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Trust transfer updates JBSS (NASDAQ: JBSS) insider John Sanfilippo holdings

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

Rhea-AI Filing Summary

SANFILIPPO JOHN B & SON INC director and 10% owner John E. Sanfilippo reported a trust-related transfer of Class A common stock. An other-type transaction moved 72,846 shares on February 25, 2026 for no consideration as a distribution from the Sanfilippo Family GST Trust dated May 10, 2017, into a family trust held for his benefit.

After this transfer, 169,569 shares are held indirectly in the John 2017 Trust, 44,240 shares are owned directly, 50,170 shares are held indirectly in a 2006 irrevocable trust, and 32,609 shares are held indirectly in a 1991 trust, each for his benefit. The filing reflects changes in how his existing ownership is held rather than an open-market purchase or sale.

Positive

  • None.

Negative

  • None.
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 John E

(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) 72,846 A $0 169,569 I As Trustee of John 2017 Trust
Class A - Common Stock 44,240 D(2)
Class A - Common Stock 50,170 I(3) As Trustee of John 2006 Trust
Class A - Common Stock 32,609 I(4) As Trustee of John 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 John E. 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 John E. 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 John E. Sanfilippo Trust Dtd 11/02/91. 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 John E. Sanfilippo report in this JBSS Form 4 filing?

He reported an other-type transaction moving 72,846 Class A shares between family trusts for no consideration, plus updated direct and indirect trust holdings that are maintained for his benefit as a director and 10% owner.

Did John E. Sanfilippo buy or sell JBSS shares in this Form 4?

The filing does not show a purchase or sale. It reports an other-type transaction coded “J,” describing a non-cash distribution of 72,846 shares between family trusts, while leaving his overall economic exposure to the shares held for his benefit.

How many JBSS shares are held for John E. Sanfilippo’s benefit after the trust transfer?

After the reported transactions, 169,569 shares are held indirectly in the John 2017 Trust, 44,240 shares are owned directly, 50,170 shares are held in a 2006 irrevocable trust, and 32,609 shares are held in a 1991 trust, all for his benefit.

What does the 72,846-share JBSS transaction in the Form 4 represent?

It represents a distribution of 72,846 Class A shares from the Sanfilippo Family GST Trust dated May 10, 2017 into a family trust dated May 10, 2017 for no consideration, changing which trust holds the shares while keeping them for his benefit.

How are John E. Sanfilippo’s JBSS shares held according to the Form 4 footnotes?

Footnotes state some shares are owned directly, while others are held in multiple trusts dated 1991, 2006, and 2017. Each trust’s shares are reported as held for the benefit of the reporting person, reflecting indirect ownership structures.
John B. Sanfilippo & Son

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