# EDGAR Filing Document

**Accession Number:** 0001837240
**File Stem:** 0000950170-25-086952
**Filing Date:** 2025-6
**Character Count:** 32211
**Document Hash:** bf60a70174a7fccd16c5334a1cbfac01
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000950170-25-086952.hdr.sgml**: 20250616

**ACCESSION NUMBER**: 0000950170-25-086952

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13D/A

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20250616

**DATE AS OF CHANGE**: 20250616

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Symbotic Inc.
- **CENTRAL INDEX KEY:** 0001837240
- **STANDARD INDUSTRIAL CLASSIFICATION:** GENERAL INDUSTRIAL MACHINERY & EQUIPMENT, NEC [3569]
- **ORGANIZATION NAME:** 06 Technology
- **EIN:** 981572401
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0927

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-92415
- **FILM NUMBER:** 251051424

**BUSINESS ADDRESS:**
- **STREET 1:** 200 RESEARCH DRIVE
- **CITY:** WILMINGTON
- **STATE:** MA
- **ZIP:** 01887
- **BUSINESS PHONE:** 978-284-2800

**MAIL ADDRESS:**
- **STREET 1:** 200 RESEARCH DRIVE
- **CITY:** WILMINGTON
- **STATE:** MA
- **ZIP:** 01887

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SVF Investment Corp. 3
- **DATE OF NAME CHANGE:** 20210128

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SVF Investment III Corp.
- **DATE OF NAME CHANGE:** 20201218
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Cohen Richard B
- **CENTRAL INDEX KEY:** 0001933447

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D/A

**MAIL ADDRESS:**
- **STREET 1:** C/O SYMBOTIC INC., 200 RESEARCH DRIVE
- **CITY:** WILMINGTON
- **STATE:** MA
- **ZIP:** 01887

### Attached PDF Documents

**Attachment 1:** `ck0000000000-ex99_a.pdf`

# SCHEDULE A

The name, present principal occupation or employment, business address, citizenship and beneficial interests in the Issuer of each of the directors and officers of RJJRP Holdings, Inc. are set forth below.

| Name | Present Principal Occupation or Employment | Present Principal Business Address | Citizenship | Beneficial Interests in the Issuer |
| --- | --- | --- | --- | --- |
| Richard B. Cohen | President, Chief Executive Officer, and Chair of RJJRP Holdings, Inc. | c/o Symbolic Inc. 200 Research Drive Wilmington, MA 01887 | USA | * |
| Janet Cohen | Director of RJJRP Holdings, Inc. | c/o Symbolic Inc. 200 Research Drive Wilmington, MA 01887 | USA | (1) |
| Kevin McNamara | Treasurer, Chief Financial Officer, Executive Vice President and Director of RJJRP Holdings, Inc. | c/o Symbolic Inc. 200 Research Drive Wilmington, MA 01887 | USA |  |
| Perry Cohen | Director of RJJRP Holdings, Inc. | c/o Symbolic Inc. 200 Research Drive Wilmington, MA 01887 | USA | (2) |
| Joseph P. Toce Jr. | Director of RJJRP Holdings, Inc. | c/o Symbolic Inc. 200 Research Drive Wilmington, MA 01887 | USA | (3) |
| David Ladensohn | Director of RJJRP Holdings, Inc. | c/o Symbolic Inc. 200 Research Drive Wilmington, MA 01887 | USA | (4) |
| William M. Boyd III | Secretary & Executive Vice President of RJJRP Holdings, Inc.; Chief Strategy Officer of the Issuer. | c/o Symbolic Inc. 200 Research Drive Wilmington, MA 01887 | USA | (5) |
| Julie Drake | Vice President & Assistant Treasurer of RJJRP Holdings, Inc. | c/o Symbolic Inc. 200 Research Drive Wilmington, MA 01887 | USA |  |
| Bryan T. Granger | Assistant Treasurer & Senior Vice President of RJJRP Holdings, Inc. | c/o Symbolic Inc. 200 Research Drive Wilmington, MA 01887 | USA |  |

* Beneficial interests reported in this Schedule 13D.

