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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   1,370,872    

Indirect Shares

  202,200      
Direct Value   $19,410,727    

Indirect Value

  $3,046,000      
Total Shares   1,573,072      
Total Value   $22,456,727      


Lasalle Hotel Properties
 $0 Federal Realty Investment Trust
 $1,313,161 Pebblebrook Hotel Trust
 $18,097,565 Lasalle Hotel Properties
 $0 Federal Realty Investment Trust
 $1,313,161 Pebblebrook Hotel Trust
 $18,097,565
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    26   
    16    

     Stock price went up :

    16   
    1    
     Stock price went down :
    10   
    15    
   
     Gain/Loss Ratio :
   1.6   
   1.6   
     Percentage Gain/Loss :
   20.2%
 -284.8%
     
   
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... 2024-02-15 1,188,284 2024-02-15 200,000    Premium*  
* Premium Members only  

Records found :    178         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 8
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
LHO Lasalle Hotel Properties Chairman and CEO   •       •      –    2008-11-21 4 B $6.50 $84,500 D/D 13,000 39,400 2.81 -
LHO Lasalle Hotel Properties Chairman and CEO   •       •      –    2009-03-09 4 B $8.00 $80,000 D/D 10,000 49,400 2.81 -
LHO Lasalle Hotel Properties Chairman and CEO   •       •      –    2009-03-09 4 B $8.00 $1,600 I/I 200 2,200 2.58 -
LHO Lasalle Hotel Properties Chairman and CEO   •       •      –    2009-03-10 4 B $7.26 $36,300 D/D 5,000 41,100 2.81 -
LHO Lasalle Hotel Properties Chairman and CEO   •       •      –    2009-06-04 4 B $15.35 $116,660 D/D 7,600 19,700 2.81 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2009-12-14 4 B $20.00 $2,500,000 D/D 125,000 125,000 2.81 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2009-12-14 4/A B $20.00 $2,502,000 D/D 125,100 125,100 2.81 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2010-01-08 4 B $21.00 $2,100 I/I 100 100 2.58 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2011-08-15 4 B $16.20 $81,000 D/D 5,000 185,514 2.81 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2011-08-17 4 B $16.11 $80,550 D/D 5,000 190,514 2.81 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2011-08-18 4 B $15.30 $76,500 D/D 5,000 195,514 2.81 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2011-08-19 4 B $14.35 $143,500 D/D 10,000 205,514 2.81 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2015-10-27 4 B $33.00 $165,000 D/D 5,000 657,384 2.81 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2015-10-27 4 B $32.99 $3,299 I/I 100 300 2.58 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2020-09-09 4 B $20.69 $517,282 D/D 25,000 24,000 2.81 %
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2020-09-10 4 B $20.94 $726,172 D/D 34,576 44,916 2.81 %
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2020-09-11 4 B $21.16 $275,184 D/D 12,919 15,986 2.81 %
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2020-09-14 4 B $21.47 $107,649 D/D 5,014 21,000 2.81 %
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2020-11-03 4 B $20.81 $471,852 D/D 22,487 55,813 2.81 %
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2020-11-06 4 B $20.95 $360,958 D/D 17,227 28,291 2.81 %
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2022-06-29 4 B $16.33 $163,300 D/D 10,000 990,830 2.81 %
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2022-06-30 4 B $16.67 $266,688 D/D 16,000 1,006,830 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-02-28 4 B $14.54 $203,504 D/D 14,000 1,018,102 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-03-01 4 B $14.30 $100,128 D/D 7,000 1,025,102 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-03-08 4 B $14.93 $221,994 D/D 14,865 1,039,967 2.81 %

  178  Records found
  1   2   3  4   5   6   7   8      
  Page 3 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