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. (PTLO) insider disposition reported by Chief Development Officer Michael K. Ellis. The filing shows a sale of 1,133 shares of Class A common stock on 08/29/2025 at a reported price of $7.08 per share to satisfy tax withholding on vested awards. After the transaction, Mr. Ellis beneficially owned 48,328 shares, held directly. The form indicates the sale was a withholding to cover taxes on a previously disclosed award, not an open-market discretionary sale. The filing is signed by an attorney-in-fact on 09/02/2025.
Schedule 13G/A — Portillo's Inc. (PTLO)
Berkshire-affiliated reporting persons disclose aggregate beneficial ownership of 3,859,067 shares of Portillo's Class A common stock, representing approximately 5.2% of the Class A shares outstanding. The position includes 2,813,437 units of PHD Group Holdings LLC that are exchangeable one-for-one into Class A shares, plus 1,045,630 Class A shares held directly by Berkshire Fund VIII-A, L.P. The reporting parties indicate no sole voting or dispositive power and report shared voting and dispositive power over the full aggregate position.
The filing describes the reporting persons as a set of related investment vehicles and advisers that may be deemed a group but disclaims that characterization. The statement also notes that Joshua Lutzker, a Managing Director of Berkshire Partners, serves as a director of the issuer.
AllianceBernstein L.P. reports beneficial ownership of 5,777,921 shares of Portillo's Inc common stock, representing 9.0% of the class. The filing shows sole voting power over 5,590,151 shares and sole dispositive power over 5,698,439 shares, with 79,482 shares of shared dispositive power.
The stake is held solely for investment purposes on behalf of discretionary client accounts. AllianceBernstein identifies as an investment adviser (Type IA) and notes it is majority owned by Equitable Holdings but operates under independent management and reports ownership separately.
Michael Osanloo, who is listed as President & CEO and a director of Portillo's Inc. (PTLO), reported purchases of Class A common stock on a Form 4 filing. The filing shows a purchase of 11,320 shares on 08/08/2025 at a weighted average price of $7.42 (range $7.38–$7.45) and a purchase of 2,000 shares on 08/11/2025 at a weighted average price of $8.00 (range $7.91–$8.01), bringing his reported direct beneficial ownership to 65,317 shares. No derivative securities are reported and the form was signed by an attorney-in-fact.
Portillo's Inc. (PTLO) director Eugene I. Lee Jr. reported purchases of Class A common stock on 08/07/2025 totaling 130,250 shares at a stated weighted-average price of $7.68. The filing lists those shares as indirectly owned by a family trust, bringing the reported indirect beneficial ownership to 130,250 shares. The Form 4 also shows a separate disposition of 9,706 shares. The filer notes the purchases occurred at prices ranging from $7.54 to $7.78 and offers to provide the breakdown of shares purchased at each price upon request.
The Form is signed by an attorney-in-fact for the reporting person. Other customary Form 4 disclosures are present but no additional commentary or plans are stated in the filing.
Michelle Hook (listed as Hook Michelle Greig), who serves as CFO & Treasurer of Portillo's Inc. (PTLO), purchased 40,000 Class A common shares on 08/07/2025 at a weighted average price of $7.67. The filing states these shares were acquired in multiple transactions at prices ranging from $7.56 to $7.81.
After the reported purchases, the reporting person directly beneficially owned 173,405 shares. The Form 4 notes the reporting person will provide details on the number of shares purchased at each price within the disclosed range upon request.
Portillo's Inc. insider Kelly M. Kaiser, who serves as General Counsel and Secretary, purchased 27,000 Class A common shares on 08/07/2025 at a weighted average price of $7.68 (individual purchase prices ranged from $7.61 to $7.73). After the transaction the reporting person directly beneficially owned 68,495 shares. The filing shows no derivative transactions and includes an undertaking to provide detailed per-trade price information on request.
This disclosure is a routine Section 16 report documenting an insider buy that increases the reporting person’s direct stake in the company.
Amendment No. 6 to Schedule 13G filed for Portillo's Inc. (PTLO) shows that Orbis Investment Management Ltd and affiliate Allan Gray Australia Pty Ltd now beneficially own 6,468,501 Class A shares, or 10.1 % of the outstanding class, as of 31 Jul 2025.
Orbis holds 6,432,551 shares and Allan Gray 35,950 shares; each entity reports sole voting and dispositive power and no shared power. The foreign investment advisers filed under Rule 13d-1(b) and certify that the stake was acquired in the ordinary course with no intent to influence control. They expressly disclaim group status under Section 13(d)(3).
Crossing the 10 % threshold places Orbis among PTLO’s largest holders, tightening the shareholder base and signalling increased institutional confidence, while potentially giving the firm greater influence on future corporate matters.