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.
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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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