PTLO

SEC source: 0001871509-24-000021 · wk-form4_1709594860.xml · nonDerivative · entry 1

Pratt Derrick Lee · CIK 0001886740 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,845

F1 · shares: Includes shares of Class A Common Stock purchased pursuant to the Portillo's Inc. 2022 Employee Stock Purchase Plan ("ESPP"), for the purchase period of December 1, 2023 to February 29, 2024. In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of Issuer's Class A Common Stock on February 29, 2024.

SEC source: 0001871509-24-000023 · wk-form4_1709594927.xml · nonDerivative · entry 2

Shelton Susan Beth · CIK 0001886716 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,306

F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein.

SEC source: 0001871509-24-000023 · wk-form4_1709594927.xml · nonDerivative · entry 1

Shelton Susan Beth · CIK 0001886716 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,308

F1 · shares: Includes shares of Class A Common Stock purchased pursuant to the Portillo's Inc. 2022 Employee Stock Purchase Plan ("ESPP"), for the purchase period of December 1, 2023 to February 29, 2024. In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of Issuer's Class A Common Stock on February 29, 2024.

SEC source: 0001871509-24-000025 · wk-form4_1709595031.xml · nonDerivative · entry 2

Osanloo Michael · CIK 0001432086 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 144,643

F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein.

SEC source: 0001871509-24-000025 · wk-form4_1709595031.xml · nonDerivative · entry 1

Osanloo Michael · CIK 0001432086 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 144,704

F1 · shares: Includes shares of Class A Common Stock purchased pursuant to the Portillo's Inc. 2022 Employee Stock Purchase Plan ("ESPP"), for the purchase period of December 1, 2023 to February 29, 2024. In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of Issuer's Class A Common Stock on February 29, 2024.

SEC source: 0001871509-24-000002 · wk-form4_1704495367.xml · nonDerivative · entry 1

Pratt Derrick Lee · CIK 0001886740 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,599

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 7, 2023.

SEC source: 0001871509-23-000151 · wk-form4_1702072358.xml · nonDerivative · entry 1

Osanloo Michael · CIK 0001432086 · Director · President & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 143,116

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 7, 2023.

SEC source: 0001871509-23-000149 · wk-form4_1701726320.xml · nonDerivative · entry 2

Waite Jill Francine · CIK 0001886715 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,249

F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein.

SEC source: 0001871509-23-000149 · wk-form4_1701726320.xml · nonDerivative · entry 1

Waite Jill Francine · CIK 0001886715 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,253

F1 · shares: Includes shares of Class A Common Stock purchased pursuant to the Portillo's Inc. 2022 Employee Stock Purchase Plan ("ESPP"), for the purchase period of September 1, 2023 to November 30, 2023. In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of Issuer's Class A Common Stock on November 30, 2023.

SEC source: 0001871509-23-000145 · wk-form4_1701725965.xml · nonDerivative · entry 2

Shelton Susan Beth · CIK 0001886716 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,244

F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein.

SEC source: 0001871509-23-000145 · wk-form4_1701725965.xml · nonDerivative · entry 1

Shelton Susan Beth · CIK 0001886716 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,246

F1 · shares: Includes shares of Class A Common Stock purchased pursuant to the Portillo's Inc. 2022 Employee Stock Purchase Plan ("ESPP"), for the purchase period of September 1, 2023 to November 30, 2023. In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of Issuer's Class A Common Stock on November 30, 2023.

SEC source: 0001871509-23-000147 · wk-form4_1701726141.xml · nonDerivative · entry 2

Pratt Derrick Lee · CIK 0001886740 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,426

F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein.

SEC source: 0001871509-23-000147 · wk-form4_1701726141.xml · nonDerivative · entry 1

Pratt Derrick Lee · CIK 0001886740 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,433

F1 · shares: Includes shares of Class A Common Stock purchased pursuant to the Portillo's Inc. 2022 Employee Stock Purchase Plan ("ESPP"), for the purchase period of September 1, 2023 to November 30, 2023. In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of Issuer's Class A Common Stock on November 30, 2023.

SEC source: 0001871509-23-000143 · wk-form4_1699995892.xml · nonDerivative · entry 1

Pratt Derrick Lee · CIK 0001886740 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 25,164

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 7, 2023.

F2 · price: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $14.53 to $15.06, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the aforementioned range.

SEC source: 0001871509-23-000141 · wk-form4_1699910594.xml · nonDerivative · entry 1

Osanloo Michael · CIK 0001432086 · Director · President & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 144,674

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 7, 2023.

