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Insider Information:   Bortz Jon E
Relationship:   Chairman and CEO, Dire...
City:   Bethesda
State:   MD
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   1,435,872    

Indirect Shares

  202,200      
Direct Value   $18,678,379    

Indirect Value

  $2,774,000      
Total Shares   1,638,072      
Total Value   $21,452,379      


Lasalle Hotel Properties
 $0 Federal Realty Investment Trust
 $1,295,330 Pebblebrook Hotel Trust
 $17,383,049 Lasalle Hotel Properties
 $0 Federal Realty Investment Trust
 $1,295,330 Pebblebrook Hotel Trust
 $17,383,049
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    30   
    16    

     Stock price went up :

    20   
    1    
     Stock price went down :
    10   
    15    
   
     Gain/Loss Ratio :
   2.0   
   2.0   
     Percentage Gain/Loss :
   17.2%
 -288.5%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Lasalle Hotel Properties LHO Chairman and CEO, Dire... 2009-08-06 169,667 2009-06-04 2,200    Premium*  
            Federal Realty Investment Trust FRT Director 2021-01-04 12,921 2006-02-16 0    Premium*  
            Pebblebrook Hotel Trust PEB Chairman and CEO, Dire... 2024-06-11 1,253,284 2024-06-11 200,000    Premium*  
* Premium Members only  

Records found :    182         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 8
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-03-14 4 B $13.68 $82,068 D/D 6,000 1,094,102 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-03-16 4 B $13.62 $190,666 D/D 14,000 1,108,102 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-03-17 4 B $13.22 $39,660 D/D 3,000 1,111,102 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-03-22 4 B $12.95 $142,428 D/D 11,000 1,122,102 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-06-20 4 B $12.84 $359,492 D/D 28,000 1,150,102 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-06-21 4 B $12.59 $143,123 D/D 11,368 1,161,470 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-06-22 4 B $12.68 $46,073 D/D 3,632 1,165,102 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-06-23 4 B $12.66 $101,256 D/D 8,000 1,173,102 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-11-07 4 S $12.32 $98,592 D/D (8,000) 1,165,102 0 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-11-10 4 B $17.79 $71,172 D/D 4,000 4,000 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-11-10 4 B $15.97 $143,703 D/D 9,000 9,000 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-11-13 4 B $17.90 $53,700 D/D 3,000 7,000 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-11-13 4 B $16.00 $208,000 D/D 13,000 22,000 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2024-01-01 4 D $15.98 $192,607 D/D (12,053) 1,153,049 0 -
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2024-02-15 4 D $16.13 $283,759 D/D (17,592) 1,188,284 0 -
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2024-02-15 4 A $0.00 $0 D/D 52,827 1,205,876 0 -
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2024-05-29 4 B $13.49 $40,470 D/D 3,000 1,191,284 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2024-05-30 4 B $13.67 $232,390 D/D 17,000 1,208,284 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2024-06-10 4 B $13.58 $393,820 D/D 29,000 1,237,284 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2024-06-11 4 B $13.60 $217,600 D/D 16,000 1,253,284 2.81 %
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2003-08-06 4 S $16.10 $217,771 D/D (13,500) 156,916 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2003-08-07 4 S $15.90 $184,041 D/D (11,500) 145,416 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2003-08-19 4 S $16.20 $324,538 D/D (20,000) 125,416 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2003-10-21 4 A $18.10 $960,006 D/D 53,039 178,422 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2004-01-01 4 D $18.55 $198,596 D/D (10,706) 167,716 -

  182  Records found
  1   2  3   4   5   6   7   8      
  Page 2 of 8  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed