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.
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.
Portillo's Inc. (PTLO) filed a Form 3 on June 20, 2025 disclosing the initial beneficial ownership position of newly reported director Eugene I. Lee Jr.
The filing shows Mr. Lee directly holds 9,706 Class A common shares in the form of restricted stock units (RSUs) granted on June 16, 2025. These RSUs are subject to time-based vesting and will vest in full on December 31, 2025, contingent upon his continued service with the company. No derivative securities or additional indirect holdings are listed.
No purchases, sales, or changes to existing share counts were reported; the document simply establishes Mr. Lee’s ownership under Section 16 reporting requirements.