Gone are the days of searching for the right stock forms to fill out! Now you can update information on your stock accounts, sign up for direct deposit of dividends and even purchase Publix stock through forms conveniently found on PASSport.
The Publix Stock page on PASSport makes it easy for you to manage the Publix stock you’ve purchased directly through the Employee Stock Purchase Plan (ESPP).
This new page provides you with information on your individual, joint and custodian accounts, as well as easy access to the forms needed to update your accounts. Simply visit PASSport > Benefits > Publix Stock.
- Stock Purchase Agreement — Complete the online, interactive Stock Purchase Agreement form if you wish to purchase Publix stock during one of the four ESPP offering periods.
- Stock Account Dividend Payment History — View the dividend payment history on your ESPP stock accounts since June 2013.
- Stock Account Direct Deposit — View your current bank account information, if you’ve elected direct deposit of dividends for your ESPP accounts. If you still need to elect direct deposit, complete the online form.
- Stock Account Addresses — View your primary mailing address on file with stockholder services for your ESPP accounts. If you need to make a change, complete the online form.
After completing the online form, print, sign and date the form as indicated, and send it to stockholder services. If you’re purchasing Publix stock, don’t forget to send payment along with the form to stockholder services during an ESPP offering period. If you’re electing direct deposit, don’t forget to send a voided check from the bank or credit union account you’re electing. Please be sure to carefully follow the instructions on the form so stockholder services can accept and process your form.
If you have any questions about Publix stock, contact stockholder services at (863) 688-7407, ext. 52323, or toll-free 1-800-741-4332 (outside of Lakeland).
Online Exclusive
What does owning Publix stock mean?
Owning stock means more than just receiving a stock certificate. Since our stock is privately held, only current associates and members of the Publix Board of Directors can purchase it. So, being eligible to purchase Publix stock is an exclusive benefit of working for our company!
Mr. George believed when you own something, you take better care of it. Being a proud company owner means you have the responsibility to contribute to Publix’s success each and every day.
Eligibility for purchasing stock
You’re eligible to purchase Publix stock after one year of continuous employment. The number of shares you can buy depends on how long you’ve been continuously employed by Publix.
Purchasing Publix stock is intended to be a long-term investment. If you choose to sell the stock you’ve purchased through the Employee Stock Purchase Plan (ESPP) back to Publix, you cannot purchase Publix stock again for 12 months.
ESPP offering periods
Publix stock can only be purchased during the following offering periods:
March 1 – March 31
May 1 – June 30
Aug. 1 – Sept. 30
Nov. 1 – Dec. 31
Publix stock dividends and performance
One advantage of stock ownership is receiving cash dividends — when Publix does well, you benefit. On June 2, Publix paid a semi-annual cash dividend of 37 cents per share to stockholders of record as of the close of business April 30.
Another advantage of stock ownership is sharing in the company’s success. The value of Publix stock increased 23 percent from Publix’s fiscal quarter ended June 29, 2013 (stock valuation effective August 1, 2013) through the fiscal quarter ended June 28, 2014 (stock valuation effective August 1, 2014). Over the last 10 years, the growth of Publix stock has averaged 11 percent per year (excluding dividends, determined as of August 1, 2014, and adjusted for the 5-for-1 stock split on July 1, 2006).
Please remember, past performance of Publix stock is no guarantee of future performance.
