Every Form 4 that Portillo's Inc. (PTLO) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow PTLO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PTLO filings page.
Portillo's Inc. Chief Marketing Officer Denise Peggy Lauer had 6,545 Class A common shares deducted on September 22, 2026, to satisfy tax-withholding obligations on the vesting of a previously disclosed award. The transaction lists a price of $3.75 per share. Her direct holdings after the transaction were 101,240 shares.
Portillo's Inc. (PTLO) reported that its General Counsel and Secretary, Kelly M. Kaiser, had 437 shares of Class A common stock withheld on September 5, 2026 to satisfy tax withholding obligations upon vesting of a previously disclosed equity award. After this tax-withholding disposition, Kaiser directly holds 144,920 shares of Portillo's Class A common stock.
Portillo's Inc. director Eugene I. Lee Jr. reported an indirect open-market purchase of Class A common stock through a Family Trust. The trust acquired 65,355 shares on 2026-08-12 at a weighted average price of $4.59 per share, with execution prices ranging from $4.51 to $4.63. Following this transaction, the Family Trust held 551,770 shares indirectly, and a separate line shows 73,479 shares held directly. The transaction was not reported as made pursuant to a Rule 10b5-1 trading plan.
Portillo's Inc. General Counsel and Secretary Kelly M. Kaiser reported routine share-based compensation activity in Class A common stock. Kaiser received a grant or award of 3,161 shares at $3.86 per share, while 92 shares were withheld to cover tax obligations tied to the vesting of this award. Following these transactions, Kaiser directly holds 145,357 shares of Portillo's Class A common stock. The filing reflects compensation and tax withholding events rather than open-market buying or selling.
Portillo's Inc. Chief People Officer Jill Francine Waite reported routine equity compensation activity in Class A common stock. She acquired 1,146 shares at $3.86 per share through the 2022 Employee Stock Purchase Plan for the March 1 to May 31, 2026 purchase period, at 90% of the May 29, 2026 closing price. To cover tax withholding on the vesting of this award, 33 shares were deducted. Following these transactions, she directly holds 133,291 shares of Class A common stock.
Portillo's Inc. Chief Information Officer Keith M. Correia reported routine equity compensation activity involving the company’s Class A common stock. He received a grant or award of 73 shares at $3.86 per share, increasing his direct holdings to 87,056 shares.
On the same date, 2 shares were deducted as a tax-withholding disposition related to the vesting of the reported award. Footnotes state that his holdings include shares purchased under the Portillo's Inc. 2022 Employee Stock Purchase Plan at 90% of the May 29, 2026 closing price. These events reflect compensation and tax mechanics rather than open‑market trading.
Portillo's Inc. director Eugene I. Lee Jr. reported an open-market purchase of 70,165 shares of Class A common stock at a weighted average price of $4.28 per share. The purchase was made indirectly through a family trust, which now holds 486,415 shares. Lee also holds 73,479 shares directly.
Portillo's Inc. General Counsel Kelly M. Kaiser reported a routine tax-related share disposition. On May 2, 2026, 1,840 shares of Class A common stock were deducted at $6.49 per share to cover tax withholding on the vesting of a previously disclosed equity award. After this non-market transaction, Kaiser directly holds 142,288 shares of Portillo's Class A common stock.
Portillo's Inc. CFO & Treasurer Michelle Greig Hook reported a routine tax-related share disposition. A total of 3,992 shares of Class A common stock were withheld at $6.49 per share to satisfy tax obligations on the vesting of a previously disclosed equity award. After this non-market transaction, she directly holds 301,322 shares.
Portillo's Inc. Chief People Officer Jill Francine Waite reported a routine tax-related share disposition. On the vesting of a previously disclosed equity award, 1,840 shares of Class A common stock were withheld at $6.49 per share to satisfy tax withholding obligations, rather than being sold in the open market. After this withholding, she directly holds 132,178 shares of Portillo's Class A common stock.
Portillo's Inc. Chief Information Officer Keith M. Correia reported a routine tax-related share disposition. On the vesting of a previously disclosed equity award, 1,226 shares of Class A common stock were withheld at $6.49 per share to satisfy tax withholding obligations. After this non-open-market transaction, he directly holds 86,983 shares of Portillo's Class A common stock.
