STOCK TITAN

JBSS CEO shifts 72,847 trust shares in SANFILIPPO JOHN B & SON (JBSS)

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

Rhea-AI Filing Summary

SANFILIPPO JOHN B & SON INC director, chief executive officer and 10% owner Jeffrey T. Sanfilippo reported an “other” transaction involving Class A common stock. A total of 72,847 shares were transferred for no consideration as a distribution from the Sanfilippo Family GST Trust dated May 10, 2017 into the Jeffrey T. Sanfilippo Family Trust dated May 10, 2017, where he serves as trustee.

Following this transfer, 127,710 Class A shares are held indirectly in the Jeffrey 2017 trust, 21,856 shares are owned directly, 50,170 shares are held indirectly in the Jeffrey T. Sanfilippo Irrevocable Trust dated October 6, 2006, and 32,609 shares are held indirectly in the Jeffrey T. Sanfilippo Trust dated October 7, 1991.

Positive

  • None.

Negative

  • None.
Insider SANFILIPPO JEFFREY T
Role Chief Executive Officer
Type Security Shares Price Value
Other Class A - Common Stock 72,847 $0.00 --
holding Class A - Common Stock -- -- --
holding Class A - Common Stock -- -- --
holding Class A - Common Stock -- -- --
Holdings After Transaction: Class A - Common Stock — 127,710 shares (Indirect, As Trustee of Jeffrey 2017 Trust); Class A - Common Stock — 21,856 shares (Direct)
Footnotes (1)
  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 Jeffrey T. 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 Jeffrey T. Sanfilippo 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 Jeffrey T. Sanfilippo Trust Dtd 10/07/91. The shares reported are held in trust for the benefit of the reporting person.
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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 JEFFREY T

(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
X Officer (give title below) Other (specify below)
Chief Executive Officer
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 $0 127,710 I As Trustee of Jeffrey 2017 Trust
Class A - Common Stock 21,856 D(2)
Class A - Common Stock 50,170 I(3) As Trustee of Jeffrey 2006 Trust
Class A - Common Stock 32,609 I(4) As Trustee of Jeffrey 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 Jeffrey T. 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 Jeffrey T. Sanfilippo Irrevocable Trust Dtd 10/06/06. The shares reported are held in trust for the benefit of the reporting person.
4. These shares are held indirectly in the Jeffrey T. Sanfilippo Trust Dtd 10/07/91. 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.

FAQ

What did JBSS CEO Jeffrey T. Sanfilippo report in this Form 4 filing?

He reported an “other” transaction involving Class A common stock. A trust distribution moved shares between family trusts for no consideration, updating how his indirect and direct holdings in SANFILIPPO JOHN B & SON INC are structured and reported without indicating a purchase or sale.

How many JBSS shares were transferred in the reported trust distribution?

The filing shows 72,847 Class A common shares were transferred. The move reflects a distribution from the Sanfilippo Family GST Trust dated May 10, 2017 into the Jeffrey T. Sanfilippo Family Trust dated May 10, 2017, with no cash changing hands.

How many JBSS shares does the Jeffrey 2017 Trust hold after the transaction?

After the transaction, the Jeffrey 2017 Trust holds 127,710 Class A common shares. These shares are held indirectly for the benefit of Jeffrey T. Sanfilippo, who serves as trustee, and represent one component of his overall reported ownership in the company.

What are Jeffrey T. Sanfilippo’s direct JBSS shareholdings after this filing?

The report states he owns 21,856 Class A common shares directly. This direct position is separate from his indirect holdings in multiple family trusts, each of which is detailed with its own post-transaction share balance in the Form 4 disclosure.

What indirect JBSS holdings are reported for Jeffrey T. Sanfilippo besides the 2017 trust?

Beyond the 2017 trust, 50,170 Class A shares are held in the Jeffrey T. Sanfilippo Irrevocable Trust dated October 6, 2006, and 32,609 shares are held in the Jeffrey T. Sanfilippo Trust dated October 7, 1991, all reported as held for his benefit.