SEC source: 0001871509-23-000130 · wk-form4_1698182351.xml · nonDerivative · entry 1

Hook Michelle Greig · CIK 0001886796 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,364

F1 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of a previously disclosed award.

SEC source: 0001871509-23-000126 · wk-form4_1698182168.xml · nonDerivative · entry 1

Waite Jill Francine · CIK 0001886715 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,097

F1 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of a previously disclosed award.

SEC source: 0001871509-23-000128 · wk-form4_1698182257.xml · nonDerivative · entry 1

Shelton Susan Beth · CIK 0001886716 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,177

F1 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of a previously disclosed award.

SEC source: 0001871509-23-000124 · wk-form4_1698182089.xml · nonDerivative · entry 1

Pratt Derrick Lee · CIK 0001886740 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,621

F1 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of a previously disclosed award.

SEC source: 0001871509-23-000132 · wk-form4_1698182427.xml · nonDerivative · entry 1

Osanloo Michael · CIK 0001432086 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 154,674

F1 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of a previously disclosed award.

SEC source: 0001871509-23-000122 · wk-form4_1698182005.xml · nonDerivative · entry 1

Scarpino Nicholas Anthony · CIK 0001887459 · SVP Marketing & Off-Premises

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,653

F1 · kind: Represents shares deducted to satisfy tax withholding obligations on the vesting of a previously disclosed award.

SEC source: 0001871509-23-000120 · wk-form4_1698181554.xml · nonDerivative · entry 1

Cook George Richard III · CIK 0001887477 · Senior VP, Technology

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,100

F1 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of a previously disclosed award.

SEC source: 0001871509-23-000111 · wk-form4_1693948064.xml · nonDerivative · entry 2

Hook Michelle Greig · CIK 0001886796 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,264

F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein.

SEC source: 0001871509-23-000111 · wk-form4_1693948064.xml · nonDerivative · entry 1

Hook Michelle Greig · CIK 0001886796 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,270

F1 · shares: Includes shares of Class A Common Stock purchased pursuant to the Portillo's Inc. 2022 Employee Stock Purchase Plan ("ESPP"), for the purchase period of June 1, 2023 to August 31, 2023. In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of Issuer's Class A Common Stock on August 31, 2023.

SEC source: 0001871509-23-000105 · wk-form4_1693947627.xml · nonDerivative · entry 2

Shelton Susan Beth · CIK 0001886716 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,392

F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein.

SEC source: 0001871509-23-000105 · wk-form4_1693947627.xml · nonDerivative · entry 1

Shelton Susan Beth · CIK 0001886716 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,394

F1 · shares: Includes shares of Class A Common Stock purchased pursuant to the Portillo's Inc. 2022 Employee Stock Purchase Plan ("ESPP"), for the purchase period of June 1, 2023 to August 31, 2023. In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of Issuer's Class A Common Stock on August 31, 2023.

SEC source: 0001871509-23-000107 · wk-form4_1693947721.xml · nonDerivative · entry 2

Waite Jill Francine · CIK 0001886715 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,330

F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein.

SEC source: 0001871509-23-000107 · wk-form4_1693947721.xml · nonDerivative · entry 1

Waite Jill Francine · CIK 0001886715 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,334

F1 · shares: Includes shares of Class A Common Stock purchased pursuant to the Portillo's Inc. 2022 Employee Stock Purchase Plan ("ESPP"), for the purchase period of June 1, 2023 to August 31, 2023. In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of Issuer's Class A Common Stock on August 31, 2023.

SEC source: 0001871509-23-000109 · wk-form4_1693947857.xml · nonDerivative · entry 2

Pratt Derrick Lee · CIK 0001886740 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,725

F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein.

SEC source: 0001871509-23-000109 · wk-form4_1693947857.xml · nonDerivative · entry 1

Pratt Derrick Lee · CIK 0001886740 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,731

F1 · shares: Includes shares of Class A Common Stock purchased pursuant to the Portillo's Inc. 2022 Employee Stock Purchase Plan ("ESPP"), for the purchase period of June 1, 2023 to August 31, 2023. In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of Issuer's Class A Common Stock on August 31, 2023.

SEC source: 0001871509-23-000103 · wk-form4_1693947501.xml · nonDerivative · entry 2

Cook George Richard III · CIK 0001887477 · Senior VP, Technology

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,203

F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein.

