| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| PUBLIX SUPER MARKETS INC | Director | Common Stock | 14,384,092 | $212,733,782 | $14.75 | 31 May 2024 | Direct |
| PUBLIX SUPER MARKETS INC | Director | Common Stock | 2,130,750 | $32,886,512 | $14.75 | 24 May 2024 | By GRAT |
| PUBLIX SUPER MARKETS INC | Director | Common Stock | 338,060 | $4,986,385 | $14.75 | 28 Feb 2024 | By Trustee of Nieces' Trust |
| PUBLIX SUPER MARKETS INC | Director | Common Stock | 232,435 | $3,428,416 | $14.75 | 28 Feb 2024 | By Trustee of Nephews' Trust |
| PUBLIX SUPER MARKETS INC | Director | Common Stock | 216,300 | $3,190,425 | $14.75 | 28 Feb 2024 | By Family Limited Partnership |
| PUBLIX SUPER MARKETS INC | Director | Common Stock | 125,000 | $1,843,750 | $14.75 | 28 Feb 2024 | By Spouse |
| PUBLIX SUPER MARKETS INC | Director | Common Stock | 95,965 | $1,415,478 | $14.75 | 28 Feb 2024 | By Trustee of Trust ACU Mother's Trust |
| PUBLIX SUPER MARKETS INC | Director | Common Stock | 48,200 | $710,950 | $14.75 | 28 Feb 2024 | By Spouse As Custodian |
| PUBLIX SUPER MARKETS INC | Director | Common Stock | 9,656 | $142,425 | $14.75 | 28 Feb 2024 | By IRA |
| PUBLIX SUPER MARKETS INC | Director | Common Stock | 9,308 | $66,965 | $14.75 | 28 Feb 2024 | By Trustee of Grandchildren's Trust |