| (1) | To the knowledge of the Reporting Persons, pursuant to the Schedule 13D/A filed by Janet Cohen on February 23, 2024, Ms. Cohen exercises shared voting anddispositive power over 165,965,810 common shares of the Issuer. |
| --- | --- |
| (2) | To the knowledge of the Reporting Persons, Perry Cohen may be deemed to exercise voting and dispositive power over 4,000,000 common shares of the Issuer. |
| (3) | To the knowledge of the Reporting Persons, Joseph P. Toce Jr. may be deemed to have shared voting and dispositive power over 2,727,466 common shares of the Issuer byvirtue of his role as trustee for certain trusts and deemed to exercise voting and dispositive power over 12,000 common shares of the Issuer. |
| (4) | To the knowledge of the Reporting Persons, pursuant to the Schedule 13D/A filed by David A. Ladensohn on February 23, 2024, Mr. Ladensohn exercises shared voting anddispositive power over 192,096,402 common shares of the Issuer. |
| (5) | To the knowledge of the Reporting Persons, Mr. Boyd may be deemed to exercise voting and dispositive power over 526,352 common shares of the Issuer. |

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13D

### Under the Securities Exchange Act of 1934

**(Amendment No. 5)**

**Symbotic Inc.**

*(Name of Issuer)*

**Class A Common Stock, par value $0.0001 per share**

*(Title of Class of Securities)*

**87151X101**

*(CUSIP Number)*

**Richard B. Cohen**<br>c/o Symbotic Inc.<br>200 Research Drive<br>Wilmington MA 01887<br>(978) 284-2800

*(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)*

**06/12/2025**

*(Date of Event Which Requires Filing of this Statement)*

| **CUSIP No.** | **87151X101** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Richard B. Cohen** | Name of reporting person<br>**Richard B. Cohen** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**OO** | Source of funds (See Instructions)<br>**OO** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**X1** | Citizenship or place of organization<br>**X1** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**45446723.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**45446723.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**45446723.00** | Aggregate amount beneficially owned by each reporting person<br>**45446723.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**29.4%** | Percent of class represented by amount in Row (11)<br>**29.4%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IN** | Type of Reporting Person (See Instructions)<br>**IN** | |

---

**Comment for Reporting Person:** Rows 8, 10 and 11:  Consists of (i) 41,549,600 shares of Class V-3 common stock and 2,215,990 shares of Class V-1 common stock held of record by RJJRP Holdings, Inc., of which Richard B. Cohen is the President and Chief Executive Officer and (ii) 1,681,133 shares of Class V-3 common stock held of record by the Richard B. Cohen Revocable Trust, of which Richard B. Cohen is trustee. Shares of Class V-3 common stock entitles its holders to 3 votes per share and are convertible on a one-for-one basis into shares of Class A common stock of the Issuer at the election of the holder and upon the redemption of an equal number of OpCo Units (as described in Item 3 herein). Shares of Class V-1 common stock entitles its holders to 1 vote per share and are convertible on a one-for-one basis into shares of Class A common stock of the Issuer at the election of the holder and upon the redemption of an equal number of OpCo Units (as described in Item 3 herein).

Row 13:  Based on information about outstanding shares as of May 6, 2025 disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 7, 2025. The percent of class assumes conversion of all of the Reporting Person's Class V-3 common stock and Class V-1 common stock into Class A common stock, resulting in a total of 154,526,742 shares of Class A common stock outstanding  (which reflects the sum of (x) 109,080,019 shares of Class A common stock outstanding as of May 6, 2025, and (y) 45,446,723 shares of Class A common stock issuable on conversion of the Reporting Person's Class V-3 common stock and Class V-1 common stock).  Based on the total of 589,610,540 shares of the Issuer's common stock outstanding as of May 6, 2025 (including (i) 109,080,019 shares of Class A common stock, (ii) 76,221,325 shares of Class V-1 common stock, and (iii) 404,309,196 shares of Class V-3 common stock), the Reporting Person beneficially owns 7.7% of the Issuer's total outstanding Class A common stock on a fully diluted basis.

| **CUSIP No.** | **87151X101** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**The RBC 2021 4 Year GRAT** | Name of reporting person<br>**The RBC 2021 4 Year GRAT** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**OO** | Source of funds (See Instructions)<br>**OO** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**X1** | Citizenship or place of organization<br>**X1** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**0.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**0.00** | Aggregate amount beneficially owned by each reporting person<br>**0.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**0%** | Percent of class represented by amount in Row (11)<br>**0%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**OO** | Type of Reporting Person (See Instructions)<br>**OO** | |

