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 | November 12, 2025 | November 13, 2025 |
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 12, 2025 · Filed November 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,562 |
Reported balance
After 2025-11-12 transaction · row 1
1 source rowRow 1 · 2025-11-12 · Grant · Acquired 1,536 · Balance 53,562 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 12, 2025 Filed Nov 13, 2025 23:00 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 1,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-280607 · ownership.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,562 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 |
| November 20, 2024 Filed Nov 21, 2024 22:52 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 1,268 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-129817 · ownership.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,026 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 19:22 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 1,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055999 · doc4.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,758 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 |
| November 17, 2022 Filed Nov 18, 2022 23:26 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 4,808 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057977 · doc4.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,268 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 22:19 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 1,358 | $81.67 | $110,907.86 |
DisclosureSEC source: 0001209191-22-057064 · doc4.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,460 Read SEC document |
| November 13, 2022 Filed Dec 6, 2022 20:29 UTC Amendment | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 872 | $81.67 | $71,216.24 |
DisclosureSEC source: 0001209191-22-059978 · doc4a.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,946 F1 · shares: This amendment is to correct the number of shares forfeited as part of the John B. Sanfilippo & Son, Inc. restricted stock units vested November 13, 2022. Read SEC document |
| November 15, 2021 Filed Nov 16, 2021 21:56 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 2,139 | $87.59 | $187,355.01 |
DisclosureSEC source: 0000880117-21-000036 · primary_doc.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,818 Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 22:10 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 4,585 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-21-000025 · primary_doc.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,957 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 16, 2020 Filed Nov 17, 2020 19:37 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 2,280 | $77.55 | $176,814.00 |
DisclosureSEC source: 0000880117-20-000024 · primary_doc.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · CFO, Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,415 Read SEC document |
| November 11, 2020 Filed Nov 12, 2020 15:47 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 5,255 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-20-000010 · primary_doc.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · CFO, Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,695 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 15:01 UTC Amendment | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 5,212 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-21-000002 · primary_doc.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · CFO, Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,372 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. F2 · balance_after: Total reflects adjustments for subsequent transactions and is the total owned as of 02/18/2021. Read SEC document |
| November 16, 2019 Filed Nov 19, 2019 18:09 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 1,855 | $100.77 | $186,928.35 |
DisclosureSEC source: 0000880117-19-000041 · primary_doc.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · CFO, Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,440 Read SEC document |
| November 13, 2019 Filed Nov 14, 2019 17:12 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 3,238 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-19-000025 · primary_doc.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · CFO, Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,295 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 |
| September 05, 2019 Filed Sep 5, 2019 19:25 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | SaleCommon Stock | 2,562 | $95.48 | $244,609.51 |
DisclosureSEC source: 0000880117-19-000015 · primary_doc.xml · nonDerivative · entry 2 VALENTINE MICHAEL J · CIK 0001171336 · Director · CFO, Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,057 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.375 to $95.48, inclusive. The reporting person undertakes to provide to John B. Sanfilippo & Son, Inc., any security holder of John B. Sanfilippo & Son, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. Read SEC document |
| September 05, 2019 Filed Sep 5, 2019 19:25 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | SaleCommon Stock | 2,800 | $94.63 | $264,955.60 |
DisclosureSEC source: 0000880117-19-000015 · primary_doc.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · CFO, Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,619 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.23 to $95.125, inclusive. The reporting person undertakes to provide to John B. Sanfilippo & Son, Inc., any security holder of John B. Sanfilippo & Son, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 21:53 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 5,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-18-000019 · primary_doc.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · CFO, Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,419 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 15, 2021. 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 15, 2021 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, 2018 Filed Nov 13, 2018 19:24 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 1,283 | $64.63 | $82,920.29 |
DisclosureSEC source: 0000880117-18-000009 · primary_doc.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · CFO, Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,319 Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 17:35 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 5,435 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-17-000030 · primary_doc.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · CFO, Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,602 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, 2020. 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, 2020 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 12, 2017 Filed Nov 13, 2017 20:54 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | Tax withholdingCommon Stock | 2,746 | $57.21 | $157,098.66 |
DisclosureSEC source: 0000880117-17-000013 · primary_doc.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · CFO, Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,167 Read SEC document |
| November 07, 2017 Filed Dec 28, 2017 18:47 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GiftClass A - Common Stock | 60,488 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-17-000041 · primary_doc.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · CFO, Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee of the Valentine Family Trusts Disclosed balance after: 828,930 Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 19:23 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 4,422 | $0.00 | $0.00 |
DisclosureSEC source: 0000880117-16-000060 · primary_doc.xml · nonDerivative · entry 1 VALENTINE MICHAEL J · CIK 0001171336 · Director · CFO, Group President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,913 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.