Symbotic Inc (SYM)

Sector:
FINANCE
Industry:
GENERAL FINANCE
SIC:
CEO:
Richard B. Cohen
Employees:
200 RESEARCH DRIVE, WILMINGTON, MA, 01887
978-284-2800

Symbotic Inc., an automation technology company, provides robotics and technology to improve efficiency for retailers and wholesalers in the United States. It offers The Symbotic System, a full-service warehouse automation system that reduces costs, improves efficiency, and maximizes inventory. The company is based in Wilmington, Massachusetts.

Data derived from most recent annual or quarterly report
Market Cap 0 Shares Outstanding0 Avg 30-day Volume 153.855 Thousand
P/E Ratio0.0 Dividend Yield0.0 EPS0
Price to Revenue0.0 Debt to Equity0.0 EBITDA-117.823 Million
Price to Book Value0.0 Operating Margin-48.5807 Enterprise Value0
Current Ratio0.773 EPS Growth0 Quick Ratio0.653
1 Yr BETA 0.4792 52-week High/Low 28.48 / 8.75 Profit Margin-48.5541
Operating Cash Flow Growth188.1423 Altman Z-Score0.0 Free Cash Flow to Firm 347.959 Million
View SEC Filings from SYM instead.

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Funds Holding SYM (via 13F filings)

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Mutual Funds Holding SYM

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Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

5 Thousand total shares from 1 transactions

Exercise Derivative Conversion (M)

251 Thousand total shares from 6 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

BOYD WILLIAM M III CHIEF STRATEGY OFFICER

  • Officer
107,097 2023-01-23 5

DUNN MICHAEL DAVID SEE REMARKS

  • Officer
52,952 2023-01-23 6

DANIEL SANTHOSH P VICE PRESIDENT & CONTROLLER

  • Officer
57,188 2023-01-23 3

SAINTIL MERLINE

  • Director
72,500 2022-10-20 4

LOPARCO MICHAEL J CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
289,226 2022-08-17 3

WALMART INC.

  • 10% Owner
90,960,824 2022-08-02 4

KANE CHARLES

  • Director
1,528,706 2022-08-02 4

FORD ROLLIN L.

  • Director
2,455,860 2022-08-02 4

RHODIN MICHAEL D.

  • Director
1,528,706 2022-08-02 4

KRASNOW TODD

  • Director
2,510,138 2022-08-02 4

ERNST THOMAS C JR CHIEF FINANCIAL OFFICER

  • Officer
2,046,558 2022-08-02 4

COHEN RICHARD B SEE REMARKS

RJJRP HOLDINGS, INC.

RBC 2021 4 YEAR GRAT

  • Officer
  • Director
  • 10% Owner
417,992,037 2022-08-02 4

COHEN JANET L

RBC MILLENNIUM TRUST

  • 10% Owner
417,992,037 2022-08-02 3

LADENSOHN DAVID A

  • 10% Owner
216,288,805 2022-08-02 3

GEARWAR JACOB MICHAEL VP, FINANCE & ASST. TREASURER

  • Officer
0 2022-06-20 2

CARPENTER MICHAEL A

  • Director
0 2022-06-07 1

SVF II SPAC INVESTMENT 3 (DE) LLC

SVF II AGGREGATOR (JERSEY) L.P.

SOFTBANK VISION FUND II-2 L.P.

SB GLOBAL ADVISERS LTD

SVF II HOLDINGS (DE) LLC

  • 10% Owner
20,000,000 2022-06-07 1

SVF SPONSOR III (DE) LLC

  • 10% Owner
27,270,000 2022-06-07 2

GOVIL NAVNEET CHIEF FINANCIAL OFFICER

  • Officer
  • Director
0 2022-06-07 1

TOBIN MICHAEL

  • Director
0 2022-06-07 1

PIPILIS IOANNIS CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
0 2022-06-07 1

FALCONE CRISTIANA

  • Director
0 2022-06-07 1

PAREKH VIKAS JAYENDRA

  • Director
0 2022-06-07 1

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

DANIEL SANTHOSH P - Officer VICE PRESIDENT & CONTROLLER

2023-01-25 17:13:34 -0500 2023-01-23 A 57,188 a 57,188 direct

BOYD WILLIAM M III - Officer CHIEF STRATEGY OFFICER

2023-01-25 17:13:15 -0500 2023-01-23 A 105,904 a 105,904 direct

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-25 17:12:41 -0500 2023-01-23 A 52,952 a 52,952 direct

