Trust transfer updates Lisa Sanfilippo JBSS holdings

SANFILIPPO JOHN B & SON INC director and more-than-10% owner Lisa Sanfilippo reported an internal trust-related share transfer with no cash changing hands.

Rhea-AI Filing Summary

SANFILIPPO JOHN B & SON INC director and more-than-10% owner Lisa Sanfilippo reported an internal trust-related share transfer with no cash changing hands. A total of 72,847 Class A common shares were moved for no consideration from a family GST trust into the Lisa 2017 Trust, where she is trustee.

After this change, 134,968 shares are held indirectly in the Lisa 2017 Trust, 50,172 shares in the Lisa 2006 Trust, and 32,609 shares in the Lisa 1991 Trust, all for her benefit. She also owns 4,232 shares directly.

Insider Trade Summary

Other: 72,847 shares

Other 4 txns

Insider Sanfilippo Lisa

Role Director, 10% Owner

Type	Security	Shares	Price	Value
Other	Class A - Common Stock	72,847	$0.00	$0.00
holding	Class A - Common Stock	--	--	--
holding	Class A - Common Stock	--	--	--
holding	Class A - Common Stock	--	--	--

Holdings After Transaction: Class A - Common Stock — 134,968 shares (Indirect, As Trustee of Lisa 2017 Trust); Class A - Common Stock — 4,232 shares (Direct); Class A - Common Stock — 50,172 shares (Indirect, As Trustee of Lisa 2006 Trust); Class A - Common Stock — 32,609 shares (Indirect, As Trustee of Lisa 1991 Trust)

Footnotes (4)

1. 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.
2. F2. These shares are owned directly by the reporting person.
3. 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.
4. 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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did the JBSS Form 4 for Lisa Sanfilippo report?

The Form 4 reported an internal trust-related transfer of 72,847 Class A common shares for no consideration. The shares moved from a family GST trust into the Lisa 2017 Trust, where she serves as trustee and beneficiary.

How many JBSS shares were transferred in the trust distribution?

The filing shows 72,847 Class A common shares were transferred for no consideration. The move represents a distribution from the Sanfilippo Family GST Trust into the Lisa 2017 Trust, consolidating indirect holdings for the reporting person’s benefit.

How many JBSS shares does Lisa Sanfilippo hold after this transaction?

After the transaction, she holds 134,968 shares indirectly in the Lisa 2017 Trust, 50,172 in the Lisa 2006 Trust, 32,609 in the Lisa 1991 Trust, plus 4,232 shares owned directly, all as reported for her benefit.

Was there any cash paid in the JBSS trust transfer reported?

No cash was paid in this transfer; the filing notes the distribution occurred for no consideration. It reflects a movement of shares between family trusts, not an open-market purchase or sale of JBSS stock.

Are the JBSS shares held directly or through trusts by Lisa Sanfilippo?

The filing shows both. She owns 4,232 JBSS Class A shares directly, while additional blocks are held indirectly through three trusts dated 1991, 2006, and 2017, each maintained for her benefit as described.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 02/26/2026 - 05:38 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED 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 Lisa

(Last) (First) (Middle)

1703 N. RANDALL ROAD

(Street)

ELGIN IL 60123-7820

(City) (State) (Zip)

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)

X	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
02/25/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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)
			Code	V	Amount	(A) or (D)	Price
Class A - Common Stock	02/25/2026		J(1)		72,847	A	$0	134,968	I	As Trustee of Lisa 2017 Trust
Class A - Common Stock								4,232	D(2)
Class A - Common Stock								50,172	I(3)	As Trustee of Lisa 2006 Trust
Class A - Common Stock								32,609	I(4)	As Trustee of Lisa 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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. 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.

2. These shares are owned directly by the reporting person.

3. 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.

4. 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.

	/S/Sean Valentine as Power of Attorney	02/26/2026
	** Signature of Reporting Person	Date
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.