Jon E Bortz - Net Worth and Insider Trading
Jon E Bortz Net Worth
The estimated net worth of Jon E Bortz is at least $26 Million dollars as of 2024-04-27. Jon E Bortz is the Chairman and CEO of Pebblebrook Hotel Trust and owns about 1,365,102 shares of Pebblebrook Hotel Trust (PEB) stock worth over $20 Million. Jon E Bortz is also the Chairman and CEO of LaSalle Hotel Properties and owns about 169,667 shares of LaSalle Hotel Properties (LHO) stock worth over $5 Million. Details can be seen in Jon E Bortz's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Jon E Bortz has not made any transactions after 2023-11-07 and currently still holds the listed stock(s).
Transaction Summary of Jon E Bortz
Jon E Bortz Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jon E Bortz owns 5 companies in total, including Pebblebrook Hotel Trust (PEB) , Federal Realty Investment Trust (FRT) , and LaSalle Hotel Properties (LHO) among others .
Click here to see the complete history of Jon E Bortz’s form 4 insider trades.
Insider Ownership Summary of Jon E Bortz
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| PEB | Pebblebrook Hotel Trust | 2023-11-07 | director & 10 percent owner & Chairman & President and CEO |
| FRT | Federal Realty Investment Trust | 2021-01-04 | director |
| LHO | LaSalle Hotel Properties | 2009-08-06 | director & Chairman and CEO |
| LHOpJ.PFD | LaSalle Hotel Properties | 2004-01-01 | director & Chairman & President and CEO |
| PEBPRBCL.PFD | Pebblebrook Hotel Trust | 2009-12-08 | director & 10 percent owner & Chairman & President and CEO |
Jon E Bortz Latest Holdings Summary
Jon E Bortz currently owns a total of 2 stocks. Among these stocks, Jon E Bortz owns 1,365,102 shares of Pebblebrook Hotel Trust (PEB) as of November 7, 2023, with a value of $20 Million and a weighting of 78.97%. Jon E Bortz also owns 169,667 shares of LaSalle Hotel Properties (LHO) as of August 6, 2009, with a value of $5 Million and a weighting of 21.03%.
Latest Holdings of Jon E Bortz
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PEB | Pebblebrook Hotel Trust | 2023-11-07 | 1,365,102 | 14.96 | 20,421,926 |
| LHO | LaSalle Hotel Properties | 2009-08-06 | 169,667 | 32.06 | 5,439,524 |
Holding Weightings of Jon E Bortz
Jon E Bortz Form 4 Trading Tracker
According to the SEC Form 4 filings, Jon E Bortz has made a total of 11 transactions in Pebblebrook Hotel Trust (PEB) over the past 5 years, including 9 buys and 2 sells. The most-recent trade in Pebblebrook Hotel Trust is the sale of 8,000 shares on November 7, 2023, which brought Jon E Bortz around $98,560.
According to the SEC Form 4 filings, Jon E Bortz has made a total of 0 transactions in LaSalle Hotel Properties (LHO) over the past 5 years. The most-recent trade in LaSalle Hotel Properties is the sale of 40,000 shares on August 6, 2009, which brought Jon E Bortz around $684,800.
Insider Trading History of Jon E Bortz
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Jon E Bortz Trading Performance
GuruFocus tracks the stock performance after each of Jon E Bortz's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jon E Bortz is 2.02%. GuruFocus also compares Jon E Bortz's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jon E Bortz within 3 months outperforms 6 times out of 14 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jon E Bortz's insider trading performs compared to the benchmark.
Performance of Jon E Bortz
Average Return
17.46%
Outperforming Transactions
73%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.43 | 2.02 | 13.38 | 17.46 | 18.15 | 20.76 |
| Relative Return to S&P 500(%) | 0.12 | -2.06 | 3.5 | -5.14 | 3.7 | 6.12 |
Jon E Bortz Ownership Network
Ownership Network List of Jon E Bortz
Ownership Network Relation of Jon E Bortz
Jon E Bortz Owned Company Details
What does Pebblebrook Hotel Trust do?
Who are the key executives at Pebblebrook Hotel Trust?
Jon E Bortz is the director & 10 percent owner & Chairman & President and CEO of Pebblebrook Hotel Trust. Other key executives at Pebblebrook Hotel Trust include Executive VP & and CFO Raymond D Martz , and CIO Thomas Charles Fisher .
Pebblebrook Hotel Trust (PEB) Insider Trades Summary
Over the past 18 months, Jon E Bortz made 9 insider transaction in Pebblebrook Hotel Trust (PEB) with a net purchase of 140,000. Other recent insider transactions involving Pebblebrook Hotel Trust (PEB) include a net sale of 11,441 shares made by Raymond D Martz , a net sale of 11,441 shares made by Thomas Charles Fisher , and a net sale of 10,000 shares made by Phillip M. Miller .
In summary, during the past 3 months, insiders sold 22,882 shares of Pebblebrook Hotel Trust (PEB) in total and bought 0 shares, with a net sale of 22,882 shares. During the past 18 months, 40,882 shares of Pebblebrook Hotel Trust (PEB) were sold and 148,000 shares were bought by its insiders, resulting in a net purchase of 107,118 shares.
Pebblebrook Hotel Trust (PEB)'s detailed insider trading history can be found in Insider Trading Tracker table.
Pebblebrook Hotel Trust Insider Transactions
Jon E Bortz Mailing Address
Above is the net worth, insider trading, and ownership report for Jon E Bortz. You might contact Jon E Bortz via mailing address: 4747 Bethesda Avenue, Suite 1100, Bethesda Md 20814.
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