secwatch / observer
8-K filed March 4, 2024, 6:59 PM ET ticker PTLO CIK 0001871509
other material confidence high sentiment neutral materiality 0.65

Portillo's launches 8M-share synthetic secondary at $14.37; repurchases $115M from Berkshire funds

Portillo's Inc.

Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

Portillo's Inc. entered into Stock Unit and Purchase Agreement with certain funds affiliated with Berkshire Partners LLC and other selling stockholders valued at aggregate purchase price of approximately $114.96 million (effective 2024-02-27).

Action
entry
Agreement
equity purchase
Counterparty
certain funds affiliated with Berkshire Partners LLC and other selling stockholders
Value
aggregate purchase price of approximately $114.96 million
Effective
2024-02-27
Exact text from the filing
On February 27, 2024, Portillo’s Inc. (the “Company”) entered into a stock unit and purchase agreement (the “Stock Unit and Purchase Agreement”) with certain funds affiliated with Berkshire Partners LLC and other selling stockholders named therein (collectively, the “Selling Stockholders”), pursuant to which the Company agreed to (i) purchase limited liability company units of its subsidiary, PHD Group Holdings, LLC, from certain of the Selling Stockholders and (ii) purchase shares of Class A common stock of the Company from certain Selling Stockholders, in each case, in a private, non-underwritten transaction made in connection with an underwritten “synthetic secondary” public offering by the Company of 8,000,000 shares of its Class A common stock on February 28, 2024 (the “Offering”).
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

Portillo's Inc. entered into Underwriting Agreement with BofA Securities, Inc. (effective 2024-02-28).

Action
entry
Agreement
underwriting
Counterparty
BofA Securities, Inc.
Effective
2024-02-28
Exact text from the filing
On February 28, 2024, the Company and PHD Group Holdings, LLC entered into an underwriting agreement (the “Underwriting Agreement”) with BofA Securities, Inc. as underwriter (the “Underwriter”) for the purchase and sale of 8,000,000 shares of the Company’s Class A common stock.
View on SEC.gov

737 material agreements filed in the last 30 days. Browse all material agreements →

Portillo's Inc. filing history →

Source: SEC EDGAR
accession 0001193125-24-057883
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