Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FEDERAL REALTY INVESTMENT TRUSTFRT · Entity 3517 | Director | January 04, 2021 | January 06, 2021 |
| Hudson Pacific Properties, Inc.HPP · Entity 4712 | Director | August 11, 2026 | August 11, 2026 |
| Pebblebrook Hotel TrustPEB · Entity 4520 | Director · Chairman and CEO | June 12, 2026 | June 15, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FEDERAL REALTY INVESTMENT TRUST
Report date January 04, 2021 · Filed January 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 12,921 |
Reported balance
After 2021-01-04 transaction · row 1
1 source rowRow 1 · 2021-01-04 · Grant · Acquired 1,410 · Balance 12,921 |
Hudson Pacific Properties, Inc.
Report date August 11, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01SEC Table I · non-derivative | Direct | 35,394 |
Reported balance
After 2026-08-11 transaction · row 1
1 source rowRow 1 · 2026-08-11 · Purchase · Acquired 25,000 · Balance 35,394 |
Pebblebrook Hotel Trust
Report date June 12, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 1,657,110 |
Reported balance
After 2026-06-12 transaction · row 1
1 source rowRow 1 · 2026-06-12 · Purchase · Acquired 20,000 · Balance 1,657,110 |
| Common SharesSEC Table I · non-derivative | IndirectBy wife | 200,000 |
Reported balance
Holding disclosure · report date 2026-06-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 200,000 F1: The reporting person disclaims beneficial ownership of these shares held by an immediate family member sharing his household, and this report should not be deemed an admission that the reporting person is the beneficial owner of such shares for purposes of Section 16 or for any other purpose. |
| 5.70% Series H Preferred SharesSEC Table I · non-derivative | Direct | 18,000 |
Reported balance
Holding disclosure · report date 2026-06-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 18,000 |
| LTIP Class B UnitsSEC Table II · derivative / convertible security | Direct | 643,500 |
Reported balance
Holding disclosure · report date 2026-06-12 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 643,500 F2: Represents restricted units of limited partnership interest ("LTIP Class B Units") in Pebblebrook Hotel, L.P. (the "Operating Partnership"), of which the Issuer is the general partner. Vested LTIP Class B Units, upon achieving parity with the Operating Partnership's common units pursuant to the terms of the partnership agreement, may be exchanged at any time, at the election of the holder, for Operating Partnership units on a one-for-one basis or, at the Operating Partnership's option, an equivalent amount of cash. The LTIP Class B Units were issued pursuant to the Issuer's 2009 Equity Incentive Plan as amended and restated. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person disclaims beneficial ownership of these shares held by an immediate family member sharing his household, and this report should not be deemed an admission that the reporting person is the beneficial owner of such shares for purposes of Section 16 or for any other purpose.
F2: Represents restricted units of limited partnership interest ("LTIP Class B Units") in Pebblebrook Hotel, L.P. (the "Operating Partnership"), of which the Issuer is the general partner. Vested LTIP Class B Units, upon achieving parity with the Operating Partnership's common units pursuant to the terms of the partnership agreement, may be exchanged at any time, at the election of the holder, for Operating Partnership units on a one-for-one basis or, at the Operating Partnership's option, an equivalent amount of cash. The LTIP Class B Units were issued pursuant to the Issuer's 2009 Equity Incentive Plan as amended and restated.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 22, 2023 Filed Jun 23, 2023 20:30 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | PurchaseCommon Shares | 3,000 | $12.68 | $38,040.00 |
DisclosureSEC source: 0001474098-23-000123 · wf-form4_168755222715053.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,164,470 Read SEC document |
| June 21, 2023 Filed Jun 22, 2023 20:30 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | PurchaseCommon Shares | 11,368 | $12.59 | $143,123.12 |
DisclosureSEC source: 0001474098-23-000120 · wf-form4_168746582757581.xml · nonDerivative · entry 2 BORTZ JON E · CIK 0001229310 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,161,470 F2 · price: This is the weighted average price. These shares were purchased in multiple transactions at prices ranging from $12.55 to $12.67, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| June 20, 2023 Filed Jun 22, 2023 20:30 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | PurchaseCommon Shares | 28,000 | $12.84 | $359,492.00 |
DisclosureSEC source: 0001474098-23-000120 · wf-form4_168746582757581.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,150,102 F1 · price: This is the weighted average price. These shares were purchased in multiple transactions at prices ranging from $12.828 to $12.85, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 22, 2023 Filed Mar 22, 2023 21:58 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | PurchaseCommon Shares | 11,000 | $12.95 | $142,428.00 |
DisclosureSEC source: 0001474098-23-000075 · wf-form4_167952229109976.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,122,102 F1 · price: This is the weighted average price. These shares were purchased in multiple transactions at prices ranging from $12.82 to $13.14, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 20:30 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | PurchaseCommon Shares | 3,000 | $13.22 | $39,660.00 |
