DAVID P. PHILLIPS - 27 Dec 2025 Form 5 Insider Report for PUBLIX SUPER MARKETS INC

Role
Chief Financial Officer
Signature
/s/ Monica Allman, POA on file for David P Phillips
Issuer symbol
N/A
Transactions as of
27 Dec 2025
Net transactions value
+$111,761
Form type
5
Filing time
23 Jan 2026, 14:57:56 UTC
Previous filing
24 Jan 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
PHILLIPS DAVID P Chief Financial Officer P.O. BOX 407, LAKELAND /s/ Monica Allman, POA on file for David P Phillips 23 Jan 2026 0001215800

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding Common Stock 573,145 27 Dec 2025 By Spouse as Trustee for Irrevocable Trusts
holding Common Stock 85,125 27 Dec 2025 By IRA
holding Common Stock 35,000 27 Dec 2025 By Custodian For Child
holding Common Stock 814,390 27 Dec 2025 Direct
holding Common Stock 12,051 27 Dec 2025 By 401(k) F1
holding Common Stock 351,444 27 Dec 2025 By ESOP F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SERP Stock Award $111,761 +5,821 +5.1% $19.20 119,883 03 Mar 2025 Common Stock 5,821 By SERP F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Acquired under Publix Super Market's Inc. 401(k) plan. Transaction exempt under rule 16b-3(c)
F2 Acquired under the Publix Super Markets, Inc. Employee Stock Ownership Plan. Transaction exempt under rule 16b-3(c).
F3 Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan.