Scheudle 13G/A

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

 

SCHEDULE 13G

 

Under the Securities Exchange Act of 1934

(Amendment No. 15)*

 

 

 

 

Publix Super Markets, Inc.

(Name of Issuer)

 

 

Common Stock, Par Value $1.00 Per Share

(Title of Class of Securities)

 

 

None

(CUSIP Number)

 

 

December 31, 2008

(Date of Event which Requires Filing of this Statement)

 

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

¨ Rule 13d-1(b)

x Rule 13d-1(c)

x Rule 13d-1(d)

 

 

*   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.

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


  SCHEDULE 13G  
CUSIP No.     None         Page 2 of 5 Pages

 

  1  

Names of Reporting Persons

I.R.S. Identification Nos. of above persons (entities only)

 

            Carol J. Barnett

   
  2  

Check the Appropriate Box if a Member of a Group

(a)  ¨

(b)  ¨

   
  3  

SEC Use Only

 

   
  4  

Citizenship or Place of Organization

 

            United States

   

 

Number of  

Shares  

Beneficially  

Owned By  

Each  

Reporting  

Person  

With:  

 

 

  5    Sole Voting Power

 

                40,314,806

 

  6    Shared Voting Power

 

                7,707,591

 

  7    Sole Dispositive Power

 

                40,314,806

 

  8    Shared Dispositive Power

 

                7,707,591

  9  

Aggregate Amount Beneficially Owned by Each Reporting Person

 

            48,022,397

   
10  

Check if the Aggregate Amount in Row (9) Excludes Certain Shares

 

 

                The Aggregate Amount in Row (9) excludes certain shares beneficially

                owned by Carol J. Barnett’s husband, Hoyt R. Barnett, as to which

                Carol J. Barnett disclaims beneficial ownership.

 

x

 

11  

Percent of Class Represented by Amount in Row (9)

 

            6.1%

   
12  

Type of Reporting Person

 

            IN

   

 


  SCHEDULE 13G  
CUSIP No.     None         Page 3 of 5 Pages

 

Item 1  

(a).

   Name of Issuer:      
     Publix Super Markets, Inc.      
Item 1  

(b).

   Address of Issuer’s Principal Executive Offices:      
     3300 Publix Corporate Parkway, Lakeland, FL 33811      
Item 2  

(a).

   Name of Person Filing:      
     Carol J. Barnett      
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:      
     None      
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:   
  None   


  SCHEDULE 13G  
CUSIP No.     None         Page 4 of 5 Pages

 

Item 4.    Ownership      
   Information regarding ownership of common stock of the issuer:      
   (a)    Amount beneficially owned:      
      48,022,397      
   (b)    Percent of class:      
      6.1%      
   (c)    Number of shares as to which such person has:      
      (i)    Sole power to vote or to direct the vote:      
         40,314,806      
      (ii)    Shared power to vote or to direct the vote:      
         7,707,591      
      (iii)    Sole power to dispose or to direct the disposition of:      
         40,314,806      
      (iv)    Shared power to dispose or to direct the disposition of:      
         7,707,591      
  

As of December 31, 2008, Carol J. Barnett was the beneficial owner, as that term is defined under Rule 13d-3 under the Securities Exchange Act of 1934, as amended, (the “Act”) of a total of 48,022,397 shares of the Company’s common stock, or approximately 6.1% of the total outstanding shares of the Company’s common stock. Changes that occurred on or prior to such date and since the filing of the fourteenth amendment to the initial statement are reflected on Schedule 1 attached hereto.

 

On November 26, 2008, for personal planning reasons, Carol J. Barnett created the Carol Jenkins Barnett 2008 Grantor Retained Annuity Trust (“GRAT”) and transferred 2,234,637 shares of the Company’s common stock held in a revocable trust to her husband, Hoyt R. Barnett, as Trustee of the Carol Jenkins Barnett 2008 GRAT. Carol J. Barnett has shared voting and dispositive powers with respect to the shares held in this GRAT.

     
Item 5.    Ownership of Five Percent or Less of a Class   
  

Not applicable.

  
Item 6.    Ownership of More than Five Percent on Behalf of Another Person      
  

Income and other earnings of the Barnett Family Limited Partnership (the “Partnership”) (including that derived from dividends paid on the Company’s common stock and proceeds from any sales thereof) may be distributed to the partners of the Partnership in accordance with the terms of the Partnership Agreement of the Partnership. Any dividends paid on, and any proceeds from the sale of, the Company’s common stock held by Carol J. Barnett as custodian for her minor child may be distributed to or otherwise used for the benefit of such child.

     
Item 7.    Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company or Control Person
  

Not applicable.

Item 8.    Identification and Classification of Members of the Group      
  

Not applicable.

     
Item 9.    Notice of Dissolution of Group      
  

Not applicable.

     
Item 10.    Certification      
   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.      


  SCHEDULE 13G  
CUSIP No.     None         Page 5 of 5 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.

Dated: February 12, 2009

 

/s/ Carol J. Barnett

Carol J. Barnett


Schedule 1

Shares Owned by Carol J. Barnett

 

Date

   Shares
Acquired
   Shares
Disposed of
   Price
(if applicable)
  

Description of Transaction

Dec-08

      22,828       Distribution from Barnett Family Limited Partnership

Dec-08

      526,080       Gift