Merriann Metz - Dec 31, 2023 Form 5 Insider Report for PUBLIX SUPER MARKETS INC (NONE)

Signature
/s/ Monica Allmen, POA on file for Merriann Metz
Stock symbol
NONE
Transactions as of
Dec 31, 2023
Transactions value $
$34,193
Form type
5
Date filed
1/26/2024, 11:06 AM
Previous filing
Feb 3, 2023
Next filing
Jul 26, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding NONE Common Stock 4.26K Dec 31, 2023 Direct
holding NONE Common Stock 40.4K Dec 31, 2023 By ESOP F1
holding NONE Common Stock 33.5K Dec 31, 2023 By 401(k) 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 NONE SERP Stock Award $34.2K +2.35K +45.11% $14.55* 7.56K Mar 1, 2023 Common Stock 2.35K 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 the Publix Super Markets, Inc. Employee Stock Ownership Plan. Transaction exempt under rule 16b-3(c).
F2 Acquired under the Publix Super Markets, Inc. 401(k) SMART 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.