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UGI

UGI CORP /PA/

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3628
SEC CIK
0000884614
Parsed reports
363

Last 12 months

Inside the activity.

0 purchase rows · 7 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202502
Dec 202503
Jan 202600
Feb 202601
Mar 202600
Apr 202600
May 202600
Jun 202601
Jul 202600
Aug 202600
Sep 202600
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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 26, 2024 Filed Jan 30, 2024 21:30 UTC GrantOptions (Right to Buy) · Derivative 16,590 $0.00 Strike: $23.17 $0.00
Disclosure

SEC source: 0000884614-24-000028 · wk-form4_1706650248.xml · derivative · entry 2

Seage Santiago · CIK 0001994294 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,590

Underlying: UGI Common Stock · 16,590 shares

Expires 2034-01-25

F2 · shares: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant.

Read SEC document
January 26, 2024 Filed Jan 30, 2024 21:30 UTC GrantUGI Common Stock 5,750 $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000028 · wk-form4_1706650248.xml · nonDerivative · entry 1

Seage Santiago · CIK 0001994294 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Benefit Plan

Disclosed balance after: 5,750

F1 · ownership.nature: Effective January 26, 2024, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service.

Read SEC document
January 26, 2024 Filed Jan 30, 2024 21:27 UTC GrantOptions (Right to Buy) · Derivative 12,890 $0.00 Strike: $23.17 $0.00
Disclosure

SEC source: 0000884614-24-000026 · wk-form4_1706650020.xml · derivative · entry 2

Romano Kelly A · CIK 0001722055 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,890

Underlying: UGI Common Stock · 12,890 shares

Expires 2034-01-25

F3 · shares: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant.

Read SEC document
January 26, 2024 Filed Jan 30, 2024 21:27 UTC GrantUGI Common Stock 4,470 $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000026 · wk-form4_1706650020.xml · nonDerivative · entry 1

Romano Kelly A · CIK 0001722055 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Benefit Plan

Disclosed balance after: 18,001

F1 · balance_after: Total gives effect to dividend equivalent accruals.

F2 · ownership.nature: Effective January 26, 2024, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service.

Read SEC document
January 26, 2024 Filed Jan 30, 2024 21:24 UTC GrantOptions (Right to Buy) · Derivative 12,890 $0.00 Strike: $23.17 $0.00
Disclosure

SEC source: 0000884614-24-000024 · wk-form4_1706649852.xml · derivative · entry 2

Miller Cindy J · CIK 0001754743 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,890

Underlying: UGI Common Stock · 12,890 shares

Expires 2034-01-25

F3 · shares: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant.

Read SEC document
January 26, 2024 Filed Jan 30, 2024 21:24 UTC GrantUGI Common Stock 4,470 $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000024 · wk-form4_1706649852.xml · nonDerivative · entry 1

Miller Cindy J · CIK 0001754743 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Benefit Plan

Disclosed balance after: 14,102

F1 · balance_after: Total gives effect to dividend equivalent accruals.

F2 · ownership.nature: Effective January 26, 2024, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service.

Read SEC document
January 26, 2024 Filed Jan 30, 2024 21:22 UTC GrantOptions (Right to Buy) · Derivative 12,890 $0.00 Strike: $23.17 $0.00
Disclosure

SEC source: 0000884614-24-000022 · wk-form4_1706649723.xml · derivative · entry 3

MARRAZZO WILLIAM J · CIK 0001234185 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,890

Underlying: UGI Common Stock · 12,890 shares

Expires 2034-01-25

F3 · shares: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant.

Read SEC document
January 26, 2024 Filed Jan 30, 2024 21:22 UTC GrantUGI Common Stock 4,470 $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000022 · wk-form4_1706649723.xml · nonDerivative · entry 1

MARRAZZO WILLIAM J · CIK 0001234185 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Benefit Plan

Disclosed balance after: 16,707

F1 · balance_after: Total gives effect to dividend equivalent accruals.

F2 · ownership.nature: Effective January 26, 2024, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service.

Read SEC document
January 26, 2024 Filed Jan 30, 2024 21:19 UTC GrantOptions (Right to Buy) · Derivative 12,890 $0.00 Strike: $23.17 $0.00
Disclosure

SEC source: 0000884614-24-000020 · wk-form4_1706649570.xml · derivative · entry 2

Harris Alan N · CIK 0001382625 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,890

Underlying: UGI Common Stock · 12,890 shares

Expires 2034-01-25

F3 · shares: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant.

