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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 |
SCHEDULE 13D
Under the Securities Exchange Act of 1934
(Amendment No. 4)*
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Symbotic Inc. (Name of Issuer) |
Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) |
(CUSIP Number) |
David A. Ladensohn c/o Symbotic Inc., 200 Research Drive Wilmington, MA, 01887 (978) 284-2800 (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) |
05/15/2026 (Date of Event Which Requires Filing of This Statement) |
SCHEDULE 13D
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| CUSIP No. |
| 1 |
Name of reporting person
David A. Ladensohn | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
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| 6 | Citizenship or place of organization
UNITED STATES
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| Number of Shares Beneficially Owned by Each Reporting Person With: |
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| 11 | Aggregate amount beneficially owned by each reporting person
176,936,842.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
58.2 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
IN |
SCHEDULE 13D
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| CUSIP No. |
| 1 |
Name of reporting person
The RBC Millennium Trust | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
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| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
151,561,831.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
54.4 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
OO |
SCHEDULE 13D
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| CUSIP No. |
| 1 |
Name of reporting person
The Tilia Mill Trust | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
UNITED STATES
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| Number of Shares Beneficially Owned by Each Reporting Person With: |
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| 11 | Aggregate amount beneficially owned by each reporting person
14,378,979.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
| ||||||||
| 14 | Type of Reporting Person (See Instructions)
OO |
SCHEDULE 13D
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| CUSIP No. |
| 1 |
Name of reporting person
The Serenade QSST Trust | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
UNITED STATES
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| Number of Shares Beneficially Owned by Each Reporting Person With: |
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| 11 | Aggregate amount beneficially owned by each reporting person
10,990,532.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
8.0 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
OO |
SCHEDULE 13D
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| CUSIP No. |
| 1 |
Name of reporting person
The 2014 QSST F/B/O Perry Cohen | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
UNITED STATES
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| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
0.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
0 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
OO |
SCHEDULE 13D
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| Item 1. | Security and Issuer | |
| (a) | Title of Class of Securities:
Class A Common Stock, par value $0.0001 per share | |
| (b) | Name of Issuer:
Symbotic Inc. | |
| (c) | Address of Issuer's Principal Executive Offices:
200 Research Drive, Wilmington,
MASSACHUSETTS
, 01887. | |
Item 1 Comment:
This Amendment No. 4 (this "Schedule 13D Amendment") to the Schedule 13D originally filed with the U.S. Securities and Exchange Commission (the "SEC") on June 17, 2022, as amended by Amendment No. 1 to the Schedule 13D filed on July 21, 2022, Amendment No. 2 to the Schedule 13D filed on July 26, 2023, and Amendment No. 3 to the Schedule 13D filed on February 23, 2024 (as amended by this Schedule 13D Amendment, the "Schedule 13D"), is being filed on behalf (i) David A. Ladensohn, (ii) The Tilia Mill Trust, (iii) The Serenade QSST Trust and (iv) The 2014 QSST F/B/O Perry Cohen (collectively, the "Reporting Persons"), with respect to the shares of Class A common stock, par value $0.0001 per share (the "Class A Common Stock"), of Symbotic Inc., a Delaware corporation ("Symbotic", the "Company" or the "Issuer").