---

| **CUSIP No.** | **87151X101** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**RJJRP Holdings, Inc.** | Name of reporting person<br>**RJJRP Holdings, Inc.** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**OO** | Source of funds (See Instructions)<br>**OO** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**DELAWARE** | Citizenship or place of organization<br>**DELAWARE** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**43765590.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**43765590.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**43765590.00** | Aggregate amount beneficially owned by each reporting person<br>**43765590.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**28.6%** | Percent of class represented by amount in Row (11)<br>**28.6%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**CO** | Type of Reporting Person (See Instructions)<br>**CO** | |

---

**Comment for Reporting Person:** Rows 8, 10 and 11:  Consists of 41,549,600 shares of Class V-3 common stock and 2,215,990 shares of Class V-1 common stock held of record by RJJRP Holdings, Inc. Richard B. Cohen may be deemed to have voting and dispositive power with respect to the shares by virtue of his position as President and Chief Executive Officer of RJJRP Holdings, Inc. and his ownership interest therein. Shares of Class V-3 common stock entitles its holders to 3 votes per share and are convertible on a one-for-one basis into shares of Class A common stock of the Issuer at the election of the holder and upon the redemption of an equal number of OpCo Units (as described in Item 3 herein). Shares of Class V-1 common stock entitles its holders to 1 vote per share and are convertible on a one-for-one basis into shares of Class A common stock of the Issuer at the election of the holder and upon the redemption of an equal number of OpCo Units (as described in Item 3 herein).

Row 13:  Based on information about outstanding shares as of May 6, 2025 disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 7, 2025. The percent of class assumes conversion of all of the Reporting Person's Class V-3 common stock and Class V-1 common stock into Class A common stock, resulting in a total of 152,845,609 shares of Class A common stock outstanding (which reflects the sum of (x) 109,080,019 shares of Class A common stock outstanding as of May 6, 2025 and (y) 43,765,590 shares of Class A common stock issuable on conversion of the Reporting Person's Class V-3 common stock and Class V-1 common stock). Based on the total of 589,610,540 shares of the Issuer's common stock outstanding as of May 6, 2025 (including (i) 109,080,019  shares of Class A common stock, (ii) 76,221,325  shares of Class V-1 common stock, and (iii) 404,309,196 shares of Class V-3 common stock), the Reporting Person beneficially owns 7.4% 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).

| **CUSIP No.** | **87151X101** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Richard B. Cohen Revocable Trust** | Name of reporting person<br>**Richard B. Cohen Revocable Trust** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**OO** | Source of funds (See Instructions)<br>**OO** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**X1** | Citizenship or place of organization<br>**X1** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**1681133.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**1681133.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**1681133.00** | Aggregate amount beneficially owned by each reporting person<br>**1681133.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**1.5%** | Percent of class represented by amount in Row (11)<br>**1.5%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**OO** | Type of Reporting Person (See Instructions)<br>**OO** | |

---

**Comment for Reporting Person:** Rows 8, 10 and 11:  Consists of 1,681,133 shares of Class V-3 common stock held of record by the Richard B. Cohen Revocable Trust. Richard B. Cohen may be deemed to have voting and dispositive power with respect to the shares by virtue of his position Trustee of the Richard B. Cohen Revocable Trust. Shares of Class V-3 common stock entitles its holders to 3 votes per share and are convertible on a one-for-one basis into shares of Class A common stock of the Issuer at the election of the holder and upon the redemption of an equal number of OpCo Units (as described in Item 3 herein).

Row 13:  Based on information about outstanding shares as of May 6, 2025 disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 7, 2025. The percent of class assumes conversion of all of the Reporting Person's Class V-3 common stock into Class A common stock, resulting in a total of 110,761,152 shares of Class A common stock outstanding (which reflects the sum of (x) 109,080,019 shares of Class A common stock outstanding as of May 6, 2025 and (y) 1,681,133 shares of Class A common stock issuable on conversion of the Reporting Person's Class V-3 common stock). Based on the total of 589,610,540 shares of the Issuer's common stock outstanding as of May 6, 2025 (including (i) 109,080,019 shares of Class A common stock, (ii) 76,221,325  shares of Class V-1 common stock, and (iii) 404,309,196  shares of Class V-3 common stock), the Reporting Person beneficially owns 0.3% 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).

