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PTLO · Portillo'S Inc.
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PTLO Portillo's (PTLO) Insider Trading, Ownership & Congress Trades

Restaurants & Leisure · Retail-eating places · CIK 0001871509
Quote by TradingView
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
84
13F, latest reported quarter

What the filings say about PTLO

Insiders, 180 days
+$600.3K net bought
1 buyer

Portillo's insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Portillo's Inc. insiders bought a net $600.3K of stock across 29 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
LEE EUGENE I JR
Director
BUY
2026-08-12 SEC
65,355
$300.0K
-14.8%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on May 11, 2026.
  • -16.1% median (-14.0% mean) 90-day return after 3 previous buys.
  • The trade is 11.8% of the 551,770 shares held after it.
  • No other insider bought within 30 days.
  • 84 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director LEE EUGENE I JR bought about $300.0K of PTLO on Aug 12, 2026; 84 funds added in the latest 13F quarter.
LEE EUGENE I JR
Director
BUY
2026-05-12 SECtraded 2026-05-11
70,165
$300.3K
+5.9%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Mar 13, 2026.
  • -25.4% median (-25.4% mean) 90-day return after 2 previous buys.
  • The trade is 14.4% of the 486,415 shares held after it.
  • No other insider bought within 30 days.
  • 84 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director LEE EUGENE I JR bought about $300.3K of PTLO on May 11, 2026; 84 funds added in the latest 13F quarter.
LEE EUGENE I JR
Director
BUY
2026-03-13 SEC
286,000
$1.5M
-24.2%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Aug 7, 2025.
  • The trade is 68.7% of the 416,250 shares held after it.
  • No other insider bought within 30 days.
  • 84 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director LEE EUGENE I JR bought about $1.5M of PTLO on Mar 13, 2026, the largest insider purchase at the company on our record; 84 funds added in the latest 13F quarter.
Osanloo Michael
President & CEO
BUY
2025-08-11 SEC
2,000
$16.0K
-46.0%
Context
  • 5 earlier Form 4 trades (code P or S) here by this insider (2 buys, 3 sales), the last on Aug 8, 2025.
  • -11.6% median (-11.6% mean) 90-day return after 2 previous buys.
  • The trade is 3.1% of the 65,317 shares held after it.
  • 3 other insiders bought within 30 days.
  • 84 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Osanloo Michael bought about $16.0K of PTLO on Aug 11, 2025; 3 other insiders bought within 30 days and 84 funds added in the latest 13F quarter.
Osanloo Michael
President & CEO
BUY
2025-08-11 SECtraded 2025-08-08
11,320
$84.0K
-46.0%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (1 buy, 3 sales), the last on Aug 9, 2024.
  • The trade is 17.9% of the 63,317 shares held after it.
  • 3 other insiders bought within 30 days.
  • 84 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Osanloo Michael bought about $84.0K of PTLO on Aug 8, 2025; 3 other insiders bought within 30 days and 84 funds added in the latest 13F quarter.
29 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 24 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$600.3K over 180 days
+$300.0K over 90 days
more than 88% of Restaurants & Leisure
Congress
no House purchase disclosed in the last 12 months
Funds
84 funds bought in last quarter
below 62% of Restaurants & Leisure
Revenue
+3.0% year over year
below 60% of Restaurants & Leisure
Margin
2.6% net margin
more than 51% of Restaurants & Leisure
Buybacks
no share repurchases reported
Short interest
15.6% of the float short (float per yahoo 2026-10-26) · 6.7 days to cover · settled 2026-09-30
more than 90% of Restaurants & Leisure
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch PTLO

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The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-25.7%12M
-39%-22%-5%+13%2025-102025-122026-022026-042026-062026-082026-10 2026-03-13 · LEE EUGENE I JR bought $1.5M2026-05-11 · LEE EUGENE I JR bought $300.3K2026-08-12 · LEE EUGENE I JR bought $300.0K
Insider buy
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns PTLO: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
4,907,534 sh
$23.3M
Orbis Allan Gray Ltd
4,171,276 sh
$19.8M
Engaged Capital LLC
3,442,990 sh
$16.3M
CITADEL ADVISORS LLC
3,150,113 sh
$14.9M
VANGUARD CAPITAL MANAGEMENT LLC
3,065,726 sh
$14.5M