Read SEC document
January 26, 2024 Filed Jan 30, 2024 21:19 UTC GrantUGI Common Stock 4,470 $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000020 · wk-form4_1706649570.xml · nonDerivative · entry 1

Harris Alan N · CIK 0001382625 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Benefit Plan

Disclosed balance after: 21,079

F1 · balance_after: Total gives effect to dividend equivalent accruals.

F2 · ownership.nature: Effective January 26, 2024, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service.

Read SEC document
January 26, 2024 Filed Jan 30, 2024 21:17 UTC
Dosch Ted ADirector
GrantOptions (Right to Buy) · Derivative 12,890 $0.00 Strike: $23.17 $0.00
Disclosure

SEC source: 0000884614-24-000018 · wk-form4_1706649421.xml · derivative · entry 3

Dosch Ted A · CIK 0001301572 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,890

Underlying: UGI Common Stock · 12,890 shares

Expires 2034-01-25

F3 · shares: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant.

Read SEC document
January 26, 2024 Filed Jan 30, 2024 21:17 UTC
Dosch Ted ADirector
GrantUGI Common Stock 4,470 $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000018 · wk-form4_1706649421.xml · nonDerivative · entry 1

Dosch Ted A · CIK 0001301572 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Benefit Plan

Disclosed balance after: 23,562

F1 · balance_after: Total gives effect to dividend equivalent accruals.

F2 · ownership.nature: Effective January 26, 2024, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service.

Read SEC document
January 26, 2024 Filed Jan 30, 2024 21:11 UTC
Bort M ShawnDirector
GrantOptions (Right to Buy) · Derivative 12,890 $0.00 Strike: $23.17 $0.00
Disclosure

SEC source: 0000884614-24-000016 · wk-form4_1706649065.xml · derivative · entry 3

Bort M Shawn · CIK 0001453089 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,890

Underlying: UGI Common Stock · 12,890 shares

Expires 2034-01-25

F3 · shares: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant.

Read SEC document
January 26, 2024 Filed Jan 30, 2024 21:11 UTC
Bort M ShawnDirector
GrantUGI Common Stock 4,470 $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000016 · wk-form4_1706649065.xml · nonDerivative · entry 1

Bort M Shawn · CIK 0001453089 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Benefit Plan

Disclosed balance after: 68,645

F1 · balance_after: Total gives effect to dividend equivalent accruals.

F2 · ownership.nature: Effective January 26, 2024, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:43 UTC
Zagorski Judy A.Chief Human Resources Officer
GrantStock Units · Derivative 6,510 $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000013 · wk-form4_1704321789.xml · derivative · entry 6

Zagorski Judy A. · CIK 0001695144 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,510

Underlying: UGI Common Stock · 6,510 shares

Expires not disclosed

F4 · derivative.exercise_price: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

F4 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

F4 · derivative.expiration_date: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:43 UTC
Zagorski Judy A.Chief Human Resources Officer
GrantPerformance Units · Derivative 7,940 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000013 · wk-form4_1704321789.xml · derivative · entry 5

Zagorski Judy A. · CIK 0001695144 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,940

Underlying: UGI Common Stock · 7,940 shares

Expires 2026-12-31

F3 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:43 UTC
Zagorski Judy A.Chief Human Resources Officer
GrantPerformance Units · Derivative 9,760 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000013 · wk-form4_1704321789.xml · derivative · entry 4

Zagorski Judy A. · CIK 0001695144 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,760

Underlying: UGI Common Stock · 9,760 shares

Expires 2026-09-30

F3 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:43 UTC
Zagorski Judy A.Chief Human Resources Officer
GrantOptions (Right to Buy) · Derivative 38,040 $0.00 Strike: $24.60 $0.00
Disclosure

SEC source: 0000884614-24-000013 · wk-form4_1704321789.xml · derivative · entry 3

Zagorski Judy A. · CIK 0001695144 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,040

Underlying: UGI Common Stock · 38,040 shares

Expires 2033-12-31

F2 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2025.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:40 UTC
Shea-Ballay KathleenGC and Chief Legal Officer
GrantStock Units · Derivative 6,510 $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000011 · wk-form4_1704321622.xml · derivative · entry 4

Shea-Ballay Kathleen · CIK 0001495118 · GC and Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,510

Underlying: UGI Common Stock · 6,510 shares

Expires not disclosed

F3 · derivative.exercise_price: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

F3 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

F3 · derivative.expiration_date: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:40 UTC
Shea-Ballay KathleenGC and Chief Legal Officer
GrantPerformance Units · Derivative 7,940 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000011 · wk-form4_1704321622.xml · derivative · entry 3

