STOCK TITAN

Family trusts move 625,000 SANFILIPPO (JBSS) insider shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

SANFILIPPO JOHN B & SON INC director and COO Jasper Brian Sanfilippo Jr. reported a restructuring of family trust holdings involving 625,000 Class A common shares. The filing shows transfers from the Sanfilippo Family GST Trust dated 5/10/17 to four separate family trusts for no consideration.

One receiving vehicle is the Jasper B. Sanfilippo Family Trust dated 5/10/17, where shares are held in trust for his benefit. After these changes, he is shown holding 11,856 Class A shares directly, plus indirect interests including 294,570 shares in the Jasper 2017 Trust, 55,701 shares in a 2006 irrevocable trust, and 32,609 shares in a 1991 trust.

Positive

  • None.

Negative

  • None.

Insights

Large JBSS insider holding shift reflects family trust restructuring, not market trading.

The filing shows 625,000 Class A shares moved under transaction code J, classified as “other acquisition or disposition.” Footnotes state these are distributions from a family GST trust to multiple family trusts for no consideration, indicating an internal reallocation rather than a sale or purchase.

Jasper Brian Sanfilippo Jr. continues to hold shares both directly and indirectly through several trusts, including 11,856 shares directly and 294,570 shares in the Jasper 2017 Trust. With no open-market trades or cash proceeds disclosed, this appears to be estate or trust planning activity, so the informational value for near-term trading sentiment is limited.

Insider SANFILIPPO JASPER BRIAN JR
Role COO, President
Type Security Shares Price Value
Other Class A - Common Stock 500,000 $0.00 --
Other Class A - Common Stock 125,000 $0.00 --
holding Class A - Common Stock -- -- --
holding Class A - Common Stock -- -- --
holding Class A - Common Stock -- -- --
Holdings After Transaction: Class A - Common Stock — 0 shares (Indirect, As Co-Trustee: Sanfilippo 2017 GST); Class A - Common Stock — 11,856 shares (Direct)
Footnotes (1)
  1. 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. 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. These shares are owned directly by the reporting person. 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. 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.
Restructured shares 625,000 shares Total Class A shares in trust restructuring under code J
GST Trust distribution 500,000 shares Class A shares distributed from Sanfilippo Family GST Trust
Jasper 2017 Trust transfer 125,000 shares Class A shares tied to Jasper 2017 Trust transaction
Direct holdings 11,856 shares Class A shares owned directly after transactions
Jasper 2017 Trust holdings 294,570 shares Indirect Class A shares in Jasper 2017 Trust after transaction
2006 irrevocable trust holdings 55,701 shares Indirect Class A shares in 2006 irrevocable trust
1991 trust holdings 32,609 shares Indirect Class A shares in 1991 trust
Form 4 regulatory
"INSIDER FILING DATA (Form 4): {"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
Other acquisition or disposition financial
""transaction_code_description": "Other acquisition or disposition""
indirect ownership financial
""ownership_type": "indirect""
GST Trust financial
"Sanfilippo Family GST Trust Dtd 5/10/17 to the Jasper B. Sanfilippo Family Trust"
Irrevocable Trust financial
"Jasper B. Sanfilippo, Jr. Irrevocable Trust Dtd 10/06/06"
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
SANFILIPPO JASPER BRIAN JR

(Last)(First)(Middle)
1703 N. RANDALL ROAD

(Street)
ELGIN ILLINOIS 60123-7820

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
SANFILIPPO JOHN B & SON INC [ JBSS ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirectorX10% Owner
XOfficer (give title below)Other (specify below)
COO, President
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/06/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A - Common Stock04/06/2026J(1)500,000D$00IAs Co-Trustee: Sanfilippo 2017 GST
Class A - Common Stock04/06/2026J(2)125,000A$0294,570IAs Trustee of Jasper 2017 Trust
Class A - Common Stock11,856D(3)
Class A - Common Stock55,701I(4)As Trustee of Jasper, Jr. 2006 Trust
Class A - Common Stock32,609I(5)As Trustee of Jasper, Jr. 1991 Trust
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. 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.
2. 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.
3. These shares are owned directly by the reporting person.
4. 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.
5. 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.
/S/Sean Valentine as Power of Attorney04/08/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did JBSS report for Jasper Brian Sanfilippo Jr.?

JBSS reported that Jasper Brian Sanfilippo Jr. restructured holdings involving 625,000 Class A shares. These were distributions from a family GST trust to several family trusts for no consideration, classified as “other acquisition or disposition,” not as open-market buying or selling.

Were any SANFILIPPO JOHN B & SON (JBSS) shares sold or bought on the market?

The filing does not show any open-market buys or sells. The 625,000 Class A shares moved under transaction code J were transferred among family-related trusts for no consideration, indicating internal trust restructuring rather than market trading activity involving outside buyers or sellers.

How many JBSS shares were moved in the family trust restructuring?

A total of 625,000 Class A common shares were involved in the restructuring. One line item shows 500,000 shares distributed from the Sanfilippo Family GST Trust, and another 125,000 shares relate to the Jasper 2017 Trust, both coded as “other acquisition or disposition.”

What are Jasper Brian Sanfilippo Jr.’s direct JBSS share holdings after the transactions?

After the reported transactions, Jasper Brian Sanfilippo Jr. is shown holding 11,856 Class A common shares directly. Additional shares are held indirectly through several trusts, but the 11,856 figure reflects only his direct ownership position reported in this Form 4 filing.

What indirect JBSS holdings are reported for Jasper Brian Sanfilippo Jr.?

Indirectly, he is reported holding 294,570 Class A shares in the Jasper 2017 Trust, 55,701 shares in an irrevocable trust dated 10/06/06, and 32,609 shares in a trust dated 09/23/91. These shares are held in trusts for his benefit, according to the footnotes.

How does the Form 4 describe the nature of the JBSS transactions?

The Form 4 uses transaction code J, described as “Other acquisition or disposition.” Footnotes explain the movements as distributions from the Sanfilippo Family GST Trust dated 5/10/17 to several family trusts for no consideration, characterizing them as internal trust reallocations.