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-03 M 10,996 a 300,797 direct -2.5137 11.0762 11.0762 6 -2.5137 2

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-03 M 10,996 d 65,978 direct

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-03 M 15,333 d 61,334 direct

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-03 M 99,156 d 198,313 direct

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-03 F 4,327 $12.04 d 296,470 direct -2.5137 11.0762 11.0762 6 -2.5137 2

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-03 F 6,034 $12.04 d 289,801 direct -2.5137 11.0762 11.0762 6 -2.5137 2

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-03 M 15,333 a 295,835 direct -2.5137 11.0762 11.0762 6 -2.5137 2

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-03 F 39,018 $12.04 d 280,502 direct -2.5137 11.0762 11.0762 6 -2.5137 2

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-03 M 99,156 a 319,520 direct -2.5137 11.0762 11.0762 6 -2.5137 2

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-01 M 99,156 d 297,469 direct

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-01 M 15,333 d 76,667 direct

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-01 M 10,996 d 76,974 direct

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-01 F 4,327 $11.94 d 220,364 direct -2.5137 11.0762 11.0762 6 -2.5137 2

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-01 M 10,996 a 224,691 direct -2.5137 11.0762 11.0762 6 -2.5137 2

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-01 F 6,034 $11.94 d 213,695 direct -2.5137 11.0762 11.0762 6 -2.5137 2

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-01 M 15,333 a 219,729 direct -2.5137 11.0762 11.0762 6 -2.5137 2

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-01 F 39,699 $11.94 d 204,396 direct -2.5137 11.0762 11.0762 6 -2.5137 2

DUNN MICHAEL DAVID - Officer SEE REMARKS

2023-01-04 17:12:40 -0500 2023-01-01 M 99,156 a 244,095 direct -2.5137 11.0762 11.0762 6 -2.5137 2

BOYD WILLIAM M III - Officer CHIEF STRATEGY OFFICER

2023-01-25 17:13:15 -0500 2022-12-30 A 1,193 $10.15 a 1,193 direct

DUNN MICHAEL DAVID - Officer SEE REMARKS

2022-12-09 17:04:25 -0500 2022-12-07 S 5,000 $11.33 d 144,939 direct -1.9675 4.6193 4.6193 6 -1.9675 2

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
SYMBOTIC INC SYM 2023-01-26 22:15:03 UTC -59.8852 64.2052 200000
SYMBOTIC INC SYM 2023-01-26 21:45:03 UTC -59.8852 64.2052 200000
SYMBOTIC INC SYM 2023-01-26 21:15:04 UTC -59.8852 64.2052 200000
SYMBOTIC INC SYM 2023-01-26 20:45:03 UTC -59.8852 64.2052 200000
SYMBOTIC INC SYM 2023-01-26 20:15:04 UTC -59.8852 64.2052 200000
SYMBOTIC INC SYM 2023-01-26 19:45:03 UTC -59.8852 64.2052 200000
SYMBOTIC INC SYM 2023-01-26 19:15:04 UTC -59.8852 64.2052 200000
SYMBOTIC INC SYM 2023-01-26 18:45:03 UTC -59.8852 64.2052 200000
SYMBOTIC INC SYM 2023-01-26 18:15:04 UTC -59.8852 64.2052 200000
SYMBOTIC INC SYM 2023-01-26 17:45:04 UTC -59.8852 64.2052 200000
SYMBOTIC INC SYM 2023-01-26 17:15:04 UTC -59.8852 64.2052 200000
SYMBOTIC INC SYM 2023-01-26 16:45:03 UTC -27.3267 31.6467 200000
SYMBOTIC INC SYM 2023-01-26 16:15:04 UTC -27.3267 31.6467 200000
SYMBOTIC INC SYM 2023-01-26 15:45:03 UTC -27.3267 31.6467 200000
SYMBOTIC INC SYM 2023-01-26 15:15:04 UTC -27.3267 31.6467 200000
SYMBOTIC INC SYM 2023-01-26 14:45:04 UTC -30.0324 34.3524 200000
SYMBOTIC INC SYM 2023-01-26 14:15:03 UTC -30.0324 34.3524 150000
SYMBOTIC INC SYM 2023-01-26 13:45:03 UTC -30.0324 34.3524 150000
SYMBOTIC INC SYM 2023-01-26 13:15:04 UTC -30.0324 34.3524 100000
SYMBOTIC INC SYM 2023-01-26 12:45:04 UTC -30.0324 34.3524 100000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

No recent transactions

*** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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