Welcome to our dedicated page for Pershing Square USA, Ltd. SEC filings (Ticker: PSUS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Pershing Square USA, Ltd. (PSUS) director and trustee Lisa Polsky reported an open-market purchase of 6,177 Common Shares of Beneficial Interest on 2026-08-18 at $39.45 per share. Following this transaction, she directly holds 6,177 shares. The filing indicates the trade was not made pursuant to a Rule 10b5-1 trading plan.
Pershing Square USA, Ltd. (PSUS) reported an insider transaction by TEACHER RETIREMENT SYSTEM OF TEXAS, a ten percent owner. On 2026-08-17, this holder executed a sale of 6,205 shares of Common Stock at a price of $40.06 per share in an open market or private transaction. Following this sale, the reporting holder’s directly owned position is 10,143,795 shares of PSUS common stock.
Teacher Retirement System of Texas, a ten percent owner of Pershing Square USA, Ltd., reported selling a total of 50,000 shares of common stock on August 4, 2026. The sales occurred in two non-derivative transactions at $38.04 and $38.10 per share in open-market or private transactions.
TEACHER RETIREMENT SYSTEM OF TEXAS, a ten percent owner of Pershing Square USA, Ltd., reported selling a total of 70,000 shares of Common Stock. The sales occurred on 2026-08-03 in three non-derivative transactions of 25,000, 25,000 and 20,000 shares at $38.1100, $38.1900 and $38.1300 per share, respectively, all reported as directly owned shares.
Pershing Square USA, Ltd. director Bruce Herring bought 5,000 Common Shares of Beneficial Interest in an open-market purchase at $40.25 per share. After this transaction, he directly holds 15,000 common shares. The footnote confirms these shares were acquired through an open market purchase.
Pershing Square PSUS Holdings, LLC, together with affiliated entities, reports beneficial ownership of 1,000,000 7.50% Series A Cumulative Preferred Shares of Pershing Square USA, Ltd., representing all of the issuer’s outstanding preferred shares. PSUS Holdings acquired these Preferred Shares on April 30, 2026 for an aggregate purchase price of $50,000,000 in a private placement conducted alongside the initial public offering of the issuer’s common shares.
Under the Preferred Share terms and the Investment Company Act of 1940, PSUS Holdings is entitled to elect two trustees to the issuer’s board and could elect a majority if dividends remain unpaid for two full years. PSUS Holdings also acquired common shares, ending with 4,000,000 common shares, described as less than 5% of the issuer’s outstanding common shares. The purchases were financed using PSUS Holdings’ working capital and borrowings under Pershing Square Inc.’s senior secured revolving and term loan credit facilities.
Pershing Square USA, Ltd. filed an initial Form 3 indicating that the Teacher Retirement System of Texas is a ten percent owner of the company. The filing shows direct beneficial ownership of 10,270,000 shares of Common Stock as of April 30, 2026.
Pershing Square USA, Ltd. ownership filing: Teacher Retirement System of Texas reports beneficial ownership of 10,270,000 shares of Common Shares of Beneficial Interest, representing 10.3% of the class as of 04/30/2026.
The filing lists sole voting power and sole dispositive power over the 10,270,000 shares. The report is signed by Christopher Bowlin, Director, DCR-Investments, dated 05/06/2026.
Pershing Square USA, Ltd. director Bruce Herring bought 10,000 Common Shares of Beneficial Interest in open-market transactions. The trades occurred on April 30, 2026 at a weighted average price of $43.414 per share, with prices ranging from $43.30 to $43.45. Following these purchases, he directly owns 10,000 shares.
Pershing Square USA, Ltd. reported large equity positions acquired by affiliated entities in connection with its initial public offering and related private placements on April 30, 2026. Pershing Square PSUS Holdings, LLC received 1,000,000 of the issuer’s 7.50% Series A Cumulative Preferred Shares at $50 per share and now holds all outstanding preferred shares. Affiliates also acquired and restructured holdings in the issuer’s Common Shares of Beneficial Interest, including a 96,000,000-share grant at $50 per share, resulting in indirect ownership of 96,342,320 common shares after the transactions. Certain common shares were acquired and immediately resold by Pershing Square Inc., with all resale proceeds delivered to the issuer and none retained by Pershing Square Inc.