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Ladensohn group updates Symbotic (SYM) 58.2% Class A and 29.2% diluted stake

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13D/A

Rhea-AI Filing Summary

Symbotic Inc.’s major shareholder group, led by David A. Ladensohn, updated its ownership report on the company’s Class A common stock. The reporting persons collectively beneficially own 5,500 Class A shares, 896,213 Class V‑1 shares and 176,035,129 Class V‑3 shares, which are convertible into Class A shares.

Assuming conversion of these Class V‑1 and V‑3 shares, the group would hold 58.2% of Symbotic’s Class A common stock, based on 304,153,253 Class A shares outstanding as of May 4, 2026. On a fully diluted basis, including all classes, they beneficially own 29.2% of the company’s total outstanding common stock.

The amendment reflects a May 15, 2026 distribution by The 2014 QSST F/B/O Perry Cohen of its Symbotic holdings to The Goose Pond Trust and the Diamond Trust, after which the 2014 QSST ceased to be a beneficial owner while the remaining reporting persons continue to hold their reported stakes.

Positive

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Negative

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Aggregate beneficial ownership (as-converted Class A) 58.2% Percent of Class A common stock assuming conversion of reporting persons’ Class V-1 and V-3 as of May 4, 2026
Fully diluted beneficial ownership 29.2% Percent of total Symbotic common stock on a fully diluted basis as of May 4, 2026
Reporting persons’ Class V-3 holdings 176,035,129 shares Class V-3 common stock beneficially owned in aggregate by the reporting persons
Reporting persons’ Class V-1 holdings 896,213 shares Class V-1 common stock beneficially owned in aggregate by the reporting persons
Reporting persons’ Class A holdings 5,500 shares Class A common stock held directly within the reporting group
Total Class A assumed outstanding 304,153,253 shares Class A shares outstanding assuming conversion of reporting persons’ Class V-1 and V-3 as of May 4, 2026
Total Symbotic common shares 602,706,815 shares Total common stock outstanding (Class A, V-1, V-3) as of May 4, 2026
RBC Millennium Trust V-3 holdings 151,561,831 shares Class V-3 common stock held of record by The RBC Millennium Trust
beneficial owner financial
"The 2014 QSST F/B/O Perry Cohen ceased to be the beneficial owner of shares of the Issuer on May 15, 2026."
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
fully diluted basis financial
"the Reporting Person beneficially owns 29.2% of the Issuer's total outstanding Class A common stock on a fully diluted basis as of May 4, 2026."
A fully diluted basis counts every share that could exist if all outstanding options, warrants, convertible securities and other rights were exercised or converted into common stock, showing the maximum number of shares outstanding. For investors this matters because it spreads ownership and earnings across that larger share count, like slicing a pie into every possible piece before deciding how big each investor’s slice will be, which affects per-share value and ownership percentage.
OpCo Units financial
"and 10,853,484 common units in Symbotic Holdings LLC ("OpCo" and such units, "OpCo Units") to The Goose Pond Trust"
Schedule 13D regulatory
"This Amendment No. 4 (this "Amendment") to the originally filed on Schedule 13D with the U.S. Securities and Exchange Commission on June 17, 2022"
A Schedule 13D is a legal document that investors file with regulators when they buy a large enough stake in a company to potentially influence its management or decisions. It provides details about the investor’s intention, ownership stake, and plans, helping other investors understand who is gaining control and what their motives might be.
Class V-3 common stock financial
"Shares of Class V-3 common stock entitles its holders to 3 votes per share and are convertible on a one-for-one basis into shares of Class A common stock"
Class V-1 common stock financial
"Shares of Class V-1 common stock entitles its holders to 1 vote per share and are convertible on a one-for-one basis into shares of Class A common stock"





87151X101

(CUSIP Number)
David A. Ladensohn
c/o Symbotic Inc., 200 Research Drive
Wilmington, MA, 01887
(978) 284-2800

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
05/15/2026

(Date of Event Which Requires Filing of This Statement)


If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).




schemaVersion:


