Ladensohn David A 4

Accession 0001837240-25-000198

CIK 0001837240other

View on SEC.gov Company Profile

Filed

Jun 15, 8:00 PM ET

Accepted

Jun 16, 6:53 PM ET

Size

28.6 KB

Accession

0001837240-25-000198

Insider Transaction Report

Form 4

Period: 2024-08-07

Symbotic Inc.SYM

Ladensohn David A

10% Owner

Transactions

Other
Class V-1 Common Stock
2025-06-12−71,500→ 375,378 total(indirect: By The 2014 QSST F/B/O Rachel Cohen Kanter)
Other
Symbotic Holdings Units
2024-08-07−7,762→ 12,924,984 total(indirect: By The 2014 QSST F/B/O Perry Cohen)
→ Class A Common Stock (7,762 underlying)
Other
Symbotic Holdings Units
2025-06-12−71,500→ 12,853,484 total(indirect: By The 2014 QSST F/B/O Perry Cohen)
→ Class A Common Stock (71,500 underlying)
Other
Symbotic Holdings Units
2025-06-12−71,500→ 10,990,532 total(indirect: By The 2014 QSST F/B/O Rachel Cohen Kanter)
→ Class A Common Stock (71,500 underlying)
Other
Class V-1 Common Stock
2025-06-12−71,500→ 384,222 total(indirect: By The 2014 QSST F/B/O Perry Cohen)
Other
Symbotic Holdings Units
2024-08-07−1,000,000→ 11,062,032 total(indirect: By The 2014 QSST F/B/O Rachel Cohen Kanter)
→ Class A Common Stock (1,000,000 underlying)
Other
Class V-3 Common Stock
2024-08-07−7,762→ 12,469,262 total(indirect: By The 2014 QSST F/B/O Perry Cohen)
Other
Class V-3 Common Stock
2024-08-07−1,000,000→ 10,615,154 total(indirect: By The 2014 QSST F/B/O Rachel Cohen Kanter)

Holdings

Class V-3 Common Stock
(indirect: By Trust)
13,858,144
Symbotic Holdings Units
(indirect: By Trust)
→ Class A Common Stock (14,378,979 underlying)
14,378,979
Symbotic Holdings Units
(indirect: By Trust)
→ Class A Common Stock (151,561,831 underlying)
151,561,831
Class V-1 Common Stock
(indirect: By Trust)
520,835
Class V-3 Common Stock
(indirect: By Trust)
151,561,831

Footnotes (9)

[F1]On August 7, 2024, the 2014 QSST F/B/O Perry Cohen distributed 7,762 shares of Class V-3 common stock and an equal number of paired Symbotic Holdings Units to the beneficiary of the trust. 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.
[F2]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.
[F3]On August 7, 2024, the 2014 QSST F/B/O Rachel Cohen Kanter distributed 1,000,000 shares of Class V-3 common stock and an equal number of paired Symbotic Holdings Units to the beneficiary of the trust. 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.
[F4]David A. Ladensohn may be considered the beneficial owner of shares of securities held of record by the 2014 QSST F/B/O Rachel Cohen Kanter, 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.
[F5]On June 12, 2025, the 2014 QSST F/B/O Perry Cohen distributed 71,500 shares of Class V-1 common stock and an equal number of paired Symbotic Holdings Units to the beneficiary of the trust. 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.
[F6]On June 12, 2025, the 2014 QSST F/B/O Rachel Cohen Kanter distributed 71,500 shares of Class V-1 common stock and an equal number of paired Symbotic Holdings Units to the beneficiary of the trust. 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.
[F7]David A. Ladensohn may be considered the beneficial owner of shares of securities held of record by the Jill Cohen 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.
[F8]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.
[F9]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.

Documents

1 file

4
wk-form4_1750114400.xmlPrimary
FORM 4

Issuer

Symbotic Inc.

CIK 0001837240

→

Entity typeother

Related Parties

filerCIK 0001932967

Filing Metadata

Form type: 4
Filed: Jun 15, 8:00 PM ET
Accepted: Jun 16, 6:53 PM ET
Size: 28.6 KB

View on SEC.gov