SEC source: 0001871509-23-000103 · wk-form4_1693947501.xml · nonDerivative · entry 1

Cook George Richard III · CIK 0001887477 · Senior VP, Technology

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,208

F1 · shares: Includes shares of Class A Common Stock purchased pursuant to the Portillo's Inc. 2022 Employee Stock Purchase Plan ("ESPP"), for the purchase period of June 1, 2023 to August 31, 2023. In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of Issuer's Class A Common Stock on August 31, 2023.

SEC source: 0001871509-23-000101 · wk-form4_1693516666.xml · nonDerivative · entry 1

Ellis Michael K · CIK 0001427740 · Chief Development Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,849

F1 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of a previously disclosed award.

SEC source: 0001871509-23-000068 · wk-form4_1685738060.xml · nonDerivative · entry 2

Hook Michelle Greig · CIK 0001886796 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,071

F2 · shares: Represents shares deducted to satisfy tax withholding obligations of the award reported herein.

SEC source: 0001871509-23-000068 · wk-form4_1685738060.xml · nonDerivative · entry 1

Hook Michelle Greig · CIK 0001886796 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,091

F1 · shares: Includes shares of Class A Common Stock purchased pursuant to the Portillo's Inc. 2022 Employee Stock Purchase Plan ("ESPP"), for the purchase period of March 1, 2023 to May 31, 2023. In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of Issuer's Class A Common Stock on May 31, 2023.

SEC source: 0001871509-23-000073 · wk-form4_1685738445.xml · nonDerivative · entry 2

Waite Jill Francine · CIK 0001886715 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,221

F2 · balance_after: Represents shares deducted to satisfy tax withholding obligations in connection with the transaction reported herein.

SEC source: 0001871509-23-000073 · wk-form4_1685738445.xml · nonDerivative · entry 1

Waite Jill Francine · CIK 0001886715 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,225

F1 · balance_after: Includes shares of Class A Common Stock purchased pursuant to the Portillo's Inc. 2022 Employee Stock Purchase Plan ("ESPP"), for the purchase period of March 1, 2023 to May 31, 2023. In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of Issuer's Class A Common Stock on May 31, 2023.

SEC source: 0001871509-23-000071 · wk-form4_1685738294.xml · nonDerivative · entry 2

Pratt Derrick Lee · CIK 0001886740 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,537

F2 · balance_after: Represents shares deducted to satisfy tax withholding obligations in connection with the transaction reported herein.

SEC source: 0001871509-23-000071 · wk-form4_1685738294.xml · nonDerivative · entry 1

Pratt Derrick Lee · CIK 0001886740 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,543

F1 · balance_after: Includes shares of Class A Common Stock purchased pursuant to the Portillo's Inc. 2022 Employee Stock Purchase Plan ("ESPP"), for the purchase period of March 1, 2023 to May 31, 2023. In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of Issuer's Class A Common Stock on May 31, 2023.

SEC source: 0001871509-23-000075 · wk-form4_1685738610.xml · nonDerivative · entry 2

Osanloo Michael · CIK 0001432086 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 183,749

F2 · balance_after: Represents shares deducted to satisfy tax withholding obligations in connection with the transaction reported herein.

SEC source: 0001871509-23-000075 · wk-form4_1685738610.xml · nonDerivative · entry 1

Osanloo Michael · CIK 0001432086 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 183,757

F1 · balance_after: Includes shares of Class A Common Stock purchased pursuant to the Portillo's Inc. 2022 Employee Stock Purchase Plan ("ESPP"), for the purchase period of March 1, 2023 to May 31, 2023. In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of Issuer's Class A Common Stock on May 31, 2023.

SEC source: 0001871509-23-000070 · wk-form4_1685738209.xml · nonDerivative · entry 2

Cook George Richard III · CIK 0001887477 · Senior VP, Technology

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,060

F2 · balance_after: Represents shares deducted to satisfy tax withholding obligations in connection with the transaction reported herein.

SEC source: 0001871509-23-000070 · wk-form4_1685738209.xml · nonDerivative · entry 1

Cook George Richard III · CIK 0001887477 · Senior VP, Technology

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,065

F1 · balance_after: Includes shares of Class A Common Stock purchased pursuant to the Portillo's Inc. 2022 Employee Stock Purchase Plan ("ESPP"), for the purchase period of March 1, 2023 to May 31, 2023. In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of Issuer's Class A Common Stock on May 31, 2023.

SEC source: 0000899243-23-010878 · doc4.xml · derivative · entry 5

LUBIN RICHARD K · CIK 0001034025 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,290,206

Underlying: Class A common stock · 35,153 shares

Expires not disclosed

F5 · derivative.exercise_price: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

F8 · shares: Represents LLC Units of PHD Group Holdings sold by Berkshire Investors IV LLC ("BI IV") to the Issuer pursuant to the Purchase Agreement. BI IV may be deemed to be, but does not admit to being, a member of a group holding over 10% of the outstanding common stock of the Issuer for purposes of Section 13(d)(3) of the Act and disclaims beneficial ownership of any securities except to the extent of its pecuniary interest therein.

F5 · derivative.exercise_date: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

F5 · derivative.expiration_date: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

SEC source: 0000899243-23-010878 · doc4.xml · derivative · entry 4

LUBIN RICHARD K · CIK 0001034025 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 391,746

Underlying: Class A common stock · 10,673 shares

Expires not disclosed

F5 · derivative.exercise_price: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

F7 · shares: Represents LLC Units of PHD Group Holdings sold by Berkshire Investors III LLC ("BI III") to the Issuer pursuant to the Purchase Agreement. BI III may be deemed to be, but does not admit to being, a member of a group holding over 10% of the outstanding common stock of the Issuer for purposes of Section 13(d)(3) of the Act and disclaims beneficial ownership of any securities except to the extent of its pecuniary interest therein.

F5 · derivative.exercise_date: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

F5 · derivative.expiration_date: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

SEC source: 0000899243-23-010878 · doc4.xml · derivative · entry 3

LUBIN RICHARD K · CIK 0001034025 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Berkshire Fund VIII, L.P.

Disclosed balance after: 14,254,321

Underlying: Class A common stock · 388,377 shares

Expires not disclosed

F5 · derivative.exercise_price: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

F6 · shares: Represents LLC Units of PHD Group Holdings sold by Berkshire Fund VIII, L.P. ("VIII") to the Issuer pursuant to the Purchase Agreement. Such securities may be deemed to be beneficially owned by BPH; BPSP; 8BA, its general partner; and BP, its investment adviser. BPH, BPSP, VIII, 8BA and BP are under common control and may be deemed to be, but do not admit to being, a group for purposes of Section 13(d)(3) of the Act. Each of BPH, BPSP, VIII, 8BA and BP disclaims beneficial ownership of any securities except to the extent of its pecuniary interest therein.

F5 · derivative.exercise_date: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

F5 · derivative.expiration_date: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

F6 · ownership.nature: Represents LLC Units of PHD Group Holdings sold by Berkshire Fund VIII, L.P. ("VIII") to the Issuer pursuant to the Purchase Agreement. Such securities may be deemed to be beneficially owned by BPH; BPSP; 8BA, its general partner; and BP, its investment adviser. BPH, BPSP, VIII, 8BA and BP are under common control and may be deemed to be, but do not admit to being, a group for purposes of Section 13(d)(3) of the Act. Each of BPH, BPSP, VIII, 8BA and BP disclaims beneficial ownership of any securities except to the extent of its pecuniary interest therein.

SEC source: 0000899243-23-010879 · doc4.xml · derivative · entry 5

Lutzker Joshua Adam · CIK 0001886815 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,290,206

Underlying: Class A common stock · 35,153 shares

Expires not disclosed

F5 · derivative.exercise_price: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

F8 · shares: Represents LLC Units of PHD Group Holdings sold by Berkshire Investors IV LLC ("BI IV") to the Issuer pursuant to the Purchase Agreement. BI IV may be deemed to be, but does not admit to being, a member of a group holding over 10% of the outstanding common stock of the Issuer for purposes of Section 13(d)(3) of the Act and disclaims beneficial ownership of any securities except to the extent of its pecuniary interest therein.

F5 · derivative.exercise_date: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

F5 · derivative.expiration_date: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

SEC source: 0000899243-23-010879 · doc4.xml · derivative · entry 4

Lutzker Joshua Adam · CIK 0001886815 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 391,746

Underlying: Class A common stock · 10,673 shares

Expires not disclosed

F5 · derivative.exercise_price: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

F7 · shares: Represents LLC Units of PHD Group Holdings sold by Berkshire Investors III LLC ("BI III") to the Issuer pursuant to the Purchase Agreement. BI III may be deemed to be, but does not admit to being, a member of a group holding over 10% of the outstanding common stock of the Issuer for purposes of Section 13(d)(3) of the Act and disclaims beneficial ownership of any securities except to the extent of its pecuniary interest therein.

F5 · derivative.exercise_date: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

F5 · derivative.expiration_date: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

SEC source: 0000899243-23-010879 · doc4.xml · derivative · entry 3

Lutzker Joshua Adam · CIK 0001886815 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Berkshire Fund VIII, L.P.

