Merriann Metz - 27 Dec 2025 Form 5 Insider Report for PUBLIX SUPER MARKETS INC

Reporting relationship: Senior Vice President
Issuer ticker: N/A
Reported as of: 27 Dec 2025
Net transaction value: +$38,808
SEC form: 5
Accepted by SEC: 23 Jan 2026, 14:48:35 UTC
Prior SEC filing: 03 Nov 2025
Next SEC filing: 10 Feb 2026
Source filing: View source filing
Reporting owner signature: /s/ Monica Allman, POA on file for Merriann Metz

Key filing fact

Merriann Metz filed Form 5 for PUBLIX SUPER MARKETS INC on 23 Jan 2026.

Key facts

This page summarizes Merriann Metz's Form 5 filing for PUBLIX SUPER MARKETS INC.
1 reported transaction and 1 derivative row are listed below.
Accepted by SEC: 23 Jan 2026, 14:48.

Change

Previous filing in this sequence was filed on 03 Nov 2025.
Current net transaction value: +$38,808.

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

Ownership activity is grounded in SEC Form 5 disclosures.

View source filing

Reporting Owners (1)

CIK 0001902872 Primary reporting owner

METZ MERRIANN

Relationship: Senior Vice President
Address: P.O. BOX 407, LAKELAND
Signature: /s/ Monica Allman, POA on file for Merriann Metz
Signature date: 23 Jan 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

No ticker holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 4,260
Date: 27 Dec 2025
Ownership: Direct

No ticker holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 35,156
Date: 27 Dec 2025
Ownership: By 401(k)
Footnotes: F1

No ticker holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 43,602
Date: 27 Dec 2025
Ownership: By ESOP
Footnotes: F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

No ticker transaction Derivative

SERP Stock

Award

Transaction value: $38,808
Shares: +2,021
Change %: +21%
Price: $19.20
Shares after: 11,528
Date: 03 Mar 2025
Ownership: By SERP
Underlying class: Common Stock
Underlying amount: 2,021
Exercise price
Footnotes: F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

Acquired under the Publix Super Markets, Inc. 401(k) SMART Plan. Transaction exempt under rule 16b-3(c).

Footnote F2

Acquired under the Publix Super Markets, Inc. Employee Stock Ownership Plan. Transaction exempt under rule 16b-3(c).

Footnote 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.