SANFILIPPO JOHN B & SON INC·4

Apr 8, 4:36 PM ET

Sanfilippo Lisa 4

Research Summary

AI-generated summary

Updated

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.