Welcome to our dedicated page for Portillo'S SEC filings (Ticker: PTLO), 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.
This page provides access to Portillo’s Inc. (NASDAQ: PTLO) SEC filings, offering a view into the company’s regulatory disclosures as a public fast-casual restaurant operator in the limited-service restaurants industry. Investors can review how Portillo’s reports on its financial performance, development activity and corporate governance through documents filed with the U.S. Securities and Exchange Commission.
Portillo’s uses Form 8-K filings to disclose material events. Recent 8-Ks reference quarterly earnings press releases for periods such as the second and third quarters of 2025, including attached exhibits with detailed financial results and non-GAAP reconciliations. Other 8-K filings describe participation in investor conferences, providing information about scheduled webcasts and where related materials can be accessed.
Several 8-K filings and an 8-K/A address leadership and executive compensation changes. These include disclosures about the departure of the company’s President and Chief Executive Officer, the appointment of the Board Chairman as Interim CEO, and an amended filing that outlines compensation arrangements for the Interim CEO and severance benefits for the departing CEO. Another 8-K details the planned departure of the Chief Development Officer and expected severance and equity treatment under the company’s Senior Executive Severance Plan.
Through these filings, readers can see how Portillo’s communicates about results of operations, executive transitions, compensation arrangements and investor events in a regulated format. On Stock Titan, AI-powered summaries can help interpret lengthy exhibits and highlight key points from earnings releases, non-GAAP measure definitions and governance disclosures, while real-time updates ensure that new Portillo’s filings, including future 10-K annual reports, 10-Q quarterly reports and additional 8-Ks, are incorporated as they are posted to EDGAR.
Portillo's Inc received an Amendment No. 5 Schedule 13G/A from The Vanguard Group reporting 0 shares beneficially owned, or 0% of Portillo's common stock, after an internal realignment dated January 12, 2026. The filing states certain Vanguard subsidiaries will report ownership separately in reliance on SEC Release No. 34-39538.
The amendment is signed by Ashley Grim, Head of Global Fund Administration, on March 27, 2026, and lists voting and dispositive powers as 0 across sole and shared categories.
Portillo's Inc. executive Jennifer Pecoraro-Striepling, Chief Development Officer, has filed an initial Form 3 reporting her insider status with the company. The available data shows no reported purchases, sales, option exercises, gifts, or other equity transactions in this filing.
Portillo's Inc. director Ann G. Bordelon converted derivative interests into common stock. She exchanged 17,789 LLC Units of PHD Group Holdings LLC for 17,789 shares of Class A common stock, and an equal number of Class B shares were cancelled with no additional consideration. Following the conversion, she directly holds 76,216 Class A shares.
Portillo's Inc. director Gerard Johan Hart exercised stock options to acquire 50,070 shares of Class A common stock. On March 13, 2026, he exercised options for 50,070 underlying shares at an exercise price of $3.85 per share, receiving the common shares at a transaction price of $5.33 per share.
These options were originally granted on August 8, 2016 under the company’s 2014 Equity Incentive Plan and later substituted into the 2021 Equity Incentive Plan, and were fully vested. Following the transactions, Hart holds 107,965 Class A shares directly and 50,072 Class A shares indirectly through a trust.
Portillo's Inc. director Eugene I. Lee Jr. reported an open-market purchase of 286,000 shares of Class A common stock at a weighted average price of $5.18 per share. The shares were bought indirectly through a family trust in multiple transactions between $5.02 and $5.34.
After these purchases, indirect holdings through the family trust increased to 416,250 shares, and direct holdings are 60,798 shares. This filing highlights a substantial net increase in the director’s overall economic exposure to Portillo's stock.
Portillo’s Inc. reports a planned Board leadership transition. Eugene I. Lee, Jr., a long-time restaurant industry executive and former CEO and Chairman of Darden Restaurants, has been appointed Chair of the Board, effective March 10, 2026.
He succeeds Michael A. Miles, Jr., who will retire from the Board at the 2026 Annual Meeting after leading Portillo’s Board since 2014 and serving as Interim Chief Executive Officer during the company’s recent strategic reset. Directors Miles and Joshua A. Lutzker have notified the company they will not stand for reelection at the 2026 Annual Meeting, after which the Board will be reduced to seven members.
The company emphasizes that the decisions by Miles and Lutzker not to stand for reelection are not due to any disagreement or dispute. Both will continue to serve on the Compensation and Nomination & Governance Committees until the 2026 Annual Meeting. Portillo’s issued a press release detailing these changes, which is furnished as an exhibit.
Miles Michael reported acquisition or exercise transactions in this Form 4 filing.
Portillo's Inc. director Michael Miles reported an equity award of 47,004 restricted stock units representing Class A common stock. These RSUs were granted on March 2, 2026 and will vest in full on December 31, 2026, as long as he continues serving the company through that date. Following this grant, his directly held stake increased to 446,917 shares or units.
Portillo's Inc. Chief Information Officer Keith M. Correia reported acquiring 28 shares of Class A common stock through the company’s 2022 Employee Stock Purchase Plan. The shares were purchased for $4.81 each, equal to 90% of the February 27, 2026 closing price, bringing his direct holdings to 62,843 shares.
Portillo's Inc. General Counsel and Secretary Kelly M. Kaiser reported routine equity transactions in Class A common stock. Kaiser acquired 730 shares at $4.81 per share through the 2022 Employee Stock Purchase Plan for the period from December 1, 2025 to February 28, 2026, purchased at 90% of the February 27, 2026 closing price. To cover tax withholding on the vesting of this award, 25 shares were automatically withheld. Following these transactions, Kaiser directly owns 105,173 shares of Portillo's Class A common stock.
Portillo's Inc. Chief Financial Officer and Treasurer Michelle Greig Hook reported routine equity activity in Class A common stock. She acquired 1,501 shares on February 28, 2026, recorded at $4.81 per share, through participation in the company’s 2022 Employee Stock Purchase Plan at a 10% discount to the February 27, 2026 closing price. To cover tax withholding on the vesting of an equity award, 50 shares were withheld and disposed of the same day. Following these transactions, she directly owned 218,680 shares of Class A common stock.