DisclosureSEC source: 0001474098-23-000071 · wf-form4_167943063184446.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,111,102 F1 · price: This is the weighted average price. These shares were purchased in multiple transactions at prices ranging from $13.12 to $13.37, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 21:45 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | PurchaseCommon Shares | 14,000 | $13.62 | $190,666.00 |
DisclosureSEC source: 0001474098-23-000067 · wf-form4_167908950367566.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,108,102 F1 · price: This is the weighted-average price. These shares were purchased in multiple transactions at prices ranging from $13.45 to $13.75, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 20:30 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | PurchaseCommon Shares | 6,000 | $13.68 | $82,068.00 |
DisclosureSEC source: 0001474098-23-000063 · wf-form4_167882580569858.xml · nonDerivative · entry 3 BORTZ JON E · CIK 0001229310 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,094,102 F3 · price: This is the weighted-average price. These shares were purchased in multiple transactions at prices ranging from $13.58 to $13.77, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 20:30 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | PurchaseCommon Shares | 10,000 | $13.78 | $137,780.00 |
DisclosureSEC source: 0001474098-23-000063 · wf-form4_167882580569858.xml · nonDerivative · entry 2 BORTZ JON E · CIK 0001229310 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,088,102 F2 · price: This is the weighted-average price. These shares were purchased in multiple transactions at prices ranging from $13.72 to $13.81, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:30 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | PurchaseCommon Shares | 10,000 | $13.89 | $138,930.00 |
DisclosureSEC source: 0001474098-23-000063 · wf-form4_167882580569858.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,078,102 F1 · price: This is the weighted-average price. These shares were purchased in multiple transactions at prices ranging from $13.83 to $13.97, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 21:31 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | PurchaseCommon Shares | 28,135 | $14.41 | $405,509.76 |
DisclosureSEC source: 0001474098-23-000061 · wf-form4_167848384055064.xml · nonDerivative · entry 2 BORTZ JON E · CIK 0001229310 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,068,102 F2 · price: This is the a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $14.13 to $14.71, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:31 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | PurchaseCommon Shares | 14,865 | $14.93 | $221,993.91 |
DisclosureSEC source: 0001474098-23-000061 · wf-form4_167848384055064.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,039,967 F1 · price: This is the a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $14.89 to $14.98, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 21:25 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | PurchaseCommon Shares | 7,000 | $14.30 | $100,128.00 |
DisclosureSEC source: 0001474098-23-000059 · wf-form4_167779230245676.xml · nonDerivative · entry 2 BORTZ JON E · CIK 0001229310 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,025,102 F2 · price: This is the a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $14.27 to $14.39, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:25 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | PurchaseCommon Shares | 14,000 | $14.54 | $203,504.00 |
DisclosureSEC source: 0001474098-23-000059 · wf-form4_167779230245676.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,018,102 F1 · price: This is the a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $14.42 to $14.64, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:40 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | GrantLTIP Class B Units · Derivative | 92,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001474098-23-000047 · wf-form4_167710198394364.xml · derivative · entry 4 BORTZ JON E · CIK 0001229310 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,216 Underlying: Common Shares · 92,181 shares Expires not disclosed F4 · derivative.exercise_price: Represents restricted units of limited partnership interest ("LTIP Class B Units") in Pebblebrook Hotel, L.P. (the "Operating Partnership"), of which the Issuer is the general partner. Vested LTIP Class B Units, upon achieving parity with the Operating Partnership's common units pursuant to the terms of the partnership agreement, may be exchanged at any time, at the election of the holder, for the Operating Partnership's common units on a one-for-one basis or, at the Operating Partnership's option, an equivalent amount of cash. 30,727, 30,727 and 30,727 LTIP Class B Units will vest on each of January 1, 2024, January 1, 2025, and January 1, 2026, respectively, subject to the reporting person's continued service as an employee of the Issuer. The LTIP Class B Units have no expiration date. The LTIP Class B Units were issued pursuant to the Issuer's 2009 Equity Incentive Plan as amended and restated. F4 · price: Represents restricted units of limited partnership interest ("LTIP