# EDGAR Filing Document

**Accession Number:** 0001215786
**File Stem:** 0001215786-23-000002
**Filing Date:** 2023-2
**Character Count:** 12458
**Document Hash:** 1a00af64b6aae80ca1a430e8c4a4a3cc
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001215786-23-000002.hdr.sgml**: 20230213

**ACCESSION NUMBER**: 0001215786-23-000002

**CONFORMED SUBMISSION TYPE**: SC 13G/A

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20230213

**DATE AS OF CHANGE**: 20230213

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PUBLIX SUPER MARKETS INC
- **CENTRAL INDEX KEY:** 0000081061
- **STANDARD INDUSTRIAL CLASSIFICATION:** RETAIL-GROCERY STORES [5411]
- **IRS NUMBER:** 590324412
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SC 13G/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-38638
- **FILM NUMBER:** 23616763

**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
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** JOHNSON TINA P
- **CENTRAL INDEX KEY:** 0001215786

**FILING VALUES:**
- **FORM TYPE:** SC 13G/A

**MAIL ADDRESS:**
- **STREET 1:** PO BOX 407
- **CITY:** LAKELAND
- **STATE:** FL
- **ZIP:** 33802

**UNITED STATES** 

**SECURITIES AND EXCHANGE COMMISSION**

**WASHINGTON, D.C. 20549**

**SCHEDULE 13G**

**Under the Securities Exchange Act of 1934**

**(Amendment No. 7)\***

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| |
|:---|
| **Publix Super Markets, Inc.** |
| (Name of Issuer) |
| **Common Stock, Par Value $1.00 Per Share** |
| &nbsp;&nbsp;(Title of Class of Securities) |
| &nbsp;&nbsp;(CUSIP Number) |
| **December 31, 2022** |
| &nbsp;&nbsp;(Date of Event which Requires Filing of this Statement) |

---

&nbsp;&nbsp;&nbsp;&nbsp;

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

---

| | |
|:---|:---|
| | Rule 13d-1(b) |
| **X** | Rule 13d-1(c) |
| | Rule 13d-1(d) |

---

&nbsp;&nbsp;&nbsp;&nbsp;\*The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

&nbsp;&nbsp;&nbsp;&nbsp;The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act.

