| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| PUBLIX SUPER MARKETS INC | Chief Financial Officer | Common Stock | 814,390 | $14,699,740 | $18.05 | 27 Dec 2025 | Direct |
| PUBLIX SUPER MARKETS INC | Chief Financial Officer | Common Stock | 573,145 | $10,345,267 | $18.05 | 27 Dec 2025 | By Spouse as Trustee for Irrevocable Trusts |
| PUBLIX SUPER MARKETS INC | Chief Financial Officer | Common Stock | 351,444 | $6,317,659 | $18.05 | 27 Dec 2025 | By ESOP |
| PUBLIX SUPER MARKETS INC | Chief Financial Officer | SERP Stock | 119,883 | $2,301,761 | $19.20 | 03 Mar 2025 | By SERP |
| PUBLIX SUPER MARKETS INC | Chief Financial Officer | Common Stock | 85,125 | $1,536,506 | $18.05 | 27 Dec 2025 | By IRA |
| PUBLIX SUPER MARKETS INC | Chief Financial Officer | Common Stock | 35,000 | $631,750 | $18.05 | 27 Dec 2025 | By Custodian For Child |
| PUBLIX SUPER MARKETS INC | Chief Financial Officer | Common Stock | 12,051 | $212,811 | $18.05 | 27 Dec 2025 | By 401(k) |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| /report/000008106126000025-phillips-david-p-2025-12-27 | PUBLIX SUPER MARKETS INC | 27 Dec 2025 | 1 | +$111,761 | 5 | Chief Financial Officer | 23 Jan 2026, 14:57 |
| /report/000112760225001945-phillips-david-p-2024-12-28 | PUBLIX SUPER MARKETS INC | 28 Dec 2024 | 1 | +$106,167 | 5 | Chief Financial Officer | 24 Jan 2025, 12:54 |
| /report/000112760224002221-phillips-david-p-2023-12-31 | PUBLIX SUPER MARKETS INC | 31 Dec 2023 | 1 | +$120,457 | 5 | Chief Financial Officer | 26 Jan 2024, 11:02 |
| /report/000112760223003273-phillips-david-p-2022-12-31 | PUBLIX SUPER MARKETS INC | 31 Dec 2022 | 1 | +$128,068 | 5 | Chief Financial Officer | 03 Feb 2023, 10:19 |
| /report/000112760222002373-phillips-david-p-2021-12-25 | PUBLIX SUPER MARKETS INC | 25 Dec 2021 | 1 | +$90,412 | 5 | Chief Financial Officer | 28 Jan 2022, 11:30 |