Class B Units") in Pebblebrook Hotel, L.P. (the "Operating Partnership"), of which the Issuer is the general partner. Vested LTIP Class B Units, upon achieving parity with the Operating Partnership's common units pursuant to the terms of the partnership agreement, may be exchanged at any time, at the election of the holder, for the Operating Partnership's common units on a one-for-one basis or, at the Operating Partnership's option, an equivalent amount of cash. 30,727, 30,727 and 30,727 LTIP Class B Units will vest on each of January 1, 2024, January 1, 2025, and January 1, 2026, respectively, subject to the reporting person's continued service as an employee of the Issuer. The LTIP Class B Units have no expiration date. The LTIP Class B Units were issued pursuant to the Issuer's 2009 Equity Incentive Plan as amended and restated. F4 · derivative.exercise_date: Represents restricted units of limited partnership interest ("LTIP Class B Units") in Pebblebrook Hotel, L.P. (the "Operating Partnership"), of which the Issuer is the general partner. Vested LTIP Class B Units, upon achieving parity with the Operating Partnership's common units pursuant to the terms of the partnership agreement, may be exchanged at any time, at the election of the holder, for the Operating Partnership's common units on a one-for-one basis or, at the Operating Partnership's option, an equivalent amount of cash. 30,727, 30,727 and 30,727 LTIP Class B Units will vest on each of January 1, 2024, January 1, 2025, and January 1, 2026, respectively, subject to the reporting person's continued service as an employee of the Issuer. The LTIP Class B Units have no expiration date. The LTIP Class B Units were issued pursuant to the Issuer's 2009 Equity Incentive Plan as amended and restated. F4 · derivative.expiration_date: Represents restricted units of limited partnership interest ("LTIP Class B Units") in Pebblebrook Hotel, L.P. (the "Operating Partnership"), of which the Issuer is the general partner. Vested LTIP Class B Units, upon achieving parity with the Operating Partnership's common units pursuant to the terms of the partnership agreement, may be exchanged at any time, at the election of the holder, for the Operating Partnership's common units on a one-for-one basis or, at the Operating Partnership's option, an equivalent amount of cash. 30,727, 30,727 and 30,727 LTIP Class B Units will vest on each of January 1, 2024, January 1, 2025, and January 1, 2026, respectively, subject to the reporting person's continued service as an employee of the Issuer. The LTIP Class B Units have no expiration date. The LTIP Class B Units were issued pursuant to the Issuer's 2009 Equity Incentive Plan as amended and restated. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:40 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Tax withholdingCommon Shares | 20,261 | $15.04 | $304,725.44 |
DisclosureSEC source: 0001474098-23-000047 · wf-form4_167710198394364.xml · nonDerivative · entry 2 BORTZ JON E · CIK 0001229310 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,004,102 F2 · shares: Represents Common Shares sold to the Issuer as payment of tax upon vesting of 42,188 Common Shares. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:40 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | GrantCommon Shares | 42,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001474098-23-000047 · wf-form4_167710198394364.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,024,363 F1 · price: The Common Shares were issued to the reporting person upon certification by the Compensation Committee of the Board of the extent to which the performance objectives of the performance-based equity incentive award made in February 2020 to the reporting person had been achieved. The reporting person earned 61.6% of the target number of Common Shares issuable pursuant to the award. For more information on the performance-based equity incentive award, including the performance objectives and measurement period, see the Issuer's Definitive Proxy Statement on Schedule 14A filed with the Securities and Exchange Commission on April 1, 2021. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:49 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Tax withholdingCommon Shares | 24,655 | $13.39 | $330,130.45 |
DisclosureSEC source: 0001474098-23-000012 · wf-form4_167286893055206.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 982,175 F1 · shares: Represents Common Shares sold to the Issuer as payment of tax withholding upon vesting of 49,787 Common Shares. Read SEC document |
| June 30, 2022 Filed Jun 30, 2022 21:26 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | PurchaseCommon Shares | 16,000 | $16.67 | $266,688.00 |
DisclosureSEC source: 0001474098-22-000095 · wf-form4_165662440535957.xml · nonDerivative · entry 2 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,006,830 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $16.46 to $16.91, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| June 29, 2022 Filed Jun 30, 2022 21:26 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | PurchaseCommon Shares | 10,000 | $16.33 | $163,300.00 |
