Sanfilippo Lisa 4
4 · SANFILIPPO JOHN B & SON INC · Filed Feb 26, 2026
Research Summary
AI-generated summary of this filing
JBSS 10% Owner Lisa Sanfilippo Receives 72,847 Shares
What Happened
Lisa Sanfilippo, a reported 10% owner of Sanfilippo John B & Son, Inc. (JBSS), acquired 72,847 shares on February 25, 2026. The transaction was reported on Form 4 filed February 26, 2026 and shows an acquisition at $0.00 — a transfer/distribution from a family trust rather than a market purchase.
Key Details
- Transaction date: 2026-02-25; Form 4 filed: 2026-02-26 (appears timely; Form 4s are due within two business days).
- Number of shares acquired: 72,847; Price: $0.00 (no cash paid). Transaction code: J (other acquisition/disposition).
- Footnote F1: Transfer represents a distribution from the Sanfilippo Family GST Trust dated 5/10/17; shares are held indirectly in the Lisa A. Sanfilippo Family Trust dated 5/10/17 for the benefit of the reporting person.
- Other footnotes (F2–F4) note additional holdings held directly or in other trusts for the benefit of the reporting person.
- Shares owned after the transaction are not specified in the filing.
Context
This was a trust distribution (no consideration), not an open-market buy or sale, and therefore generally reflects estate/trust planning rather than a direct buy/sell signal about the company. As a 10% owner, filings document beneficial ownership changes but do not represent executive trading under a 10b5‑1 plan.
Insider Transaction Report
- Other
Class A - Common Stock
[F1]2026-02-25+72,847→ 134,968 total(indirect: By Trust)
- 4,232
Class A - Common Stock
[F2] - 50,172(indirect: By Trust)
Class A - Common Stock
[F3] - 32,609(indirect: By Trust)
Class A - Common Stock
[F4]
Footnotes (4)
- [F1]Transfer represents a distribution from the Sanfilippo Family GST Trust Dtd 5/10/17 for no consideration. These shares are held indirectly in the Lisa A. Sanfilippo Family Trust Dtd 5/10/17. The shares reported are held in trust for the benefit of the reporting person.
- [F2]These shares are owned directly by the reporting person.
- [F3]These shares are held indirectly in the Lisa A. Evon Irrevocable Trust Dtd 10/6/06. The shares reported are held in trust for the benefit of the reporting person.
- [F4]These shares are held indirectly in the Lisa A. Sanfilippo Trust Dtd 11/04/91. The shares reported are held in trust for the benefit of the reporting person.