Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SANFILIPPO JOHN B & SON INCJBSS · Entity 5062 | Director · 10% owner | April 06, 2026 | April 08, 2026 |
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 April 06, 2026 · Filed April 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A - Common StockSEC Table I · non-derivative | IndirectAs Trustee of Lisa 2017 Trust | 259,968 |
Reported balance
After 2026-04-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-04-06 · Other · Acquired 125,000 · Balance 259,968 F1: 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. |
| Class A - Common StockSEC Table I · non-derivative | Direct | 4,232 |
Reported balance
Holding disclosure · report date 2026-04-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,232 F2: These shares are owned directly by the reporting person. |
| Class A - Common StockSEC Table I · non-derivative | IndirectAs Trustee of Lisa 2006 Trust | 50,172 |
Reported balance
Holding disclosure · report date 2026-04-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 50,172 F3: 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. |
| Class A - Common StockSEC Table I · non-derivative | IndirectAs Trustee of Lisa 1991 Trust | 32,609 |
Reported balance
Holding disclosure · report date 2026-04-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 32,609 F4: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: These shares are owned directly by the reporting person.
F3: 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.
F4: 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.
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 |
|---|---|---|---|---|---|---|
| April 06, 2026 Filed Apr 8, 2026 20:36 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | OtherClass A - Common Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-147759 · ownership.xml · nonDerivative · entry 1 Sanfilippo Lisa · CIK 0001294145 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee of Lisa 2017 Trust Disclosed balance after: 259,968 F1 · kind: 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. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 22:19 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | SaleCommon Stock | 2,272 | $81.43 | $185,008.96 |
DisclosureSEC source: 0001193125-26-088770 · ownership.xml · nonDerivative · entry 1 Sanfilippo Lisa · CIK 0001294145 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,536 Read SEC document |
| February 25, 2026 Filed Feb 26, 2026 22:38 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | OtherClass A - Common Stock | 72,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-077497 · ownership.xml · nonDerivative · entry 1 Sanfilippo Lisa · CIK 0001294145 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee of Lisa 2017 Trust Disclosed balance after: 134,968 F1 · kind: 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. Read SEC document |
| November 12, 2025 Filed Nov 13, 2025 22:59 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 1,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-280601 · ownership.xml · nonDerivative · entry 1 Sanfilippo Lisa · CIK 0001294145 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,808 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2023 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 the date of John B. Sanfilippo & Son, Inc.'s Fiscal 2026 Annual Meeting of stockholders. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on the date following the vesting date. Read SEC document |
| July 24, 2025 Filed Jul 25, 2025 21:32 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | OtherClass A - Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-098892 · ownership.xml · nonDerivative · entry 1 Sanfilippo Lisa · CIK 0001294145 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee of Lisa 2017 Trust Disclosed balance after: 62,121 F1 · kind: 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. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 14:30 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | OtherClass A - Common Stock | 12,121 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025263 · ownership.xml · nonDerivative · entry 1 Sanfilippo Lisa · CIK 0001294145 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee of Lisa 2017 Trust Disclosed balance after: 12,121 F1 · kind: 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. Read SEC document |
| January 17, 2025 Filed Jul 17, 2025 19:10 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | SaleCommon Stock | 2,471 | $90.04 | $222,488.84 |
DisclosureSEC source: 0000950170-25-096565 · ownership.xml · nonDerivative · entry 1 Sanfilippo Lisa · CIK 0001294145 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,272 Read SEC document |
| November 20, 2024 Filed Nov 21, 2024 22:57 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 1,268 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-129824 · ownership.xml · nonDerivative · entry 1 Sanfilippo Lisa · CIK 0001294145 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,743 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2023 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 the date of John B. Sanfilippo & Son, Inc.'s fiscal 2025 Annual Meeting of stockholders. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on the date following the vesting date. Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 18:32 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 1,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055985 · doc4.xml · nonDerivative · entry 1 Sanfilippo Lisa · CIK 0001294145 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,475 F1 · shares: These shares represent restricted stock units granted under the John B. Sanfilippo & Son, Inc. 2023 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 the date of John B. Sanfilippo & Son, Inc.'s fiscal 2024 Annual Meeting of stockholders. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on the date following the vesting date. Read SEC document |
| February 01, 2023 Filed Feb 4, 2023 00:46 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | PurchaseClass A - Common Stock | 4,232 | $82.59 | $349,520.88 |
DisclosureSEC source: 0001209191-23-007189 · doc4.xml · nonDerivative · entry 1 Sanfilippo Lisa · CIK 0001294145 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,232 F1 · shares: The reporting person above purchased the shares of Class A Common Stock listed herein pursuant to a written agreement between James J. Sanfilippo and the reporting person, among others. Under the agreement, the reporting person purchased shares of Class A Common Stock of John B. Sanfilippo & Son, Inc. (the Company). F2 · price: The purchase price for each share of Class A Common Stock is $82.59. This represents the JBSS closing share price of Common Stock on January 30, 2023 and was specified as the sale price per the agreement. Read SEC document |
| November 17, 2022 Filed Nov 18, 2022 23:17 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 1,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057974 · doc4.xml · nonDerivative · entry 1 Sanfilippo Lisa · CIK 0001294145 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,471 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 the date of John B. Sanfilippo & Son, Inc.'s fiscal 2023 Annual Meeting of stockholders. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock on the date following the vesting date. Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 22:34 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 963 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-21-000030 · primary_doc.xml · nonDerivative · entry 1 Sanfilippo Lisa · CIK 0001294145 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,401 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 the date of John B. Sanfilippo & Son, Inc.'s fiscal 2022 Annual Meeting of stockholders. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock at the election of the Reporting Person either (a) on the date the director ceases being a member of the board of John B. Sanfilippo & Son, Inc. or (b) on the date following the vesting date. Read SEC document |
| May 12, 2021 Filed May 14, 2021 15:45 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 438 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-21-000016 · primary_doc.xml · nonDerivative · entry 1 Sanfilippo Lisa · CIK 0001294145 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 438 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 the date of John B. Sanfilippo & Son, Inc.'s fiscal 2021 Annual Meeting of stockholders. These units, once vested, will generally be eligible to be paid in an equivalent number of shares of the Company's common stock at the election of the Reporting Person either (a) on the date the director ceases being a member of the board of John B. Sanfilippo & Son, Inc. or (b) on the date following the vesting date. Read SEC document |
| July 16, 2020 Filed Oct 16, 2020 19:22 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GiftCommon Stock | 517 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-20-000007 · primary_doc.xml · nonDerivative · entry 2 Sanfilippo Lisa · CIK 0001294145 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee for her Children Disclosed balance after: 2,500 Read SEC document |
| July 15, 2020 Filed Oct 16, 2020 19:22 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GiftCommon Stock | 1,983 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-20-000007 · primary_doc.xml · nonDerivative · entry 1 Sanfilippo Lisa · CIK 0001294145 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee for her Children Disclosed balance after: 1,983 Read SEC document |
| June 29, 2018 Filed Aug 10, 2018 14:59 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | OtherClass A Common Stock | 32,609 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-18-000007 · primary_doc.xml · nonDerivative · entry 1 Sanfilippo Lisa · CIK 0001294145 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 32,609 F1 · kind: The reporting person was appointed as sole trustee of the Lisa A. Sanfilippo Trust Dtd 11/04/1991 on June 29, 2018. The shares reported are held in trust for the benefit of the reporting person. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 23:47 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 221 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-16-000052 · primary_doc.xml · nonDerivative · entry 1 Sanfilippo Lisa · CIK 0001294145 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 699 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 16, 2019. 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 16, 2019 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.