Mark R. Irby - 31 Dec 2023 Form 5 Insider Report for PUBLIX SUPER MARKETS INC

Role
Director
Signature
/s/ Monica Allmen, POA on file for Mark Irby
Issuer symbol
N/A
Transactions as of
31 Dec 2023
Net transactions value
+$32,928
Form type
5
Filing time
26 Jan 2024, 12:05:02 UTC
Previous filing
04 May 2022
Next filing
20 Aug 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction Common Stock Will/Inheritance $103,212 +7,825 $13.19* 7,825 22 Feb 2023 Estate Account
transaction Common Stock Other $19,605 -1,347 -100% $14.55* 0 21 Mar 2023 By ESOP F1
transaction Common Stock Other $19,605 +1,347 +0.25% $14.55* 532,764 21 Mar 2023 Direct
transaction Common Stock Other $19,605 -1,347 -0.25% $14.55* 531,417 30 Mar 2023 Direct
transaction Common Stock Other $19,605 +1,347 +2.9% $14.55* 47,894 30 Mar 2023 By IRA
transaction Common Stock Other $292,704 +19,553 +3.7% $14.97* 554,100 28 Jun 2023 Direct
transaction Common Stock Will/Inheritance $117,140 -7,825 -100% $14.97* 0 29 Jun 2023 Estate Account
transaction Common Stock Will/Inheritance $46,856 +3,130 +0.57% $14.97* 554,100 29 Jun 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 SERP Stock Other $292,704 -19,553 -100% $14.97* 0 28 Jun 2023 Common Stock 19,553 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.