Portillo's Inc. Chief Information Officer Keith M. Correia reported a routine share disposition related to taxes. On the vesting of a previously disclosed equity award, 601 shares of Class A common stock were deducted at $6.50 per share to satisfy tax withholding obligations, rather than being sold in the open market.
After this tax-withholding transaction, Correia directly held 88,209 shares of Portillo's Class A common stock, indicating that the event is a small adjustment to his overall equity position rather than a discretionary sale.
Portillo's Inc. reported that Chief Information Officer Keith M. Correia received a grant of 27,173 shares of Class A common stock in the form of restricted stock units awarded at no cash cost. These RSUs vest over three years, with one-third vesting on each of the first three anniversaries of the April 15, 2026 grant date, contingent on his continued service and the award terms.
In connection with the vesting of previously disclosed equity awards, 1,206 shares of Class A common stock were withheld at a price of $5.52 per share to satisfy tax withholding obligations. Following these equity compensation and tax-withholding entries, Correia directly holds 88,810 shares of Portillo's Class A common stock.
LEE EUGENE I JR reported acquisition or exercise transactions in this Form 4 filing.
Portillo's Inc. director Eugene I. Lee Jr. received a grant of 12,681 shares of Class A common stock in the form of restricted stock units on April 15, 2026. These units will vest in full on December 31, 2026, if he continues serving the company through that date.
Following this grant, he holds 73,479 shares directly. He is also reported as having indirect ownership of 416,250 Class A shares held by a family trust, providing additional context for his overall equity exposure to Portillo's Inc.
Portillo's Inc. Chief Operating Officer Tony J. Darden reported equity compensation and related tax withholding transactions in Class A common stock. He received 58,876 restricted stock units on April 15, 2026, subject to time-based vesting over three years, and 1,034 additional restricted stock units tied to vesting schedules. To cover tax obligations on previously disclosed awards, 2,182 shares were withheld at $5.52 per share. After these routine compensation and tax events, he directly holds 158,501 shares.
Portillo's Inc. reported that its General Counsel and Secretary, Kelly M. Kaiser, received a grant of 40,760 shares of Class A common stock in the form of restricted stock units on April 15, 2026. These units vest in three equal annual installments on each of the first three anniversaries of the grant date, contingent on continued service and the award terms.
The filing also shows that 1,805 shares of Class A common stock were withheld at $5.52 per share to satisfy tax obligations upon the vesting of previously disclosed awards. After these transactions, Kaiser directly holds 144,128 shares of Class A common stock.
Portillo's Inc. reported that its CFO & Treasurer, Michelle Greig Hook, received an equity award of 90,579 shares of Class A common stock on April 15, 2026. Footnotes explain this represents restricted stock units with time-based vesting, with one-third vesting on each of the first three anniversaries of the grant date, contingent on continued service.
On the same date, 3,945 shares were deducted at a price of $5.52 per share to satisfy tax withholding obligations tied to previously disclosed awards. After these transactions, Hook directly owned 305,314 shares of Portillo’s Class A common stock. These events reflect compensation and tax withholding mechanics rather than open-market trading.
Portillo's Inc. Chief People Officer Jill Francine Waite received a grant of 40,760 shares of Class A common stock in the form of restricted stock units on April 15, 2026. These awards vest over three years, with one-third vesting on each of the first three anniversaries of the grant date, subject to her continued service and the applicable award agreement.
On the same date, 1,818 shares of Class A common stock were deducted to satisfy tax withholding obligations tied to the vesting of previously disclosed awards, rather than sold in the open market. Following these transactions, Waite directly holds 134,018 shares of Portillo's Class A common stock.
Lauer Denise Peggy reported acquisition or exercise transactions in this Form 4 filing.
Portillo's Inc. reported that Chief Marketing Officer Denise Peggy Lauer received a grant of 40,760 shares of Class A common stock in the form of restricted stock units. These RSUs were granted on April 15, 2026, at no cash cost to her.
According to the grant terms, one-third of the RSUs vest on each of the first three anniversaries of the grant date, so long as she continues her service with the company and meets the award agreement conditions. Following this award, she directly holds 107,785 shares of Portillo’s Class A common stock.
Pecoraro-Striepling Jennifer reported acquisition or exercise transactions in this Form 4 filing.