DisclosureSEC source: 0001474098-22-000095 · wf-form4_165662440535957.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 990,830 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $16.31 to $16.35, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| May 16, 2022 Filed May 16, 2022 21:01 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | GrantCommon Shares | 49,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001474098-22-000077 · wf-form4_165273463197450.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 980,830 F1 · shares: All of these shares are restricted common shares that were granted to the reporting person by the Issuer's Board of Trustees. 16,645, 16,644, and 16,644 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer or an affiliate, on January 1, 2023, January 1, 2024, and January 1, 2025, respectively. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 22:59 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | GrantCommon Shares | 49,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001474098-22-000038 · wf-form4_164565717290787.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 980,830 F1 · shares: All of these shares are restricted common shares that were granted to the reporting person by the Issuer's Board of Trustees. 16,645, 16,644, and 16,644 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer or an affiliate, on January 1, 2023, January 1, 2024, and January 1, 2025, respectively. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 23:32 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Tax withholdingCommon Shares | 21,979 | $22.37 | $491,670.23 |
DisclosureSEC source: 0001474098-22-000013 · wf-form4_164133912831433.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 930,897 F1 · shares: Represents Common Shares sold to the Issuer as payment of tax upon vesting of 44,827 Common Shares. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 12:57 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.30% Series F Preferred Shares | 6,867 | $24.75 | $169,958.25 |
DisclosureSEC source: 0001474098-22-000002 · wf-form4_164121462023122.xml · nonDerivative · entry 2 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 30, 2021 Filed Jan 3, 2022 12:57 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | SaleCommon Shares | 22,000 | $22.44 | $493,680.00 |
DisclosureSEC source: 0001474098-22-000002 · wf-form4_164121462023122.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 952,876 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.35 to $22.51, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| December 29, 2021 Filed Dec 29, 2021 22:29 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.30% Series F Preferred Shares | 19,132 | $24.90 | $476,386.80 |
DisclosureSEC source: 0001474098-21-000221 · wf-form4_164081693500618.xml · nonDerivative · entry 3 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,867 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.90 to $24.91, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| December 28, 2021 Filed Dec 29, 2021 22:29 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.30% Series F Preferred Shares | 3,500 | $24.90 | $87,150.00 |
DisclosureSEC source: 0001474098-21-000221 · wf-form4_164081693500618.xml · nonDerivative · entry 2 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,999 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.90 to $24.92, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| December 28, 2021 Filed Dec 29, 2021 22:29 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.375% Series E Preferred Shares | 961 | $24.96 | $23,986.56 |
DisclosureSEC source: 0001474098-21-000221 · wf-form4_164081693500618.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 27, 2021 Filed Dec 27, 2021 23:15 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.30% Series F Preferred Shares | 6 | $24.99 | $149.94 |
DisclosureSEC source: 0001474098-21-000219 · wf-form4_164064690379998.xml · nonDerivative · entry 3 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,499 Read SEC document |
| December 27, 2021 Filed Dec 27, 2021 23:15 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.375% Series E Preferred Shares | 890 | $25.01 | $22,258.90 |
DisclosureSEC source: 0001474098-21-000219 · wf-form4_164064690379998.xml · nonDerivative · entry 2 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 961 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.01 to $25.05, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| December 23, 2021 Filed Dec 27, 2021 23:15 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.375% Series E Preferred Shares | 4,093 | $25.07 | $102,611.51 |
DisclosureSEC source: 0001474098-21-000219 · wf-form4_164064690379998.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,851 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.004 to $25.10, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| December 22, 2021 Filed Dec 22, 2021 21:59 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.30% Series F Preferred Shares | 3,308 | $25.00 | $82,700.00 |
DisclosureSEC source: 0001474098-21-000217 · wf-form4_164021034435719.xml · nonDerivative · entry 3 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,505 Read SEC document |
| December 22, 2021 Filed Dec 22, 2021 21:59 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.375% Series E Preferred Shares | 4,058 | $25.01 | $101,490.58 |
DisclosureSEC source: 0001474098-21-000217 · wf-form4_164021034435719.xml · nonDerivative · entry 2 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,944 Read SEC document |
| December 21, 2021 Filed Dec 22, 2021 21:59 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.375% Series E Preferred Shares | 2,232 | $25.01 | $55,822.32 |
