets
  • Symbotic Inc earnings report filing analysis that compares quarter-over-quarter segment margins
  • Instant access to understanding Symbotic SEC documents with AI—including footnotes on software licensing

Stop downloading PDFs row by row. Our real-time feed, expert insights, and machine-learning summaries mean Symbotic Inc SEC filings explained simply—so you can focus on whether the robots are driving returns.

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Symbotic Inc. (SYM) â€� Form 4 insider transaction

Chief Strategy Officer William M. Boyd III reported a series of related transactions on 10 July 2025 under a Rule 10b5-1 trading plan adopted 29 Aug 2024:

  • Redemption: 25,000 Symbotic Holdings Units and the paired 25,000 Class V-1 shares were redeemed one-for-one for 25,000 Class A shares.
  • Sale: The same day, Boyd sold 25,000 Class A shares at $49.00 per share, generating gross proceeds of about $1.23 million.
  • Post-trade holdings (direct): 34,544 Class A shares.
    Post-trade holdings (indirect): 250,000 Class V-1/Unit pairs via a 2025 Qualified Annuity Trust and 189,353 via a 2015 Revocable Trust.

The filing indicates continued sizeable ownership but a modest reduction of approximately 25,000 economic units. Because the disposition was executed under a pre-established 10b5-1 plan, the sale may carry less negative signaling than discretionary selling.

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Symbotic Inc. (SYM) â€� Form 4 insider transaction

Chief Strategy Officer William M. Boyd III reported a series of related transactions on 10 July 2025 under a Rule 10b5-1 trading plan adopted 29 Aug 2024:

  • Redemption: 25,000 Symbotic Holdings Units and the paired 25,000 Class V-1 shares were redeemed one-for-one for 25,000 Class A shares.
  • Sale: The same day, Boyd sold 25,000 Class A shares at $49.00 per share, generating gross proceeds of about $1.23 million.
  • Post-trade holdings (direct): 34,544 Class A shares.
    Post-trade holdings (indirect): 250,000 Class V-1/Unit pairs via a 2025 Qualified Annuity Trust and 189,353 via a 2015 Revocable Trust.

The filing indicates continued sizeable ownership but a modest reduction of approximately 25,000 economic units. Because the disposition was executed under a pre-established 10b5-1 plan, the sale may carry less negative signaling than discretionary selling.

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MSC Industrial Direct Co., Inc. (NYSE: MSM) â€� Form 144 filing discloses that insider Kimberly A. Shacklett intends to sell 2,130 common shares through Morgan Stanley Smith Barney on or about 07-10-2025. The shares were acquired the same day via stock-option exercise and have an aggregate market value of $193,191. A separate 10b5-1 sale of 2,129 shares on 07-09-2025 generated $192,887 of gross proceeds.

  • Total shares outstanding: 55,675,778 â€� the proposed sale equals roughly 0.004% of float.
  • Broker: Morgan Stanley Smith Barney LLC, New York.
  • Rule 144 / 10b5-1: Filing certifies no undisclosed adverse information and that trades follow a written trading plan.

The filing signals routine liquidity management by an insider rather than a strategic corporate action. Given the very small percentage of shares involved and lack of operational disclosures, market impact should be minimal, though some investors view any insider selling as a modestly negative sentiment indicator.

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Federal Agricultural Mortgage Corporation (Farmer Mac) filed a Form 8-K disclosing a leadership change in its finance organization. On 8 July 2025, Executive Vice President & Chief Financial Officer (CFO) Aparna Ramesh notified the company she will resign effective 31 July 2025 to pursue another opportunity. The company states the departure is not related to any disagreement over accounting, reporting, internal controls or operations.

The Board has engaged an executive search firm to conduct a nationwide search for a permanent successor. In the interim, beginning 1 August 2025, Gregory N. Ramsey—currently Vice President & Chief Accounting Officer—will assume the role of principal financial officer. Ramsey, 61, has served as Farmer Mac’s principal accounting officer since 2013 and previously filled the interim CFO role from July 2019 to January 2020. No new compensatory arrangements were announced, and the filing reports no related-party transactions.

While a senior-level departure can introduce short-term uncertainty, the appointment of an experienced internal executive and the absence of accounting disputes help contain governance risk. There is no immediate financial impact disclosed, and all other terms of the company’s securities remain unchanged.

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Symbotic Inc. (SYM) â€� Form 4 insider transaction dated 07/07/2025

Director Todd Krasnow, through his vehicle Inlet View, Inc., redeemed 4,000 Symbotic Holdings Units paired with the same number of Class V-1 shares and received 4,000 Class A shares on a 1-for-1 basis. The Class A shares were immediately sold in three aggregated trades executed under a Rule 10b5-1 trading plan at weighted-average prices of $44.88�$47.48, generating total proceeds of roughly $0.18 million.

Post-transaction, Krasnow (directly and indirectly) still controls 633,079 Symbotic Holdings Units/paired Class V-1 shares and holds additional interests through family trusts totalling 50,000 Class A shares. His spouse and a 2024 irrevocable trust retain a further 180,000 Symbotic Holdings Units. The filing notes that Class V-1 shares carry voting rights but no economic interest and are retired when redeemed.

