DAVID P. PHILLIPS - 28 Dec 2024 Form 5 Insider Report for PUBLIX SUPER MARKETS INC

Signature
/s/ Monica Allman, POA on file for David Phillips
Issuer symbol
N/A
Transactions as of
28 Dec 2024
Net transactions value
+$106,167
Form type
5
Filing time
24 Jan 2025, 12:54:21 UTC
Previous filing
26 Jan 2024
Next filing
23 Jan 2026

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding Common Stock 814,390 28 Dec 2024 Direct
holding Common Stock 85,125 28 Dec 2024 By IRA
holding Common Stock 35,000 28 Dec 2024 By Custodian For Child
holding Common Stock 573,145 28 Dec 2024 By Spouse as Trustee for Irrevocable Trusts
holding Common Stock 350,009 28 Dec 2024 By ESOP F1
holding Common Stock 11,790 28 Dec 2024 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 SERP Stock Award $106,167 +6,985 +6.5% $15.20 114,063 01 Mar 2024 Common Stock 6,985 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.