Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | NONE | Common Stock | Other | $31.9K | +2.41K | +26.9% | $13.28 | 11.3K | Jan 10, 2022 | by Trustee of Grandchildren's Trust | F1 |
transaction | NONE | Common Stock | Other | -$31.9K | -2.41K | -0.43% | $13.28 | 552K | Jan 10, 2022 | Direct | F1 |
transaction | NONE | Common Stock | Other | $400K | +30.1K | +4.66% | $13.28 | 677K | Jan 10, 2022 | By Spouse's Trust | F1 |
transaction | NONE | Common Stock | Other | -$400K | -30.1K | -5.46% | $13.28 | 522K | Jan 10, 2022 | Direct | F1 |
holding | NONE | Common Stock | 11.2K | Dec 31, 2022 | By 401(k) | F2 | |||||
holding | NONE | Common Stock | 313K | Dec 31, 2022 | By ESOP | F3 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | NONE | SERP Stock | Award | $25.4K | +1.84K | +8.14% | $13.76 | 24.5K | Mar 1, 2022 | Common Stock | 1.84K | By SERP | F4 |
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 | Acquired under the Publix Super Markets, Inc. 401(k) SMART Plan. Transaction exempt under rule 16b-3(c). The number of shares reported had been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. |
F3 | Acquired under the Publix Super Markets, Inc. Employee Stock Ownership Plan. Transaction exempt under rule 16b-3(c). The number of shares reported had been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. |
F4 | 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. |