Shake Shack Inc SEC Filings

Shake Shack Inc. (SHAK) Chief Operations Officer Stephanie Sentell reported open-market sales of Class A common stock. On 11/25/2025, she sold 900 shares at a weighted average price of $85.03 and an additional 200 shares at a weighted average price of $85.65, for a total of 1,100 shares sold. The filing states these transactions were executed under a pre-arranged Rule 10b5-1 trading plan entered into on August 22, 2025. Following the reported sales, Sentell beneficially owns 9,907 shares of Shake Shack Class A common stock directly.

Shake Shack Inc. (SHAK) has a Form 144 notice indicating that a shareholder plans to sell 1500 shares of its common stock through Stifel Nicolaus & Company on the NYSE, with an approximate sale date of 11/25/2025 and an aggregate market value of 131685. The form reports 2434789 shares of common stock outstanding for the issuer. The securities to be sold were acquired as 2176 shares of common stock via restricted stock units on 07/15/2025, with payment described as cash on the same date.

Shake Shack Inc. announced that Chief Financial Officer Katherine Fogertey will step down effective March 4, 2026. She will immediately move into a Senior Advisor role to support a smooth transition while the company conducts a search for a new CFO.

Under a Transition and Advisory Agreement dated November 20, 2025, Ms. Fogertey will continue to receive her annual base salary of $618,000 through the resignation date and her outstanding restricted stock unit and performance stock unit awards will continue to vest under existing terms. She will receive 100% of her bonus earned for fiscal year 2025, and restricted stock units scheduled to vest on July 15, 2026 and March 1, 2027 will instead vest on the resignation date. She will not receive a bonus or new equity awards for fiscal year 2026 and will keep current benefits through the resignation date, with limited paid time off accrual.

The company stated that her transition is in the ordinary course of business and not due to any disagreement over accounting, financial reporting, or disclosure matters. A press release announcing her resignation also reiterated previously issued guidance for the fourth quarter of 2025, the full 2025 fiscal year, and three-year financial targets for fiscal years 2025 through 2027.

Shake Shack Inc. (SHAK) received a Schedule 13G from Wellington entities reporting a passive stake. As of 09/30/2025, Wellington reports 2,591,080 shares of common stock beneficially owned, representing 6.4% of the class.

The group reports 0 shares with sole voting or dispositive power, 1,925,881 shares with shared voting power, and 2,591,080 shares with shared dispositive power. The filing states the securities were acquired and are held in the ordinary course and not to change or influence control. Shares are owned of record by clients of Wellington’s advisory affiliates, and no single client is identified as holding more than five percent of the class.

Shake Shack Inc. reported stronger quarterly results. Revenue rose to $367.4 million from $316.9 million, and the company posted net income of $13.7 million versus a prior-year loss. Operating income was $18.5 million, with diluted EPS of $0.30.

Same‑Shack sales increased 4.9%, driven by a 3.6% price/mix lift and 1.3% higher traffic. Average weekly sales reached $78,000. Digital sales were $124.2 million, representing 35.2% of Shack sales. System‑wide sales grew to $571.5 million for the quarter. Food and paper costs were 29.3% of Shack sales and labor 24.9%.

The company opened 13 new Company‑operated Shacks and 7 licensed Shacks in the quarter, bringing the system to 630 (359 Company‑operated, 271 licensed). Cash and cash equivalents were $357.8 million, long‑term debt was $247.5 million (0% Convertible Notes due 2028), and there were no borrowings under the $50 million revolver. Year‑to‑date operating cash flow was $159.2 million.

Shake Shack Inc. furnished an 8-K announcing it issued a press release and shareholder letter with financial results for the fiscal third quarter ended September 24, 2025. The materials are included as Exhibit 99.1 (press release) and Exhibit 99.2 (shareholder letter) and are designated as furnished, not filed, under the Exchange Act.

The company also posted the shareholder letter on its investor website on October 30, 2025. The filing lists the exhibits and includes the Inline XBRL cover page tags.

Wellington Management reports beneficial ownership of 1,952,613 shares of Shake Shack Inc. (CUSIP 819047101), equal to 4.85% of the company’s common stock. The filing discloses no sole voting or dispositive power, shared voting power of 1,475,499, and shared dispositive power of 1,952,613, and states the shares are owned of record by clients of the Wellington Investment Advisers and held in the ordinary course of business.

The Schedule 13G/A was filed under Rule 13d-1(b) and signed by a regulatory analyst on 08/12/2025. The filing also notes that no client is known to have the right to receive dividends or sale proceeds with respect to more than 5% of the class.