Family trusts shift JBSS shares tied to Jasper B. Sanfilippo Jr. (JBSS)

Rhea-AI Filing Summary

SANFILIPPO JOHN B & SON INC director and COO, President Jasper B. Sanfilippo Jr. reported trust-related movements of Class A common stock with no cash consideration. A Sanfilippo Family GST Trust distribution moved 489,233 shares among several family trusts for no consideration, where he serves as co‑trustee.

A separate distribution from the same GST trust for no consideration resulted in 72,847 shares being held indirectly in the Jasper B. Sanfilippo Family Trust dated May 10, 2017 for his benefit. Following these transactions, reported holdings include 500,000 and 169,570 shares in the two 2017 trusts, plus additional direct and indirect trust holdings.

Insights

Equity ownership and governance analyst

Trust distributions reshuffle family share ownership without stated cash proceeds.

The filing shows Jasper B. Sanfilippo Jr., a director, COO, President and 10% owner, reporting "other" transactions in Class A common stock tied to family trusts. A Sanfilippo Family GST Trust distributed 489,233 shares among multiple family trusts for no consideration.

Another distribution from the GST trust for no consideration left 72,847 shares held indirectly in the Jasper B. Sanfilippo Family Trust dated May 10, 2017 for his benefit. Additional lines update post-transaction direct and indirect holdings, but do not specify buy or sell activity. Overall impact appears administrative, focused on documenting family trust share allocations.

Insider Trade Summary

5 transactions reported

Mixed 5 txns

Insider SANFILIPPO JASPER BRIAN JR

Role COO, President

Type	Security	Shares	Price	Value
Other	Class A - Common Stock	489,233	$0.00	--
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 — 500,000 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 (72,847 shares), John E. Sanfilippo Family Trust Dtd 5/10/17 (72,846 shares), Lisa A. Sanfilippo Family Trust Dtd 5/10/17 (72,847 shares), James J. Sanfilippo Family Trust Dtd 5/10/17 (197,846 shares) and Jeffrey T. Sanfilippo Family Trust Dtd 5/10/17 (72,847 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.

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Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 02/26/2026 - 05:37 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 JASPER BRIAN JR

(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)
	COO, President

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)		489,233	D	$0	500,000	I	As Co-Trustee: Sanfilippo 2017 GST
Class A - Common Stock	02/25/2026		J(2)		72,847	A	$0	169,570	I	As Trustee of Jasper 2017 Trust
Class A - Common Stock								11,856	D(3)
Class A - Common Stock								55,701	I(4)	As Trustee of Jasper, Jr. 2006 Trust
Class A - Common Stock								32,609	I(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)
				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 to the Jasper B. Sanfilippo Family Trust Dtd 5/10/17 (72,847 shares), John E. Sanfilippo Family Trust Dtd 5/10/17 (72,846 shares), Lisa A. Sanfilippo Family Trust Dtd 5/10/17 (72,847 shares), James J. Sanfilippo Family Trust Dtd 5/10/17 (197,846 shares) and Jeffrey T. Sanfilippo Family Trust Dtd 5/10/17 (72,847 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 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 insider activity did JBSS report for Jasper B. Sanfilippo Jr. on this Form 4?

The Form 4 reports trust-related movements in JBSS Class A common stock involving family trusts associated with Jasper B. Sanfilippo Jr., including large distributions from a family GST trust for no consideration and updated direct and indirect post-transaction share balances.

How many JBSS shares were distributed from the Sanfilippo Family GST Trust?

The filing states that 489,233 JBSS Class A common shares were distributed from the Sanfilippo Family GST Trust among several family trusts for no consideration, with Jasper B. Sanfilippo Jr. identified as a co‑trustee of the GST trust involved in the distribution.

Were any of Jasper B. Sanfilippo Jr.’s JBSS share transactions reported as buys or sells?

No transactions were reported as buys or sells. The Form 4 characterizes two items as "other acquisition or disposition" and the remaining entries as holdings with unknown codes, indicating administrative trust distributions and updated ownership positions rather than conventional market purchases or sales.

What JBSS shares are held in the Jasper B. Sanfilippo Family Trust dated May 10, 2017?

The filing explains that 72,847 JBSS Class A shares are held indirectly in the Jasper B. Sanfilippo Family Trust dated May 10, 2017. These shares are reported as being held in trust for the benefit of Jasper B. Sanfilippo Jr., reflecting indirect beneficial ownership.

Does Jasper B. Sanfilippo Jr. report direct ownership of JBSS shares on this Form 4?

Yes. One footnote states that a block of JBSS Class A common shares is owned directly by the reporting person. The corresponding holding line shows 11,856 shares following the transaction date, confirming a specific portion of his total interest is held in his own name.

What indirect JBSS holdings are reported for trusts benefiting Jasper B. Sanfilippo Jr.?

Indirect holdings include shares in the Sanfilippo Family GST Trust, the Jasper B. Sanfilippo Family Trust dated May 10, 2017, and two additional irrevocable trusts dated 2006 and 1991. Each is reported as holding JBSS Class A shares in trust for his benefit after the distributions.