Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Portillo's Inc.PTLO · Entity 5886 | General Counsel and Secretary | September 05, 2026 | September 08, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Portillo's Inc.
Report date September 05, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 144,920 |
Reported balance
After 2026-09-05 transaction · row 1
1 source rowRow 1 · 2026-09-05 · Tax withholding · Disposed 437 · Balance 144,920 F1: Represents shares deducted to satisfy tax withholding obligations on the vesting of a previously disclosed award. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares deducted to satisfy tax withholding obligations on the vesting of a previously disclosed award.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 05, 2026 Filed Sep 8, 2026 20:46 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 437 | $4.42 | $1,931.54 |
DisclosureSEC source: 0001992312-26-000012 · wk-form4_1788900363.xml · nonDerivative · entry 1 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,920 F1 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of a previously disclosed award. Read SEC document |
| May 31, 2026 Filed Jun 2, 2026 20:41 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 92 | $3.86 | $355.12 |
DisclosureSEC source: 0001992312-26-000008 · wk-form4_1780432887.xml · nonDerivative · entry 2 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,357 F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein. Read SEC document |
| May 31, 2026 Filed Jun 2, 2026 20:41 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 3,161 | $3.86 | $12,201.46 |
DisclosureSEC source: 0001992312-26-000008 · wk-form4_1780432887.xml · nonDerivative · entry 1 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,449 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, 2026 to May 31, 2026. 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 29, 2026. Read SEC document |
| May 02, 2026 Filed May 4, 2026 20:41 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 1,840 | $6.49 | $11,941.60 |
DisclosureSEC source: 0001992312-26-000006 · wk-form4_1777927294.xml · nonDerivative · entry 1 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,288 F1 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of a previously disclosed award. Read SEC document |
| April 15, 2026 Filed Apr 16, 2026 20:33 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 1,805 | $5.52 | $9,963.60 |
DisclosureSEC source: 0001992312-26-000004 · wk-form4_1776371626.xml · nonDerivative · entry 2 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,128 F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of previously disclosed awards. Read SEC document |
| April 15, 2026 Filed Apr 16, 2026 20:33 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 40,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001992312-26-000004 · wk-form4_1776371626.xml · nonDerivative · entry 1 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,933 F1 · shares: Represents restricted stock units subject to time-based vesting granted on April 15, 2026, one-third of which vest on each of the first three anniversaries of the grant date, subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| February 28, 2026 Filed Mar 4, 2026 00:28 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 25 | $4.81 | $120.25 |
DisclosureSEC source: 0001992312-26-000002 · wk-form4_1772584100.xml · nonDerivative · entry 2 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,173 F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein. Read SEC document |
| February 28, 2026 Filed Mar 4, 2026 00:28 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 730 | $4.81 | $3,511.30 |
DisclosureSEC source: 0001992312-26-000002 · wk-form4_1772584100.xml · nonDerivative · entry 1 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,198 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, 2025 to February 28, 2026. 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 27, 2026. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:30 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 2 | $4.70 | $9.40 |
DisclosureSEC source: 0001992312-25-000012 · wk-form4_1764711027.xml · nonDerivative · entry 2 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,468 F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:30 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 95 | $4.70 | $446.50 |
DisclosureSEC source: 0001992312-25-000012 · wk-form4_1764711027.xml · nonDerivative · entry 1 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,470 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, 2025 to November 30, 2025. 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 28, 2025. Read SEC document |
| October 31, 2025 Filed Nov 3, 2025 21:49 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 35,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001992312-25-000010 · wk-form4_1762206547.xml · nonDerivative · entry 1 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,375 F1 · shares: Represents restricted stock units granted on October 31, 2025, which will vest in full on October 31, 2026, subject to the terms of the applicable award agreement. Read SEC document |
| September 05, 2025 Filed Sep 5, 2025 21:50 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 437 | $6.82 | $2,980.34 |
DisclosureSEC source: 0001992312-25-000008 · wk-form4_1757109028.xml · nonDerivative · entry 1 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,861 F1 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of a previously disclosed award. Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 21:58 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 24 | $6.37 | $152.88 |
DisclosureSEC source: 0001992312-25-000006 · wk-form4_1756936715.xml · nonDerivative · entry 2 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,298 F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein. Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 21:58 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 827 | $6.37 | $5,267.99 |
DisclosureSEC source: 0001992312-25-000006 · wk-form4_1756936715.xml · nonDerivative · entry 1 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,322 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, 2025 to August 31, 2025. 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 29, 2025. Read SEC document |
| August 07, 2025 Filed Aug 8, 2025 20:43 UTC | Portillo's Inc. PTLO · Entity 5886 | PurchaseClass A common stock | 27,000 | $7.68 | $207,360.00 |
DisclosureSEC source: 0001871509-25-000126 · wk-form4_1754685808.xml · nonDerivative · entry 1 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,495 F1 · price: Represents the weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $7.61 to $7.73, 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 purchased at each separate price within the aforementioned range. Read SEC document |
| May 31, 2025 Filed Jun 3, 2025 20:54 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 42 | $10.80 | $453.60 |
DisclosureSEC source: 0001871509-25-000102 · wk-form4_1748984076.xml · nonDerivative · entry 2 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,495 F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein. Read SEC document |
| May 31, 2025 Filed Jun 3, 2025 20:54 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 1,461 | $10.80 | $15,778.80 |
DisclosureSEC source: 0001871509-25-000102 · wk-form4_1748984076.xml · nonDerivative · entry 1 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,537 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, 2025 to May 31, 2025. 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 30, 2025. Read SEC document |
| May 02, 2025 Filed May 5, 2025 21:15 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 1,840 | $10.45 | $19,228.00 |
DisclosureSEC source: 0001871509-25-000083 · wk-form4_1746479699.xml · nonDerivative · entry 1 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,076 F1 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of a previously disclosed award. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 20:31 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 18,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001871509-25-000050 · wk-form4_1744921852.xml · nonDerivative · entry 1 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,916 F1 · shares: Represents restricted stock units subject to time-based vesting granted on April 15, 2025, one-third of which vest on each of the first three anniversaries of the grant date, subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:09 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 14 | $12.57 | $175.98 |
DisclosureSEC source: 0001871509-25-000024 · wk-form4_1741126151.xml · nonDerivative · entry 2 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,290 F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:09 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 418 | $12.57 | $5,254.26 |
DisclosureSEC source: 0001871509-25-000024 · wk-form4_1741126151.xml · nonDerivative · entry 1 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,304 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, 2024 to February 28, 2025. 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 28, 2025. Read SEC document |
| September 05, 2024 Filed Sep 6, 2024 21:47 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 437 | $11.95 | $5,222.15 |
DisclosureSEC source: 0001871509-24-000116 · wk-form4_1725659264.xml · nonDerivative · entry 1 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,886 F1 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of a previously disclosed award. Read SEC document |
| May 02, 2024 Filed May 6, 2024 20:51 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 18,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001871509-24-000061 · wk-form4_1715028649.xml · nonDerivative · entry 1 Kaiser Kelly M · CIK 0001992312 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,323 F1 · shares: Represents restricted stock units subject to time-based vesting granted on May 2, 2024, one-third of which vest on each of the first three anniversaries of the grant date, subject to the Reporting Person's continued service with the Issuer and the terms of the applicable award agreement. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.