STOCK TITAN

Jeffrey Sanfilippo (JBSS) shifts 125K shares into family trust

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

Rhea-AI Filing Summary

SANFILIPPO JOHN B & SON INC director and CEO Jeffrey T. Sanfilippo reported a restructuring of his indirect holdings in Class A common stock through family trusts. An entity associated with him received a distribution of 125,000 shares from the Sanfilippo Family GST Trust dated May 10, 2017 for no consideration, and these are now held in the Jeffrey T. Sanfilippo Family Trust dated May 10, 2017 for his benefit.

Following this change, 252,710 shares are held indirectly in the 2017 family trust, 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, all for his benefit. He also owns 21,856 shares directly. The filing reflects a trust-level distribution and updated ownership totals rather than an open-market purchase or sale.

Positive

  • None.

Negative

  • None.
Insider SANFILIPPO JEFFREY T
Role Chief Executive Officer
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 — 252,710 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.
Trust distribution 125,000 shares Distributed from Sanfilippo Family GST Trust to 2017 Family Trust
2017 Family Trust holding 252,710 shares Indirect Class A holdings after transaction
Direct holding 21,856 shares Directly owned Class A shares after transaction
2006 Irrevocable Trust holding 50,170 shares Indirect Class A shares in 2006 trust
1991 Trust holding 32,609 shares Indirect Class A shares in 1991 trust
Other acquisition or disposition financial
"transaction_code_description": "Other acquisition or disposition""
Irrevocable Trust financial
"Sanfilippo Irrevocable Trust Dtd 10/06/06. The shares reported"
indirectly financial
"These shares are held indirectly in the Jeffrey T. Sanfilippo Irrevocable"
GST Trust financial
"distribution from the Sanfilippo Family GST Trust Dtd 5/10/17 for no consideration"
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 JEFFREY T

(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
XOfficer (give title below)Other (specify below)
Chief Executive Officer
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$0252,710IAs Trustee of Jeffrey 2017 Trust
Class A - Common Stock21,856D(2)
Class A - Common Stock50,170I(3)As Trustee of Jeffrey 2006 Trust
Class A - Common Stock32,609I(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)
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 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 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)

FAQ

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

He reported a restructuring of indirect holdings, as 125,000 Class A shares were distributed from a family GST trust into the Jeffrey T. Sanfilippo Family Trust for his benefit, with no consideration paid, updating how his ownership is held through trusts.

How many JBSS shares does Jeffrey Sanfilippo now hold indirectly?

He holds 252,710 shares indirectly in the 2017 family trust, 50,170 shares indirectly in the 2006 irrevocable trust, and 32,609 shares indirectly in the 1991 trust, all held in trust for his benefit, according to the reported ownership totals.

How many JBSS shares does Jeffrey Sanfilippo own directly after this filing?

The filing shows he owns 21,856 Class A common shares directly. This figure is separate from his larger indirect holdings in several family trusts that also hold shares for his benefit, and the Form 4 focuses on updating these ownership positions.

Was there a market purchase or sale of JBSS shares in this Form 4?

No market purchase or sale is reported. The 125,000-share movement is described as a distribution from a family GST trust for no consideration, resulting in shares being held in another family trust, reflecting an internal ownership reorganization instead of a trading transaction.

What does the transaction code J mean in this JBSS Form 4?

Transaction code J is labeled as “Other acquisition or disposition.” Here it represents a restructuring of trust holdings, where 125,000 shares moved between related family trusts for no consideration, rather than a standard buy, sell, gift, or option exercise event.