Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Portillo's Inc.PTLO · Entity 5886 | Director | March 02, 2026 | March 04, 2026 |
| Western Union COWU · Entity 4445 | Director | March 02, 2026 | March 04, 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 March 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 446,917 |
Reported balance
After 2026-03-02 transaction · row 1
1 source rowRow 1 · 2026-03-02 · Grant · Acquired 47,004 · Balance 446,917 F1: Represents restricted stock units ("RSUs") granted on March 2, 2026, which will vest in full on December 31, 2026, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted on March 2, 2026, which will vest in full on December 31, 2026, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement.
Western Union CO
Report date March 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 209,796 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Grant · Acquired 20,921 · Balance 197,243 F1: Represents a restricted stock unit award which vests in full on March 2, 2027, subject to the reporting person's continued service on the Company's board and any applicable termination provisions contained in the award agreement. Row 2 · 2026-03-02 · Grant · Acquired 12,553 · Balance 209,796 F1: Represents a restricted stock unit award which vests in full on March 2, 2027, subject to the reporting person's continued service on the Company's board and any applicable termination provisions contained in the award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit award which vests in full on March 2, 2027, subject to the reporting person's continued service on the Company's board and any applicable termination provisions contained in the award agreement.
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 |
|---|---|---|---|---|---|---|
| March 02, 2026 Filed Mar 4, 2026 21:21 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 12,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003197 · doc4.xml · nonDerivative · entry 2 Miles Michael · CIK 0001263765 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,796 F1 · shares: Represents a restricted stock unit award which vests in full on March 2, 2027, subject to the reporting person's continued service on the Company's board and any applicable termination provisions contained in the award agreement. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:21 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 20,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003197 · doc4.xml · nonDerivative · entry 1 Miles Michael · CIK 0001263765 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197,243 F1 · shares: Represents a restricted stock unit award which vests in full on March 2, 2027, subject to the reporting person's continued service on the Company's board and any applicable termination provisions contained in the award agreement. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 17:18 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 47,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001263765-26-000006 · wk-form4_1772662687.xml · nonDerivative · entry 1 Miles Michael · CIK 0001263765 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 446,917 F1 · shares: Represents restricted stock units ("RSUs") granted on March 2, 2026, which will vest in full on December 31, 2026, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 16:42 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 70,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001263765-26-000004 · wk-form4_1770154970.xml · nonDerivative · entry 1 Miles Michael · CIK 0001263765 · Director · Interim President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 399,913 F1 · shares: Represents restricted stock units granted on February 2, 2026, which will vest in full on February 2, 2027, subject to the terms of the applicable award agreement. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 16:39 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 87,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001263765-26-000002 · wk-form4_1767649145.xml · nonDerivative · entry 2 Miles Michael · CIK 0001263765 · Director · Interim President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329,117 F2 · shares: Represents restricted stock units granted on January 2, 2026, which will vest in full on January 2, 2027, subject to the terms of the applicable award agreement. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 16:39 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 3,441 | $4.54 | $15,622.14 |
DisclosureSEC source: 0001263765-26-000002 · wk-form4_1767649145.xml · nonDerivative · entry 1 Miles Michael · CIK 0001263765 · Director · Interim President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,972 F1 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of previously disclosed awards. Read SEC document |
| October 15, 2025 Filed Oct 16, 2025 19:02 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 199,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001263765-25-000005 · wk-form4_1760655727.xml · nonDerivative · entry 1 Miles Michael · CIK 0001263765 · Director · Interim President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,413 F1 · shares: Represents restricted stock units granted on October 15, 2025, which will vest in full on October 15, 2026, subject to the terms of the applicable award agreement. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 16:30 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 9,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001871509-25-000049 · wk-form4_1744921842.xml · nonDerivative · entry 1 Miles Michael · CIK 0001263765 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,408 F1 · shares: Represents restricted stock units granted on April 15, 2025, which will vest in full on December 31, 2025, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 18:58 UTC | Western Union CO WU · Entity 4445 | GrantDirector Stock Option (Right to Buy) · Derivative | 285,715 | $0.00 Strike: $10.64 | $0.00 |
DisclosureSEC source: 0001225208-25-002499 · doc4.xml · derivative · entry 1 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,715 Underlying: Common Stock · 285,715 shares Expires 2035-02-24 F1 · derivative.exercise_date: This option is exercisable in full on the first anniversary of the date of grant. Read SEC document |
| May 02, 2024 Filed May 6, 2024 16:49 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 24,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001871509-24-000057 · wk-form4_1715028551.xml · nonDerivative · entry 1 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,475 F1 · shares: Represents restricted stock units granted on May 2, 2024, which will vest in full on December 31, 2024, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:34 UTC | Western Union CO WU · Entity 4445 | GrantDirector Stock Option (Right to Buy) · Derivative | 223,778 | $0.00 Strike: $12.80 | $0.00 |
DisclosureSEC source: 0001225208-24-003235 · doc4.xml · derivative · entry 1 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,778 Underlying: Common Stock · 223,778 shares Expires 2034-02-26 F1 · derivative.exercise_date: This option is exercisable in full on the first anniversary of the date of grant. Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 16:34 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 5,769 | $20.80 | $119,995.20 |
