Jon E Bortz - Net Worth and Insider Trading
Jon E Bortz Net Worth
The estimated net worth of Jon E Bortz is at least $29 Million dollars as of 2024-12-11. Jon E Bortz is the Chairman and CEO of Pebblebrook Hotel Trust and owns about 1,595,284 shares of Pebblebrook Hotel Trust (PEB) stock worth over $24 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Jon E Bortz has not made any transactions after 2024-11-21 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
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 | 2024-11-21 | 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 |
 | | 2004-01-01 | director & Chairman & President and CEO |
| | 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 1,595,284 shares of Pebblebrook Hotel Trust (PEB) as of November 21, 2024, with a value of $24 Million and a weighting of 81.42%. Jon E Bortz also owns 169,667 shares of LaSalle Hotel Properties (LHO) as of August 6, 2009, with a value of $5 Million and a weighting of 18.58%.
Latest Holdings of Jon E Bortz
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PEB | Pebblebrook Hotel Trust | 2024-11-21 | 1,595,284 | 14.94 | 23,833,543 |
| 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 18 transactions in Pebblebrook Hotel Trust (PEB) over the past 5 years, including 16 buys and 2 sells. The most-recent trade in Pebblebrook Hotel Trust is the acquisition of 13,000 shares on November 21, 2024, which cost Jon E Bortz around $164,840.
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 1.13%. 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 18 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
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.03 | | | | | |
| Relative Return to S&P 500(%) | -0.29 | | | | | |
Jon E Bortz Ownership Network
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 11 insider transaction in Pebblebrook Hotel Trust (PEB) with a net purchase of 250,000. Other recent insider transactions involving Pebblebrook Hotel Trust (PEB) include a net sale of 13,500 shares made by Phillip M. Miller , a net sale of 11,441 shares made by Thomas Charles Fisher , and a net sale of 11,441 shares made by Raymond D Martz .
In summary, during the past 3 months, insiders sold 0 shares of Pebblebrook Hotel Trust (PEB) in total and bought 46,000 shares, with a net purchase of 46,000 shares. During the past 18 months, 44,382 shares of Pebblebrook Hotel Trust (PEB) were sold and 258,000 shares were bought by its insiders, resulting in a net purchase of 213,618 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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