Key facts
- This page summarizes David P. Phillips's Form 4 filing for PUBLIX SUPER MARKETS INC.
- 4 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 16 Apr 2026, 16:30.
David P. Phillips - 18 Feb 2026 Form 4 Insider Report for PUBLIX SUPER MARKETS INC
- Reporting relationship
- Chief Financial Officer
- Issuer ticker
- N/A
- Reported as of
- 18 Feb 2026
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 16 Apr 2026, 16:30:58 UTC
- Prior SEC filing
- 23 Jan 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Monica Allman, POA on file for David P Phillips
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
David P. Phillips filed Form 4 for PUBLIX SUPER MARKETS INC on 16 Apr 2026.
Change
- Previous filing in this sequence was filed on 23 Jan 2026.
- Current net transaction value: $0.
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
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0001215800
Primary reporting owner
PHILLIPS DAVID P
- Relationship
- Chief Financial Officer
- Address
- P.O. BOX 407, LAKELAND
- Signature
- /s/ Monica Allman, POA on file for David P Phillips
- Signature date
- 16 Apr 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
No ticker
transaction
Common Stock
Gift
- Transaction value
- Shares
- +1,930
- Change %
- +0.24%
- Price
- $20.40*
- Shares after
- 816,320
- Date
- 18 Feb 2026
- Ownership
- Direct
No ticker
transaction
Common Stock
Other
- Transaction value
- Shares
- -816,320
- Change %
- -100%
- Price
- $19.65*
- Shares after
- 0
- Date
- 15 Apr 2026
- Ownership
- Direct
No ticker
transaction
Common Stock
Other
- Transaction value
- Shares
- +816,320
- Change %
- Price
- $19.65*
- Shares after
- 816,320
- Date
- 15 Apr 2026
- Ownership
- By GRAT
No ticker
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 12,187
- Date
- 18 Feb 2026
- Ownership
- By 401(k)
- Footnotes
- F1
No ticker
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 352,868
- Date
- 18 Feb 2026
- Ownership
- By ESOP
- Footnotes
- F2
No ticker
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 573,145
- Date
- 18 Feb 2026
- Ownership
- By Spouse as Trustee for Irrevocable Trusts
No ticker
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 85,125
- Date
- 18 Feb 2026
- Ownership
- By IRA
No ticker
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 35,000
- Date
- 18 Feb 2026
- Ownership
- By Custodian For Child
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
No ticker
transaction
Derivative
SERP Stock
Award
- Transaction value
- Shares
- +6,097
- Change %
- +5.1%
- Price
- $19.65*
- Shares after
- 125,980
- Date
- 02 Mar 2026
- Ownership
- By SERP
- Underlying class
- Common Stock
- Underlying amount
- 6,097
- 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 Publix Super Market's Inc. 401(k) 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.