Page 1 of 5

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SCHEDULE 13G

CUSIP No. <u>None</u>&nbsp;&nbsp;&nbsp;&nbsp;Page <u>2</u> of <u>5</u> Pages

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| | | | | |
|:---|:---|:---|:---|:---|
| 1 | Names of Reporting Persons<br>&nbsp;&nbsp;&nbsp;&nbsp; | Names of Reporting Persons<br>&nbsp;&nbsp;&nbsp;&nbsp; | Names of Reporting Persons<br>&nbsp;&nbsp;&nbsp;&nbsp; |  |
|  | I.R.S. Identification Nos. of above persons (entities only) | I.R.S. Identification Nos. of above persons (entities only) | I.R.S. Identification Nos. of above persons (entities only) |  |
|  | Tina P. Johnson | Tina P. Johnson | Tina P. Johnson |  |
| 2 | Check the Appropriate Box if a Member of a Group | Check the Appropriate Box if a Member of a Group | Check the Appropriate Box if a Member of a Group |  |
|  | (a) |  | (b) |  |
| 3 | SEC Use Only | SEC Use Only | SEC Use Only |  |
| 4 | Citizenship or Place of Organization | Citizenship or Place of Organization | Citizenship or Place of Organization | Citizenship or Place of Organization |
|  | United States | United States | United States |  |
| Number of Shares Beneficially Owned by Each Reporting Person With: | Number of Shares Beneficially Owned by Each Reporting Person With: | &nbsp;&nbsp;5 | Sole Voting Power | 365770973 |
| Number of Shares Beneficially Owned by Each Reporting Person With: | Number of Shares Beneficially Owned by Each Reporting Person With: | &nbsp;&nbsp;&nbsp;6 | Shared Voting Power | 62832816 |
| Number of Shares Beneficially Owned by Each Reporting Person With: | Number of Shares Beneficially Owned by Each Reporting Person With: | &nbsp;&nbsp;&nbsp;7 | Sole Dispositive Power | 51121842 |
| Number of Shares Beneficially Owned by Each Reporting Person With: | Number of Shares Beneficially Owned by Each Reporting Person With: | &nbsp;&nbsp;&nbsp;8 | Shared Dispositive Power | 377481947 |
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person | Aggregate Amount Beneficially Owned by Each Reporting Person | Aggregate Amount Beneficially Owned by Each Reporting Person |  |
|  | 428603789 | 428603789 | 428603789 |  |
| 10 | Check if the Aggregate Amount in Row (9) Excludes Certain Shares | Check if the Aggregate Amount in Row (9) Excludes Certain Shares | Check if the Aggregate Amount in Row (9) Excludes Certain Shares |  |
| 10 | Check if the Aggregate Amount in Row (9) Excludes Certain Shares | Check if the Aggregate Amount in Row (9) Excludes Certain Shares | Check if the Aggregate Amount in Row (9) Excludes Certain Shares |  |
| 10 | Check if the Aggregate Amount in Row (9) Excludes Certain Shares | Check if the Aggregate Amount in Row (9) Excludes Certain Shares | Check if the Aggregate Amount in Row (9) Excludes Certain Shares |  |
|  | Not applicable | Not applicable | Not applicable | Not applicable |
| 11 | Percent of Class Represented by Amount in Row (9) | Percent of Class Represented by Amount in Row (9) | Percent of Class Represented by Amount in Row (9) |  |
|  | 12.9% | 12.9% | 12.9% |  |
| 12 | Type of Reporting Person | Type of Reporting Person | Type of Reporting Person | Type of Reporting Person |
|  | IN |  |  |  |

---

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SCHEDULE 13G

CUSIP No. <u>None</u>&nbsp;&nbsp;&nbsp;&nbsp;Page <u>3</u> of <u>5</u> Pages

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| | |
|:---|:---|
| Item 1 (a). | Name of Issuer: |
|  | Publix Super Markets, Inc. (the "Issuer" or the "Company") |
| Item 1 (b). | Address of Issuer's Principal Executive Offices: |
|  | 3300 Publix Corporate Parkway, Lakeland, FL 33811 |
| Item 2 (a). | Name of Person Filing: |
|  | Tina P. Johnson |
| Item 2 (b). | Address of Principal Business Office or, if none, Residence: |
|  | 3300 Publix Corporate Parkway, Lakeland, FL 33811 |
| Item 2 (c). | Citizenship: |
|  | United States |
| Item 2 (d). | Title of Class of Securities: |
|  | Common Stock, Par Value $1.00 Per Share |
| Item 2 (e). | CUSIP Number: |
| Item 3. | If this statement is filed pursuant to Rules 13d-1(b), or 13d-2(b) or (c), check whether the person is a: |
|  | Not applicable. |

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<u>Item 4.</u>&nbsp;&nbsp;&nbsp;&nbsp;<u>Ownership</u> 

Information regarding ownership of common stock of the Issuer:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(a) &nbsp;&nbsp;&nbsp;&nbsp;Amount beneficially owned: &nbsp;&nbsp;&nbsp;&nbsp;428,603,789

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(b) &nbsp;&nbsp;&nbsp;&nbsp;Percent of class: &nbsp;&nbsp;&nbsp;&nbsp;12.9%

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(c)&nbsp;&nbsp;&nbsp;&nbsp;Number of shares as to which such person has:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(i)&nbsp;&nbsp;&nbsp;&nbsp;Sole power to vote or to direct the vote: 365,770,973

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(ii) &nbsp;&nbsp;&nbsp;&nbsp;Shared power to vote or to direct the vote:&nbsp;&nbsp;&nbsp;&nbsp;62,832,816

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(iii)&nbsp;&nbsp;&nbsp;&nbsp;Sole power to dispose or to direct the disposition of:&nbsp;&nbsp;&nbsp;&nbsp;51,121,842

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(iv)&nbsp;&nbsp;&nbsp;&nbsp;Shared power to dispose or to direct the disposition of:&nbsp;&nbsp;&nbsp;&nbsp;377,481,947

As of February 7, 2023, Tina P. Johnson was the beneficial owner, as that term is defined under Rule 13d-3 under the Securities Exchange Act of 1934, as amended, of a total of 428,603,789 shares of the Company's common stock or approximately 12.9% of the total outstanding shares of the Company's common stock.

