STOCK TITAN

Notifications

Limited Time Offer! Get Platinum at the Gold price until January 31, 2026!

Sign up now and unlock all premium features at an incredible discount.

Read more on the Pricing page

[Form 4] Symbotic Inc. Insider Trading Activity

Filing Impact
(High)
Filing Sentiment
(Negative)
Form Type
4

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.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Ladensohn David A

(Last) (First) (Middle)
C/O SYMBOTIC INC., 200 RESEARCH DRIVE

(Street)
WILMINGTON MA 01887

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Symbotic Inc. [ SYM ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director X 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
08/11/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Class A Common Stock 08/11/2025 S 5,000 D $52.6035(1) 10,000 I By David A. Ladensohn Roth IRA
Class A Common Stock 08/11/2025 S 10,000 D $55.23 20,000 I By Ladensohn Family Investments, Ltd.(2)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
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.
2. 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.
Remarks:
/s/ Corey Dufresne, Attorney-in-Fact for David A. Ladensohn 08/13/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What transactions does the Symbotic (SYM) Form 4 report for David A. Ladensohn?

The Form 4 reports sales of 5,000 shares and 10,000 shares of Class A Common Stock on 08/11/2025.

At what prices were the shares sold in the Form 4?

The filing shows reported prices including $55.23 for one reported sale and a footnote stating some same-day sales occurred at prices ranging from $52.54 to $52.72.

How many shares does Ladensohn report beneficially owning after these transactions?

Following the reported transactions, the Form 4 lists 10,000 shares held indirectly in a Roth IRA and 20,000 shares held by Ladensohn Family Investments, Ltd.

What is Ladensohn’s relationship to Symbotic according to the filing?

The filing identifies David A. Ladensohn as a Director of Symbotic Inc.

Does the Form 4 state the sales were made under a 10b5-1 trading plan?

The document does not indicate that these transactions were made pursuant to a Rule 10b5-1 trading plan.

What do the footnotes on the Form 4 explain?

Footnote 1 explains aggregate reporting of same-day sales and offers to provide per-transaction counts at each price; Footnote 2 explains potential indirect beneficial ownership via the family investment entity and a disclaimer of ownership except for pecuniary interest.
SYMBOTIC INC

NASDAQ:SYM

SYM Rankings

SYM Latest News

SYM Latest SEC Filings

SYM Stock Data

8.78B
96.19M
15.7%
80.36%
12.22%
Specialty Industrial Machinery
General Industrial Machinery & Equipment, Nec
Link
United States
WILMINGTON