Key facts
- This page summarizes Mark R. Irby's Form 5 filing for PUBLIX SUPER MARKETS INC.
- 9 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 26 Jan 2024, 12:05.
Mark R. Irby - 31 Dec 2023 Form 5 Insider Report for PUBLIX SUPER MARKETS INC
- Reporting relationship
- Director
- Issuer ticker
- N/A
- Reported as of
- 31 Dec 2023
- Net transaction value
- +$32,928
- SEC form
- 5
- Accepted by SEC
- 26 Jan 2024, 12:05:02 UTC
- Prior SEC filing
- 04 May 2022
- Next SEC filing
- 20 Aug 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Monica Allmen, POA on file for Mark Irby
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Mark R. Irby filed Form 5 for PUBLIX SUPER MARKETS INC on 26 Jan 2024.
Change
- Previous filing in this sequence was filed on 04 May 2022.
- Current net transaction value: +$32,928.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Official SEC source
View source filing
Ownership activity is grounded in SEC Form 5 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
No ticker
transaction
Common Stock
Will/Inheritance
- Transaction value
- $103,212
- Shares
- +7,825
- Change %
- Price
- $13.19*
- Shares after
- 7,825
- Date
- 22 Feb 2023
- Ownership
- Estate Account
No ticker
transaction
Common Stock
Other
- Transaction value
- $19,605
- Shares
- -1,347
- Change %
- -100%
- Price
- $14.55*
- Shares after
- 0
- Date
- 21 Mar 2023
- Ownership
- By ESOP
- Footnotes
- F1
No ticker
transaction
Common Stock
Other
- Transaction value
- $19,605
- Shares
- +1,347
- Change %
- +0.25%
- Price
- $14.55*
- Shares after
- 532,764
- Date
- 21 Mar 2023
- Ownership
- Direct
No ticker
transaction
Common Stock
Other
- Transaction value
- $19,605
- Shares
- -1,347
- Change %
- -0.25%
- Price
- $14.55*
- Shares after
- 531,417
- Date
- 30 Mar 2023
- Ownership
- Direct
No ticker
transaction
Common Stock
Other
- Transaction value
- $19,605
- Shares
- +1,347
- Change %
- +2.9%
- Price
- $14.55*
- Shares after
- 47,894
- Date
- 30 Mar 2023
- Ownership
- By IRA
No ticker
transaction
Common Stock
Other
- Transaction value
- $292,704
- Shares
- +19,553
- Change %
- +3.7%
- Price
- $14.97*
- Shares after
- 554,100
- Date
- 28 Jun 2023
- Ownership
- Direct
No ticker
transaction
Common Stock
Will/Inheritance
- Transaction value
- $117,140
- Shares
- -7,825
- Change %
- -100%
- Price
- $14.97*
- Shares after
- 0
- Date
- 29 Jun 2023
- Ownership
- Estate Account
No ticker
transaction
Common Stock
Will/Inheritance
- Transaction value
- $46,856
- Shares
- +3,130
- Change %
- +0.57%
- Price
- $14.97*
- Shares after
- 554,100
- Date
- 29 Jun 2023
- Ownership
- Direct
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
No ticker
transaction
Derivative
SERP Stock
Other
- Transaction value
- $292,704
- Shares
- -19,553
- Change %
- -100%
- Price
- $14.97*
- Shares after
- 0
- Date
- 28 Jun 2023
- Ownership
- By SERP
- Underlying class
- Common Stock
- Underlying amount
- 19,553
- Exercise price
- Footnotes
- F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
Acquired under the Publix Super Markets, Inc. Employee Stock Ownership Plan. Transaction exempt under rule 16b-3(c).
Footnote 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.