Portillo's Inc. reported that Chief Development Officer Jennifer Pecoraro-Striepling received a grant of 40,760 shares of Class A common stock on April 15, 2026. A footnote explains this represents restricted stock units subject to time-based vesting. One-third of the units vest on each of the first three anniversaries of the grant date, contingent on her continued service and the award agreement terms. Following this equity award, she holds 40,760 shares directly.
Patterson Brett reported acquisition or exercise transactions in this Form 4 filing.
Portillo's Inc. President & CEO Brett Patterson received an equity grant of 271,739 shares in the form of restricted stock units on April 15, 2026. The award was granted at no cash cost to him.
These restricted stock units vest over time, with one-third vesting on each of the first three anniversaries of the grant date, contingent on his continued service. Following this grant, Patterson holds 340,823 shares directly.
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.
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.
Portillo's Inc. Chief People Officer Jill Francine Waite reported routine equity activity in Class A common stock. She acquired 404 shares, including stock bought under the 2022 Employee Stock Purchase Plan for the purchase period from December 1, 2025 to February 28, 2026, at $4.81 per share, equal to 90% of the closing price on February 27, 2026. In a related tax-withholding disposition, 13 shares were deducted to satisfy tax obligations upon vesting of the reported award. Following these transactions, she directly holds 95,076 shares of Portillo's Class A common stock.
Portillo's Inc. insider Michael Miles, Interim President & CEO and director, received an equity grant. On February 2, 2026, he acquired 70,796 shares of Class A common stock in the form of restricted stock units at a stated price of $0 per share. These restricted stock units are scheduled to vest in full on February 2, 2027, under the terms of the applicable award agreement. Following this grant, Miles beneficially owns 399,913 shares directly.
Portillo's Inc. (PTLO) reported an insider equity award. Chief People Officer Jill Waite acquired 39,282 shares on October 31, 2025, reported at a price of $0, increasing her beneficial ownership to 94,218 shares, held directly. The filing notes this represents restricted stock units granted on October 31, 2025 that will vest in full on October 31, 2026, subject to the applicable award agreement.
Portillo's Inc. (PTLO) reported an insider transaction on a Form 4. The company’s CFO & Treasurer received 43,824 restricted stock units on October 31, 2025.
The award was recorded at $0 per unit and, following this grant, her beneficial ownership stands at 217,229 shares, held directly. According to the footnote, these RSUs will vest in full on October 31, 2026, subject to the terms of the applicable award agreement.
Portillo's Inc. (PTLO) filed a Form 4 reporting an equity award to its Chief Operating Officer. On 10/31/2025, the COO acquired 43,457 restricted stock units (RSUs) at a price of $0, coded as an acquisition.
According to the filing, these RSUs were granted on October 31, 2025 and will vest in full on October 31, 2026, subject to the award terms. Following the reported transaction, the officer beneficially owned 104,553 shares directly.
Portillo's Inc. (PTLO) filed a Form 4 reporting an insider share withholding for taxes. On 10/31/2025, Chief Development Officer Michael K. Ellis had 3,040 shares of Class A common stock withheld at $5.35 under transaction code F, which reflects shares withheld to satisfy tax obligations upon vesting of previously disclosed awards. Following the transaction, he beneficially owns 45,529 shares directly.
This is an administrative tax-withholding event tied to equity award vesting rather than an open‑market sale.
Portillo’s (PTLO) insider equity award: Chief Information Officer Keith M. Correia reported the acquisition of 33,177 shares of Class A common stock on 10/31/2025, reflected as a grant of restricted stock units at $0 per share. Following the award, beneficial ownership stands at 62,616 shares, held directly. The RSUs were granted on October 31, 2025 and will vest in full on October 31, 2026, subject to the terms of the award agreement.
Portillo's Inc. (PTLO) reported an insider equity grant. General Counsel and Secretary Kelly M. Kaiser acquired 35,514 shares labeled as Class A common stock on 10/31/2025, tied to a grant of restricted stock units disclosed in the footnote. The transaction was recorded at a price of $0.
The filing states these restricted stock units were granted on October 31, 2025 and will vest in full on October 31, 2026, subject to the award agreement. Following the reported transaction, beneficial ownership was 104,375 shares, held directly.