Other than as set forth below, all Items in the Schedule 13D are materially unchanged. Capitalized terms used in this Schedule 13D Amendment which are not defined herein have the meanings given to them in the Schedule 13D. | ||
| Item 4. | Purpose of Transaction | |
Item 4 of Schedule 13D is hereby amended to include the following:
On May 15, 2026, pursuant to the terms of The 2014 QSST F/B/O Perry Cohen (the "2014 QSST") and a letter of direction from the trustee of the 2014 QSST, the 2014 QSST distributed (a) 10,853,484 shares of V-3 Common Stock of Symbotic Inc. and 10,853,484 common units in Symbotic Holdings LLC ("OpCo" and such units, "OpCo Units") to The Goose Pond Trust and (b) 384,222 shares of Class V-1 Common Stock and 1,615,484 shares of V-3 Common Stock of Symbotic Inc. and 2,000,000 OpCo Units to the Diamond Trust (the "Distribution"). | ||
| Item 5. | Interest in Securities of the Issuer | |
| (a) | The Reporting Persons are in the aggregate beneficial owners of (i) 5,500 shares of Class A Common Stock, (ii) 896,213 shares of Class V-1 Common Stock and (iii) 176,035,129 shares of Class V-3 common stock. Shares of Class V-1 common stock and Class V-3 common stock are convertible on a one-for-one basis into shares of Class A common stock at the election of the holder and upon the redemption of an equal number of OpCo Units (as described in Item 3 herein). Pursuant to Rule 13d-3 of the Act, based on information about outstanding shares as of May 4, 2026 disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 6, 2025, the Reporting Persons may be deemed to be in the aggregate beneficial owners of 58.2% of the Class A Class A common stock, calculated based on the percent of Class A common stock the Reporting Persons would hold in the aggregate assuming the conversion of all of each Reporting Person's collective shares of Class V-1 common stock and Class V-3 common stock into shares of Class A common stock, resulting in a total of (i) 304,153,253 shares of Class A common stock outstanding (which reflects the sum of (x) 127,215,411 shares of Class A common stock outstanding as of May 4, 2026, (y) 896,213 shares of Class A common stock issuable upon conversion of the Reporting Persons' Class V-1 common stock and (z) 176,035,129 shares of Class A common stock issuable on conversion of the Reporting Persons' Class V-3 common stock). Based on the total of 602,706,815 shares of the Issuer's common stock outstanding as of May 4, 2026, (including (i) 127,215,411 shares of Class A common stock, (ii) 71,932,208 shares of Class V-1 common stock, and (iii) 403,559,196 shares of Class V-3 common stock), the Reporting Persons collectively beneficially own in the aggregate 29.2% of the Issuer's total outstanding Class A Common Stock on a fully diluted basis (assuming conversion of all outstanding shares of Class V-1 Common Stock and Class V-3 Common Stock) as of May 4, 2026.
The RBC Millennium Trust is the record holder of 151,561,831 shares of Class V-3 common stock. David A. Ladensohn may be deemed to beneficially own the securities of the Issuer held directly by RBC Millennium Trust by virtue of his role as co-trustee of the trust. These shares are included in the Reporting Person's aggregate interests reported on this Schedule 13D Amendment.
The Tilia Mill Trust is the record holder of 520,835 shares of Class V-1 common stock and 13,858,144 shares of Class V-3 common stock. David A. Ladensohn may be deemed to beneficially own the securities of the Issuer held directly by The Tilia Mill Trust by virtue of his role as co-trustee of the trust. These shares are included in the Reporting Person's aggregate interests reported on this Schedule 13D Amendment.
The Serenade QSST Trust is the record holder of 375,378 shares of Class V-1 common stock and 10,615,154 shares of Class V-3 common stock. David A. Ladensohn may be deemed to beneficially own the securities of the Issuer held directly by The Serenade QSST Trust by virtue of his role as sole trustee of the trust. These shares are included in the Reporting Person's aggregate interests reported on this Schedule 13D Amendment.
