Key facts
- This page summarizes Jon E. Bortz's Form 4 filing for Pebblebrook Hotel Trust (PEB).
- 1 reported transaction and 1 derivative row are listed below.
- Accepted by SEC: 03 Jan 2024, 17:29.
Jon E. Bortz - 01 Jan 2024 Form 4 Insider Report for Pebblebrook Hotel Trust (PEB)
- Reporting relationship
- Chairman and CEO, Director
- Issuer ticker
- PEB
- Reported as of
- 01 Jan 2024
- Net transaction value
- -$192,607
- SEC form
- 4
- Accepted by SEC
- 03 Jan 2024, 17:29:21 UTC
- Prior SEC filing
- 14 Nov 2023
- Next SEC filing
- 20 Feb 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Andrew H. Dittamo, as attorney-in-fact, for Jon E Bortz
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Jon E. Bortz filed Form 4 for Pebblebrook Hotel Trust (PEB) on 03 Jan 2024.
Change
- Previous filing in this sequence was filed on 14 Nov 2023.
- Current net transaction value: -$192,607.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
PEB
transaction
Common Shares
Tax liability
- Transaction value
- $192,607
- Shares
- -12,053
- Change %
- -1%
- Price
- $15.98
- Shares after
- 1,153,049
- Date
- 01 Jan 2024
- Ownership
- Direct
- Footnotes
- F1
PEB
holding
Common Shares
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 200,000
- Date
- 01 Jan 2024
- Ownership
- By wife
- Footnotes
- F2
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
PEB
holding
Derivative
LTIP Class B Units
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 308,216
- Date
- 01 Jan 2024
- Ownership
- Direct
- Underlying class
- Common Shares
- Underlying amount
- 308,216
- Exercise price
- Footnotes
- F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Represents Common Shares sold to the Issuer as payment of tax withholding upon vesting of 34,567 Common Shares.
Footnote F2
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.
Footnote F3
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.