No new derivatives were acquired; the activity represents a modest reduction of the director’s overall economic stake and voting power. All sales were pre-scheduled, limiting concerns about information-driven trading.

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Form 144 filed for Roblox Corporation (NYSE: RBLX) discloses that insider Matthew D. Kaufman intends to sell up to 6,000 common shares on or about 3 July 2025 through Charles Schwab & Co. at an aggregate market value of $615,480. The block equals roughly 0.001 % of Roblox’s 629,990,658 shares outstanding.

The shares derive from equity compensation awards—restricted stock units that vested on 20 May 2023 (4,960 shares) and 20 Aug 2023 (1,040 shares). No cash consideration was paid when the awards vested.

Kaufman has been a frequent seller. During the past three months he executed six transactions totaling 51,021 shares for approximately $4.07 million in gross proceeds (dates: 3 Apr, 5 May, 15 May, 20 May, 5 Jun, 20 Jun 2025).

Under Rule 144, insiders must aggregate sales with other affiliates and certify that they possess no undisclosed material adverse information. The filing is LIVE, indicating an imminent transaction subject to customary Rule 144 volume and manner-of-sale limits.

While the upcoming sale is immaterial to Roblox’s float, ongoing disposals by a corporate insider can be monitored by investors as a potential sentiment signal.

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RBC Millennium GST Non-Exempt Trust filed an initial Statement of Beneficial Ownership (Form 3) for Symbotic (SYM), reporting significant holdings following a distribution from The RBC 2021 4 Year GRAT on June 12, 2025. The trust is classified as a 10% owner of Symbotic.

Key holdings include:

  • 2,292,405 shares of Class V-1 Common Stock (1 vote per share)
  • 163,355,074 shares of Class V-3 Common Stock (3 votes per share)
  • 165,647,479 Restricted Stock Units convertible into Class A Common Stock

The securities were received as part of the GRAT Remainder distribution following the termination of The RBC 2021 4 Year GRAT on March 31, 2025. Both Class V-1 and V-3 shares have no economic rights but differ in voting power. These shares, combined with Symbotic Holdings Units, are redeemable on a one-for-one basis for Class A Common Stock.

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The RBC Millennium GST Non-Exempt Trust has filed a Schedule 13D disclosing a significant 60.3% beneficial ownership stake in Symbotic Inc.'s Class A common stock. The trust received 165,647,479 shares through a distribution from The RBC 2021 4 Year GRAT on June 12, 2025, consisting of:

  • 163,355,074 shares of Class V-3 common stock (3 votes per share)
  • 2,292,405 shares of Class V-1 common stock (1 vote per share)
  • Equal number of OpCo Units

Both share classes are convertible 1:1 into Class A common stock. The trust was established for Janet L. Cohen and her children's benefit. On a fully diluted basis, the trust owns 28.1% of Symbotic's total outstanding stock. The trust is party to a Tax Receivable Agreement requiring Symbotic to pay 85% of certain tax savings to agreement holders. The filing indicates potential future discussions regarding company strategy, governance, and value enhancement initiatives.

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FAQ

What is the current stock price of SYMBOTIC (SYM)?

The current stock price of SYMBOTIC (SYM) is $54.18 as of July 17, 2025.

What is the market cap of SYMBOTIC (SYM)?

The market cap of SYMBOTIC (SYM) is approximately 5.1B.

What is the core business of Symbotic Inc?

Symbotic Inc develops and deploys advanced automation solutions for warehouses, integrating robotics and AI-powered software to streamline supply chain operations.

How does Symbotic generate revenue?

The company primarily earns revenue through the sale, deployment, and support of end-to-end automation systems that optimize warehouse efficiency for clients.

What industries benefit from Symbotic's solutions?

Symbotic's technologies are used by manufacturers, distributors, retail chains, and food & beverage companies, all of which benefit from improved operational efficiency.

How does Symbotic differentiate itself in the automation industry?

Symbotic stands out with its integrated approach, combining cutting-edge robotics, AI, and machine learning to deliver comprehensive, end-to-end automation systems that optimize speed, accuracy, and safety.

In which regions does Symbotic operate?

Symbotic operates primarily in North America, with major deployments and operations in the United States and Canada, supported by its headquarters in Wilmington, MA and offices in Montreal, QC.

What role does technology play in Symbotic's solutions?

Technology is at the heart of Symbotic's operations, where advanced sensors, high-density storage, and adaptive software work together to enhance the efficiency and safety of warehouse operations.

How does Symbotic impact the overall supply chain?

By automating repetitive tasks and optimizing warehouse workflows, Symbotic improves inventory accuracy, accelerates order fulfillment, and reduces operational costs, thereby transforming the economics of the supply chain.

What is the company's approach to continuous innovation?

Symbotic continuously invests in research and development to integrate new technologies like enhanced sensor arrays and machine learning algorithms, ensuring its systems remain at the forefront of warehouse automation.
SYMBOTIC INC

NASDAQ:SYM

SYM Rankings

SYM Stock Data

5.14B
91.58M
16.26%
82.99%
16.87%
Specialty Industrial Machinery
General Industrial Machinery & Equipment, Nec
United States
WILMINGTON