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PUBLIX SUPER MARKETS INC·5

Jan 23, 2:57 PM ET

PHILLIPS DAVID P 5

5 · PUBLIX SUPER MARKETS INC · Filed Jan 23, 2026

Insider Transaction Report

Form 5
Period: 2025-12-27
PUBLIX SUPER MARKETS INCNONE
PHILLIPS DAVID P
Chief Financial Officer
Transactions
  • Award

    SERP Stock

    [F3]
    2025-03-03$19.20/sh+5,820.904$111,761→ 119,883.423 total(indirect: By SERP)
    → Common Stock (5,820.904 underlying)
Holdings

  • Common Stock

    (indirect: By Trust)
    573,145

  • Common Stock

    (indirect: By IRA)
    85,125

  • Common Stock

    (indirect: By Children)
    35,000

  • Common Stock

    814,390

  • Common Stock

    [F1]
    (indirect: By 401(k))
    12,051.166

  • Common Stock

    [F2]
    (indirect: By ESOP)
    351,443.609
Footnotes (3)
  • [F1]Acquired under Publix Super Market's Inc. 401(k) plan. Transaction exempt under rule 16b-3(c)
  • [F2]Acquired under the Publix Super Markets, Inc. Employee Stock Ownership Plan. Transaction exempt under rule 16b-3(c).
  • [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.
Signature
/s/ Monica Allman, POA on file for David P Phillips|2026-01-23

Documents

1 file
  • 5
    form5.xmlPrimary

    PRIMARY DOCUMENT