0001127602-24-002221.txt : 20240126 0001127602-24-002221.hdr.sgml : 20240126 20240126110215 ACCESSION NUMBER: 0001127602-24-002221 CONFORMED SUBMISSION TYPE: 5 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240126 DATE AS OF CHANGE: 20240126 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: PHILLIPS DAVID P CENTRAL INDEX KEY: 0001215800 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 5 SEC ACT: 1934 Act SEC FILE NUMBER: 000-00981 FILM NUMBER: 24565119 MAIL ADDRESS: STREET 1: P.O. BOX 407 CITY: LAKELAND STATE: FL ZIP: 33802 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: PUBLIX SUPER MARKETS INC CENTRAL INDEX KEY: 0000081061 STANDARD INDUSTRIAL CLASSIFICATION: RETAIL-GROCERY STORES [5411] ORGANIZATION NAME: 07 Trade & Services IRS NUMBER: 590324412 STATE OF INCORPORATION: FL FISCAL YEAR END: 1230 BUSINESS ADDRESS: STREET 1: 3300 PUBLIX CORPORATE PARKWAY CITY: LAKELAND STATE: FL ZIP: 33811 BUSINESS PHONE: 863-688-1188 MAIL ADDRESS: STREET 1: 3300 PUBLIX CORPORATE PARKWAY CITY: LAKELAND STATE: FL ZIP: 33811 5 1 form5.xml PRIMARY DOCUMENT X0508 5 2023-12-31 0 0 0000081061 PUBLIX SUPER MARKETS INC NONE 0001215800 PHILLIPS DAVID P P.O. BOX 407 LAKELAND FL 33802 1 Chief Financial Officer 0 Common Stock 814390 D Common Stock 85125 I By IRA Common Stock 35000 I By Custodian For Child Common Stock 573145 I By Spouse as Trustee for Irrevocable Trusts Common Stock 11490.5031 I By 401(k) Common Stock 348272.8903 I By ESOP SERP Stock 2023-03-01 5 A 0 8278.8409 14.55 A Common Stock 8278.8409 107077.8234 I By SERP Acquired under the Publix Super Markets, Inc. 401(k) SMART Plan. Transaction exempt under rule 16b-3(c). Acquired under the Publix Super Markets, Inc. Employee Stock Ownership Plan. Transaction exempt under rule 16b-3(c). 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. /s/ Monica Allman, POA on file for David Phillips 2024-01-26