| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | NONE | Common Stock | Gift | $1,000,014 | -67,070 | -0.46% | $14.91 | 14,653,823 | 27 May 2022 | Direct | F1 |
| transaction | NONE | Common Stock | Other | $799,126 | +57,740 | +0.39% | $13.84 | 14,711,563 | 19 Aug 2022 | Direct | F1 |
| transaction | NONE | Common Stock | Other | $701,370 | +50,677 | +0.34% | $13.84 | 14,762,240 | 29 Aug 2022 | Direct | F1 |
| transaction | NONE | Common Stock | Other | $701,370 | -50,677 | -2.4% | $13.84 | 2,045,928 | 29 Aug 2022 | By GRAT | F1 |
| transaction | NONE | Common Stock | Other | $355,510 | +26,953 | +0.18% | $13.19 | 14,789,193 | 09 Nov 2022 | Direct | F1 |
| transaction | NONE | Common Stock | Other | $355,510 | -26,953 | -1.3% | $13.19 | 2,018,975 | 09 Nov 2022 | By GRAT | F1 |
| transaction | NONE | Common Stock | Other | $63,998 | +4,852 | +1.5% | $13.19 | 328,792 | 20 Dec 2022 | By Trustee Of Nieces' Trust | F1 |
| transaction | NONE | Common Stock | Other | $1,265,751 | -95,963 | -50% | $13.19 | 95,966 | 27 Dec 2022 | By Trustee of Trust ACU Mother's Trust | F1 |
| holding | NONE | Common Stock | 9,656 | 31 Dec 2022 | By IRA | F1 | |||||
| holding | NONE | Common Stock | 216,300 | 31 Dec 2022 | By Family Limited Partnership | F1, F2 | |||||
| holding | NONE | Common Stock | 125,520 | 31 Dec 2022 | By Trustee Of Nephews' Trust | F1 | |||||
| holding | NONE | Common Stock | 125,000 | 31 Dec 2022 | By Spouse | F1 | |||||
| holding | NONE | Common Stock | 48,200 | 31 Dec 2022 | By Spouse As Custodian For Children | F1 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | NONE | SERP Stock | Other | $799,126 | -57,740 | -100% | $13.84 | 0 | 19 Aug 2022 | Common Stock | 57,740 | By SERP | F3 |
| Id | Content |
|---|---|
| F1 | The number of shares reported as beneficially owned has been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. |
| F2 | The reporting person disclaims beneficial ownership of the common stock held by the Limited Partnership except to the extent of his pecuniary interest therein. |
| 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. The number of shares reported has been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. |