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PERSHING SQUARE INC. director David Coppel Calvo reported indirect acquisitions of Common Stock tied to a combined private placement completed with Pershing Square USA, Ltd. On April 30, 2026, entities associated with him received two grants of 450,000 shares each for no cash consideration.
According to the footnotes, one block reflects shares directly held by Pacat LP, over which he has voting and dispositive power, and another reflects shares directly held by Crecer C LP, where he may share voting and dispositive power, totaling 3,126,557 shares after the second transaction. The shares were issued as part of a structure where each initial investor acquired 1.5 issuer shares for every 5 PSUS common shares purchased in the related private placement. He disclaims beneficial ownership of these shares except to the extent of his pecuniary interest.
Pershing Square Inc. detailed several actions linked to its initial public offering and related financings. The company entered into senior secured credit facilities totaling $350,000,000, including a $250,000,000 revolving credit facility and a $100,000,000 term loan facility maturing on April 30, 2029, with interest based on Term SOFR or a base rate plus a margin tied to its consolidated leverage ratio.
The company completed the IPO of 8,103,392 common shares and a related combined offering with Pershing Square USA, Ltd. (PSUS), where IPO investors in PSUS received Pershing Square common stock for no additional consideration, and the combined offering generated no proceeds for Pershing Square. It also delivered 16,643,862 common shares in a private placement, again with no proceeds to the company, as part of a combined private placement with PSUS.
In connection with these transactions, Pershing Square completed an Anchor Investment that increased its aggregate investment in PSUS to $250,000,000, split between $200,000,000 of PSUS common shares and $50,000,000 of PSUS preferred shares. The company also adopted a 2026 Equity Incentive Plan, an Amended and Restated Long-Term Incentive Plan, and terms for M Units to govern future equity-based compensation.
Pershing Square Inc. is issuing 8,103,392 shares of its common stock (9,318,900 shares if the PSUS IPO underwriters exercise their full option) to initial investors in the related Pershing Square USA, Ltd. (PSUS) IPO as part of a combined offering. The shares will be delivered at no additional consideration and the combined offering will result in no proceeds to Pershing Square Inc. The combined transaction includes a PSUS Private Placement and PSUS IPO that together are expected to raise $5.0 billion for PSUS. Pershing Square Inc. common stock is approved to list on the NYSE under the symbol PS. After the combined transaction, ManagementCo will initially control a majority of voting power, making Pershing Square Inc. a controlled company.
Pershing Square Partner Group LLC, a director and more than 10% owner of Pershing Square Inc., reports beneficial ownership of 197,732,599 shares of common stock. It also holds M Units of Pershing Square Partner Group, LLC that are tied one-for-one to 197,732,599 underlying common shares.
According to the disclosure, these M Units were granted to issuer personnel, including named executive officers, under an amended PSPG governing document and approved by the board under Rule 16b-3. Most M Units follow a long-term vesting schedule, while William A. Ackman’s M Units are fully vested, and vested units may be redeemed for common stock without an expiry on these redemption rights.
Pershing Square Management, LLC filed an initial Form 3 for PERSHING SQUARE INC., reporting direct ownership of one Special Voting Share. This Special Voting Share has no economic rights but carries voting power sufficient, together with common stock votes it controls, to give ManagementCo majority voting control.
Footnotes explain that ManagementCo, as managing member of Pershing Square Partner Group, LLC and holder of irrevocable voting proxies from several ManagementCo members, holds a majority of the aggregate voting power of the issuer’s common stock but no economic interest in those shares.
Pershing Square Inc. director and officer Halit Coussin filed an initial ownership report showing a substantial equity stake. The filing lists 2,890,220 shares of common stock held directly and 7,016,278 M Units of Pershing Square Partner Group, LLC, each tied to one share of common stock.
The M Units were granted based on Coussin’s prior interest in the partnership and are unvested, subject to a long-term vesting and forfeiture schedule. Once vested, each M Unit may be redeemed, subject to conditions, for one share of Pershing Square common stock held by the partnership, with these redemption rights having no stated expiration.
Pershing Square Inc. Chief Financial Officer Michael Gonnella filed an initial ownership report showing direct holdings of 2,799,206 shares of common stock. He also holds M Units of Pershing Square Partner Group, LLC that are currently unvested and subject to a long-term vesting and forfeiture schedule.
The M Units were granted based on his prior interest in the LLC and, once vested, may be redeemed on a one-for-one basis for Pershing Square common stock held by the LLC, with no stated expiration of these redemption rights.
Pershing Square Inc. director and Chief Investment Officer Ryan Israel filed a Form 3 reporting his initial holdings in the company. He reports direct beneficial ownership of 9,755,884 shares of common stock and 23,683,308 M Units of Pershing Square Partner Group, LLC.
The M Units were granted based on his prior interest in Pershing Square Partner Group and are unvested, subject to a long-term vesting and forfeiture schedule over up to ten years. Upon vesting, each M Unit may be redeemed, subject to conditions and adjustments, for one share of Pershing Square Inc. common stock held by Pershing Square Partner Group, and these redemption rights do not expire.
Pershing Square Inc. director and CEO William A. Ackman filed an initial Form 3 reporting indirect ownership stakes in the company’s common stock and related units. The filing shows indirect holdings of 300,000, 16,000,000 and 83,700,000 shares of common stock, plus 92,430,722 M Units of Pershing Square Partner Group, LLC.
Footnotes explain that these common shares are held through entities including WAA Management LLC, a grantor retained annuity trust and a family trust, rather than directly by Ackman. The M Units were granted on April 28, 2026, are fully vested, and can be redeemed on a one-for-one basis for Pershing Square common stock held by PSPG, with redemption rights that do not expire. No open-market purchases or sales are reported in this filing.
Pershing Square Inc. director Kerry Murphy Healey filed an initial ownership report showing a position in the company’s common stock. The filing reports direct ownership of 76,473 shares of Common Stock, with no specific buy or sell transaction disclosed.