DisclosureSEC source: 0001474098-21-000217 · wf-form4_164021034435719.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,002 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $25.01 to $25.04, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| December 20, 2021 Filed Dec 20, 2021 22:23 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.375% Series E Preferred Shares | 1,727 | $25.01 | $43,192.27 |
DisclosureSEC source: 0001474098-21-000215 · wf-form4_164003897355585.xml · nonDerivative · entry 2 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,234 Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 22:23 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.375% Series E Preferred Shares | 504 | $24.99 | $12,594.96 |
DisclosureSEC source: 0001474098-21-000215 · wf-form4_164003897355585.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,961 Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 01:14 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.375% Series E Preferred Shares | 208 | $24.96 | $5,191.68 |
DisclosureSEC source: 0001474098-21-000197 · wf-form4_163771642189372.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,465 Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 21:40 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.375% Series E Preferred Shares | 195 | $25.02 | $4,878.51 |
DisclosureSEC source: 0001474098-21-000195 · wf-form4_163675322060036.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,673 Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 21:34 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.30% Series F Preferred Shares | 8,000 | $25.01 | $200,080.00 |
DisclosureSEC source: 0001474098-21-000193 · wf-form4_163649366219909.xml · nonDerivative · entry 3 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,813 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $25.00 to $25.03, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 21:34 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.375% Series E Preferred Shares | 7,423 | $25.13 | $186,539.99 |
DisclosureSEC source: 0001474098-21-000193 · wf-form4_163649366219909.xml · nonDerivative · entry 2 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,868 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $25.10 to $25.19, inclusive. The reporting person undertakes to provide to Pebblebrook Hotel Trust, any security holder of Pebblebrook Hotel Trust or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| November 04, 2021 Filed Nov 9, 2021 01:42 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.375% Series E Preferred Shares | 951 | $25.20 | $23,966.06 |
DisclosureSEC source: 0001474098-21-000191 · wf-form4_163642215284847.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,340 Read SEC document |
| November 04, 2021 Filed Nov 9, 2021 21:34 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.375% Series E Preferred Shares | 49 | $25.25 | $1,237.25 |
DisclosureSEC source: 0001474098-21-000193 · wf-form4_163649366219909.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,291 Read SEC document |
| September 29, 2021 Filed Sep 30, 2021 21:06 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.30% Series F Preferred Shares | 15,000 | $24.75 | $371,250.00 |
DisclosureSEC source: 0001474098-21-000177 · wf-form4_163303596751749.xml · nonDerivative · entry 2 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,813 Read SEC document |
| September 29, 2021 Filed Sep 30, 2021 21:06 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Sale6.375% Series E Preferred Shares | 5,000 | $24.75 | $123,750.00 |
DisclosureSEC source: 0001474098-21-000177 · wf-form4_163303596751749.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,291 Read SEC document |
| August 22, 2021 Filed Aug 23, 2021 20:36 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Other6.50% Series C Preferred Shares | 7,493 | $25.00 | $187,325.00 |
DisclosureSEC source: 0001474098-21-000157 · wf-form4_162975095073881.xml · nonDerivative · entry 2 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The security was called for redemption by the Issuer at a per-share price equal to the security's liquidation preference value. Read SEC document |
| August 21, 2021 Filed Aug 23, 2021 20:36 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Other6.375% Series D Preferred Shares | 25,626 | $25.00 | $640,650.00 |
DisclosureSEC source: 0001474098-21-000157 · wf-form4_162975095073881.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The security was called for redemption by the Issuer at a per-share price equal to the security's liquidation preference value. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:33 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | GrantLTIP Class B Units · Derivative | 216,035 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001474098-21-000046 · wf-form4_161402961738992.xml · derivative · entry 4 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,035 Underlying: Common Shares · 216,035 shares Expires not disclosed F4 · derivative.exercise_price: Represents restricted units of limited partnership interest ("LTIP Class B Units") in Pebblebrook Hotel, L.P. (the "Operating Partnership"), of which the Issuer is the general partner. Vested LTIP Class B Units, upon achieving parity with the Operating Partnership units pursuant to the terms of the partnership agreement, may be exchanged at any time, at the election of the holder, for Operating Partnership units on a one-for-one basis or, at the