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11: Consists of (i) 151,561,831 shares of Class V-3 common stock held of record by The RBC Millennium Trust, for which the Reporting Person serves as co-trustee with Janet L. Cohen and Joseph P. Toce, Jr., and may be deemed to have shared voting and investment power therein, (ii) 520,835 shares of Class V-1 common stock and 13,858,144 shares of Class V-3 common stock held of record by The Tilia Mill Trust (formerly the Jill Cohen Mill Trust), for which the Reporting Person serves as co-trustee with Janet L. Cohen, and may be deemed to have shared voting and investment power therein, (iii) 375,378 shares of Class V-1 common stock and 10,615,154 shares of Class V-3 common stock held of record by The Serenade QSST Trust (formerly The 2014 QSST F/B/O Rachel Kanter), for which the Reporting Person serves as trustee, (v) 2,500 shares of Class A common stock held of record by Ladensohn Family Investments, Ltd., of which the Reporting Person is a general partner and may be deemed to have shared voting and investment power therein; and (vi) 3,000 shares of Class A common stock held by of record by David A. Ladensohn Roth IRA, over which the Reporting Person exercises investment and dispositive power. Shares of Class V-3 common stock entitles its holders to 3 votes per share and are convertible on a one-for-one basis into shares of Class A common stock of the Issuer at the election of the holder and upon the redemption of an equal number of OpCo Units (as described in Item 3 herein). Shares of Class V-1 common stock entitles its holders to 1 vote per share and are convertible on a one-for-one basis into shares of Class A common stock of the Issuer at the election of the holder and upon the redemption of an equal number of OpCo Units (as described in Item 3 herein). Row 13: Based on information about outstanding shares as of May 4, 2026 disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 6, 2026. The percent of class assumes conversion of all of the Reporting Person's Class V-1 common stock and Class V-3 common stock into Class A common stock, resulting in a total of 304,153,253 shares of Class A common stock outstanding (which reflects the sum of (x) 127,215,411 shares of Class A common stock outstanding as of May 4, 2026, (y) 896,213 shares of Class A common stock issuable upon conversion of the Reporting Person's Class V-1 common stock and (z) 176,035,129 shares of Class A common stock issuable on conversion of the Reporting Person's Class V-3 common stock). Based on the total of 602,706,815 shares of the Issuer's common stock outstanding as of May 4, 2026 (including (i) 127,215,411 shares of Class A common stock, (ii) 71,932,208 shares of Class V-1 common stock, and (iii) 403,559,196 shares of Class V-3 common stock), the Reporting Person beneficially owns 29.2% of the Issuer's total outstanding Class A common stock on a fully diluted basis as of May 4, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 7, 9 and 11: Consists of 151,561,831 shares of Class V-3 common stock held of record by The RBC Millennium Trust, for which the Reporting Person serves as co-trustee with Janet L. Cohen and Joseph P. Toce, Jr., and may be deemed to have shared voting and investment power therein. Shares of Class V-3 common stock entitles its holders to 3 votes per share and are convertible on a one-for-one basis into shares of Class A common stock of the Issuer at the election of the holder and upon the redemption of an equal number of OpCo Units (as defined herein). Row 13: Based on information about outstanding shares as of May 4, 2026 disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 6, 2026. The percent of class assumes conversion of all of the Reporting Person's Class V-3 common stock into Class A common stock, resulting in a total of 278,777,242 shares of Class A common stock outstanding (which reflects the sum of (x) 127,215,411 shares of Class A common stock outstanding as of May 4, 2026 and (y) 151,561,831 shares of Class A common stock issuable on conversion of the Reporting Person's Class V-3 common stock). Based on the total of 602,706,815 shares of the Issuer's common stock outstanding as of May 4, 2026 (including (i) 127,215,411 shares of Class A common stock, (ii) 71,932,208 shares of Class V-1 common stock, and (iii) 403,559,196 shares of Class V-3 common stock), the Reporting Person beneficially owns 25.1% of the Issuer's total outstanding Class A common stock on a fully diluted basis as of May 4, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 7, 9 and 11: Consists of 520,835 shares of Class V-1 common stock and 13,858,144 shares of Class V-3 common stock held of record by The Tilia Mill Trust. Shares of Class V-1 common stock entitles its holders to 1 vote per share and shares of Class V-3 common stock entitles its holders to 3 votes per share, and both classes of common stock are convertible on a one-for-one basis into shares of Class A common stock of the Issuer at the election of the holder and upon the redemption of an equal number of OpCo Units (as defined herein). Row 13: Based on information about outstanding shares as of May 4, 2026 disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 6, 2026. The percent of class assumes conversion of all of the Reporting Person's Class V-1 common stock and Class V-3 common stock into Class A common stock, resulting in a total of 141,594,390 shares of Class A common stock outstanding (which reflects the sum of (x) 127,215,411 shares of Class A common stock outstanding as of May 4, 2026, (y) 520,835 shares of Class A common stock issuable on conversion of the Reporting Person's Class V-1 common stsock, and (z) 13,858,144 shares of Class A common stock issuable on conversion of the Reporting Person's V-3 common stock). Based on the total of 602,706,815 shares of the Issuer's common stock outstanding as of May 4, 2026 (including (i) 127,215,411 shares of Class A common stock, (ii) 71,932,208 shares of Class V-1 common stock, and (iii) 403,559,196 shares of Class V-3 common stock), the Reporting Person beneficially owns 2.3% of the Issuer's total outstanding Class A common stock on a fully diluted basis as of May 4, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 7, 9 and 11: Consists of 375,378 shares of Class V-1 common stock and 10,615,154 shares of Class V-3 common stock held of record by The Serenade QSST Trust. Shares of Class V-1 common stock entitles its holders to 1 vote per share and shares of Class V-3 common stock entitles its holders to 3 votes per share, and both classes of common stock are convertible on a one-for-one basis into shares of Class A common stock of the Issuer at the election of the holder and upon the redemption of an equal number of OpCo Units (as defined herein). Row 13: Based on information about outstanding shares as of May 4, 2026 disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 6, 2026. The percent of class assumes conversion of all of the Reporting Person's Class V-1 common stock and Class V-3 common stock into Class A common stock, resulting in a total of 138,205,943 shares of Class A common stock outstanding (which reflects the sum of (x) 127,215,411 shares of Class A common stock outstanding as of May 4, 2026, (y) 375,378 shares of Class A common stock issuable on conversion of the Reporting Person's Class V-1 common stsock, and (z) 10,615,154 shares of Class A common stock issuable on conversion of the Reporting Person's V-3 common stock). Based on the total of 602,706,815 shares of the Issuer's common stock outstanding as of May 4, 2026 (including (i) 127,215,411 shares of Class A common stock, (ii) 71,932,208 shares of Class V-1 common stock, and (iii) 403,559,196 shares of Class V-3 common stock), the Reporting Person beneficially owns 1.8% of the Issuer's total outstanding Class A common stock on a fully diluted basis as of May 4, 2026.


SCHEDULE 13D






SCHEDULE 13D


David A. Ladensohn
Signature:/s/ David A. Ladensohn
Name/Title:David A. Landensohn, Individually
Date:05/19/2026
The RBC Millennium Trust
Signature:/s/ David A. Landensohn
Name/Title:David A. Ladensohn / Trustee
Date:05/19/2026
The Tilia Mill Trust
Signature:/s/ David A. Ladensohn
Name/Title:David A. Ladensohn / Trustee
Date:05/19/2026
The Serenade QSST Trust
Signature:/s/ David A. Ladensohn
Name/Title:David A. Ladensohn / Trustee
Date:05/19/2026
The 2014 QSST F/B/O Perry Cohen
Signature:/s/ David A. Ladensohn
Name/Title:David A. Ladensohn / Trustee
Date:05/19/2026

FAQ

How much of Symbotic (SYM) does David A. Ladensohn’s group beneficially own?

The reporting group led by David A. Ladensohn beneficially owns 5,500 Class A shares, 896,213 Class V-1 shares and 176,035,129 Class V-3 shares. On an as-converted basis, this represents 58.2% of Symbotic’s Class A common stock as of May 4, 2026.

What percentage of Symbotic’s total common stock does the Ladensohn group control on a fully diluted basis?

On a fully diluted basis, assuming conversion of all Class V-1 and Class V-3 shares, the reporting persons collectively beneficially own 29.2% of Symbotic’s total outstanding common stock. This calculation uses 602,706,815 total common shares outstanding as of May 4, 2026.

What change triggered this Amendment No. 4 to the Symbotic (SYM) Schedule 13D?

The amendment reflects a May 15, 2026 distribution by The 2014 QSST F/B/O Perry Cohen of its Symbotic holdings to The Goose Pond Trust and the Diamond Trust. Following this distribution, the 2014 QSST ceased to be a beneficial owner of Symbotic shares.

How many Symbotic Class A shares are assumed outstanding in the ownership calculations?

The ownership calculations assume 304,153,253 Class A shares outstanding. This figure combines 127,215,411 Class A shares outstanding as of May 4, 2026 with 896,213 shares issuable from Class V-1 and 176,035,129 shares issuable from Class V-3 held by the reporting persons.

What are Symbotic’s total outstanding common shares used for the fully diluted calculation?

Total outstanding common shares are 602,706,815, including 127,215,411 Class A shares, 71,932,208 Class V-1 shares, and 403,559,196 Class V-3 shares. This total is used to compute the 29.2% fully diluted beneficial ownership attributed to the reporting group.

How do the different Symbotic share classes held by the Ladensohn group convert into Class A stock?

Both Class V-1 and Class V-3 common stock convert into Class A common stock on a one-for-one basis when the holder redeems an equal number of OpCo Units. Class V-1 carries one vote per share, while Class V-3 carries three votes per share before conversion.