DAVID E. BORNMANN - 31 Dec 2023 Form 5 Insider Report for PUBLIX SUPER MARKETS INC

Role
Senior Vice President
Signature
/s/ Monica Allman, POA on file for David Bornmann
Issuer symbol
N/A
Transactions as of
31 Dec 2023
Net transactions value
$0
Form type
5
Filing time
26 Jan 2024, 14:25:24 UTC
Previous filing
29 Mar 2023
Next filing
29 Mar 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding Common Stock 460,785 31 Dec 2023 Direct
holding Common Stock 70,625 31 Dec 2023 By Spouse
holding Common Stock 23,435 31 Dec 2023 By Spouse's Trust
holding Common Stock 8,000 31 Dec 2023 By Custodian for Child
holding Common Stock 277,274 31 Dec 2023 By ESOP F1
holding Common Stock 11,491 31 Dec 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
holding SERP Stock 36,145 31 Dec 2023 Common Stock 36,145 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.