Family trust transfers JBSS (NASDAQ: JBSS) shares among Sanfilippo trusts

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

SANFILIPPO JOHN B & SON INC director and 10% owner James J. Sanfilippo reported trust-to-trust share transfers with no cash changing hands. The transactions involved Class A common stock held indirectly through family trusts, described as "other" acquisitions or dispositions rather than open-market buys or sells.

One transfer moved 489,233 shares from the Sanfilippo Family GST Trust dated May 10, 2017 to several family trusts, including the James J. Sanfilippo Family Trust. Another line item reflects 197,846 shares held indirectly in the James J. Sanfilippo Family Trust after this distribution. All transfers were for no consideration and occurred within the family trust structure.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Sanfilippo James J

Role Director, 10% Owner

Type	Security	Shares	Price	Value
Other	Class A - Common Stock	489,233	$0.00	--
Other	Class A - Common Stock	197,846	$0.00	--

Holdings After Transaction: Class A - Common Stock — 500,000 shares (Indirect, As Co-Trustee of Sanfilippo 2017 GST)

Footnotes (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 James J. Sanfilippo Family Trust Dtd 5/10/17. 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 - 05:35 PM

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 James J

(Last)

(First)

(Middle)

1703 N. RANDALL ROAD

(Street)

ELGIN

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Class A - Common Stock	02/25/2026		J⁽¹⁾		489,233	D	$0	500,000	I	As Co-Trustee of Sanfilippo 2017 GST
Class A - Common Stock	02/25/2026		J⁽²⁾		197,846	A	$0	247,846	I	As Trustee of James 2017 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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

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 James J. Sanfilippo Family Trust Dtd 5/10/17. 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.

Source: View Original Filing on SEC EDGAR

FAQ

What did James J. Sanfilippo report in this Form 4 for JBSS?

He reported internal trust transfers of JBSS Class A common stock labeled as “other” transactions. The movements reflect distributions from a family GST trust to several family trusts, including his own, with no cash consideration involved in these transfers.

Were any JBSS shares bought or sold for cash in this Form 4?

No cash purchases or sales were reported. The filing describes “other acquisition or disposition” transactions, reflecting distributions of JBSS Class A common shares among related family trusts for no consideration, rather than open-market or negotiated buy or sell activity.

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

One reported transaction shows 489,233 JBSS Class A shares distributed from the Sanfilippo Family GST Trust dated May 10, 2017. These shares were allocated among multiple family trusts, including the James J. Sanfilippo Family Trust, without any payment being exchanged.

What is the role of the James J. Sanfilippo Family Trust in this Form 4?

The James J. Sanfilippo Family Trust receives part of the distribution from the Sanfilippo Family GST Trust. The filing notes 197,846 JBSS Class A shares held indirectly in this trust, which holds shares for the benefit of James J. Sanfilippo under the trust arrangement.

How is James J. Sanfilippo connected to the Sanfilippo Family GST Trust transfers?

He is identified as a co-trustee of the Sanfilippo Family GST Trust dated May 10, 2017. The Form 4 explains that the reported transfers are distributions from this GST trust to several family trusts, executed for no consideration within the family estate-planning structure.