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.
Portillo’s Inc. filings document the public-company disclosures of a fast-casual restaurant operator known for Chicago-style menu items and a company-owned restaurant model. Recent Forms 8-K furnish quarterly earnings releases and supplemental presentations, including revenue, same-restaurant sales, operating income, net income or loss, Restaurant-Level Adjusted EBITDA and adjusted EBITDA.
The filings also report Item 5.02 governance and officer matters, including chief executive officer, chief financial officer, chief development officer and board chair changes, together with related compensation arrangements and severance plan disclosures when applicable. The definitive proxy statement covers director elections, board governance, executive compensation, equity awards and annual-meeting voting matters.
Portillo’s Inc. is asking shareholders to vote on electing seven directors, approving an advisory “Say on Pay” for executives, and ratifying Deloitte & Touche as auditor for fiscal 2026. The proxy highlights a major leadership transition, with Brett Patterson becoming President and CEO in February 2026 and Eugene I. Lee Jr. becoming Chairman in March 2026.
The Board emphasizes ongoing refreshment, expanded governance disclosures, and a formal AI governance program. Company highlights for 2025 include revenue of $732, operating income of $43, net income of $21, operating margin of 6.0%, net margin of 2.9%, 102 restaurants at year-end, and restaurant-level adjusted EBITDA of $158 with a 21.6% margin.
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.