SANFILIPPO JASPER BRIAN JR 4
4 · SANFILIPPO JOHN B & SON INC · Filed Apr 8, 2026
Research Summary
AI-generated summary of this filing
JBSS 10% Owner Jasper B. Sanfilippo Jr Transfers 500,000 Shares
What Happened
- Jasper B. Sanfilippo Jr. (reported as a 10% owner and co‑trustee) reported non‑sale trust transfers on Apr 6, 2026. The filing shows a disposition of 500,000 shares at $0.00 (transaction code J: other) and an acquisition of 125,000 shares at $0.00 (also coded J). No cash changed hands—the transfers were distributions among family trusts.
Key Details
- Transaction date: 2026-04-06; Filing date: 2026-04-08 (timely Form 4 filing).
- Prices: $0.00 for both entries (internal transfers/distributions, not open‑market trades).
- Net immediate movement: 500,000 shares were distributed from the Sanfilippo Family GST Trust; 125,000 of those shares were reported as moved into the Jasper B. Sanfilippo Family Trust (the remaining 375,000 were distributed to other family trusts: John E., Lisa A., and Jeffrey T. Sanfilippo Family Trusts, per footnote).
- Shares owned after the transactions are not stated in the provided summary of the filing.
- Footnotes: F1 explains the 500,000‑share distribution (125,000 to each of four family trusts) and that the reporting person is a co‑trustee of the Sanfilippo Family GST Trust. Other footnotes describe which shares are held directly vs. indirectly in various family trusts.
Context
- These were intra‑family trust distributions (gifts/transfers), not open‑market buys or sales; such transfers are administrative/estate planning actions and do not necessarily indicate the reporting person’s view of the company’s stock.
- As a 10% owner and co‑trustee, this filing reflects trust-level reallocations rather than a typical executive purchase/sale.
Insider Transaction Report
Form 4
SANFILIPPO JASPER BRIAN JR
DirectorCOO, President10% Owner
Transactions
- Other
Class A - Common Stock
[F1]2026-04-06−500,000→ 0 total(indirect: By Trust) - Other
Class A - Common Stock
[F2]2026-04-06+125,000→ 294,570 total(indirect: By Trust)
Holdings
- 11,856
Class A - Common Stock
[F3] - 55,701(indirect: By Trust)
Class A - Common Stock
[F4] - 32,609(indirect: By Trust)
Class A - Common Stock
[F5]
Footnotes (5)
- [F1]Transfer represents a distribution from the Sanfilippo Family GST Trust Dtd 5/10/17 to the Jasper B. Sanfilippo Family Trust Dtd 5/10/17 (125,000 shares), John E. Sanfilippo Family Trust Dtd 5/10/17 (125,000 shares), Lisa A. Sanfilippo Family Trust Dtd 5/10/17 (125,000 shares), and Jeffrey T. Sanfilippo Family Trust Dtd 5/10/17 (125,000 shares) for no consideration. The reporting person is a Co-Trustee of the Sanfilippo Family GST Trust.
- [F2]Transfer represents a distribution from the Sanfilippo Family GST Trust Dtd 5/10/17 for no consideration. These shares are held indirectly in the Jasper B. Sanfilippo Family Trust Dtd 5/10/17. The shares reported are held in trust for the benefit of the reporting person.
- [F3]These shares are owned directly by the reporting person.
- [F4]These shares are held indirectly in the Jasper B. Sanfilippo, Jr. Irrevocable Trust Dtd 10/06/06. The shares reported are held in trust for the benefit of the reporting person.
- [F5]These shares are held indirectly in the Jasper B. Sanfilippo Trust Dtd 09/23/91. The shares reported are held in trust for the benefit of the reporting person.
Signature
/S/Sean Valentine as Power of Attorney|2026-04-08