Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Portillo's Inc.
Report date February 29, 2024 · Filed March 04, 2024
Section 16 reporting ended · disclosed 2024-03-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 14,306 |
Ending reported balance
After 2024-02-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-29 · Grant · Acquired 64 · Balance 14,308 F1: 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. Row 2 · 2024-02-29 · Tax withholding · Disposed 2 · Balance 14,306 F2: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein.
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 |
|---|---|---|---|---|---|---|
| February 29, 2024 Filed Mar 4, 2024 18:29 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 2 | $13.08 | $26.16 |
DisclosureSEC 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. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 18:29 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 64 | $13.08 | $837.12 |
DisclosureSEC 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. Read SEC document |
| November 30, 2023 Filed Dec 4, 2023 16:39 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 2 | $13.99 | $27.98 |
DisclosureSEC 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. Read SEC document |
| November 30, 2023 Filed Dec 4, 2023 16:39 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 69 | $13.99 | $965.31 |
DisclosureSEC 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. Read SEC document |
| October 21, 2023 Filed Oct 24, 2023 17:17 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 2,215 | $14.73 | $32,626.95 |
DisclosureSEC 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. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 17:00 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 2 | $16.51 | $33.02 |
DisclosureSEC 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. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 17:00 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 49 | $16.51 | $808.99 |
DisclosureSEC 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. Read SEC document |
| December 23, 2022 Filed Dec 28, 2022 16:43 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 2,235 | $17.19 | $38,419.65 |
DisclosureSEC source: 0001871509-22-000098 · wf-form4_167226376652733.xml · nonDerivative · entry 2 Shelton Susan Beth · CIK 0001886716 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,345 F2 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of the award reported herein. Read SEC document |
| December 23, 2022 Filed Dec 28, 2022 16:43 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 5,046 | $17.19 | $86,740.74 |
DisclosureSEC source: 0001871509-22-000098 · wf-form4_167226376652733.xml · nonDerivative · entry 1 Shelton Susan Beth · CIK 0001886716 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,580 F1 · shares: Represents the grant of 5,046 shares of restricted stock, with 1,406 shares subject to a one-year holding requirement and 1,405 shares subject to a two-year holding requirement, in each case, in accordance with the terms of the applicable award agreement. Read SEC document |
| October 21, 2022 Filed Oct 25, 2022 16:55 UTC | Portillo's Inc. PTLO · Entity 5886 | Tax withholdingClass A common stock | 1,466 | $20.79 | $30,478.14 |
DisclosureSEC source: 0001871509-22-000058 · wf-form4_166673131559466.xml · nonDerivative · entry 1 Shelton Susan Beth · CIK 0001886716 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,534 F1 · shares: Represents shares deducted to satisfy tax withholding obligations on the vesting of a previously disclosed award. 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.