Ronald M. Wright and The Goose Pond Trust Acquire 7.9% Stake in Symbotic Inc. via Trust Distribution
On May 15, 2026, Ronald M. Wright and The Goose Pond Trust filed a Schedule 13D reporting a new 7.9% beneficial ownership stake in Symbotic Inc. (SYM). The position was established following a distribution from The 2014 QSST F/B/O Perry Cohen, which transferred 10,853,484 shares of Class V-3 Common Stock and an equal number of Symbotic Holdings LLC units (OpCo Units) to The Goose Pond Trust. Ronald M. Wright, serving as the sole trustee of The Goose Pond Trust, also personally holds 4,000 shares of Class A Common Stock. The Class V-3 shares are convertible on a one-for-one basis into Class A Common Stock. In connection with the distribution, the trust assumed rights under existing Tax Receivable, Registration Rights, and LLC agreements. The acquisition was made for estate planning purposes for the benefit of Perry Cohen's descendants. While the reporting persons currently hold the shares for investment, they may engage in future discussions with management regarding governance, operations, or strategic alternatives.