| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| PUBLIX SUPER MARKETS INC | Senior Vice President | Common Stock | 243,707 | $4,373,015 | $18.05 | 27 Dec 2025 | By ESOP |
| PUBLIX SUPER MARKETS INC | Senior Vice President | Common Stock | 189,021 | $3,411,824 | $18.05 | 27 Dec 2025 | Direct |
| PUBLIX SUPER MARKETS INC | Senior Vice President | SERP Stock | 28,481 | $546,831 | $19.20 | 03 Mar 2025 | By SERP |
| PUBLIX SUPER MARKETS INC | Senior Vice President | Common Stock | 9,034 | $159,525 | $18.05 | 27 Dec 2025 | By 401(k) |