**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, MA, 01887

Explanatory Note

This Amendment No. 5 (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 January 13, 2023, Amendment No. 3 to the Schedule 13D filed on July 26, 2023, and amendment No. 4 to the Schedule 13D filed on February 23, 2024 (as amended by this Schedule 13D Amendment, the "Schedule 13D"), is being filed on behalf of the Reporting Persons (as defined below), 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:

According to the terms of The RBC 2021 4 Year GRAT's trust agreement, The RBC 2021 4 Year GRAT terminated on March 31, 2025 and the remainder of The RBC 2021 4 Year GRAT (after full and final payment of any annuity amounts owed to Richard B. Cohen) (the "GRAT Remainder"), was to be distributed to the RBC Millennium Trust. The trustees of the RBC Millennium Trust resolved to accept the GRAT Remainder and hold and administer the GRAT Remainder in a separate, GST non-exempt trust apart from the principal and income held by the Millennium Trust. On June 12, 2025, The RBC 2021 4 Year GRAT distributed the GRAT Remainder to The RBC Millennium GST Non-Exempt Trust (the "Distribution"). As a result of the Distribution, The RBC Millennium GST Non-Exempt Trust received in the aggregate the 165,647,479 common units in Symbotic Holdings LLC ("OpCo"), 163,355,074 shares of Symbotic Class V-3 Common Stock and 2,292,405 shares of Symbotic Class V-1 Common Stock previously held by The RBC 2021 4 Year GRAT.

Also on June 12, 2205, The Richard B. Cohen Revocable Trust made a bona fide gift to a charitable donor-advised fund of 750,000 common units of Symbotic Holdings LLC and 750,000 shares of Symbotic Class V-3 Common Stock.

**Item 5. Interest in Securities of the Issuer**

**(a)**
Item 5 of Schedule 13D is hereby amended and restated as follows:

The responses of the Reporting Persons to rows (7) through (13) of the cover pages and Items 2, 3, 4 and 6 of this Schedule 13D are incorporated into this Item 5 by reference.

Based on information about outstanding shares as of May 6, 2025 disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 7, 2025.  The Reporting Persons are in the aggregate beneficial owners of 43,230,733 shares of Class V-3 Common Stock and 2,215,990 shares of Class V-1 Common Stock, each of which 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, the Reporting Persons may be deemed to be in the aggregate the beneficial owners of 29.4% of the 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 shares of Class V-3 Common Stock and Class V-1 Common Stock, as applicable, into shares of Class A Common Stock, resulting in a total of (i) 154,526,742 shares of Class A Common Stock outstanding (which reflects the sum of (x) 109,080,019  shares of Class A Common Stock outstanding as of May 6, 2025 and (y) 45,446,723 shares of Class A Common Stock issuable on conversion of the Reporting Persons' Class V-3 Common Stock and Class V-1 Common Stock, as applicable). Based on the total of 589,610,540 shares of the Issuer's common stock outstanding as of May 6, 2025 (including (i) 109,080,019 shares of Class A Common Stock, (ii) 76,221,325 shares of Class V-1 Common Stock, and (iii) 404,309,196 shares of Class V-3 Common Stock), the Reporting Persons collectively beneficially own in the aggregate 7.7% 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).

Based on information about outstanding shares as of May 6, 2025 disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 7, 2025., RJJRP Holdings, Inc. is the record holder of 41,549,600 shares of Class V-3 Common Stock and 2,215,990 shares of Class V-1 Common Stock. Richard B. Cohen may be deemed to beneficially own the securities of the Issuer held directly by RJJRP Holdings, Inc. by virtue of his position as President and Chief Executive Officer of RJJRP and his ownership interest therein.

Based on information about outstanding shares as of May 6, 2025 disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 7, 2025. Richard B. Cohen Revocable Trust is the record holder of 1,681,133 shares of Class V-3 Common Stock. Richard B. Cohen may be deemed to beneficially own the securities of the Issuer held directly by the Richard B. Cohen Revocable Trust by virtue of his role as sole trustee of the trust.

The filing of this Schedule 13D shall not be deemed an admission that the Reporting Persons are, for purposes of Section 13(d) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), the beneficial owners of any securities of the Issuer he or it does not directly own. Each of the Reporting Persons specifically disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent such Reporting Person actually exercises voting or dispositive power with respect to such securities.

To the Reporting Persons' knowledge, except as disclosed in Schedule A, none of the Covered Persons directly owns any shares of Issuer's common stock; however, because each Covered Person is a director or executive officer of one or more Reporting Persons, each Covered Person may be deemed to be the beneficial owner of the shares of Issuer's common stock beneficially owned by the Reporting Person(s) for which they each serve as director or executive officer. Each of the Covered Persons hereby disclaims beneficial ownership of any shares of Issuer's common stock and the filing of this Schedule 13D shall not be construed as an admission that any such Covered Person is the beneficial owner of any securities covered by this Schedule 13D or that any such Covered Person is a member of a "group" for Section 13(d) purposes.