Shea-Ballay Kathleen · CIK 0001495118 · GC and Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,940

Underlying: UGI Common Stock · 7,940 shares

Expires 2026-12-31

F2 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:40 UTC
Shea-Ballay KathleenGC and Chief Legal Officer
GrantPerformance Units · Derivative 9,760 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000011 · wk-form4_1704321622.xml · derivative · entry 2

Shea-Ballay Kathleen · CIK 0001495118 · GC and Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,760

Underlying: UGI Common Stock · 9,760 shares

Expires 2026-09-30

F2 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:40 UTC
Shea-Ballay KathleenGC and Chief Legal Officer
GrantOptions (Right to Buy) · Derivative 38,040 $0.00 Strike: $24.60 $0.00
Disclosure

SEC source: 0000884614-24-000011 · wk-form4_1704321622.xml · derivative · entry 1

Shea-Ballay Kathleen · CIK 0001495118 · GC and Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,040

Underlying: UGI Common Stock · 38,040 shares

Expires 2033-12-31

F1 · derivative.exercise_date: These options vest in three equal installments beginning January 1, 2025.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:38 UTC
Tematio Jean FelixVP, CAO & Corporate Controller
GrantStock Units · Derivative 3,300 $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000009 · wk-form4_1704321480.xml · derivative · entry 4

Tematio Jean Felix · CIK 0001873794 · VP, CAO & Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,300

Underlying: UGI Common Stock · 3,300 shares

Expires not disclosed

F3 · derivative.exercise_price: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

F3 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

F3 · derivative.expiration_date: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:38 UTC
Tematio Jean FelixVP, CAO & Corporate Controller
GrantPerformance Units · Derivative 1,790 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000009 · wk-form4_1704321480.xml · derivative · entry 3

Tematio Jean Felix · CIK 0001873794 · VP, CAO & Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,790

Underlying: UGI Common Stock · 1,790 shares

Expires 2026-12-31

F2 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:38 UTC
Tematio Jean FelixVP, CAO & Corporate Controller
GrantPerformance Units · Derivative 2,200 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000009 · wk-form4_1704321480.xml · derivative · entry 2

Tematio Jean Felix · CIK 0001873794 · VP, CAO & Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,200

Underlying: UGI Common Stock · 2,200 shares

Expires 2026-09-30

F2 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:38 UTC
Tematio Jean FelixVP, CAO & Corporate Controller
GrantOptions (Right to Buy) · Derivative 19,260 $0.00 Strike: $24.60 $0.00
Disclosure

SEC source: 0000884614-24-000009 · wk-form4_1704321480.xml · derivative · entry 1

Tematio Jean Felix · CIK 0001873794 · VP, CAO & Corporate Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,260

Underlying: UGI Common Stock · 19,260 shares

Expires 2033-12-31

F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2025.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:34 UTC
O'Brien SeanChief Financial Officer
GrantStock Units · Derivative 12,200 $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000007 · wk-form4_1704321262.xml · derivative · entry 4

O'Brien Sean · CIK 0001599304 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,200

Underlying: UGI Common Stock · 12,200 shares

Expires not disclosed

F3 · derivative.exercise_price: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

F3 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

F3 · derivative.expiration_date: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:34 UTC
O'Brien SeanChief Financial Officer
GrantPerformance Units · Derivative 14,880 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000007 · wk-form4_1704321262.xml · derivative · entry 3

O'Brien Sean · CIK 0001599304 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,880

Underlying: UGI Common Stock · 14,880 shares

Expires 2026-12-31

F2 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:34 UTC
O'Brien SeanChief Financial Officer
GrantPerformance Units · Derivative 18,300 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000007 · wk-form4_1704321262.xml · derivative · entry 2

O'Brien Sean · CIK 0001599304 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,300

Underlying: UGI Common Stock · 18,300 shares

Expires 2026-09-30

F2 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:34 UTC
O'Brien SeanChief Financial Officer
GrantOptions (Right to Buy) · Derivative 71,320 $0.00 Strike: $24.60 $0.00
Disclosure

SEC source: 0000884614-24-000007 · wk-form4_1704321262.xml · derivative · entry 1

O'Brien Sean · CIK 0001599304 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,320

Underlying: UGI Common Stock · 71,320 shares

Expires 2033-12-31

F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2025.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:31 UTC
Koerwer JohnChief Information Officer
GrantStock Units · Derivative 3,460 $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000005 · wk-form4_1704321038.xml · derivative · entry 7

