Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SANFILIPPO JOHN B & SON INCJBSS · Entity 5062 | VP, General Counsel, Secretary | November 20, 2024 | November 21, 2024 |
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 20, 2024 · Filed November 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,335 |
Reported balance
After 2024-11-20 transaction · row 1
1 source rowRow 1 · 2024-11-20 · Grant · Acquired 1,073 · Balance 3,335 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 November 20, 2027. 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 20, 2027. |
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 November 20, 2027. 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 20, 2027.
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 20, 2024 Filed Nov 21, 2024 22:19 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 1,073 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-129795 · ownership.xml · nonDerivative · entry 1 Lakatos Gina M · CIK 0001953594 · VP, General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,335 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 November 20, 2027. 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 20, 2027. Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 18:01 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 940 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055975 · doc4.xml · nonDerivative · entry 1 Lakatos Gina M · CIK 0001953594 · VP, General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,262 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 November 16, 2026. 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, 2026. Read SEC document |
| November 17, 2022 Filed Nov 18, 2022 22:50 UTC | SANFILIPPO JOHN B & SON INC JBSS · Entity 5062 | GrantCommon Stock | 1,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057960 · doc4.xml · nonDerivative · entry 1 Lakatos Gina M · CIK 0001953594 · VP, General Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,322 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.