| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| PUBLIX SUPER MARKETS INC | Executive Chairman | Common Stock | 293,677 | $5,638,597 | $19.20 | 27 Dec 2025 | By ESOP |
| PUBLIX SUPER MARKETS INC | Executive Chairman | SERP Stock | 196,236 | $3,767,722 | $19.20 | 27 Dec 2025 | By SERP |
| PUBLIX SUPER MARKETS INC | Executive Chairman | Common Stock | 83,686 | $1,690,462 | $20.20 | 27 Dec 2025 | Direct |
| PUBLIX SUPER MARKETS INC | Executive Chairman | Common Stock | 39,621 | $760,723 | $19.20 | 27 Dec 2025 | By Trustee of Children's Trust |
| PUBLIX SUPER MARKETS INC | Executive Chairman | Common Stock | 12,051 | $228,922 | $19.20 | 27 Dec 2025 | By 401(k) |