Koerwer John · CIK 0001886789 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,460

Underlying: UGI Common Stock · 3,460 shares

Expires not disclosed

F4 · derivative.exercise_price: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

F4 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

F4 · derivative.expiration_date: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:31 UTC
Koerwer JohnChief Information Officer
GrantPerformance Units · Derivative 4,220 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000005 · wk-form4_1704321038.xml · derivative · entry 6

Koerwer John · CIK 0001886789 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,220

Underlying: UGI Common Stock · 4,220 shares

Expires 2026-12-31

F3 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:31 UTC
Koerwer JohnChief Information Officer
GrantPerformance Units · Derivative 5,190 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000005 · wk-form4_1704321038.xml · derivative · entry 5

Koerwer John · CIK 0001886789 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,190

Underlying: UGI Common Stock · 5,190 shares

Expires 2026-09-30

F3 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:31 UTC
Koerwer JohnChief Information Officer
GrantOptions (Right to Buy) · Derivative 20,210 $0.00 Strike: $24.60 $0.00
Disclosure

SEC source: 0000884614-24-000005 · wk-form4_1704321038.xml · derivative · entry 4

Koerwer John · CIK 0001886789 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,210

Underlying: UGI Common Stock · 20,210 shares

Expires 2033-12-31

F2 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2025.

Read SEC document
January 01, 2024 Filed Jan 3, 2024 22:28 UTC
Beard Robert F.Chief Operations Officer
GrantStock Units · Derivative 10,980 $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000003 · wk-form4_1704320892.xml · derivative · entry 7

Beard Robert F. · CIK 0001529123 · Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,980

Underlying: UGI Common Stock · 10,980 shares

Expires not disclosed

F4 · derivative.exercise_price: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

F4 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

F4 · derivative.expiration_date: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

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January 01, 2024 Filed Jan 3, 2024 22:28 UTC
Beard Robert F.Chief Operations Officer
GrantPerformance Units · Derivative 13,390 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000003 · wk-form4_1704320892.xml · derivative · entry 6

Beard Robert F. · CIK 0001529123 · Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,390

Underlying: UGI Common Stock · 13,390 shares

Expires 2026-12-31

F3 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met.

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January 01, 2024 Filed Jan 3, 2024 22:28 UTC
Beard Robert F.Chief Operations Officer
GrantPerformance Units · Derivative 16,470 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000003 · wk-form4_1704320892.xml · derivative · entry 5

Beard Robert F. · CIK 0001529123 · Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,470

Underlying: UGI Common Stock · 16,470 shares

Expires 2026-09-30

F3 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met.

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January 01, 2024 Filed Jan 3, 2024 22:28 UTC
Beard Robert F.Chief Operations Officer
GrantOptions (Right to Buy) · Derivative 64,190 $0.00 Strike: $24.60 $0.00
Disclosure

SEC source: 0000884614-24-000003 · wk-form4_1704320892.xml · derivative · entry 4

Beard Robert F. · CIK 0001529123 · Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,190

Underlying: UGI Common Stock · 64,190 shares

Expires 2033-12-31

F2 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2025.

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December 31, 2023 Filed Jan 3, 2024 22:43 UTC
Zagorski Judy A.Chief Human Resources Officer
Tax withholdingUGI Common Stock 1,904 $24.60 $46,838.40
Disclosure

SEC source: 0000884614-24-000013 · wk-form4_1704321789.xml · nonDerivative · entry 2

Zagorski Judy A. · CIK 0001695144 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,958

F1 · kind: The shares were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of an award made in 2021.

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December 31, 2023 Filed Jan 3, 2024 22:43 UTC
Zagorski Judy A.Chief Human Resources Officer
Exercise / conversionUGI Common Stock 5,720 $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000013 · wk-form4_1704321789.xml · nonDerivative · entry 1

Zagorski Judy A. · CIK 0001695144 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,862

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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December 31, 2023 Filed Jan 3, 2024 22:31 UTC
Koerwer JohnChief Information Officer
Tax withholdingUGI Common Stock 835 $24.60 $20,541.00
Disclosure

SEC source: 0000884614-24-000005 · wk-form4_1704321038.xml · nonDerivative · entry 2

Koerwer John · CIK 0001886789 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,233

F1 · kind: The shares were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of an award made in 2021.