Ms. Johnson is the trustee of the Company's 401(k) SMART Plan ("SMART Plan"), and as such, Ms. Johnson is deemed to have sole voting and shared dispositive power over the shares held by the SMART Plan except to the extent of her individual SMART Plan shares for which she has sole voting and investment power. She is therefore deemed to be the beneficial owner of the 314,335,830 shares of the Company's common stock held by the SMART Plan, or approximately 9.50% of the total outstanding shares of the Company's common stock.

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SCHEDULE 13G

CUSIP No. <u>None</u>&nbsp;&nbsp;&nbsp;&nbsp;Page <u>4</u> of <u>5</u> Pages

Ms. Johnson has sole voting and investment power over 521,990 shares of common stock which are held directly, sole voting and investment power over 22,542 shares of common stock which are held indirectly, sole voting and shared investment power over 313,301 shares of common stock which are held indirectly and shared voting and investment power over 676,985 shares of common stock which are held indirectly. Ms. Johnson also has sole voting and investment power over 50,577,310 shares of common stock as the trustee of trusts and shared voting and investment power over 62,155,831 shares of common stock as the co-trustee of trusts for which Ms. Johnson does not have a pecuniary interest.

<u>Item 5.</u>&nbsp;&nbsp;&nbsp;&nbsp;<u>Ownership of Five Percent or Less of a Class</u>

Not applicable.

<u>Item 6.</u>&nbsp;&nbsp;&nbsp;&nbsp;<u>Ownership of More than Five Percent on Behalf of Another Person</u>

Participants in the SMART Plan have the right to direct the investment and disposition of the funds held in their plan accounts into and out of the Company's common stock through the Publix Stock Fund offered under the SMART Plan, subject to certain limitations. Vested participants also have the right upon termination, pursuant to the terms of the SMART Plan, to elect an in-kind distribution of the Company's common stock to the extent of their holdings in the Publix Stock Fund. Accordingly, any dividends on the Company's common stock and the proceeds from the sale of the Company's common stock are credited to participants who have elected to invest in and/or dispose of such common stock.

Ms. Johnson is the trustee of trusts that hold an aggregate of 112,733,141 shares of the Company's common stock for which she does not have a pecuniary interest. The beneficiaries of their respective trusts are entitled to all of the economic benefits of ownership of the shares of the Company's common stock held by those trusts.

<u>Item 7.</u>&nbsp;&nbsp;&nbsp;&nbsp;<u>Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company or Control Person</u>

Not applicable. However, as noted in Item 4 above, Ms. Johnson is the trustee of the SMART Plan and is deemed to have sole voting and shared dispositive power over the shares held by the SMART Plan.

<u>Item 8.</u>&nbsp;&nbsp;&nbsp;&nbsp;<u>Identification and Classification of Members of the Group</u>

Not applicable.

<u>Item 9.</u>&nbsp;&nbsp;&nbsp;&nbsp;<u>Notice of Dissolution of Group</u>

Not applicable.

<u>Item 10.</u>&nbsp;&nbsp;&nbsp;&nbsp;<u>Certification</u>

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.

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SCHEDULE 13G

CUSIP No. <u>None</u>&nbsp;&nbsp;&nbsp;&nbsp;Page <u>5</u> of <u>5</u> Pages

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

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| | | | |
|:---|:---|:---|:---|
| Dated: | February 13, 2023 | By: | /s/ Tina P. Johnson |
|  |  |  | Tina P. Johnson |

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