Symbotic Inc.
US ˙ NasdaqGM ˙ US87151X1019

Introduction

This page provides a comprehensive analysis of the known insider trading history of David A Ladensohn. Insiders are officers, directors, or significant investors in a company. It is illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4. Despite these restrictions, academic research suggests that insiders - in general - tend to outperform the market in their own companies.

Average Trade Profitability

The average trade profitability is the average return of all the open market purchases made by the insider in the last three years. To calculate this, we examine every open-market, unplanned purchase made by the insider, excluding all trades that were marked as part of a 10b5-1 trading plan. We then calculate the average performance of those trades over 3, 6, and 12 months, averaging each of those durations to generate a final performance metric for each trade. Finally, we average all of the performance metrics to calculate a performance metric for the insider. This list only includes insiders that have made at least three trades in the last two years.

If this insiders trade profitability is "N/A", then the insider either has not made any open-market purchases in the last three years, or the trades they’ve made are too recent to calculate a reliable performance metric.

Update Frequency: Daily

See the list of most profitable insider traders.

Companies with Reported Insider Positions

The SEC filings indicate David A Ladensohn has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:SYM / Symbotic Inc. 10% Owner 13,000
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by David A Ladensohn. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. The stock performance is charted as cumulative percent change in share price. For example, if an insider trade was made on January 1, 2019, the chart will show the daily percent change of the security to the present day. If the share price were to go from $10 to $15 during this time, the cumulative percent change in share price would be 50%. A change in price from $10 to $20 would be 100%, and a change in price of $10 to $5 would be -50%.

Ultimately, we are trying to determine how closely the insider’s trades correlate to excess returns (positive or negative) in the share price in order to see if the insider is timing their trades to profit from insider information. Consider the situation where an insider was doing this. In this situation, we would expect either (a) positive returns after purchases, or (b) negative returns after sales. In the case of (a), the PURCHASE chart would show a series of upwardly sloping curves, indicating positive returns after each purchase transaction. In the case of (b), the SALE chart would show a series of downward sloping curves, indicating negative returns after each sale transaction.

However, this alone is not enough to draw conclusions. If, for example, the share price of the company was in a non-cyclical climb over many years, then we would expect all the post-purchase plots to be upwardly sloping. Likewise, non-cyclical declines over many years would result in downward sloping post-trade plots. Neither of these charts would suggest insider trading activity.

The strongest indicator would be a situation where the share price was extremely cyclical, and there were both positive signals in the PURCHASE chart and negative plots on the SALE chart. This situation would be highly suggestive of an insider that was timing trades to their financial advantage.

Insider Purchases SYM / Symbotic Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in SYM / Symbotic Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

SYM / Symbotic Inc. Insider Trades
Insider Sales SYM / Symbotic Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in SYM / Symbotic Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
2025-08-11 SYM Ladensohn David A 5,000 52.6035 5,000 52.6035 263,018 10 43.9000 -43,517 -16.55
2025-08-11 SYM Ladensohn David A 10,000 55.2300 10,000 55.2300 552,300
2024-05-24 SYM Ladensohn David A 48,699 40.8649 48,699 40.8649 1,990,080
2024-05-24 SYM Ladensohn David A 1,301 41.8378 1,301 41.8378 54,431
2024-05-22 SYM Ladensohn David A 25,000 43.2621 25,000 43.2621 1,081,552
2023-11-28 SYM Ladensohn David A 5,000 58.4500 5,000 58.4500 292,250
2023-11-28 SYM Ladensohn David A 5,000 58.1100 5,000 58.1100 290,550
2023-11-28 SYM Ladensohn David A 10,000 58.6800 10,000 58.6800 586,800
2023-08-07 SYM Ladensohn David A 5,000 53.6100 5,000 53.6100 268,050
2023-08-07 SYM Ladensohn David A 5,000 53.6300 5,000 53.6300 268,150
2023-08-07 SYM Ladensohn David A 10,000 53.6100 10,000 53.6100 536,100
2023-07-25 SYM Ladensohn David A 14,260,250 28.0500 14,260,250 28.0500 400,000,012

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

SYM / Symbotic Inc. Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by David A Ladensohn as disclosed to the Securities Exchange Commission (SEC).

File Date Tran Date Form Ticker Security Code 10b5-1 Shares Remaining Shares Percent
Change
Share
Price
Tran
Value
Remaining
Value
2025-08-15 2025-08-13 4 SYM Symbotic Inc.
Class A Common Stock
G - Gift -2,000 13,000 -13.33
2025-08-13 2025-08-11 4 SYM Symbotic Inc.
Class A Common Stock
S - Sale -10,000 20,000 -33.33 55.23 -552,300 1,104,600
2025-08-13 2025-08-11 4 SYM Symbotic Inc.
Class A Common Stock
S - Sale -5,000 10,000 -33.33 52.60 -263,018 526,035
2025-06-16 2025-06-12 4 SYM Symbotic Inc.
Class V-1 Common Stock
J - Other -71,500 375,378 -16.00
2025-06-16 2025-06-12 4 SYM Symbotic Inc.
Class V-1 Common Stock
J - Other -71,500 375,378 -16.00
2025-06-16 2024-08-07 4 SYM Symbotic Inc.
Class V-3 Common Stock
J - Other -1,000,000 10,615,154 -8.61
2025-06-16 2024-08-07 4 SYM Symbotic Inc.
Class V-3 Common Stock
J - Other -7,762 12,469,262 -0.06
2025-05-21 2025-05-19 4 SYM Symbotic Inc.
Class V-1 Common Stock
J - Other -35,714 455,722 -7.27
2024-05-24 2024-05-24 4 SYM Symbotic Inc.
Class A Common Stock
S - Sale -1,301 0 -100.00 41.84 -54,431
2024-05-24 2024-05-24 4 SYM Symbotic Inc.
Class A Common Stock
S - Sale -48,699 1,301 -97.40 40.86 -1,990,080 53,165
2024-05-24 2024-05-24 4 SYM Symbotic Inc.
Class A Common Stock
J - Other 50,000 50,000
2024-05-24 2024-05-24 4 SYM Symbotic Inc.
Class V-1 Common Stock
J - Other -50,000 446,878 -10.06
2024-05-24 2024-05-22 4 SYM Symbotic Inc.
Class A Common Stock
S - Sale -25,000 0 -100.00 43.26 -1,081,552
2024-05-24 2024-05-22 4 SYM Symbotic Inc.
Class A Common Stock
J - Other 25,000 25,000
2024-05-24 2024-05-22 4 SYM Symbotic Inc.
Class V-1 Common Stock
J - Other -25,000 520,835 -4.58
2024-05-24 2024-05-09 4 SYM Symbotic Inc.
Class V-3 Common Stock
J - Other -1,000,000 11,615,154 -7.93
2024-02-28 2024-02-26 4 SYM Symbotic Inc.
Class A Common Stock
G - Gift -5,100 0 -100.00
2024-02-28 2024-02-26 4 SYM Symbotic Inc.
Class A Common Stock
S - Sale -2,085,296 0 -100.00 39.69 -82,765,398
2024-02-28 2024-02-26 4 SYM Symbotic Inc.
Class A Common Stock
J - Other 2,085,296 2,085,296
2024-02-28 2024-02-26 4 SYM Symbotic Inc.
Class V-3 Common Stock
J - Other -2,085,296 151,561,831 -1.36
2024-02-28 2023-10-03 4 SYM Symbotic Inc.
Class A Common Stock
G - Gift 5,100 5,100
2024-02-28 2023-10-03 4 SYM Symbotic Inc.
Class A Common Stock
G - Gift -5,100 0 -100.00
2023-11-30 2023-11-28 4 SYM Symbotic Inc.
Class A Common Stock
S - Sale -10,000 30,000 -25.00 58.68 -586,800 1,760,400
2023-11-30 2023-11-28 4 SYM Symbotic Inc.
Class A Common Stock
S - Sale -5,000 15,000 -25.00 58.11 -290,550 871,650
2023-11-30 2023-11-28 4 SYM Symbotic Inc.
Class A Common Stock
S - Sale -5,000 15,000 -25.00 58.45 -292,250 876,750
2023-08-09 2023-08-07 4 SYM Symbotic Inc.
Class A Common Stock
S - Sale -10,000 40,000 -20.00 53.61 -536,100 2,144,400
2023-08-09 2023-08-07 4 SYM Symbotic Inc.
Class A Common Stock
S - Sale -5,000 20,000 -20.00 53.63 -268,150 1,072,600
2023-08-09 2023-08-07 4 SYM Symbotic Inc.
Class A Common Stock
S - Sale -5,000 20,000 -20.00 53.61 -268,050 1,072,200
2023-07-27 2023-07-25 4 SYM Symbotic Inc.
Class A Common Stock
S - Sale -14,260,250 0 -100.00 28.05 -400,000,012
2023-07-27 2023-07-24 4 SYM Symbotic Inc.
Class A Common Stock
J - Other 14,260,250 14,260,250
2023-07-27 2023-07-24 4 SYM Symbotic Inc.
Class V-3 Common Stock
J - Other -7,897,442 192,597,449 -3.94
2023-07-27 2023-07-24 4 SYM Symbotic Inc.
Class V-1 Common Stock
J - Other -6,362,808 1,534,149 -80.57
2023-01-06 2022-08-02 4 SYM Symbotic Inc.
Class V-1 Common Stock
A - Award 2,632,319 7,896,957 50.00
2022-07-21 2022-07-19 4 SYM Symbotic Inc.
Class V-1 Common Stock
A - Award 5,264,638 5,264,638
2022-06-09 3 SYM Symbotic Inc.
Class A Common Stock
25,000
2022-06-09 3 SYM Symbotic Inc.
Class A Common Stock
5,100
2022-06-09 3 SYM Symbotic Inc.
Class A Common Stock
50,000
2022-06-09 3 SYM Symbotic Inc.
Class A Common Stock
25,000
2022-06-09 3 SYM Symbotic Inc.
Class V-3 Common Stock
200,494,891
P
Open market or private purchase of non-derivative or derivative security
S
Open market or private sale of non-derivative or derivative security
A
Grant, award, or other acquisition of securities from the company (such as an option)
C
Conversion of derivative
D
Sale or transfer of securities back to the company
F
Payment of exercise price or tax liability using portion of securities received from the company
G
Gift of securities by or to the insider
K
Equity swaps and similar hedging transactions
M
Exercise or conversion of derivative security received from the company (such as an option)
V
A transaction voluntarily reported on Form 4
J
Other (accompanied by a footnote describing the transaction)