By Emily - August 1, 2022

Become a company owner when you purchase Publix stock!

We own it

Eligible associates can purchase stock now through Sept. 30. So, how does the process work?

The Employee Stock Purchase Plan (ESPP) gives eligible associates the opportunity to purchase Publix stock during 4 offering periods each year.

How do I know if I’m eligible?

It’s easy! Log in or create a confidential account on Publix Stockholder Online (PSO). Click on Account Tools and select Purchase Stock from the drop-down list. If you’re eligible to purchase Publix stock, the online stock purchase agreement will be available for you to complete.

What are the steps?

  1. Confirm and enter your information. When you open the stock purchase agreement, confirm your address and phone number are correct, and enter your driver’s license or government-issued ID.
    • If your address and/or phone number are incorrect, you’ll need to change them on Publix Stockholder Online before you start to complete the stock purchase agreement.
  2. Determine your shares. You’ll need to enter either a specific number of shares or dollar amount of shares that you’re requesting to purchase.
  3. Decide how you want to register your shares. You can register your shares in
    • an individual account in your legal name if you’re at least age 18
    • a joint account in your legal name and your spouse’s legal name
    • a custodial account for your minor child under age 18 or
    • a custodial account held for your benefit if you’re under age 18 (note, you’ll need to submit a document verifying the relationship between you and the custodian shown on the agreement — for example, a copy of your birth certificate for your parent as custodian).
  4. Review and agree to the terms and conditions for purchasing stock.
  5. Print the completed agreement. There isn’t an option at this time to electronically submit a stock purchase agreement.
  6. Sign and date the printed agreement. If you’re requesting to purchase stock in a joint account, your spouse also must sign the printed agreement. If you’re under age 18 and requesting to purchase stock in a custodial account for your benefit, your custodian must sign the printed agreement.
  7. Determine your payment method. Payments must be made payable to Publix Super Markets Inc. Acceptable forms of payment include a
    • check drawn on your bank account or, if you’re under age 18, drawn on your custodian’s bank account (note: starter checks are not accepted )
    • money order where you’re the remitter or, if you’re under age 18, where your custodian is the remitter or
    • cashier’s check where you’re the remitter or, if you’re under age 18, where your custodian is the remitter.
  8. Mail the printed and signed agreement, payment and any required documents together in the same envelope before the end of the offering period.
    • Send to this address: Publix Stockholder Services, P.O. Box 32040, Lakeland, Florida 33802-2040.
    • The agreement, payment and any required documents must be received by stockholder services on or before the last day of the current offering period or postmarked by the post office by the last day of the current offering period.
      • If you don’t meet the required deadline and you wish to purchase stock in a subsequent offering period, you’ll need to complete a new online stock purchase agreement at the new stock price.
      • If your prior stock purchase agreement was returned to you, be sure to complete and submit your new stock purchase agreement in advance of the end of the offering period.

How long will it take for me to receive my stock?

Publix stock is only issued as an electronic certificate. Depending on the volume of stock purchase agreements being received by stockholder services, it could take up to 3 weeks to review your agreement from the date of receipt.

If your stock purchase agreement is approved, a stock account transaction statement will be posted to Publix Stockholder Online or mailed to your address based on your delivery preference elected on Publix Stockholder Online. You’ll be able to view your electronic certificate on Publix Stockholder Online. If your agreement is not accepted, you’ll receive correspondence directly from stockholder services as to why it wasn’t accepted.

Need more details?

Read the ESPP Summary Description on PASSport.

What are offering periods?

Offering periods are the periods of time during which you can request to purchase Publix stock under the ESPP. These periods are

  • March 1 – 31
  • May 1 – June 30
  • Aug. 1 – Sept. 30 and
  • Nov. 1 – Dec. 31.