SYM Insider Sale: David Ladensohn Disposes 15,000 Class A Shares
Rhea-AI Filing Summary
David A. Ladensohn, a director of Symbotic Inc. (SYM), reported sales of Class A Common Stock on 08/11/2025. The Form 4 shows dispositions of 5,000 shares and 10,000 shares on that date, reported at prices shown in the table and footnotes. After these transactions, the filing reports indirect beneficial holdings of 10,000 shares held in a Roth IRA and 20,000 shares held by Ladensohn Family Investments, Ltd.
The filing includes a footnote stating some same-day sales occurred at prices ranging from $52.54 to $52.72 and discloses that the reporting person may be considered a beneficial owner of shares held by the family entity but disclaims ownership except for his pecuniary interest.
Positive
- Transparent disclosure of the transactions with footnotes that allow the issuer or SEC staff to obtain per-transaction pricing details
- Beneficial ownership details are provided, including indirect holdings via a Roth IRA and a family investment vehicle
Negative
- Insider dispositions totaling 15,000 shares (5,000 and 10,000) were reported, which reduced the reporting person’s reported holdings
- No indication in the filing that the sales were executed under a Rule 10b5-1 plan or other pre-arranged plan (no plan box or statement shown)
Insights
TL;DR: Director Ladensohn sold 15,000 Class A shares on 08/11/2025; post-sale indirect holdings reported at 10,000 and 20,000 shares.
The Form 4 discloses two reported sales on 08/11/2025 totaling 15,000 Class A shares: 5,000 shares and 10,000 shares. The filing shows transaction prices in the table and a footnote noting same-day sales at prices between $52.54 and $52.72 for some transactions, and a separate reported price of $55.23 for another transaction. Following the reported disposals, the filing reports indirect beneficial ownership of 10,000 shares (Roth IRA) and 20,000 shares (family entity). This is a routine insider disclosure of sales and beneficial ownership; the form does not provide percentage ownership or broader context on whether these sales were pre-planned or for other purposes.
TL;DR: Disclosure is specific on amounts and footnoted pricing; the filing includes a standard beneficial ownership disclaimer for family-held shares.
The Form 4 clearly identifies the reporting person as a director and lists the nature of indirect holdings, including a disclaimer regarding beneficial ownership of shares held by Ladensohn Family Investments, Ltd. The filing includes an explanatory footnote allowing the issuer or SEC staff to request detailed per-transaction pricing within the stated range. From a governance perspective, the document provides the required transparency on the transactions and the reporting chain (signed by an attorney-in-fact), but it does not indicate whether the sales were pursuant to a pre-established trading plan.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Class A Common Stock | 5,000 | $52.6035 | $263K |
| Sale | Class A Common Stock | 10,000 | $55.23 | $552K |
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 $52.54 to $52.72, 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.
