Form 4: Sanfilippo Lisa Reports Changes in Beneficial Ownership of Sanfilippo John B & Son Inc. Stock

Sentiment:

SEC Form 4 Filing


Lisa Sanfilippo, a director and 10% owner of Sanfilippo John B & Son Inc., reported changes in her beneficial ownership of the company's Class A Common Stock due to a distribution from a family trust and direct ownership.

Summary

  • On February 20, 2025, Lisa Sanfilippo, a director and 10% owner of Sanfilippo John B & Son Inc. (JBSS), reported changes in her beneficial ownership of Class A Common Stock.
  • She acquired 12,121 shares indirectly as trustee of the Lisa 2017 Trust, stemming from a distribution from the Sanfilippo Family GST Trust.
  • She directly owns 4,232 shares.
  • She indirectly owns 50,172 shares as trustee of the Lisa 2006 Trust and 32,609 shares as trustee of the Lisa 1991 Trust.
  • Following these transactions, she beneficially owns 12,121 shares indirectly as trustee of the Lisa 2017 Trust, 4,232 shares directly, 50,172 shares indirectly as trustee of the Lisa 2006 Trust, and 32,609 shares indirectly as trustee of the Lisa 1991 Trust.

Sentiment

Score: 5

Explanation: The document is a neutral regulatory filing, so the sentiment is neither positive nor negative.

Industry Context

This filing is a routine disclosure related to changes in beneficial ownership by an insider, which is a common occurrence for publicly traded companies. It provides transparency to investors regarding the holdings of company insiders.

Stakeholder Impact

  • The filing provides transparency to shareholders regarding insider ownership.

Key Dates

DateDescription
02/20/2025Date of earliest transaction
02/24/2025Date of signature

Keywords

beneficial ownership, Form 4, Sanfilippo John B & Son Inc., JBSS, Lisa Sanfilippo, Class A Common Stock, trust, director, 10% owner

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