R. MARK IRBY - 31 Dec 2023 Form 5 Insider Report for PUBLIX SUPER MARKETS INC (NONE)

Role
Director
Signature
/s/ Monica Allmen, POA on file for Mark Irby
Issuer symbol
NONE
Transactions as of
31 Dec 2023
Transactions value $
$32,928
Form type
5
Filing time
26 Jan 2024, 12:05:02 UTC
Previous filing
04 May 2022
Next filing
20 Aug 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction NONE Common Stock Will/Inheritance $103K +7.83K $13.19* 7.83K 22 Feb 2023 Estate Account
transaction NONE Common Stock Other -$19.6K -1.35K -100% $14.55* 0 21 Mar 2023 By ESOP F1
transaction NONE Common Stock Other $19.6K +1.35K +0.25% $14.55* 533K 21 Mar 2023 Direct
transaction NONE Common Stock Other -$19.6K -1.35K -0.25% $14.55* 531K 30 Mar 2023 Direct
transaction NONE Common Stock Other $19.6K +1.35K +2.89% $14.55* 47.9K 30 Mar 2023 By IRA
transaction NONE Common Stock Other $293K +19.6K +3.66% $14.97* 554K 28 Jun 2023 Direct
transaction NONE Common Stock Will/Inheritance -$117K -7.83K -100% $14.97* 0 29 Jun 2023 Estate Account
transaction NONE Common Stock Will/Inheritance $46.9K +3.13K +0.57% $14.97* 554K 29 Jun 2023 Direct

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 NONE SERP Stock Other -$293K -19.6K -100% $14.97* 0 28 Jun 2023 Common Stock 19.6K By SERP F2
* 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 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.