SYM Form 4: Director reports 13,500-share insider sale
Rhea-AI Filing Summary
Symbotic Inc. (SYM) director reports insider sales. A Form 4 discloses that on 10/16/2025 the reporting person sold a total of 13,500 shares of Class A Common Stock across three indirect accounts.
Transactions: 3,000 shares by a Roth IRA at an average price of $74.4904 (prices ranged $74.49–$74.56); 7,500 shares by Ladensohn Family Investments, Ltd. at an average price of $74.5317 (range $74.49–$74.73); and 3,000 shares related to a spousal trust at an average price of $74.1717 (range $74.17–$74.21).
Following these sales, reported indirect holdings were 2,000 shares by the Roth IRA, 2,500 shares by Ladensohn Family Investments, Ltd., and 2,000 shares via the spousal trust. The filing notes the director relationship and includes standard beneficial ownership disclaimers for the partnership and spousal trust interests.
Positive
- None.
Negative
- None.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Class A Common Stock | 3,000 | $74.4904 | $223K |
| Sale | Class A Common Stock | 7,500 | $74.5317 | $559K |
| Sale | Class A Common Stock | 3,000 | $74.1717 | $223K |
Footnotes (1)
- In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $74.49 to $74.56, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $74.49 to $74.73, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The Reporting Person may be considered the beneficial owner of shares of Class A Common Stock held directly by Ladensohn Family Investments, Ltd., of which he is one of the general partners. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $74.17 to $74.21, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The Reporting Person may be considered to have an indirect pecuniary interest in shares of Class A Common Stock held by the Alice C. Panitz Residuary Trust, in which the Reporting Person's spouse has a pecuniary interest. Mr. Ladensohn does not have voting or investment control over the shares and disclaims beneficial ownership of the shares held by the Alice C. Panitz Residuary Trust except to the extent that Mr. Ladensohn may be considered to have an indirect pecuniary interest therein. The filing of this Form 4 shall not be deemed an admission that the Reporting Person is the beneficial owner of the spousal shares for purposes of Section 16 of the Exchange Act or for any other purpose.
FAQ
What did Symbotic (SYM) disclose in this Form 4?
What are the remaining indirect holdings after these SYM sales?
What is the reporting person’s relationship to Symbotic (SYM)?
Were the SYM sales reported as multiple trades within price ranges?
How was ownership reported for the different SYM accounts?