Ladensohn David A 4
4 · Symbotic Inc. · Filed May 19, 2026
Research Summary
AI-generated summary of this filing
Symbotic (SYM) 10% Owner David A. Ladensohn Disposes Shares
What Happened
David A. Ladensohn, reported as a 10% owner (and trustee of related trusts), disclosed dispositions on May 15, 2026 consisting of: 384,222 shares of Class V‑1 common stock (disposed) and 12,469,262 shares of Class V‑3 common stock (disposed), each reported at $0.00; plus 12,853,484 paired Symbotic Holdings Units (derivative) reported as disposed (N/A price). The transactions were distributions from the 2014 QSST F/B/O Perry Cohen to other trusts at the trustee’s instruction; the filing states Mr. Ladensohn disclaims beneficial ownership of the distributed securities.
Key Details
- Transaction date: May 15, 2026; Form 4 filed May 19, 2026 (filed on the second business day following the transaction).
- Reported amounts: 384,222 V‑1 shares; 12,469,262 V‑3 shares; 12,853,484 Symbotic Holdings Units (paired units). Two stock lines reported at $0.00; the paired units reported as N/A (derivative).
- Shares owned after transaction: Not specified in this filing.
- Notable footnotes: Distributions came from the 2014 QSST for the benefit of its beneficiary; Mr. Ladensohn is a trustee and disclaims beneficial ownership. The filing also notes potential trustee relationships to other trusts (Tilia MillTrust, Serenade QSST Trust, The RBC Millennium Trust).
- Filing timeliness: Reported within the required two business days (filed May 19 for a May 15 transaction).
Context
- The paired "Symbotic Holdings Units" represent LLC units paired with V‑class shares that are generally redeemable one‑for‑one for Class A common stock under the holdings agreement; upon redemption the paired V shares and units are canceled/retired.
- These were trust distributions (not open‑market sales). Trust distributions and trustee actions do not necessarily reflect the personal trading intent of the trustee and, per the filing, Mr. Ladensohn disclaims beneficial ownership of the distributed securities.
Insider Transaction Report
Form 4
Ladensohn David A
10% Owner
Transactions
- Other
Class V-1 Common Stock
[F1][F2]2026-05-15−384,222→ 0 total(indirect: By The 2014 QSST F/B/O Perry Cohen) - Other
Class V-3 Common Stock
[F1][F2]2026-05-15−12,469,262→ 0 total(indirect: By The 2014 QSST F/B/O Perry Cohen) - Other
Symbotic Holdings Units
[F6][F1][F2]2026-05-15−12,853,484→ 0 total(indirect: By The 2014 QSST F/B/O Perry Cohen)→ Class A Common Stock (12,853,484 underlying)
Holdings
- 520,835(indirect: By Trust)
Class V-1 Common Stock
[F3] - 375,378(indirect: By Trust)
Class V-1 Common Stock
[F4] - 151,561,831(indirect: By Trust)
Class V-3 Common Stock
[F5] - 13,858,144(indirect: By Trust)
Class V-3 Common Stock
[F3] - 10,615,154(indirect: By Trust)
Class V-3 Common Stock
[F4] - 151,561,831(indirect: By Trust)
Symbotic Holdings Units
[F6][F5]→ Class A Common Stock (151,561,831 underlying) - 14,378,979(indirect: By Trust)
Symbotic Holdings Units
[F6][F3]→ Class A Common Stock (14,378,979 underlying) - 10,990,532(indirect: By Trust)
Symbotic Holdings Units
[F6][F4]→ Class A Common Stock (12,062,032 underlying)
Footnotes (6)
- [F1]On May 15, 2026, the 2014 QSST F/B/O Perry Cohen (the "2014 QSST") distributed 384,222 shares of Class V-1 common stock, 12,469,262 shares of Class V-3 common stock and 12,853,484 paired Symbotic Holdings Units to other trusts for the benefit of the beneficiary of the 2014 QSST at the instruction of the trustee of the 2014 QSST. 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]David A. Ladensohn may be considered the beneficial owner of shares of securities held of record by the Tilia MillTrust, 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.
- [F4]David A. Ladensohn may be considered the beneficial owner of shares of securities held of record by the Serenade QSST Trust, 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]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.
- [F6]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.
Signature
/s/ Corey Dufresne, Attorney-in-Fact for David A. Ladensohn|2026-05-19