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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   $18,128,783    

Indirect Value

  $2,838,000      
Total Shares   1,573,072      
Total Value   $20,966,783      


Lasalle Hotel Properties
 $0 Federal Realty Investment Trust
 $1,267,033 Pebblebrook Hotel Trust
 $16,861,750 Lasalle Hotel Properties
 $0 Federal Realty Investment Trust
 $1,267,033 Pebblebrook Hotel Trust
 $16,861,750
 


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 :
   20.0%
 -285.9%
     
   
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 6 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   •       •      –    2023-02-17 4 D $15.04 $304,725 D/D (20,261) 1,004,102 0 -
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, President and CEO   •       •      –    2013-05-07 5 GA $0.00 $0 I/I 200,000 200,000 0 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2013-05-07 5 GD $0.00 $0 D/D 200,000 390,249 0 -
PEB Pebblebrook Hotel Trust Chairman, President and CEOOff   •       •       •   2009-12-08 3 IO $0.00 $0 D/D 0 1,000 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2004-03-03 4 OE $8.55 $539,496 D/D 63,099 228,226 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2004-03-08 4 OE $11.63 $628,020 D/D 54,000 191,475 -
LHO Lasalle Hotel Properties Chief Executive Officer   •       •      –    2004-08-02 4 OE $13.19 $131,900 D/D 10,000 147,475 -
LHO Lasalle Hotel Properties Chief Executive Officer   •       •      –    2004-08-03 4 OE $13.19 $542,241 D/D 41,110 178,575 -
LHO Lasalle Hotel Properties Chief Executive Officer   •       •      –    2004-08-04 4 OE $13.19 $64,631 D/D 4,900 142,375 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2005-09-06 4 OE $18.00 $1,674,000 D/D 93,000 214,352 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2006-04-24 4 OE $8.55 $29,070 D/D 3,400 99,680 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2006-05-05 4 OE $8.55 $168,426 D/D 19,699 115,979 -
LHO Lasalle Hotel Properties Chairman and CEO   •       •      –    2009-08-06 4 OE $8.55 $342,000 D/D 40,000 209,667 0 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2012-12-31 4 OE $0.00 $0 D/D 357,470 578,036 0 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2014-12-31 4 OE $0.00 $0 D/D 200,657 802,610 0 -
PEB Pebblebrook Hotel Trust Chairman, President and CEO   •       •      –    2020-07-24 4 OE $0.00 $0 D/D 109,240 915,795 0 -
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   •       •      –    2004-03-03 4 S $21.10 $1,331,389 D/D (63,099) 165,167 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2004-03-04 4 S $21.00 $581,561 D/D (27,692) 137,475 -
LHO Lasalle Hotel Properties Chairman, President and CEO   •       •      –    2004-03-08 4 S $21.89 $1,182,404 D/D (54,000) 137,475 -
LHO Lasalle Hotel Properties Chief Executive Officer   •       •      –    2004-08-02 4 S $25.70 $257,783 D/D (10,000) 137,475 -

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