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December 31, 2023 Filed Jan 3, 2024 22:31 UTC
Koerwer JohnChief Information Officer
Exercise / conversionUGI Common Stock 2,550 $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000005 · wk-form4_1704321038.xml · nonDerivative · entry 1

Koerwer John · CIK 0001886789 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,068

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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December 31, 2023 Filed Jan 3, 2024 22:28 UTC
Beard Robert F.Chief Operations Officer
Tax withholdingUGI Common Stock 2,180 $24.60 $53,628.00
Disclosure

SEC source: 0000884614-24-000003 · wk-form4_1704320892.xml · nonDerivative · entry 2

Beard Robert F. · CIK 0001529123 · Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,843

F1 · kind: The shares were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of an award made in 2021.

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December 31, 2023 Filed Jan 3, 2024 22:28 UTC
Beard Robert F.Chief Operations Officer
Exercise / conversionUGI Common Stock 6,610 $0.00 $0.00
Disclosure

SEC source: 0000884614-24-000003 · wk-form4_1704320892.xml · nonDerivative · entry 1

Beard Robert F. · CIK 0001529123 · Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,023

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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December 12, 2023 Filed Dec 15, 2023 00:15 UTC
Longhi MarioDirector · Interim President and CEO
GrantStock Units · Derivative 113,130 $0.00 $0.00
Disclosure

SEC source: 0001140361-23-057699 · form4.xml · derivative · entry 1

Longhi Mario · CIK 0001308357 · Director · Interim President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,130

Underlying: UGI Common Stock · 113,130 shares

Expires not disclosed

F1 · derivative.exercise_price: Effective December 12, 2023, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of UGI Common Stock after one year subject to the recipient's continued service as Interim President and CEO and/or as a member of the Company's Board of Directors.

F1 · derivative.exercise_date: Effective December 12, 2023, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of UGI Common Stock after one year subject to the recipient's continued service as Interim President and CEO and/or as a member of the Company's Board of Directors.

F1 · derivative.expiration_date: Effective December 12, 2023, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of UGI Common Stock after one year subject to the recipient's continued service as Interim President and CEO and/or as a member of the Company's Board of Directors.

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September 08, 2023 Filed Sep 12, 2023 20:26 UTC
Zagorski Judy A.Chief Human Resources Officer
Tax withholdingUGI Common Stock 858 $24.05 $20,634.90
Disclosure

SEC source: 0000884614-23-000080 · wk-form4_1694550377.xml · nonDerivative · entry 1

Zagorski Judy A. · CIK 0001695144 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,142

F1 · kind: The shares were withheld by the issuer to satisfy the officer's income tax liability associated with the vesting of an award made in 2020. These shares were previously included in Table 1 under the total number of shares held by the reporting person.

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May 24, 2023 Filed May 25, 2023 21:27 UTC
Perreault RogerDirector · President & CEO
PurchaseUGI Common Stock 3,565 $27.98 $99,748.70
Disclosure

SEC source: 0000884614-23-000054 · wf-form4_168505002603046.xml · nonDerivative · entry 1

Perreault Roger · CIK 0001660266 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,125

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April 11, 2023 Filed Apr 12, 2023 20:31 UTC
O'Brien SeanChief Financial Officer
GrantStock Units · Derivative 5,660 $0.00 $0.00
Disclosure

SEC source: 0000884614-23-000039 · wf-form4_168133146587539.xml · derivative · entry 4

O'Brien Sean · CIK 0001599304 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,660

Underlying: UGI Common Stock · 5,660 shares

Expires not disclosed

F3 · derivative.exercise_price: Effective April 11, 2023, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

F3 · derivative.exercise_date: Effective April 11, 2023, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

F3 · derivative.expiration_date: Effective April 11, 2023, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.

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April 11, 2023 Filed Apr 12, 2023 20:31 UTC
O'Brien SeanChief Financial Officer
GrantPerformance Units · Derivative 7,580 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000884614-23-000039 · wf-form4_168133146587539.xml · derivative · entry 3

O'Brien Sean · CIK 0001599304 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,580

Underlying: UGI Common Stock · 7,580 shares

Expires 2025-12-31

F2 · derivative.exercise_date: Effective April 11, 2023, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met.

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April 11, 2023 Filed Apr 12, 2023 20:31 UTC
O'Brien SeanChief Financial Officer
GrantPerformance Units · Derivative 8,490 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000884614-23-000039 · wf-form4_168133146587539.xml · derivative · entry 2

O'Brien Sean · CIK 0001599304 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,490

Underlying: UGI Common Stock · 8,490 shares

Expires 2025-09-30

F2 · derivative.exercise_date: Effective April 11, 2023, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.