R. Mark Irby - Dec 31, 2023 Form 5 Insider Report for PUBLIX SUPER MARKETS INC (NONE)

Role
Director
Signature
/s/ Monica Allmen, POA on file for Mark Irby
Stock symbol
NONE
Transactions as of
Dec 31, 2023
Transactions value $
$32,928
Form type
5
Date filed
1/26/2024, 12:05 PM
Previous filing
May 4, 2022
Next filing
Aug 20, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction NONE Common Stock Will/Inheritance $103K +7.83K $13.19* 7.83K Feb 22, 2023 Estate Account
transaction NONE Common Stock Other -$19.6K -1.35K -100% $14.55* 0 Mar 21, 2023 By ESOP F1
transaction NONE Common Stock Other $19.6K +1.35K +0.25% $14.55* 533K Mar 21, 2023 Direct
transaction NONE Common Stock Other -$19.6K -1.35K -0.25% $14.55* 531K Mar 30, 2023 Direct
transaction NONE Common Stock Other $19.6K +1.35K +2.89% $14.55* 47.9K Mar 30, 2023 By IRA
transaction NONE Common Stock Other $293K +19.6K +3.66% $14.97* 554K Jun 28, 2023 Direct
transaction NONE Common Stock Will/Inheritance -$117K -7.83K -100% $14.97* 0 Jun 29, 2023 Estate Account
transaction NONE Common Stock Will/Inheritance $46.9K +3.13K +0.57% $14.97* 554K Jun 29, 2023 Direct

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 Other -$293K -19.6K -100% $14.97* 0 Jun 28, 2023 Common Stock 19.6K By SERP F2
* 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 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.