Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| El Pollo Loco Holdings, Inc.LOCO · Entity 5532 | Director | January 18, 2023 | April 07, 2025 |
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.
El Pollo Loco Holdings, Inc.
Report date January 18, 2023 · Filed April 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,250 |
Ending reported balance
After 2024-05-15 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2023-01-18 · Sale · Disposed 20,011 · Balance 38,865 F1: The transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 18, 2022. F2: This reflects a weighted-average price. These shares were sold in multiple transactions at prices ranging from $10.88 to $11.36 per share, inclusive. Row 2 · 2023-05-26 · Sale · Disposed 4,643 · Balance 34,222 Row 3 · 2024-05-08 · Sale · Disposed 1,000 · Balance 33,222 Row 4 · 2024-05-09 · Sale · Disposed 9,934 · Balance 23,288 Row 5 · 2024-05-13 · Sale · Disposed 1,898 · Balance 21,390 Row 6 · 2024-05-15 · Sale · Disposed 1,140 · Balance 20,250 |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 18, 2022.
F2: This reflects a weighted-average price. These shares were sold in multiple transactions at prices ranging from $10.88 to $11.36 per share, inclusive.
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 11, 2025 Filed Mar 14, 2025 00:15 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantCommon Stock | 8,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008019 · form4-03142025_120320.xml · nonDerivative · entry 1 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,261 F1 · shares: Consists of restricted shares granted under the Equity Incentive Plan, vesting in full on the first anniversary of the date of grant. Read SEC document |
| March 11, 2025 Filed Apr 7, 2025 19:59 UTC Amendment | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantCommon Stock | 8,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-010286 · form4a-04072025_070447.xml · nonDerivative · entry 1 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,876 F1 · shares: Consists of restricted shares granted under the Equity Incentive Plan, vesting in full on the first anniversary of the date of grant. F2 · balance_after: Due to a scrivener's error, the original Form 4 filed on March 11, 2025 on behalf of the Reporting Person inadvertently understated the shares of Common Stock beneficially owned in Column 5 of Table I following the reported transaction. This amendment is being filed to correct the error and to adjust the balance in Column 5 of Table I, accordingly. Read SEC document |
| May 29, 2024 Filed May 30, 2024 23:28 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantCommon Stock | 8,604 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014946 · form4-05302024_110518.xml · nonDerivative · entry 1 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,239 F1 · shares: Consists of restricted shares granted under the Equity Incentive Plan, vesting in full on the first anniversary of the date of grant. Read SEC document |
| May 15, 2024 Filed Apr 7, 2025 20:03 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | SaleCommon Stock | 1,140 | $11.01 | $12,551.40 |
DisclosureSEC source: 0001415889-25-010288 · form4-04072025_080455.xml · nonDerivative · entry 6 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,250 Read SEC document |
| May 13, 2024 Filed Apr 7, 2025 20:03 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | SaleCommon Stock | 1,898 | $10.96 | $20,802.08 |
DisclosureSEC source: 0001415889-25-010288 · form4-04072025_080455.xml · nonDerivative · entry 5 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,390 Read SEC document |
| May 09, 2024 Filed Apr 7, 2025 20:03 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | SaleCommon Stock | 9,934 | $10.48 | $104,108.32 |
DisclosureSEC source: 0001415889-25-010288 · form4-04072025_080455.xml · nonDerivative · entry 4 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,288 Read SEC document |
| May 08, 2024 Filed Apr 7, 2025 20:03 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | SaleCommon Stock | 1,000 | $10.19 | $10,190.00 |
DisclosureSEC source: 0001415889-25-010288 · form4-04072025_080455.xml · nonDerivative · entry 3 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,222 Read SEC document |
| May 26, 2023 Filed Apr 7, 2025 20:03 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | SaleCommon Stock | 4,643 | $9.30 | $43,179.90 |
DisclosureSEC source: 0001415889-25-010288 · form4-04072025_080455.xml · nonDerivative · entry 2 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,222 Read SEC document |
| May 09, 2023 Filed May 11, 2023 19:22 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantCommon Stock | 9,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-007786 · form4-05112023_070544.xml · nonDerivative · entry 1 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,635 F1 · shares: Consists of restricted shares granted under the Equity Incentive Plan, vesting in full on the first anniversary of the date of grant. Read SEC document |
| January 18, 2023 Filed Apr 7, 2025 20:03 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | SaleCommon Stock | 20,011 | $11.06 | $221,321.66 |
DisclosureSEC source: 0001415889-25-010288 · form4-04072025_080455.xml · nonDerivative · entry 1 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,865 F1 · shares: The transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 18, 2022. F2 · price: This reflects a weighted-average price. These shares were sold in multiple transactions at prices ranging from $10.88 to $11.36 per share, inclusive. Read SEC document |
| May 10, 2022 Filed May 12, 2022 20:40 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantCommon Stock | 5,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-004912 · form4-05122022_010506.xml · nonDerivative · entry 1 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,701 F1 · shares: Consists of restricted shares granted under the Equity Incentive Plan, vesting in three equal installments on each of the first three anniversaries of the date of grant. Read SEC document |
| May 12, 2021 Filed May 14, 2021 21:57 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantCommon Stock | 3,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-002479 · form4-05142021_020547.xml · nonDerivative · entry 1 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,008 F1 · shares: Consists of restricted shares granted under the 2018 Omnibus Equity Incentive Plan, vesting in three equal installments on each of the first three anniversaries of the date of grant Read SEC document |
| June 05, 2020 Filed Jun 8, 2020 14:57 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | SaleCommon Stock | 6,000 | $16.00 | $96,000.00 |
DisclosureSEC source: 0001614645-20-000004 · wf-form4_159162823009949.xml · nonDerivative · entry 1 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,589 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 3, 2019. Read SEC document |
| May 06, 2020 Filed May 7, 2020 00:51 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantCommon Stock | 4,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001614645-20-000002 · wf-form4_158881269778502.xml · nonDerivative · entry 1 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,589 F1 · shares: Consists of restricted shares granted under the 2018 Omnibus Equity Incentive Plan, vesting in three equal installments on each of the first three anniversaries of the date of grant. Read SEC document |
| May 08, 2019 Filed May 10, 2019 22:59 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantCommon Stock | 5,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001614645-19-000002 · wf-form4_155752913768721.xml · nonDerivative · entry 1 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,771 F1 · shares: Consists of restricted shares granted under the 2018 Omnibus Equity Incentive Plan, vesting in three equal installments on each of the first three anniversaries of the date of grant. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 20:09 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantCommon Stock | 5,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-046204 · doc4.xml · nonDerivative · entry 1 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,539 F1 · shares: Consists of Restricted Shares granted under the 2018 Omnibus Equity Incentive Plan, vesting in three equal installments on each of the first three anniversaries of the date of grant. Read SEC document |
| May 10, 2017 Filed May 12, 2017 20:07 UTC | El Pollo Loco Holdings, Inc. LOCO · Entity 5532 | GrantCommon Stock | 3,585 | $13.95 | $50,010.75 |
DisclosureSEC source: 0001209191-17-031880 · doc4.xml · nonDerivative · entry 1 Borgese Samuel N. · CIK 0001614645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,253 F1 · shares: Consists of Restricted Shares granted under the 2014 Omnibus Equity Incentive Plan, vesting in three equal installments on each of the first three anniversaries of the date of grant. 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.