| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | NONE | Common Stock | -Gift | -$1,319,988 | -81,230 | -11.45% | $16.25 | 627,936 | May 7, 2024 | By Spouse's Trust | |
| transaction | NONE | Common Stock | +Gift | $1,319,988 | +81,230 | +16.64% | $16.25 | 569,451 | May 7, 2024 | Direct | |
| holding | NONE | Common Stock | 13,729 | May 7, 2024 | by Trustee of Grandchildren's Trust | ||||||
| holding | NONE | Common Stock | 11,643 | May 7, 2024 | By 401(k) | F1 | |||||
| holding | NONE | Common Stock | 316,714 | May 7, 2024 | By ESOP | F2 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| holding | NONE | SERP Stock | 28,423 | May 7, 2024 | Common Stock | 28,423 | By SERP | F3 |
| Id | Content |
|---|---|
| F1 | Acquired under the Publix Super Markets, Inc. 401(k) SMART 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. |