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  4. [Form 4] SANFILIPPO JOHN B & SON INC Insider Trading Activity

Family trusts shift 125,000 SANFILIPPO (JBSS) shares in Form 4

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

Rhea-AI Filing Summary

SANFILIPPO JOHN B & SON INC director and 10% owner Lisa Sanfilippo reported a trust restructuring involving 125,000 Class A Common Stock shares. The shares were distributed for no consideration from the Sanfilippo Family GST Trust dated 5/10/17 into the Lisa A. Sanfilippo Family Trust dated 5/10/17, where she is trustee.

After this transfer, 259,968 shares are held indirectly in the 2017 family trust for her benefit. She also holds 4,232 shares directly, 50,172 shares indirectly in the Lisa A. Evon Irrevocable Trust dated 10/6/06, and 32,609 shares indirectly in the Lisa A. Sanfilippo Trust dated 11/04/91. The filing reflects an internal trust distribution rather than an open-market trade.

Positive

  • None.

Negative

  • None.
Insider Sanfilippo Lisa
Role Director, 10% Owner
Type Security Shares Price Value
Other Class A - Common Stock 125,000 $0.00 --
holding Class A - Common Stock -- -- --
holding Class A - Common Stock -- -- --
holding Class A - Common Stock -- -- --
Holdings After Transaction: Class A - Common Stock — 259,968 shares (Indirect, As Trustee of Lisa 2017 Trust); Class A - Common Stock — 4,232 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 Lisa A. 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 Lisa A. Evon Irrevocable Trust Dtd 10/6/06. The shares reported are held in trust for the benefit of the reporting person. 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.
Trust distribution 125,000 shares Class A Common Stock moved between family trusts on 2026-04-06
Indirect holdings, 2017 trust 259,968 shares Held in Lisa A. Sanfilippo Family Trust Dtd 5/10/17 after transfer
Direct holdings 4,232 shares Owned directly by reporting person after 2026-04-06
Indirect holdings, 2006 trust 50,172 shares Held in Lisa A. Evon Irrevocable Trust Dtd 10/6/06
Indirect holdings, 1991 trust 32,609 shares Held in Lisa A. Sanfilippo Trust Dtd 11/04/91
Restructuring shares 125,000 shares Classified as restructuringShares in transaction summary
Form 4 regulatory
"INSIDER FILING DATA (Form 4):"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
Class A - Common Stock financial
""security_title": "Class A - Common Stock""
indirect ownership financial
""ownership_type": "indirect""
Irrevocable Trust financial
"Lisa A. Evon Irrevocable Trust Dtd 10/6/06"
restructuringShares financial
""restructuringShares": 125000"
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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 ILLINOIS 60123-7820
(City)(State)(Zip)
UNITED STATES
(Country)		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)
XDirectorX10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/06/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Class A - Common Stock04/06/2026J(1)125,000A$0259,968IAs Trustee of Lisa 2017 Trust
Class A - Common Stock4,232D(2)
Class A - Common Stock50,172I(3)As Trustee of Lisa 2006 Trust
Class A - Common Stock32,609I(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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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 Attorney04/08/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Lisa Sanfilippo report at JBSS?

Lisa Sanfilippo reported an internal trust restructuring involving 125,000 Class A Common Stock shares. The shares were distributed for no consideration from the Sanfilippo Family GST Trust dated 5/10/17 into the Lisa A. Sanfilippo Family Trust dated 5/10/17, where she serves as trustee.

Did the JBSS Form 4 show Lisa Sanfilippo buying or selling shares?

The Form 4 did not show a market buy or sell. It disclosed an “other acquisition or disposition” (code J), documenting a no-consideration distribution of 125,000 shares between family trusts, with the shares continuing to be held in trust for her benefit as reporting person.

How many JBSS shares does Lisa Sanfilippo hold indirectly after this filing?

After the filing, she holds 259,968 shares indirectly in the Lisa A. Sanfilippo Family Trust dated 5/10/17. She also has 50,172 shares indirectly in the Lisa A. Evon Irrevocable Trust dated 10/6/06 and 32,609 shares indirectly in the Lisa A. Sanfilippo Trust dated 11/04/91.

How many JBSS shares does Lisa Sanfilippo own directly after the transaction?

Following the reported transactions, Lisa Sanfilippo owns 4,232 Class A Common Stock shares directly. Additional shares are held through various family trusts for her benefit, reflecting a mix of direct and indirect ownership structures rather than recent open-market purchases or sales.

What does transaction code J mean in the JBSS Form 4 for Lisa Sanfilippo?

Transaction code J indicates “other acquisition or disposition.” In this Form 4, it represents a distribution of 125,000 shares from a family GST trust to a family trust where she is trustee, recorded at a price of $0.0000 per share, signifying no consideration exchanged.