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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) Form 4: CFO Carol J. Hibbard exercised 14,253 previously granted restricted stock units (RSUs) on 08/03/2025, converting them 1-for-1 into Class A shares. To satisfy mandatory tax-withholding, she executed a same-day “sell-to-cover� of 6,293 shares on 08/04/2025 at a volume-weighted average price of $55.4225 (range $55.27-$55.89). After the transactions, Hibbard directly owns 68,264 Class A shares and holds 71,259 unvested/vested RSUs.

The RSUs stem from a November 3 2023 grant of 171,027 units that vest 1/3 after one year and quarterly thereafter, subject to continued service. The filing states the sales were non-discretionary and solely for tax obligations, limiting their valuation signal. No other insider participated and no additional derivative activity was reported.

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Rhea-AI Summary

Symbotic Inc. (SYM) Form 4: CFO Carol J. Hibbard exercised 14,253 previously granted restricted stock units (RSUs) on 08/03/2025, converting them 1-for-1 into Class A shares. To satisfy mandatory tax-withholding, she executed a same-day “sell-to-cover� of 6,293 shares on 08/04/2025 at a volume-weighted average price of $55.4225 (range $55.27-$55.89). After the transactions, Hibbard directly owns 68,264 Class A shares and holds 71,259 unvested/vested RSUs.

The RSUs stem from a November 3 2023 grant of 171,027 units that vest 1/3 after one year and quarterly thereafter, subject to continued service. The filing states the sales were non-discretionary and solely for tax obligations, limiting their valuation signal. No other insider participated and no additional derivative activity was reported.

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Form 4 shows KLA Corp. (KLAC) EVP & CFO Bren D. Higgins settling tax withholdings triggered by scheduled RSU vesting, not an open-market trade. Two Code “Fâ€� transactions were reported:

  • 08/03/25: 722.381 shares withheld at $886.64 after 25 % of a 5,828-unit 2023 RSU grant vested.
  • 08/04/25: 738.743 shares withheld at the same price following 25 % vesting of a 5,961-unit 2022 RSU grant.

Post-withholding, Higgins directly owns 23,182.006 KLAC shares, including 13,213.912 unvested RSUs. Because Code “F� indicates share retention for taxes, the filing is routine and signals no directional change in insider sentiment or corporate outlook.

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Q2-25 snapshot: Ivanhoe Electric (IE) generated $1.1 million revenue (+98% YoY) from its data-processing subsidiary, yielding $0.8 million gross profit. Exploration spend dropped 62% to $14.1 million as Santa Cruz drilling wound down after the Preliminary Feasibility Study (PFS); G&A slid 9% to $9.7 million. Net loss to common shareholders narrowed 49% to $23.9 million ($0.18/sh); six-month loss fell 47% to $54.4 million.

Balance sheet: Cash & equivalents rose to $88.1 million from $41.0 million at year-end, driven by a $65.8 million February equity/warrant offering. Working capital improved to $77.1 million and equity to $310.8 million. Debt comprises a $38.1 million Santa Cruz land note (prime + 1%) and a $32.3 million VRB 8% convertible bond (matures Jul-26); total liabilities fell 5% to $89.7 million.

Project milestones: The June PFS for the Santa Cruz Copper Project projects 1.4 Mt copper cathode over 23 years with after-tax NPV8 US$1.4 billion, 20% IRR and US$1.24 billion initial capex; financing talks are under way. Subsidiary Cordoba agreed to sell its remaining 50 % Alacrán stake to JCHX for up to US$128 million, contingent on EIA approval and shareholder vote. VRB’s buyer Red Sun missed a US$10 million installment; US$5 million is now expected by Aug-31 and US$5 million by Oct-31.

Outlook: Management believes current liquidity funds operations for �12 months; a construction decision at Santa Cruz would accelerate external financing needs.

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Symbotic Inc. (SYM) affiliate Inlet View, Inc. has filed Form 144 to sell up to 12,000 Class A shares through Goldman Sachs on or after 08/04/2025. The proposed sale’s aggregate market value is $678,840, equal to roughly 0.01 % of the 109,080,019 shares outstanding, implying minimal dilution risk.

The shares were originally acquired in the May 2022 public offering. Over the past three months the same entity already sold 12,000 shares in three tranches, generating $423,052.40 in gross proceeds. Per Rule 144, the filer affirms it possesses no undisclosed adverse information. The notice contains no operational, financial, or strategic updates; it is strictly a disclosure of a routine, small-scale insider sale.

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Filing
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Form 144 filed for Symbotic Inc. (SYM) discloses planned insider sales under Rule 144.