Congress trades in PTLO

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

PTLO planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

PTLO mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Victory Integrity Discovery Fund
$497.7K position · as of 2026-06-30
0.5%
First Trust Dow Jones Select MicroCap Index Fund
$1.1M position · as of 2026-06-30
0.4%
Goldman Sachs Small Cap Value Insights Fund
$3.3M position · as of 2026-07-31
0.2%
Goldman Sachs Small Cap Equity Insights Fund
$2.2M position · as of 2026-07-31
0.2%
Ultra-Small Company Market Fund
$237.0K position · as of 2026-06-30
0.2%
NVIT GS Small Cap Equity Insights Fund
$263.2K position · as of 2026-06-30
0.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Michael Osanloo
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$5.9M
$3.6M
$1.2M
-69%
+0%
2023
$2.0M
-$2.5M
$811.6K
-45%
-16%
2022
$1.3M
-$27.6M
$600.9K
-41%
-29%
2021
$31.2M
$49.6M
$5.8M
+32%
-10%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $600.3K bought by insiders over 180 days, 84 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
BROSTKODKNGCMGSGACELHBUKSQSRRSILYVCVEO

PTLO financials

Revenue growth
+3.0%
XBRL, annual
Net margin
2.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$748.8M
four quarters, 2025-06-30 to 2026-06-28
Net margin, TTM
+2.1%
net income over revenue, 2025-06-30 to 2026-06-28
Free cash flow, TTM
-$9.2M
operating cash flow minus capex, 2025-06-30 to 2026-06-28
Debt to equity
0.50x
long-term 2026-06-28 plus current 2026-06-28; equity 2026-06-28
Cash flow to debt
0.32x
TTM operating cash flow over long-term 2026-06-28 plus current 2026-06-28
Return on equity
+3.3%
TTM net income over average of 2025-06-29 and 2026-06-28
Return on assets
+1.0%
TTM net income over average of 2025-06-29 and 2026-06-28
Return on invested capital
n/a
effective tax rate -3%, not meaningful
Return on capital employed
+2.4%
operating income (EBIT proxy) over average of 2025-06-29 and 2026-06-28 minus current liabilities
P/E, trailing
23.78x
close 2026-10-26 over four quarters of diluted EPS, 2025-06-30 to 2026-06-28
Enterprise value
$456.6M
market value at close 2026-10-26 on 2024-07-30 shares, plus long-term 2026-06-28 plus current 2026-06-28, minus cash 2021-09-26
FCF yield
-3.5%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
trailing EPS growth -60%, PEG needs growth
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$732.1M$710.6M$679.9M$587.1M
Operating income$43.7M$58.0M$55.4M$41.3M
Net income$21.1M$35.1M$24.8M$17.2M
EPS (diluted)0.270.460.320.25
Operating cash flow$71.9M$98.0M$70.8M$56.9M
Long-term debt$238.0M$275.4M$283.9M$314.4M
SEC XBRL, fiscal years, as known on 2026-10-28

PTLO Stock Sonar score 6/7 axes

Find similar shapesCompare

PTLO ranks highest on insider conviction (76th percentile) and financial health (61st), and lowest on risk and compliance (34th), among Restaurants & Leisure peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
45
Inputs
  • Return on equity+3.3% · 48 pct, sector of 85
  • Return on assets+1.0% · 49 pct, sector of 120
  • Return on invested capitaleffective tax rate -3%, not meaningful
  • Return on capital employed+2.4% · 40 pct, sector of 104
Financial health
61
Inputs
  • Debt to equity0.50x · 55 pct, sector of 95
  • Cash flow to debt0.32x · 66 pct, sector of 105
Growth
40
Inputs
  • Revenue growth, YoY+3.0% · 40 pct, sector of 143
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
76
Inputs
  • Net Form 4 buying (codes P and S), 180d$600K · 88 pct, sector of 77
  • Insider buyers, 180d1 · 63 pct, sector of 77
Institutional and government
38
Inputs
  • Funds adding, latest quarter84 · 38 pct, sector of 112
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
34
Inputs
  • Short interest, % of float+15.6% · 16 pct, sector of 150
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+10.0% · 53 pct, sector of 100
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

PTLO filings, in plain words

Are Portillo's insiders buying or selling PTLO?

In the 180 days to 2026-10-28, Portillo's insiders were net buyers, a net $600.3K across purchases and sales reported on Form 4, by 1 buyer.

Read the full summary

In the 180 days to 2026-10-28, Portillo's insiders were net buyers of PTLO, a net $600.3K across purchases and sales reported on Form 4 by 1 buyer. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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