Operating Partnership's option, an equivalent amount of cash. 54,009, 54,009, 54,009 and 54,008 LTIP Class B Units will vest, subject to the reporting person's continued service as an employee of the Issuer or an affiliate, on January 1, 2023, January 1, 2024, January 1, 2025, and January 1, 2026, respectfully. The LTIP Class B Units have no expiration date. The LTIP Class B Units were issued pursuant to the Issuer's 2009 Equity Incentive Plan as amended and restated. F4 · price: Represents restricted units of limited partnership interest ("LTIP Class B Units") in Pebblebrook Hotel, L.P. (the "Operating Partnership"), of which the Issuer is the general partner. Vested LTIP Class B Units, upon achieving parity with the Operating Partnership units pursuant to the terms of the partnership agreement, may be exchanged at any time, at the election of the holder, for Operating Partnership units on a one-for-one basis or, at the Operating Partnership's option, an equivalent amount of cash. 54,009, 54,009, 54,009 and 54,008 LTIP Class B Units will vest, subject to the reporting person's continued service as an employee of the Issuer or an affiliate, on January 1, 2023, January 1, 2024, January 1, 2025, and January 1, 2026, respectfully. The LTIP Class B Units have no expiration date. The LTIP Class B Units were issued pursuant to the Issuer's 2009 Equity Incentive Plan as amended and restated. F4 · derivative.exercise_date: Represents restricted units of limited partnership interest ("LTIP Class B Units") in Pebblebrook Hotel, L.P. (the "Operating Partnership"), of which the Issuer is the general partner. Vested LTIP Class B Units, upon achieving parity with the Operating Partnership units pursuant to the terms of the partnership agreement, may be exchanged at any time, at the election of the holder, for Operating Partnership units on a one-for-one basis or, at the Operating Partnership's option, an equivalent amount of cash. 54,009, 54,009, 54,009 and 54,008 LTIP Class B Units will vest, subject to the reporting person's continued service as an employee of the Issuer or an affiliate, on January 1, 2023, January 1, 2024, January 1, 2025, and January 1, 2026, respectfully. The LTIP Class B Units have no expiration date. The LTIP Class B Units were issued pursuant to the Issuer's 2009 Equity Incentive Plan as amended and restated. F4 · derivative.expiration_date: Represents restricted units of limited partnership interest ("LTIP Class B Units") in Pebblebrook Hotel, L.P. (the "Operating Partnership"), of which the Issuer is the general partner. Vested LTIP Class B Units, upon achieving parity with the Operating Partnership units pursuant to the terms of the partnership agreement, may be exchanged at any time, at the election of the holder, for Operating Partnership units on a one-for-one basis or, at the Operating Partnership's option, an equivalent amount of cash. 54,009, 54,009, 54,009 and 54,008 LTIP Class B Units will vest, subject to the reporting person's continued service as an employee of the Issuer or an affiliate, on January 1, 2023, January 1, 2024, January 1, 2025, and January 1, 2026, respectfully. The LTIP Class B Units have no expiration date. The LTIP Class B Units were issued pursuant to the Issuer's 2009 Equity Incentive Plan as amended and restated. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:33 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | GrantCommon Shares | 22,485 | $20.83 | $468,362.55 |
DisclosureSEC source: 0001474098-21-000046 · wf-form4_161402961738992.xml · nonDerivative · entry 2 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 974,876 F2 · shares: The Common Shares were issued to the reporting person, pursuant to the Issuer's 2009 Equity Incentive Plan as amended and restated, in lieu of cash based on the extent to which the performance objectives of the annual cash bonus award made in February 2020 had been achieved for the measurement period ended December 31, 2020. The reporting person earned 75% of the target amount of cash issuable pursuant to the award. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:33 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | GrantCommon Shares | 53,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001474098-21-000046 · wf-form4_161402961738992.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 952,391 F1 · shares: All of these shares are restricted common shares that were granted to the reporting person by the Issuer's Board of Trustees (the "Board"). 17,923, 17,923, and 17,923 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer or an affiliate, on January 1, 2022, January 1, 2023, and January 1, 2024, respectively. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:29 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 1,410 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-21-000002 · wf-form4_160996854402551.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,921 Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:14 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | Tax withholdingCommon Shares | 17,173 | $18.80 | $322,852.40 |
DisclosureSEC source: 0001474098-21-000026 · wf-form4_160988487310714.xml · nonDerivative · entry 1 BORTZ JON E · CIK 0001229310 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 898,622 F1 · shares: Represents Common Shares sold to the Issuer as payment of tax upon vesting of 34,778 Common Shares. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.