Form 4: Symbotic Inc. Director David Ladensohn Reports Distribution of Shares and Units to Trust Beneficiary

Director David Ladensohn reports the distribution of Class V-1 common stock and Symbotic Holdings Units from a trust to its beneficiary, while disclaiming beneficial ownership of the distributed securities and other holdings by related trusts.

Summary

• On May 19, 2025, David A. Ladensohn, a director of Symbotic Inc., filed a Form 4 indicating a transaction involving Class V-1 common stock and Symbotic Holdings Units.
• The 2014 QSST F/B/O Perry Cohen distributed 35,714 shares of Class V-1 common stock and an equal number of Symbotic Holdings Units to the beneficiary of the trust.
• Ladensohn disclaims beneficial ownership of these securities.
• The filing also notes Ladensohn's potential beneficial ownership, which he disclaims, of securities held by The 2014 QSST F/B/O Perry Cohen, The Jill Cohen Mill Trust, The 2014 QSST F/B/O Rachel Cohen Kanter and The RBC Millennium Trust, where he serves as a trustee or co-trustee.
• The total number of Symbotic Holdings Units held by these trusts are 12,932,746, 14,378,979, 12,062,032 and 151,561,831 respectively.
• Symbotic Holdings Units are redeemable for Class A Common Stock on a one-for-one basis.

Sentiment

Score: 5

Explanation: This is a routine regulatory filing, indicating a distribution of shares and units from a trust. It doesn't inherently suggest positive or negative sentiment.

Management Comments

• 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.

Industry Context

Form 4 filings are standard practice for reporting changes in beneficial ownership by company insiders, providing transparency to investors.

Stakeholder Impact

• The distribution of shares and units may have a minor impact on the holdings of related trusts.
• The filing provides transparency to shareholders regarding insider transactions.

Key Dates

Keywords

Form 4, beneficial ownership, Symbotic Inc., Ladensohn, securities, trust, distribution, SYM