SANFILIPPO JOHN B & SON INC·4

Apr 8, 4:32 PM ET

SANFILIPPO JASPER BRIAN JR 4

4 · SANFILIPPO JOHN B & SON INC · Filed Apr 8, 2026

Research Summary

AI-generated summary of this filing

Updated

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
Period: 2026-04-06
SANFILIPPO JASPER BRIAN JR
DirectorCOO, President10% Owner
Transactions
  • Other

    Class A - Common Stock

    [F1]
    2026-04-06500,0000 total(indirect: By Trust)
  • Other

    Class A - Common Stock

    [F2]
    2026-04-06+125,000294,570 total(indirect: By Trust)
Holdings
  • Class A - Common Stock

    [F3]
    11,856
  • Class A - Common Stock

    [F4]
    (indirect: By Trust)
    55,701
  • Class A - Common Stock

    [F5]
    (indirect: By Trust)
    32,609
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

Documents

1 file
  • 4
    ownership.xmlPrimary

    4