Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SANFILIPPO JOHN B & SON INCJBSS · Entity 5062 | EVP of Sales & Marketing | November 17, 2022 | November 18, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SANFILIPPO JOHN B & SON INC
Report date November 17, 2022 · Filed November 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,441 |
Reported balance
After 2022-11-17 transaction · row 1
1 source rowRow 1 · 2022-11-17 · Grant · Acquired 2,705 · Balance 9,441 F1: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2014 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on November 17, 2025. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 17, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2014 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on November 17, 2025. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 17, 2025.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 17, 2022 Filed Nov 18, 2022 23:32 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 2,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057980 · doc4.xml · nonDerivative · entry 1 Wallace Shayn · CIK 0001775908 · EVP of Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,441 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2014 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on November 17, 2025. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 17, 2025. Read SEC document |
| November 13, 2022 Filed Nov 15, 2022 22:22 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 401 | $81.67 | $32,749.67 |
DisclosureSEC source: 0001209191-22-057069 · doc4.xml · nonDerivative · entry 1 Wallace Shayn · CIK 0001775908 · EVP of Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,736 Read SEC document |
| May 15, 2022 Filed May 17, 2022 16:12 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 345 | $75.68 | $26,109.60 |
DisclosureSEC source: 0000880117-22-000002 · primary_doc.xml · nonDerivative · entry 1 Wallace Shayn · CIK 0001775908 · Executive VP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,137 Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 22:06 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 2,293 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-21-000024 · primary_doc.xml · nonDerivative · entry 1 Wallace Shayn · CIK 0001775908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,482 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2014 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on November 10, 2024. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 10, 2024 or such other date(s) as are specified by the reporting person in a valid deferral election filed with John B. Sanfilippo & Son, Inc. Read SEC document |
| November 11, 2020 Filed Nov 12, 2020 17:35 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 2,430 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-20-000015 · primary_doc.xml · nonDerivative · entry 1 Wallace Shayn · CIK 0001775908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,208 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2014 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on November 11, 2023. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 11, 2023 or such other date(s) as are specified by the reporting person in a valid deferral election filed with John B. Sanfilippo & Son, Inc. Read SEC document |
| November 11, 2020 Filed Feb 18, 2021 20:33 UTC Amendment | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 2,411 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-21-000012 · primary_doc.xml · nonDerivative · entry 1 Wallace Shayn · CIK 0001775908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,189 F1 · shares: This amendment is to correct the number of shares reported as part of the John B. Sanfilippo & Son, Inc. November 11, 2020 restricted stock unit grant. Read SEC document |
| November 13, 2019 Filed Nov 14, 2019 17:20 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 1,494 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-19-000026 · primary_doc.xml · nonDerivative · entry 1 Wallace Shayn · CIK 0001775908 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,778 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2014 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on November 13, 2022. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on November 13, 2022 or such other date(s) as are specified by the reporting person in a valid deferral election filed with John B. Sanfilippo & Son, Inc. Read SEC document |
| May 15, 2019 Filed May 16, 2019 16:46 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 1,284 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-19-000009 · primary_doc.xml · nonDerivative · entry 1 Wallace Shayn · CIK 0001775908 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,284 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2014 Omnibus Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of John B. Sanfilippo & Son, Inc. common stock. Subject to certain conditions, these units are scheduled to vest on May 15, 2022. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on May 15, 2022 or such other date(s) as are specified by the reporting person in a valid deferral election filed with John B. Sanfilippo & Son, Inc. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.