**(b)**
Item 5 of Schedule 13D is hereby amended and restated as follows:

The responses of the Reporting Persons to rows (7) through (13) of the cover pages and Items 2, 3, 4 and 6 of this Schedule 13D are incorporated into this Item 5 by reference.

Based on information about outstanding shares as of May 6, 2025 disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 7, 2025.  The Reporting Persons are in the aggregate beneficial owners of 43,230,733 shares of Class V-3 Common Stock and 2,215,990 shares of Class V-1 Common Stock, each of which 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, the Reporting Persons may be deemed to be in the aggregate the beneficial owners of 29.4% of the 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 shares of Class V-3 Common Stock and Class V-1 Common Stock, as applicable, into shares of Class A Common Stock, resulting in a total of (i) 154,526,742 shares of Class A Common Stock outstanding (which reflects the sum of (x) 109,080,019  shares of Class A Common Stock outstanding as of May 6, 2025 and (y) 45,446,723 shares of Class A Common Stock issuable on conversion of the Reporting Persons' Class V-3 Common Stock and Class V-1 Common Stock, as applicable). Based on the total of 589,610,540 shares of the Issuer's common stock outstanding as of May 6, 2025 (including (i) 109,080,019 shares of Class A Common Stock, (ii) 76,221,325 shares of Class V-1 Common Stock, and (iii) 404,309,196 shares of Class V-3 Common Stock), the Reporting Persons collectively beneficially own in the aggregate 7.7% 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).

Based on information about outstanding shares as of May 6, 2025 disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 7, 2025., RJJRP Holdings, Inc. is the record holder of 41,549,600 shares of Class V-3 Common Stock and 2,215,990 shares of Class V-1 Common Stock. Richard B. Cohen may be deemed to beneficially own the securities of the Issuer held directly by RJJRP Holdings, Inc. by virtue of his position as President and Chief Executive Officer of RJJRP and his ownership interest therein.

Based on information about outstanding shares as of May 6, 2025 disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission on May 7, 2025. Richard B. Cohen Revocable Trust is the record holder of 1,681,133 shares of Class V-3 Common Stock. Richard B. Cohen may be deemed to beneficially own the securities of the Issuer held directly by the Richard B. Cohen Revocable Trust by virtue of his role as sole trustee of the trust.

The filing of this Schedule 13D shall not be deemed an admission that the Reporting Persons are, for purposes of Section 13(d) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), the beneficial owners of any securities of the Issuer he or it does not directly own. Each of the Reporting Persons specifically disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent such Reporting Person actually exercises voting or dispositive power with respect to such securities.

To the Reporting Persons' knowledge, except as disclosed in Schedule A, none of the Covered Persons directly owns any shares of Issuer's common stock; however, because each Covered Person is a director or executive officer of one or more Reporting Persons, each Covered Person may be deemed to be the beneficial owner of the shares of Issuer's common stock beneficially owned by the Reporting Person(s) for which they each serve as director or executive officer. Each of the Covered Persons hereby disclaims beneficial ownership of any shares of Issuer's common stock and the filing of this Schedule 13D shall not be construed as an admission that any such Covered Person is the beneficial owner of any securities covered by this Schedule 13D or that any such Covered Person is a member of a "group" for Section 13(d) purposes.

**(c)**
Except for the transactions described in Item 3, Item 4 and Item 6 of this Schedule 13D, which are incorporated into this Item 5(c) by reference, none of the Reporting Persons nor, to their knowledge, any of the Covered Persons, has effected any transactions in the Issuer's common stock during the past 60 days.

### 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.

**Reporting Person:** Richard B. Cohen

**Signature:** /s/ Richard B. Cohen

**Name/Title:** Richard B. Cohen

**Date:** 06/16/2025

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.

**Reporting Person:** The RBC 2021 4 Year GRAT

**Signature:** /s/ Richard B. Cohen

**Name/Title:** Richard B. Cohen / Trustee

**Date:** 06/16/2025

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.

**Reporting Person:** RJJRP Holdings, Inc.

**Signature:** /s/ Richard B. Cohen

**Name/Title:** Richard B. Cohen / President and Chief Executive Officer

**Date:** 06/16/2025

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.

**Reporting Person:** Richard B. Cohen Revocable Trust

**Signature:** /s/ Richard B. Cohen

**Name/Title:** Richard B. Cohen / Trustee

**Date:** 06/16/2025