The 2014 QSST F/B/O Perry Cohen is no longer the record holder of shares of the Issuer. David A. Ladensohn may be deemed to have beneficially owned the securities of the Issuer held directly by The 2014 QSST F/B/O Perry Cohen by virtue of his role as sole trustee of the trust. These shares were included in the Reporting Person's aggregate interests reported on this Schedule 13D. | |
| (b) | The Reporting Persons are in the aggregate beneficial owners of (i) 5,500 shares of Class A Common Stock, (ii) 896,213 shares of Class V-1 Common Stock and (iii) 176,035,129 shares of Class V-3 common stock. Shares of Class V-1 common stock and Class V-3 common stock are convertible on a one-for-one basis into shares of Class A common stock at the election of the holder and upon the redemption of an equal number of OpCo Units (as described in Item 3 herein). Pursuant to Rule 13d-3 of the Act, based on information about outstanding shares as of May 4, 2026 disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 6, 2025, the Reporting Persons may be deemed to be in the aggregate beneficial owners of 58.2% of the Class A Class A common stock, calculated based on the percent of Class A common stock the Reporting Persons would hold in the aggregate assuming the conversion of all of each Reporting Person's collective shares of Class V-1 common stock and Class V-3 common stock into shares of Class A common stock, resulting in a total of (i) 304,153,253 shares of Class A common stock outstanding (which reflects the sum of (x) 127,215,411 shares of Class A common stock outstanding as of May 4, 2026, (y) 896,213 shares of Class A common stock issuable upon conversion of the Reporting Persons' Class V-1 common stock and (z) 176,035,129 shares of Class A common stock issuable on conversion of the Reporting Persons' Class V-3 common stock). Based on the total of 602,706,815 shares of the Issuer's common stock outstanding as of May 4, 2026, (including (i) 127,215,411 shares of Class A common stock, (ii) 71,932,208 shares of Class V-1 common stock, and (iii) 403,559,196 shares of Class V-3 common stock), the Reporting Persons collectively beneficially own in the aggregate 29.2% of the Issuer's total outstanding Class A Common Stock on a fully diluted basis (assuming conversion of all outstanding shares of Class V-1 Common Stock and Class V-3 Common Stock) as of May 4, 2026.
The RBC Millennium Trust is the record holder of 151,561,831 shares of Class V-3 common stock. David A. Ladensohn may be deemed to beneficially own the securities of the Issuer held directly by RBC Millennium Trust by virtue of his role as co-trustee of the trust. These shares are included in the Reporting Person's aggregate interests reported on this Schedule 13D Amendment.
The Tilia Mill Trust is the record holder of 520,835 shares of Class V-1 common stock and 13,858,144 shares of Class V-3 common stock. David A. Ladensohn may be deemed to beneficially own the securities of the Issuer held directly by The Tilia Mill Trust by virtue of his role as co-trustee of the trust. These shares are included in the Reporting Person's aggregate interests reported on this Schedule 13D Amendment.
The Serenade QSST Trust is the record holder of 375,378 shares of Class V-1 common stock and 10,615,154 shares of Class V-3 common stock. David A. Ladensohn may be deemed to beneficially own the securities of the Issuer held directly by The Serenade QSST Trust by virtue of his role as sole trustee of the trust. These shares are included in the Reporting Person's aggregate interests reported on this Schedule 13D Amendment.
The 2014 QSST F/B/O Perry Cohen is no longer the record holder of shares of the Issuer. David A. Ladensohn may be deemed to have beneficially owned the securities of the Issuer held directly by The 2014 QSST F/B/O Perry Cohen by virtue of his role as sole trustee of the trust. These shares were formerly included in the Reporting Person's aggregate interests reported on this Schedule 13D. | |
| (c) | Except for the transactions described in Item 4 of this Schedule 13D, which are incorporated into this Item 5(c) by reference, none of the Reporting Persons has effected any transactions in the Issuer's common stock during the past 60 days. | |
| (d) | Except as disclosed in this Schedule 13D and Exhibit 2, to the knowledge of the Reporting Persons, no other person is known to the Reporting Persons to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the securities covered by this statement on Schedule 13D. | |
| (e) | The 2014 QSST F/B/O Perry Cohen ceased to be the beneficial owner of shares of the Issuer on May 15, 2026. The remaining Reporting Persons continue to be the beneficial owner of the shares reported on this Schedule 13D. | |
| SIGNATURE | |
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
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