SEC Form 5 · accession 0001127602-15-003565
PUBLIX SUPER MARKETS INC
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Carol Barnett
Director
Period of report
Dec 27, 2014
Accepted (ET)
Feb 2, 2015 · 10:22 am EST
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0000081061
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common Stock | Mar 24, 2014 | J | 2,985 | $30.15 | D | 37,286,747 | D | |
| Common Stock | Mar 24, 2014 | J | 2,985 | $30.15 | A | 40,444 | I | By Son |
| Common Stock | Mar 24, 2014 | J | 2,985 | $30.15 | D | 37,283,762 | D | |
| Common Stock | Jun 5, 2014 | J | 9,230,772 | $33.85 | D | 28,052,990 | D | |
| Common Stock | Jun 5, 2014 | J | 9,230,772 | $33.85 | A | 10,550,649 | I | By Grantor Retained Annuity Trust |
| Common Stock | Nov 26, 2014 | J | 114,143 | $33.80 | D | 10,436,506 | I | By Grantor Retained Annuity Trust |
| Common Stock | Nov 26, 2014 | J | 114,143 | $33.80 | A | 28,167,133 | D | |
| Common Stock | Dec 12, 2014 | G | 828 | $33.80 | A | 41,272 | I | By Son |
| Common Stock | Dec 12, 2014 | G | 828 | $33.80 | D | 28,166,305 | D | |
| Common Stock | Dec 12, 2014 | G | 273,963 | $33.80 | D | 27,892,342 | D | |
| Common StockF1 | holding | — | — | — | 553,362 | I | By Spouse | |
| Common StockF1 | holding | — | — | — | 1,778 | I | By Spouse's 401(k) | |
| Common StockF1 | holding | — | — | — | 712,146 | I | By Spouse's Charitable Lead Annuity Trust | |
| Common StockF1 | holding | — | — | — | 1,013,740 | I | By Spouse's Children's Trust | |
| Common StockF1 | holding | — | — | — | 254,484 | I | By Spouse's ESOP | |
| Common StockF1 | holding | — | — | — | 948,923 | I | By Spouse's Grandchildren Trust |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose.