Form 4: Symbotic Director Discloses Extensive Beneficial Ownership Through Family Trusts

Symbotic Inc. Director David A. Ladensohn filed a Form 4 detailing his indirect beneficial ownership of Class V-1, Class V-3, and Class A Common Stock through various trusts, while disclaiming direct beneficial ownership.

Summary

• David A. Ladensohn, a Director and 10% Owner of Symbotic Inc. (SYM), filed a Form 4 statement disclosing his beneficial ownership.
• The filing details Mr. Ladensohn's indirect beneficial ownership of Symbotic securities through several trusts where he serves as a trustee or co-trustee.
• Indirectly held Class V-1 Common Stock includes 375,378 shares via The Serenade QSST Trust, 520,835 shares via The Tilia Mill Trust, and 384,222 shares via The 2014 QSST F/B/O Perry Cohen.
• Indirectly held Class V-3 Common Stock includes 10,615,154 shares via The Serenade QSST Trust, 13,858,144 shares via The Tilia Mill Trust, 12,469,262 shares via The 2014 QSST F/B/O Perry Cohen, and 151,561,831 shares via The RBC Millennium Trust.
• Indirectly held Symbotic Holdings Units, convertible to Class A Common Stock, include 10,990,532 units via The Serenade QSST Trust, 14,378,979 units via The Tilia Mill Trust, 12,853,484 units via The 2014 QSST F/B/O Perry Cohen, and 151,561,831 units via The RBC Millennium Trust.
• Mr. Ladensohn explicitly disclaims beneficial ownership of these securities for purposes of Section 16 of the Exchange Act or any other purpose.
• The Serenade QSST Trust, formerly The 2014 QSST F/B/O Rachel Cohen Kanter, and The Tilia Mill Trust, formerly The Jill Cohen Mill Trust, underwent name changes on June 16, 2025.

Sentiment

Score: 5

Explanation: The filing is a standard disclosure of beneficial ownership by an insider through trusts, with no reported transactions or changes in holdings that would indicate a positive or negative sentiment.

Future Outlook

NA

Industry Context

NA

Related Party Transactions

• David A. Ladensohn is a trustee or co-trustee for The Serenade QSST Trust, The Tilia Mill Trust, The 2014 QSST F/B/O Perry Cohen, and The RBC Millennium Trust, through which he is deemed to have indirect beneficial ownership. He disclaims beneficial ownership of these securities.

Key Dates

Keywords

Symbotic Inc., SYM, David A. Ladensohn, Form 4, beneficial ownership, insider holdings, director, trusts, Class V-1 Common Stock, Class V-3 Common Stock, Class A Common Stock, Symbotic Holdings Units