Key facts
- This page summarizes David A. Ladensohn's Form 4 filing for Symbotic Inc. (SYM).
- 3 reported transactions and 4 derivative rows are listed below.
- Accepted by SEC: 19 May 2026, 21:18.
Key filing fact
Ownership activity is grounded in SEC Form 4 disclosures.
Shares, units, or other non-derivative securities reported in this filing.
Other
Other
No transaction description listed
No transaction description listed
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Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
Other
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Additional SEC filing notes
Footnote F1
On May 15, 2026, the 2014 QSST F/B/O Perry Cohen (the "2014 QSST") distributed 384,222 shares of Class V-1 common stock, 12,469,262 shares of Class V-3 common stock and 12,853,484 paired Symbotic Holdings Units to other trusts for the benefit of the beneficiary of the 2014 QSST at the instruction of the trustee of the 2014 QSST. Mr. Ladensohn disclaims beneficial ownership of such securities. The filing of this Form 4 shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Exchange Act or for any other purpose.
Footnote F2
David A. Ladensohn may be considered the beneficial owner of shares of securities held of record by the 2014 QSST F/B/O Perry Cohen, in which Mr. Ladensohn is a trustee. Mr. Ladensohn disclaims beneficial ownership of such securities. The filing of this Form 4 shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Exchange Act or for any other purpose.
Footnote F3
David A. Ladensohn may be considered the beneficial owner of shares of securities held of record by the Tilia MillTrust, in which Mr. Ladensohn is a co-trustee. Mr. Ladensohn disclaims beneficial ownership of such securities. The filing of this Form 4 shall not be deemed an admission that the Reporting Person is the beneficial owners of such securities for purposes of Section 16 of the Exchange Act or for any other purpose.
Footnote F4
David A. Ladensohn may be considered the beneficial owner of shares of securities held of record by the Serenade QSST Trust, in which Mr. Ladensohn is a trustee. Mr. Ladensohn disclaims beneficial ownership of such securities. The filing of this Form 4 shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Exchange Act or for any other purpose.
Footnote F5
David A. Ladensohn may be considered the beneficial owner of securities held of record by The RBC Millennium Trust, in which Mr. Ladensohn is a co-trustee. Mr. Ladensohn disclaims beneficial ownership of such securities. The filing of this Form 4 shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Exchange Act or for any other purpose.
Footnote F6
The term "Symbotic Holdings Units" is used herein to represent limited liability company units of Symbotic Holdings and an equal number of paired shares of Class V-1 Common Stock or Class V-3 Common Stock of the Issuer, which, pursuant to the limited liability company agreement of Symbotic Holdings, are together redeemable by the holder on a one-for-one basis for a share of Class A Common Stock of the Issuer, subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions, and in accordance with other terms and conditions set forth in Symbotic Holdings' Second Amended and Restated Limited Liability Company Agreement, dated as of June 7, 2022. Upon redemption, the Issuer will cancel the Symbotic Holdings Units and cancel and retire for no consideration the redeemed shares of Class V-1 Common Stock or Class V-3 Common Stock, as applicable.