SYM insider disclosure: David Ladensohn reports 2,000-share charitable gift

Rhea-AI Filing Summary

Symbotic Inc. Form 4 summary: The filing reports that director David A. Ladensohn executed a disposition of 2,000 shares of Class A common stock on 08/13/2025 described as a bona fide gift to a charitable donor-advised fund. The Form 4 also discloses indirect beneficial interests: 13,000 shares held by a trust associated with the reporting person’s spouse, 10,000 shares held in the reporting person’s Roth IRA, and 20,000 shares held by Ladensohn Family Investments, Ltd. The filer disclaims voting or investment control over spousal shares and limits beneficial ownership claims to pecuniary interest. The filing was signed by an attorney-in-fact on behalf of the reporting person.

Positive

• Disclosed charitable gift of 2,000 Class A shares, clarifying the nature of the disposition
• Detailed breakdown of indirect holdings (spouse trust, Roth IRA, family investment vehicle) with disclaimers, improving transparency

Negative

• None.

Insights

Corporate Governance Expert

TL;DR: Routine insider disclosure; small charitable gift and clear spousal/family disclosure reduce governance ambiguity.

The Form 4 reports a 2,000-share disposition characterized as a bona fide charitable gift, which is a non-economic transfer and typically not market-driven. The filing separately details indirect holdings across a spouse-held trust, a Roth IRA, and a family investment vehicle, with explicit disclaimers about voting and investment control. From a governance perspective, the clear allocation of direct and indirect holdings and the use of disclaimers help maintain transparency and reduce potential conflict-of-interest concerns. This is a routine Section 16 disclosure with limited material impact on shareholders.

Securities/Compliance Analyst

TL;DR: Compliance-focused filing: timely reporting of a gift and clear statements on indirect ownership limit regulatory risk.

The Form 4 documents a gift transaction using the appropriate transaction code and includes explanatory footnotes regarding indirect pecuniary interest and disclaimers. The characterization of the transfer as a bona fide gift makes the reported price inapplicable, which the filer notes. There are no derivative transactions reported. For compliance and disclosure monitoring, this filing represents routine insider activity with no indication of compensatory or sale-for-liquidity motives disclosed.

Insider Trade Summary

2,000 shares gifted

Mixed 3 txns

Insider Ladensohn David A

Role 10% Owner

Type	Security	Shares	Price	Value
Gift	Class A Common Stock	2,000	$0.00	--
holding	Class A Common Stock	--	--	--
holding	Class A Common Stock	--	--	--

Holdings After Transaction: Class A Common Stock — 13,000 shares (Indirect, By Spouse)

Footnotes (1)

1. Represents a bona fide gift to a charitable donor-advised fund. Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. 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. 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.

Form 4 Insider Transactions: What Each Field Means →

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)
08/13/2025

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	08/13/2025		G(1)		2,000	D	$0(1)	13,000	I	By Spouse(2)
Class A Common Stock								10,000	I	By David A. Ladensohn Roth IRA
Class A Common Stock								20,000	I	By Ladensohn Family Investments, Ltd.(3)

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. Represents a bona fide gift to a charitable donor-advised fund. Price is not applicable to acquisitions or dispositions resulting from bona fide gifts.

2. 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.

3. 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	08/15/2025
	** 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 transaction does the Symbotic (SYM) Form 4 report for David A. Ladensohn?

The Form 4 reports a disposition of 2,000 shares of Class A common stock recorded as a bona fide gift to a charitable donor-advised fund on 08/13/2025.

How many Symbotic (SYM) Class A shares are reported as held indirectly by related parties?

The filing discloses 13,000 shares associated with a spouse-held trust, 10,000 shares in the reporting person’s Roth IRA, and 20,000 shares held by Ladensohn Family Investments, Ltd.

Does the filing indicate voting or investment control over the spousal shares?

No. The reporting person explicitly states he does not have voting or investment control over the shares held by the Alice C. Panitz Residuary Trust and disclaims beneficial ownership except for any pecuniary interest.

Are any derivative securities reported in this Form 4 for Symbotic (SYM)?

No. Table II for derivative securities shows no reported derivative acquisitions or dispositions in this filing.

Why is the price listed as $0 for the reported disposition on the Form 4?

The price is listed as not applicable ($0) because the disposition was a bona fide gift, and gifts are not recorded with a sale price in the filing.