Disclosed balance after: 14,254,321

Underlying: Class A common stock · 388,377 shares

Expires not disclosed

F5 · derivative.exercise_price: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

F6 · shares: Represents LLC Units of PHD Group Holdings sold by Berkshire Fund VIII, L.P. ("VIII") to the Issuer pursuant to the Purchase Agreement. Such securities may be deemed to be beneficially owned by BPH; BPSP; 8BA, its general partner; and BP, its investment adviser. BPH, BPSP, VIII, 8BA and BP are under common control and may be deemed to be, but do not admit to being, a group for purposes of Section 13(d)(3) of the Act. Each of BPH, BPSP, VIII, 8BA and BP disclaims beneficial ownership of any securities except to the extent of its pecuniary interest therein.

F5 · derivative.exercise_date: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

F5 · derivative.expiration_date: Pursuant to the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC ("PHD Group Holdings"), dated as of October 20, 2021, LLC Units (as defined therein) directly held by certain of the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. Pursuant to the Purchase Agreement, in connection with the purchases of LLC Units by the Issuer as reported herein, an equal number of shares of Class B common stock of the Issuer held by the Reporting Persons were canceled for no consideration.

F6 · ownership.nature: Represents LLC Units of PHD Group Holdings sold by Berkshire Fund VIII, L.P. ("VIII") to the Issuer pursuant to the Purchase Agreement. Such securities may be deemed to be beneficially owned by BPH; BPSP; 8BA, its general partner; and BP, its investment adviser. BPH, BPSP, VIII, 8BA and BP are under common control and may be deemed to be, but do not admit to being, a group for purposes of Section 13(d)(3) of the Act. Each of BPH, BPSP, VIII, 8BA and BP disclaims beneficial ownership of any securities except to the extent of its pecuniary interest therein.

SEC source: 0000899243-23-010879 · doc4.xml · nonDerivative · entry 2

Lutzker Joshua Adam · CIK 0001886815 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Berkshire Fund VIII-A, L.P.

Disclosed balance after: 5,922,794

F3 · shares: Represents shares of Class A common stock of the Issuer sold by Berkshire Fund VIII-A, L.P. ("VIII-A") to the Issuer pursuant to the Stock and Unit Purchase Agreement, dated as of March 3, 2023 (the "Purchase Agreement"). Such securities may be deemed to be beneficially owned by Berkshire Partners Holdings LLC ("BPH"); BPSP, L.P. ("BPSP"); Eighth Berkshire Associates LLC ("8BA"), its general partner; and BP, its investment adviser. BPH is the general partner of BPSP, which is the managing member of BP. As the managing member of BP, BPSP may be deemed to beneficially own shares of Class A common stock that are beneficially owned by BP. As the general partner of BPSP, BPH may be deemed to beneficially own shares of Class A common stock that are beneficially owned by BPSP. BPH, BPSP, VIII-A, 8BA and BP are under common control and may be deemed to be, but do not admit to being, a group for purposes of Section 13(d)(3) of the Securities Exchange Act of 1934, as amended (the "Act").

F4 · shares: (continued from footnote 3) Each of BPH, BPSP, VIII-A, 8BA and BP disclaims beneficial ownership of any securities except to the extent of its pecuniary interest therein.

F3 · ownership.nature: Represents shares of Class A common stock of the Issuer sold by Berkshire Fund VIII-A, L.P. ("VIII-A") to the Issuer pursuant to the Stock and Unit Purchase Agreement, dated as of March 3, 2023 (the "Purchase Agreement"). Such securities may be deemed to be beneficially owned by Berkshire Partners Holdings LLC ("BPH"); BPSP, L.P. ("BPSP"); Eighth Berkshire Associates LLC ("8BA"), its general partner; and BP, its investment adviser. BPH is the general partner of BPSP, which is the managing member of BP. As the managing member of BP, BPSP may be deemed to beneficially own shares of Class A common stock that are beneficially owned by BP. As the general partner of BPSP, BPH may be deemed to beneficially own shares of Class A common stock that are beneficially owned by BPSP. BPH, BPSP, VIII-A, 8BA and BP are under common control and may be deemed to be, but do not admit to being, a group for purposes of Section 13(d)(3) of the Securities Exchange Act of 1934, as amended (the "Act").

F4 · ownership.nature: (continued from footnote 3) Each of BPH, BPSP, VIII-A, 8BA and BP disclaims beneficial ownership of any securities except to the extent of its pecuniary interest therein.