Sanfilippo Lisa 4
4 · SANFILIPPO JOHN B & SON INC · Filed Apr 8, 2026
Research Summary
AI-generated summary of this filing
SANFILIPPO (JBSS) 10% Owner Lisa Sanfilippo Acquires 125,000 Shares
What Happened Lisa Sanfilippo, a 10% owner of Sanfilippo John B & Son Inc. (ticker: JBSS), acquired 125,000 shares on April 6, 2026. The transaction was reported as an "other acquisition or disposition" (code J) with an acquisition price of $0.00 — the shares were distributed from a family trust for no consideration.
Key Details
- Transaction date: 2026-04-06; Form 4 filed: 2026-04-08 (appears timely).
- Shares acquired: 125,000; price per share: $0.00; total reported value: $0.
- Transaction type: Code J (other acquisition/disposition); footnote clarifies this was a distribution from the Sanfilippo Family GST Trust dated 5/10/17.
- Ownership notes: Footnotes indicate these shares are held indirectly in the Lisa A. Sanfilippo Family Trust dated 5/10/17 and are held in trust for the benefit of the reporting person. Other footnotes reference additional trusts and direct holdings (F2–F4).
- Shares owned after the transaction: not specified in the provided excerpt.
Context This was a non-cash family trust distribution (effectively a transfer/gift), not an open-market purchase or sale. Such transfers are administrative/family wealth moves and do not necessarily reflect buy/sell sentiment about the company. As a 10% owner, Lisa Sanfilippo is a significant shareholder; filings by 10% owners are disclosures of holdings/transfers rather than routine executive trades.
Insider Transaction Report
- Other
Class A - Common Stock
[F1]2026-04-06+125,000→ 259,968 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.