[Form 4] Symbotic Inc. Insider Trading Activity
Filing Impact
Filing Sentiment
Form Type
4
Insider Trade Summary
11 transactions reported
Mixed
11 txns
Insider
Ladensohn David A
Role
10% Owner
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Symbotic Holdings Units | -- | -- | -- |
| holding | Symbotic Holdings Units | -- | -- | -- |
| holding | Symbotic Holdings Units | -- | -- | -- |
| holding | Symbotic Holdings Units | -- | -- | -- |
| holding | Class V-1 Common Stock | -- | -- | -- |
| holding | Class V-3 Common Stock | -- | -- | -- |
| holding | Class V-1 Common Stock | -- | -- | -- |
| holding | Class V-3 Common Stock | -- | -- | -- |
| holding | Class V-1 Common Stock | -- | -- | -- |
| holding | Class V-3 Common Stock | -- | -- | -- |
| holding | Class V-3 Common Stock | -- | -- | -- |
Holdings After Transaction:
Symbotic Holdings Units — 10,990,532 shares (Indirect, By The Serenade QSST Trust);
Class V-1 Common Stock — 375,378 shares (Indirect, By The Serenade QSST Trust);
Class V-3 Common Stock — 10,615,154 shares (Indirect, By The Serenade QSST Trust)
Footnotes (1)
- David A. Ladensohn may be considered the beneficial owner of shares of securities held of record by The Serenade Trust, 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. On June 16, 2025, The 2014 QSST F/B/O Rachel Cohen Kanter changed its name to The Serenade QSST Trust. David A. Ladensohn may be considered the beneficial owner of shares of securities held of record by The Tilia 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. On June 16, 2025, The Jill Cohen Mill Trust changed its name to The Tilia Mill Trust. 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. 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. 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.
