PHILLIPS DAVID P (Chief Financial Officer) reported 3 transactions at PUBLIX SUPER MARKETS INC
Review the transaction codes below to understand the nature of each event.
Filed: 4/16/2026ACC: 0000081061-26-000055
Officer· Chief Financial Officer
Since Feb 2026
+8.03K
Net shares
Net buyer
$16.04M
Total sold
0
Open market trades
0B · 0S
4
Total transactions
824.35K acquired · 816.32K disposed
Non-Derivative Transactions3
Common Stock
Direct
Shares
+1.93K
Price / share
$20.40
Trade value
$39.37K
% of position
0.2%
2/18/2026
814.39K→816.32K
Common Stock
Direct
Shares
−816.32K
Price / share
$19.65
Trade value
$16.04M
% of position
New position
4/15/2026
816.32K→0.00
Common Stock
Indirect
Shares
+816.32K
Price / share
$19.65
Trade value
$16.04M
% of position
New position
4/15/2026
0.00→816.32K
Total
Net shares
+1.93K
Net value
$39.37K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 2/18/2026 | G · Gift | +1.93K | $20.40 | $39.37K | 0.2% | 814.39K | 816.32K |
| Common Stock Direct | 4/15/2026 | J · J | −816.32K | $19.65 | $16.04M | New position | 816.32K | 0.00 |
| Common Stock Indirect | 4/15/2026 | J · J | +816.32K | $19.65 | $16.04M | New position | 0.00 | 816.32K |
| Total | +1.93K | $39.37K | ||||||
Derivative Transactions1
SERP Stock
Indirect
Converts to
Common Stock
6.10K shares
Shares
+6.10K
Strike price
Held after
125.98K
Exercisable
—
3/2/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| SERP Stock Indirect | Common Stock6.10K shares | 3/2/2026 | A · Award | +6.10K | — | 125.98K |
Non-Derivative Holdings (Post-Transaction)5
Common Stock
IndirectShares owned85.13K
Common Stock
IndirectShares owned352.87K
Common Stock
IndirectShares owned35K
Common Stock
IndirectShares owned573.14K
Common Stock
IndirectShares owned12.19K
Total
1.06M indirect1.06M
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 85.13K | Indirect |
| Common Stock | 352.87K | Indirect |
| Common Stock | 35K | Indirect |
| Common Stock | 573.14K | Indirect |
| Common Stock | 12.19K | Indirect |
| Total | 1.06M | 1.06M indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported