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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 4 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   •       •      –    2023-03-09 4 B $14.41 $405,510 D/D 28,135 1,068,102 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-03-10 4 B $13.89 $138,930 D/D 10,000 1,078,102 2.81 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-03-13 4 B $13.78 $137,780 D/D 10,000 1,088,102 2.81 %
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   •       •      –    2023-11-10 4 B $15.97 $143,703 D/D 9,000 9,000 2.81 %
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   •       •      –    2023-11-13 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 %
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2004-01-01 4 D $18.55 $198,596 D/D (10,706) 167,716 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2004-01-30 4 D $19.75 $50,343 D/D (2,549) 165,167 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2004-08-16 4 D $25.76 $2,576 D/D (100) 137,375 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2004-08-17 4 D $25.75 $492,296 D/D (19,100) 118,275 -
LHO Lasalle Hotel Properties Chairman,President and CEO   •       •      –    2005-01-03 4 D $31.83 $426,076 D/D (13,386) 104,889 -
LHO Lasalle Hotel Properties officerTitle   •       •      –    2006-01-01 4 D $36.72 $402,488 D/D (10,961) 82,039 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2007-01-01 4 D $45.85 $341,812 D/D (7,455) 107,300 0 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2008-01-01 4 D $31.90 $348,316 D/D (10,919) 104,950 0 -
LHO Lasalle Hotel Properties Chairman and CEO   •       •      –    2009-01-01 4 D $11.05 $113,627 D/D (10,283) 169,667 0 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2009-12-14 4 D $1.00 $1,000 D/D (1,000) 0 0 -

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