| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| PUBLIX SUPER MARKETS INC | 10%+ Owner | Common Stock | 627,936 | $11,334,251 | $18.05 | 03 Mar 2025 | By Spouse's Trust |
| PUBLIX SUPER MARKETS INC | 10%+ Owner | Common Stock | 551,998 | $11,260,759 | $20.40 | 12 Jan 2026 | Direct |
| PUBLIX SUPER MARKETS INC | 10%+ Owner | Common Stock | 318,149 | $5,716,690 | $18.05 | 03 Mar 2025 | By ESOP |
| PUBLIX SUPER MARKETS INC | 10%+ Owner | Common Stock | 31,182 | $636,112 | $20.40 | 12 Jan 2026 | by Trustee of Grandchildren's Trusts |
| PUBLIX SUPER MARKETS INC | 10%+ Owner | SERP Stock | 30,153 | $578,935 | $19.20 | 03 Mar 2025 | By SERP |
| PUBLIX SUPER MARKETS INC | 10%+ Owner | Common Stock | 13,729 | $247,808 | $18.05 | 28 Dec 2024 | by Trustee of Grandchildren's Trust |
| PUBLIX SUPER MARKETS INC | 10%+ Owner | Common Stock | 12,051 | $212,813 | $18.05 | 03 Mar 2025 | By 401(k) |