Form 4: Symbotic Director Gifts Shares to Charity

Symbotic Inc. Director and 10% Owner David A. Ladensohn reported gifting 2,000 shares of Class A Common Stock to a charitable donor-advised fund.

Summary

• David A. Ladensohn, a Director and 10% Owner of Symbotic Inc. (SYM), reported a disposition of 2,000 shares of Class A Common Stock.
• The transaction occurred on August 13, 2025, and was classified as a bona fide gift (transaction code 'G').
• The shares were gifted to a charitable donor-advised fund, with a reported price of $0, as price is not applicable for gifts.
• Following this transaction, indirect beneficial ownership includes 13,000 shares held by a spouse (Alice C. Panitz Residuary Trust), 10,000 shares in David A. Ladensohn Roth IRA, and 20,000 shares by Ladensohn Family Investments, Ltd.

Sentiment

Score: 5

Explanation: The filing reports a routine insider gift of shares, which is a neutral event for company valuation.

Future Outlook

No forward-looking statements or guidance are provided.

Management Comments

• The reporting person disclaims beneficial ownership of shares held by the Alice C. Panitz Residuary Trust, except to the extent of any indirect pecuniary interest.
• The filing of this Form 4 is not an admission that the reporting person is the beneficial owner of the spousal shares for Section 16 purposes or any other purpose.
• The reporting person disclaims beneficial ownership of shares held directly by Ladensohn Family Investments, Ltd., except to the extent of his pecuniary interest therein.

Industry Context

This filing is a routine insider transaction report and does not provide information related to broader industry trends or competitive landscape.

Related Party Transactions

• Indirect beneficial ownership includes shares held by a spouse (Alice C. Panitz Residuary Trust) and Ladensohn Family Investments, Ltd., where the reporting person disclaims beneficial ownership except for pecuniary interest.

Stakeholder Impact

• Minimal direct impact on shareholders, employees, customers, suppliers, or creditors, as this is a routine insider disclosure of a gift.

Key Dates

Recommendation

The filing is an SEC Form 4 reporting an insider gift of shares, which is a routine disclosure and does not provide new fundamental information to warrant a change in investment recommendation.

Keywords

Symbotic, SYM, SEC Form 4, Insider Transaction, Stock Gift, David A. Ladensohn, Beneficial Ownership