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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   $18,387,394    

Indirect Value

  $2,868,000      
Total Shares   1,573,072      
Total Value   $21,255,394      


Lasalle Hotel Properties
 $0 Federal Realty Investment Trust
 $1,347,402 Pebblebrook Hotel Trust
 $17,039,993 Lasalle Hotel Properties
 $0 Federal Realty Investment Trust
 $1,347,402 Pebblebrook Hotel Trust
 $17,039,993
 


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 :
   21.1%
 -279.6%
     
   
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 1 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, President and CEO   •       •      –    2009-12-14 4 D $1.00 $1,000 D/D (1,000) 0 0 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2021-08-21 4 D $25.00 $640,650 D/D (25,626) 0 0 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2021-08-22 4 D $25.00 $187,325 D/D (7,493) 0 0 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2021-12-31 4 S $24.75 $169,958 D/D (6,867) 0 0 %
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2010-01-08 4 B $21.00 $2,100 I/I 100 100 2.58 -
FRT Federal Realty Investment... Director   –       •      –    2006-02-16 4 A $0.00 $0 D/D 155 155 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2015-10-27 4 B $32.99 $3,299 I/I 100 300 2.58 -
FRT Federal Realty Investment... Director   –       •      –    2007-02-12 4 A $0.00 $0 D/D 650 805 0 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2008-10-28 4 B $9.00 $112,357 D/D 12,000 1,000 2.81 -
PEB Pebblebrook Hotel Trust Chairman, President and CEOOff   •       •       •   2009-12-08 3 IO $0.00 $0 D/D 0 1,000 -
FRT Federal Realty Investment... Director   –       •      –    2008-02-10 4 A $0.00 $0 D/D 822 1,627 0 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2021-12-23 4 S $25.07 $102,612 D/D (4,093) 1,851 0 %
LHO Lasalle Hotel Properties Chairman and CEO   •       •      –    2008-11-04 4 B $11.50 $23,000 I/I 2,000 2,000 2.58 -
LHO Lasalle Hotel Properties Chairman and CEO   •       •      –    2008-10-31 4 B $10.90 $20,240 D/D 1,800 2,200 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 -
FRT Federal Realty Investment... Director   –       •      –    2009-01-02 4 A $0.00 $0 D/D 805 2,432 0 -
FRT Federal Realty Investment... Director   –       •      –    2010-01-04 4 A $0.00 $0 D/D 738 3,170 0 -
FRT Federal Realty Investment... Director   –       •      –    2011-01-03 4 A $0.00 $0 D/D 642 3,812 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 %
FRT Federal Realty Investment... Director   –       •      –    2013-01-02 4 A $0.00 $0 D/D 865 5,669 0 -
FRT Federal Realty Investment... Director   –       •      –    2014-01-02 4 A $0.00 $0 D/D 887 6,556 0 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2021-12-29 4 S $24.90 $476,387 D/D (19,132) 6,867 0 %
PEB Pebblebrook Hotel Trust Chairman and CEO   •       •      –    2023-11-13 4 B $17.90 $53,700 D/D 3,000 7,000 2.81 %
FRT Federal Realty Investment... Director   –       •      –    2015-01-02 4 A $0.00 $0 D/D 787 7,343 0 -
FRT Federal Realty Investment... Director   –       •      –    2016-01-04 4 A $0.00 $0 D/D 719 8,062 0 -

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