Stock Trading Canary

United States · SEC Form 4 · Snapshot date: 2026-10-19 · Built: 2026-10-19 · 中文

← United States · Coverage record

US · SEC FORM 4

Portillo's Inc.

PTLO · Nasdaq · CIK 0001871509 · Consumer Cyclical · Restaurants

INSIDER SIGNAL

55.5 / 100

1 buyers · 2 purchase transaction lines · $600.3K gross purchase

WHY THIS SIGNAL?

Buyer breadthLow
Purchase sizeModerate
RoleStrong
RecencyLow
ConvictionStrong
Score anatomy

Each bar shows the contribution to the current score; the weights and formula stay unchanged.

Cluster+7.0 / 35
Purchase size+15.2 / 25
Role+20.0 / 20
Recency+3.2 / 10
Conviction+10.0 / 10

What is holding the score back?

  • ⚠ Cluster breadth is moderate · 1 insider(s), not 4+
  • ⚠ Purchase activity is becoming less recent
  • ✓ Role scores high · most senior buyer: Director

Purchase-size comments are relative to the model scale. Average daily volume is a separate market-context diagnostic.

US-v1.2 ranks qualifying equity purchases under the current 180-day rules. The score is a research priority, not a return forecast or probability. Backtests have not shown that a higher US score is followed by better returns.

Purchase breadth & concentration

QUALIFYING BUYERS1
PURCHASE CONCENTRATION100%Largest buyer: LEE EUGENE I JR · $600.3K
CLUSTER BUYING · 15D1 insiderPeak activity: 2026-05-11–2026-05-11

Roles in the peak window: Director. Concentration uses priced qualifying P lines only and does not change the saved score.

Insider activity timeline

Owner lanes show the latest 180 days. Symbol shape identifies the transaction type; sales remain context only.

AprMayJunJulAugSepOct
Kaiser Kelly MGeneral Counsel and Secretary
○○○○
Correia Keith MChief Information Officer
○○○○
Waite Jill FrancineChief People Officer
○○○
LEE EUGENE I JRDirector
●●
Hook Michelle GreigCFO & Treasurer
○
Lauer Denise PeggyChief Marketing Officer
○
● Purchase▼ Sale○ Other

—

SIGNAL HISTORY

55.5 / 100

Latest recorded score

↑ +0.1 ptsversus the previous recorded snapshot
  1. 55.8
  2. 55.7
  3. 55.6
  4. 55.4
  5. 55.5

Only scores saved when a full US scoring run completed are shown; gaps are not reconstructed.

Recent Form 4 activity

3Purchases
0Sales
61Other Form 4 lines
48SEC filings · 365 days
BUYING2 qualifying P line(s) · 180 days
SELLING0 sale line(s) · context only
OTHER13 exercise / withholding / award / gift / other lines
10b5-1 / PLANNEDNot assessed

P is an open-market or private purchase. S is a sale. M, F, A and G usually describe exercises, tax withholding, awards and gifts. These categories remain visually separate.

Market context

Market context provides additional background on recent price performance and risk. It does not affect the Insider Signal.

Price performance

1M
-2.0%
3M
-15.4%
6M
-30.4%
12M
-35.8%

Volatility & liquidity

Volatility
54.8%
Beta
—
Avg daily value
USD 5.5M

Valuation

Market cap
—
P/E
—

Fundamentals

Profit margin
2.9%
ROE
4.5%
Industry
Restaurants

Market data

Price data up to: 2026-10-11 · Price source: OpenBB/yfinance; volume from price cache (yfinance) · From SEC filings: Profit margin, ROE · Fiscal year ended: 2025-12-28 · Status: PASS

Short interest

Short interest is external context reported to FINRA by broker-dealers. It does not affect the Insider Signal.

Shares short
10,511,530
Previous report
10,507,241
Avg daily volume
1,576,910
Days to cover
6.7

FINRA settlement date: 2026-09-30 · Captured 2026-10-12 · FINRA equity short interest ↗. A share count, published about a week after each of two settlement dates a month; not a percentage of shares outstanding.

Historical equity purchases

Qualifying code P transactions in the local Form 4 history, including purchases outside the current signal window.

Transaction dateReporting ownerTypeSecuritySharesAvg. priceApprox. valueSource
2026-08-12LEE EUGENE I JRPurchase (P)Class A common stock65,355USD 4.59USD 299,979SEC filing ↗
2026-05-11LEE EUGENE I JRPurchase (P)Class A common stock70,165USD 4.28USD 300,306SEC filing ↗
2026-03-13LEE EUGENE I JRPurchase (P)Class A common stock286,000USD 5.18USD 1,481,480SEC filing ↗
2025-08-11Osanloo MichaelPurchase (P)Class A common stock2,000USD 8.00USD 16,000SEC filing ↗
2025-08-08Osanloo MichaelPurchase (P)Class A common stock11,320USD 7.42USD 83,994SEC filing ↗
2025-08-07LEE EUGENE I JRPurchase (P)Class A common stock130,250USD 7.68USD 1,000,320SEC filing ↗
2025-08-07Kaiser Kelly MPurchase (P)Class A common stock27,000USD 7.68USD 207,360SEC filing ↗
2025-08-07Hook Michelle GreigPurchase (P)Class A common stock40,000USD 7.67USD 306,800SEC filing ↗
2025-03-13Hartung JackPurchase (P)Class A common stock72,500USD 12.82USD 929,450SEC filing ↗
2022-11-30Waite Jill FrancinePurchase (P)Class A common stock80USD 18.17USD 1,454SEC filing ↗
2022-11-30Osanloo MichaelPurchase (P)Class A common stock1,262USD 18.17USD 22,931SEC filing ↗

Form 4 evidence

64 transaction lines in the latest 365-day window; 307 in local history.

DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-09-22Lauer Denise PeggyTax withholding (F)Class A common stock6,545USD 3.75USD 24,544SEC filing ↗
2026-09-05Kaiser Kelly MTax withholding (F)Class A common stock437USD 4.42USD 1,932SEC filing ↗
2026-08-12LEE EUGENE I JRPurchase (P)Class A common stock65,355USD 4.59USD 299,979SEC filing ↗
Show recent Form 4 evidence (30 grouped rows)
DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-09-22Lauer Denise PeggyTax withholding (F)Class A common stock6,545USD 3.75USD 24,544SEC filing ↗
2026-09-05Kaiser Kelly MTax withholding (F)Class A common stock437USD 4.42USD 1,932SEC filing ↗
2026-08-12LEE EUGENE I JRPurchase (P)Class A common stock65,355USD 4.59USD 299,979SEC filing ↗
2026-05-31Waite Jill FrancineTax withholding (F)Class A common stock33USD 3.86USD 127SEC filing ↗
2026-05-31Waite Jill FrancineAward / grant (A)Class A common stock1,146USD 3.86USD 4,424SEC filing ↗
2026-05-31Kaiser Kelly MTax withholding (F)Class A common stock92USD 3.86USD 355SEC filing ↗
2026-05-31Kaiser Kelly MAward / grant (A)Class A common stock3,161USD 3.86USD 12,201SEC filing ↗
2026-05-31Correia Keith MTax withholding (F)Class A common stock2USD 3.86USD 8SEC filing ↗
2026-05-31Correia Keith MAward / grant (A)Class A common stock73USD 3.86USD 282SEC filing ↗
2026-05-11LEE EUGENE I JRPurchase (P)Class A common stock70,165USD 4.28USD 300,306SEC filing ↗
2026-05-02Waite Jill FrancineTax withholding (F)Class A common stock1,840USD 6.49USD 11,942SEC filing ↗
2026-05-02Kaiser Kelly MTax withholding (F)Class A common stock1,840USD 6.49USD 11,942SEC filing ↗
2026-05-02Hook Michelle GreigTax withholding (F)Class A common stock3,992USD 6.49USD 25,908SEC filing ↗
2026-05-02Correia Keith MTax withholding (F)Class A common stock1,226USD 6.49USD 7,957SEC filing ↗
2026-04-22Correia Keith MTax withholding (F)Class A common stock601USD 6.50USD 3,906SEC filing ↗
2026-04-15Waite Jill FrancineTax withholding (F)Class A common stock1,818USD 5.52USD 10,035SEC filing ↗
2026-04-15Waite Jill FrancineAward / grant (A)Class A common stock40,760USD 0.00USD 0SEC filing ↗
2026-04-15Pecoraro-Striepling JenniferAward / grant (A)Class A common stock40,760USD 0.00USD 0SEC filing ↗
2026-04-15Patterson BrettAward / grant (A)Class A common stock271,739USD 0.00USD 0SEC filing ↗
2026-04-15Lauer Denise PeggyAward / grant (A)Class A common stock40,760USD 0.00USD 0SEC filing ↗
2026-04-15LEE EUGENE I JRAward / grant (A)Class A common stock12,681USD 0.00USD 0SEC filing ↗
2026-04-15Kaiser Kelly MTax withholding (F)Class A common stock1,805USD 5.52USD 9,964SEC filing ↗
2026-04-15Kaiser Kelly MAward / grant (A)Class A common stock40,760USD 0.00USD 0SEC filing ↗
2026-04-15Hook Michelle GreigTax withholding (F)Class A common stock3,945USD 5.52USD 21,776SEC filing ↗
2026-04-15Hook Michelle GreigAward / grant (A)Class A common stock90,579USD 0.00USD 0SEC filing ↗
2026-04-15DARDEN TONY JTax withholding (F)Class A common stock2,182USD 5.52USD 12,045SEC filing ↗
2026-04-15DARDEN TONY JAward / grant (A)Class A common stock58,876USD 0.00USD 0SEC filing ↗
2026-04-15Correia Keith MTax withholding (F)Class A common stock1,206USD 5.52USD 6,657SEC filing ↗
2026-04-15Correia Keith MAward / grant (A)Class A common stock27,173USD 0.00USD 0SEC filing ↗
2026-04-14DARDEN TONY JAward / grant (A)Class A common stock1,034USD 0.00USD 0SEC filing ↗

Multiple price lines in one filing are grouped and share-weighted. Price and value are blank when a grouped filing line lacks price evidence.

Snapshot & identity

Snapshot date2026-10-19
Ranking versionUS-v1.2
Data qualityPASS ELIGIBLE · —
TickerPTLO
CIK0001871509
SectorConsumer Cyclical
IndustryRestaurants Yahoo Finance
SEC SIC5812 Retail-Eating Places
ExchangeNasdaq

Data coverage

Local Form 4 history307 transaction lines from 2021-10-25 to 2026-09-22
11 P purchase lines · 18 S sale lines · 278 other lines
SEC company submissionsOpen SEC filings ↗

Local ledger as of 2026-10-19. Mapping status is an audit field and does not erase SEC filing evidence.