Form 4: Sanfilippo Jr. Reports Significant Trust Share Transfers

Jasper B. Sanfilippo Jr., COO and President of JBSS, reported internal family trust transfers of Class A Common Stock totaling 489,233 shares disposed and 72,847 shares acquired.

Summary

• Jasper B. Sanfilippo Jr., serving as Director, 10% Owner, COO, and President of JOHN B SANFILIPPO & SON INC (JBSS), reported changes in his beneficial ownership of Class A Common Stock.
• On February 25, 2026, 489,233 shares of Class A Common Stock were disposed of from the Sanfilippo Family GST Trust, where Mr. Sanfilippo Jr. is a Co-Trustee, for no consideration. These shares were distributed to other family trusts, including the Jasper B. Sanfilippo Family Trust, John E. Sanfilippo Family Trust, Lisa A. Sanfilippo Family Trust, James J. Sanfilippo Family Trust, and Jeffrey T. Sanfilippo Family Trust.
• Following this distribution, 500,000 shares remain beneficially owned indirectly by Mr. Sanfilippo Jr. as Co-Trustee of the Sanfilippo 2017 GST.
• Concurrently, on February 25, 2026, Mr. Sanfilippo Jr. indirectly acquired 72,847 shares of Class A Common Stock for no consideration. These shares were distributed from the Sanfilippo Family GST Trust to the Jasper B. Sanfilippo Family Trust, where he is a Trustee and beneficiary.
• Following this acquisition, 169,570 shares are beneficially owned indirectly by Mr. Sanfilippo Jr. as Trustee of the Jasper 2017 Trust.
• Mr. Sanfilippo Jr. also directly owns 11,856 shares of Class A Common Stock.
• Additionally, he indirectly beneficially owns 55,701 shares as Trustee of the Jasper B. Sanfilippo, Jr. Irrevocable Trust Dtd 10/06/06 and 32,609 shares as Trustee of the Jasper B. Sanfilippo Trust Dtd 09/23/91.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, representing internal family estate planning rather than a direct market transaction or a reflection of company performance.

Industry Context

StockSavvy.ai notes these are internal family trust transfers, which are common for long-standing family-controlled companies like JBSS and typically do not reflect operational performance or market sentiment. Such transactions are often related to estate planning or wealth management within the family.

Related Party Transactions

• The reported transactions involve transfers of Class A Common Stock between various Sanfilippo family trusts, where Jasper B. Sanfilippo Jr. holds trustee or co-trustee roles, indicating related party dealings.

Stakeholder Impact

• Minimal direct impact on public shareholders as these are internal family transfers for no consideration, not open market sales or purchases that would directly affect market liquidity or share price.

Key Dates

Recommendation

This Form 4 details internal family trust transfers of shares for no consideration, which do not reflect on the company's operational performance or future prospects. As such, it provides no new information to warrant a change in investment recommendation.

Keywords

JBSS, Sanfilippo John B & Son Inc, Form 4, Insider Transaction, Beneficial Ownership, Trust Transfer, Class A Common Stock, Jasper B. Sanfilippo Jr.