  • Seller: Carol Hibbard (relationship not specified).
  • Securities: 6,293 common shares.
  • Planned sale value: US$348,774.18 based on market price.
  • Approx. sale date: 04 Aug 2025 via NASDAQ; broker Morgan Stanley Smith Barney.
  • Source of shares: Restricted-stock vesting on 03 Aug 2025 under a registered plan; no cash payment required.
  • Outstanding shares: 109,080,019, so proposed sale equals roughly 0.006% of float.
  • Recent activity: Same insider sold 4,628 shares on 06 May 2025 for $104,664.70 gross proceeds.

The notice merely signals intent; execution is not guaranteed. Given the immaterial size relative to SYM’s float, the filing is unlikely to have a meaningful impact on valuation but may be monitored as part of broader insider-trading trends.

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Amendment No. 2 to Schedule 13G, filed 31-Jul-2025, details the passive stakes that Millennium-affiliated entities hold in UWM Holdings Corporation (UWMC) Class A common stock (CUSIP 91823B109).

  • Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander each report shared voting and dispositive power over 4,974,748 shares, representing 2.5 % of outstanding shares.
  • Integrated Core Strategies (US) LLC reports shared power over 1,711,462 shares, or 0.8 % of the float.
  • No filer possesses sole voting or dispositive power; all positions are held via investment vehicles managed or controlled by Millennium.
  • All reporting persons certify ownership of <5 % and affirm the holdings are not intended to influence control of UWMC.

The event date prompting the filing is 30-Jun-2025. Each percentage assumes exercise of any warrants exercisable within 60 days, in accordance with Rule 13d-3.

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Gabelli-affiliated investment vehicles filed a Schedule 13D on 28 Jul 2025 disclosing ownership of 251,650 Series A shares of DallasNews Corp. (DALN), representing 5.31 % of the 4.74 million shares outstanding.

  • Gabelli Funds: 105,350 sh (2.22%)
  • Gabelli & Co Investment Advisers (GCIA): 90,800 sh (1.92%)
  • GAMCO Asset Management: 45,000 sh (0.95%)
  • Teton Advisors: 10,500 sh (0.22%)

The group spent approximately $3.06 million accumulating shares between 8 Jul � 24 Jul 2025 at prices ranging $4.50 to $16.01, funded largely through client accounts. Although reported on a 13D (non-passive) basis, the filing states the investors do not currently seek control of DALN; future buying or selling will depend on ongoing analysis of the company’s operations, valuation and market conditions.

The investors outline typical value-oriented governance preferences (support for cumulative voting, opposition to poison pills, etc.) and note that voting power above 25% would be delegated to independent committees. Their presence introduces an experienced shareholder that may influence strategic dialogue, but immediate operational changes are not signalled.

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Symbotic Inc. (SYM) filed a Form 4 showing that VP, Controller & Chief Accounting Officer Maria G. Freve converted 1,144 restricted stock units into Class A common stock on 07/23/2025 (code M). To meet withholding taxes, she executed a mandated “sell-to-coverâ€� of 478 shares at a volume-weighted average price of $54.7299, inside a $54.63â€�$54.79 range (code S). No discretionary buying or selling occurred.

Following the transactions, Freve directly owns 3,312 shares and 8,008 unvested RSUs. The RSUs stem from a 13,727-unit grant dated 04/23/2024 that vests one-third on 04/23/2025 and the balance quarterly thereafter, keeping the executive’s equity stake largely intact. Overall, the filing reflects routine tax-related activity rather than a shift in insider sentiment, leaving Symbotic’s governance and share-supply dynamics essentially unchanged.

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Rhea-AI Summary

Symbotic Inc. (SYM) filed a Form 4 showing that VP, Controller & Chief Accounting Officer Maria G. Freve converted 1,144 restricted stock units into Class A common stock on 07/23/2025 (code M). To meet withholding taxes, she executed a mandated “sell-to-coverâ€� of 478 shares at a volume-weighted average price of $54.7299, inside a $54.63â€�$54.79 range (code S). No discretionary buying or selling occurred.

Following the transactions, Freve directly owns 3,312 shares and 8,008 unvested RSUs. The RSUs stem from a 13,727-unit grant dated 04/23/2024 that vests one-third on 04/23/2025 and the balance quarterly thereafter, keeping the executive’s equity stake largely intact. Overall, the filing reflects routine tax-related activity rather than a shift in insider sentiment, leaving Symbotic’s governance and share-supply dynamics essentially unchanged.

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FAQ

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

The current stock price of SYMBOTIC (SYM) is $63.21 as of August 5, 2025.

What is the market cap of SYMBOTIC (SYM)?

The market cap of SYMBOTIC (SYM) is approximately 5.5B.

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

5.55B
91.57M
16.02%
82.66%
13.59%
Specialty Industrial Machinery
General Industrial Machinery & Equipment, Nec
United States
WILMINGTON