SANFILIPPO JOHN B & SON INC·4

Feb 26, 5:38 PM ET

Sanfilippo Lisa 4

Research Summary

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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.