DisclosureSEC source: 0001871509-23-000043 · wf-form4_168081325831378.xml · nonDerivative · entry 1 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,769 F1 · shares: Represents restricted stock units granted on April 4, 2023, which will vest in full on December 31, 2023, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 17:16 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 21,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002900 · doc4.xml · nonDerivative · entry 1 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,322 F1 · shares: Restricted stock unit award that vests in full on the first anniversary of the date of grant. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 16:44 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 15,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-003547 · doc4.xml · nonDerivative · entry 1 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,221 F1 · shares: Restricted stock unit award that vests in full on the first anniversary of the date of grant. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 16:37 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 6,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003482 · doc4.xml · nonDerivative · entry 1 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,183 F1 · shares: Restricted stock unit award that vests in full on the first anniversary of the date of grant. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 16:49 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 6,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003143 · doc4.xml · nonDerivative · entry 1 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,491 Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 19:18 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 9,192 | $0.00 Strike: $15.96 | $0.00 |
DisclosureSEC source: 0001225208-19-013920 · doc4.xml · derivative · entry 3 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,192 shares Expires 2020-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019. F2 · derivative.exercise_date: This option is exercisable in full. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 19:18 UTC | Western Union CO WU · Entity 4445 | SaleCommon Stock | 9,192 | $25.00 | $229,800.00 |
DisclosureSEC source: 0001225208-19-013920 · doc4.xml · nonDerivative · entry 2 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,453 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 19:18 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionCommon Stock | 9,192 | $15.96 | $146,704.32 |
DisclosureSEC source: 0001225208-19-013920 · doc4.xml · nonDerivative · entry 1 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,645 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019. Read SEC document |
| September 12, 2019 Filed Sep 13, 2019 18:09 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 6,282 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001225208-19-012433 · doc4.xml · derivative · entry 3 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,282 shares Expires 2019-09-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019. F2 · derivative.exercise_date: This option is exercisable in full. Read SEC document |
| September 12, 2019 Filed Sep 13, 2019 18:09 UTC | Western Union CO WU · Entity 4445 | SaleCommon Stock | 6,282 | $24.00 | $150,768.00 |
DisclosureSEC source: 0001225208-19-012433 · doc4.xml · nonDerivative · entry 2 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,453 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019. Read SEC document |
| September 12, 2019 Filed Sep 13, 2019 18:09 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionCommon Stock | 6,282 | $19.26 | $120,991.32 |
DisclosureSEC source: 0001225208-19-012433 · doc4.xml · nonDerivative · entry 1 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,735 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 18:27 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 7,942 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003555 · doc4.xml · nonDerivative · entry 1 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,453 Read SEC document |
| December 14, 2018 Filed Dec 17, 2018 16:39 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 8,504 | $0.00 Strike: $12.01 | $0.00 |
DisclosureSEC source: 0001225208-18-016720 · doc4.xml · derivative · entry 3 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,504 shares Expires 2019-02-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This option was exercisable in full upon grant. Read SEC document |
| December 14, 2018 Filed Dec 17, 2018 16:39 UTC | Western Union CO WU · Entity 4445 | SaleCommon Stock | 8,504 | $18.30 | $155,640.21 |
DisclosureSEC source: 0001225208-18-016720 · doc4.xml · nonDerivative · entry 2 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,511 Read SEC document |
| December 14, 2018 Filed Dec 17, 2018 16:39 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionCommon Stock | 8,504 | $12.01 | $102,133.04 |
DisclosureSEC source: 0001225208-18-016720 · doc4.xml · nonDerivative · entry 1 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,015 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 16:50 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 6,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004159 · doc4.xml · nonDerivative · entry 1 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,511 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 17:19 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 7,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004603 · doc4.xml · nonDerivative · entry 1 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,542 Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 18:08 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 21,281 | $0.00 Strike: $19.13 | $0.00 |
DisclosureSEC source: 0001225208-16-039785 · doc4.xml · derivative · entry 3 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,281 shares Expires 2016-09-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2016. F3 · derivative.exercise_date: This option was exercisable in full upon grant. Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 18:08 UTC | Western Union CO WU · Entity 4445 | SaleCommon Stock | 21,281 | $20.37 | $433,513.12 |
DisclosureSEC source: 0001225208-16-039785 · doc4.xml · nonDerivative · entry 2 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,538 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2016. F2 · price: The reporting person has reported the weighted average sale price for the transactions reported on this line. The range of prices for the reported transactions is $20.34 to $20.41. The reporting person will provide, upon request by the Securities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 18:08 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionCommon Stock | 21,281 | $19.13 | $407,105.53 |
DisclosureSEC source: 0001225208-16-039785 · doc4.xml · nonDerivative · entry 1 MILES MICHAEL · CIK 0001263765 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,819 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2016. 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.