David A. Ladensohn - 07 Aug 2024 Form 4 Insider Report for Symbotic Inc. (SYM)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
16 Jun 2025, 18:53:27 UTC
Prior SEC filing
24 May 2024
Next SEC filing
21 May 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Corey Dufresne, Attorney-in-Fact for David A. Ladensohn

Key filing fact

David A. Ladensohn filed Form 4 for Symbotic Inc. (SYM) on 16 Jun 2025.

Key facts

  • This page summarizes David A. Ladensohn's Form 4 filing for Symbotic Inc. (SYM).
  • 8 reported transactions and 6 derivative rows are listed below.
  • Accepted by SEC: 16 Jun 2025, 18:53.

Change

  • Previous filing in this sequence was filed on 24 May 2024.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001932967 Primary reporting owner

Ladensohn David A

Relationship
10%+ Owner
Address
C/O SYMBOTIC INC., 200 RESEARCH DRIVE, WILMINGTON
Signature
/s/ Corey Dufresne, Attorney-in-Fact for David A. Ladensohn
Signature date
16 Jun 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SYM transaction

Class V-3 Common Stock

Other

Transaction value
$0
Shares
-7,762
Change %
-0.06%
Price
$0.000000
Shares after
12,469,262
Date
07 Aug 2024
Ownership
By The 2014 QSST F/B/O Perry Cohen
Footnotes
F1, F2
SYM transaction

Class V-3 Common Stock

Other

Transaction value
$0
Shares
-1,000,000
Change %
-8.6%
Price
$0.000000
Shares after
10,615,154
Date
07 Aug 2024
Ownership
By The 2014 QSST F/B/O Rachel Cohen Kanter
Footnotes
F3, F4
SYM transaction

Class V-1 Common Stock

Other

Transaction value
$0
Shares
-71,500
Change %
-16%
Price
$0.000000
Shares after
384,222
Date
12 Jun 2025
Ownership
By The 2014 QSST F/B/O Perry Cohen
Footnotes
F2, F5
SYM transaction

Class V-1 Common Stock

Other

Transaction value
$0
Shares
-71,500
Change %
-16%
Price
$0.000000
Shares after
375,378
Date
12 Jun 2025
Ownership
By The 2014 QSST F/B/O Rachel Cohen Kanter
Footnotes
F4, F6
SYM holding

Class V-1 Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
520,835
Date
07 Aug 2024
Ownership
By The Jill Cohen Mill Trust
Footnotes
F7
SYM holding

Class V-3 Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
13,858,144
Date
07 Aug 2024
Ownership
By The Jill Cohen Mill Trust
Footnotes
F7
SYM holding

Class V-3 Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
151,561,831
Date
07 Aug 2024
Ownership
By The RBC Millennium Trust
Footnotes
F8

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

SYM transaction Derivative

Symbotic Holdings Units

Other

Transaction value
Shares
-7,762
Change %
-0.06%
Price
Shares after
12,924,984
Date
07 Aug 2024
Ownership
By The 2014 QSST F/B/O Perry Cohen
Underlying class
Class A Common Stock
Underlying amount
7,762
Exercise price
Footnotes
F1, F2, F9
SYM transaction Derivative

Symbotic Holdings Units

Other

Transaction value
Shares
-1,000,000
Change %
-8.3%
Price
Shares after
11,062,032
Date
07 Aug 2024
Ownership
By The 2014 QSST F/B/O Rachel Cohen Kanter
Underlying class
Class A Common Stock
Underlying amount
1,000,000
Exercise price
Footnotes
F3, F4, F9
SYM transaction Derivative

Symbotic Holdings Units

Other

Transaction value
Shares
-71,500
Change %
-0.55%
Price
Shares after
12,853,484
Date
12 Jun 2025
Ownership
By The 2014 QSST F/B/O Perry Cohen
Underlying class
Class A Common Stock
Underlying amount
71,500
Exercise price
Footnotes
F2, F5, F9
SYM transaction Derivative

Symbotic Holdings Units

Other

Transaction value
Shares
-71,500
Change %
-0.65%
Price
Shares after
10,990,532
Date
12 Jun 2025
Ownership
By The 2014 QSST F/B/O Rachel Cohen Kanter
Underlying class
Class A Common Stock
Underlying amount
71,500
Exercise price
Footnotes
F4, F6, F9
SYM holding Derivative

Symbotic Holdings Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
14,378,979
Date
07 Aug 2024
Ownership
By The Jill Cohen Mill Trust
Underlying class
Class A Common Stock
Underlying amount
14,378,979
Exercise price
Footnotes
F7, F9
SYM holding Derivative

Symbotic Holdings Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
151,561,831
Date
07 Aug 2024
Ownership
By The RBC Millennium Trust
Underlying class
Class A Common Stock
Underlying amount
151,561,831
Exercise price
Footnotes
F8, F9
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 9 footnotes

Footnote F1

On August 7, 2024, the 2014 QSST F/B/O Perry Cohen distributed 7,762 shares of Class V-3 common stock and an equal number of paired Symbotic Holdings Units to the beneficiary of the trust. 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

On August 7, 2024, the 2014 QSST F/B/O Rachel Cohen Kanter distributed 1,000,000 shares of Class V-3 common stock and an equal number of paired Symbotic Holdings Units to the beneficiary of the trust. 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 F4

David A. Ladensohn may be considered the beneficial owner of shares of securities held of record by the 2014 QSST F/B/O Rachel Cohen Kanter, 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

On June 12, 2025, the 2014 QSST F/B/O Perry Cohen distributed 71,500 shares of Class V-1 common stock and an equal number of paired Symbotic Holdings Units to the beneficiary of the trust. 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

On June 12, 2025, the 2014 QSST F/B/O Rachel Cohen Kanter distributed 71,500 shares of Class V-1 common stock and an equal number of paired Symbotic Holdings Units to the beneficiary of the trust. 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 F7

David A. Ladensohn may be considered the beneficial owner of shares of securities held of record by the Jill Cohen Mill 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 owners of such securities for purposes of Section 16 of the Exchange Act or for any other purpose.

Footnote F8

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 F9

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.

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