Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UGI CORP /PA/UGI · Entity 3628 | Director · President & CEO | May 24, 2023 | May 25, 2023 |
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.
UGI CORP /PA/
Report date May 24, 2023 · Filed May 25, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UGI Common StockSEC Table I · non-derivative | Direct | 41,125 |
Reported balance
After 2023-05-24 transaction · row 1
1 source rowRow 1 · 2023-05-24 · Purchase · Acquired 3,565 · Balance 41,125 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AMERIGAS PARTNERS LP
Report date August 21, 2019 · Filed August 23, 2019
Section 16 reporting ended · disclosed 2019-08-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| APU Common UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-08-21 transaction · row 1
1 source rowRow 1 · 2019-08-21 · Disposition to issuer · Disposed 220 · Balance 0 F1: See Exhibit 99.1. |
| Performance Units (TUR Units)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-08-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-08-21 · Disposition to issuer · Disposed 11,580 · Balance 0 F1: See Exhibit 99.1. |
Filing footnotes · ownership attribution and instrument terms
F1: See Exhibit 99.1.
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 |
|---|---|---|---|---|---|---|
| May 24, 2023 Filed May 25, 2023 21:27 UTC | UGI CORP /PA/ UGI · Entity 3628 | PurchaseUGI Common Stock | 3,565 | $27.98 | $99,748.70 |
DisclosureSEC 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 Read SEC document |
| January 12, 2023 Filed Jan 17, 2023 22:50 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 35,830 | $0.00 | $0.00 |
DisclosureSEC source: 0000884614-23-000008 · wf-form4_167399581135197.xml · derivative · entry 4 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,830 Underlying: UGI Common Stock · 35,830 shares Expires not disclosed F3 · derivative.exercise_price: Effective January 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 reporting person to receive a share of UGI Common Stock after three years of employment. F3 · derivative.exercise_date: Effective January 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 reporting person to receive a share of UGI Common Stock after three years of employment. F3 · derivative.expiration_date: Effective January 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 reporting person to receive a share of UGI Common Stock after three years of employment. Read SEC document |
| January 12, 2023 Filed Jan 17, 2023 22:50 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 38,660 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000884614-23-000008 · wf-form4_167399581135197.xml · derivative · entry 3 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,660 Underlying: UGI Common Stock · 38,660 shares Expires 2025-12-31 F2 · derivative.exercise_date: Effective January 12, 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. Read SEC document |
| January 12, 2023 Filed Jan 17, 2023 22:50 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 53,740 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000884614-23-000008 · wf-form4_167399581135197.xml · derivative · entry 2 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,740 Underlying: UGI Common Stock · 53,740 shares Expires 2025-09-30 F2 · derivative.exercise_date: Effective January 12, 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. Read SEC document |
| January 12, 2023 Filed Jan 17, 2023 22:50 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 157,130 | $0.00 Strike: $41.45 | $0.00 |
DisclosureSEC source: 0000884614-23-000008 · wf-form4_167399581135197.xml · derivative · entry 1 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,130 Underlying: UGI Common Stock · 157,130 shares Expires 2033-01-11 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 12, 2024. Read SEC document |
| October 28, 2022 Filed Nov 1, 2022 20:30 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 16,666 | $0.00 Strike: $33.76 | $0.00 |
DisclosureSEC source: 0001209191-22-055043 · doc4.xml · derivative · entry 3 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,334 Underlying: UGI Common Stock · 16,666 shares Expires 2025-12-31 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. Read SEC document |
| October 28, 2022 Filed Nov 1, 2022 20:30 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 16,341 | $35.01 | $572,098.41 |
DisclosureSEC source: 0001209191-22-055043 · doc4.xml · nonDerivative · entry 2 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,560 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 20, 2022. F2 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $35.00 to $35.07. Upon request, UGI Corporation will provide to the Securities and Exchange Commission staff, or a security holder of UGI Corporation, full information regarding the number of shares of common stock sold at each separate price. Read SEC document |
| October 28, 2022 Filed Nov 1, 2022 20:30 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 16,666 | $33.76 | $562,644.16 |
DisclosureSEC source: 0001209191-22-055043 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,901 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. Read SEC document |
| February 17, 2022 Filed Feb 18, 2022 21:14 UTC | UGI CORP /PA/ UGI · Entity 3628 | PurchaseUGI Common Stock | 3,900 | $38.65 | $150,716.28 |
DisclosureSEC source: 0001209191-22-011229 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,235 F1 · price: The shares of common stock with respect to this transaction were purchased at prices ranging from $38.58 to $38.69. Upon request, UGI Corporation will provide to the Securities and Exchange Commission staff, or a security holder of UGI Corporation, full information regarding the number of shares of common stock purchased at each separate price. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 21:55 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 18,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000934 · doc4.xml · derivative · entry 3 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,380 Underlying: UGI Common Stock · 18,380 shares Expires not disclosed F3 · derivative.exercise_price: Effective January 1, 2022, 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, 2022, 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, 2022, 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, 2022 Filed Jan 4, 2022 21:55 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 28,270 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000934 · doc4.xml · derivative · entry 2 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,270 Underlying: UGI Common Stock · 28,270 shares Expires 2024-12-31 F2 · derivative.exercise_date: Effective January 1, 2022, 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, 2022 Filed Jan 4, 2022 21:55 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 95,720 | $0.00 Strike: $45.91 | $0.00 |
DisclosureSEC source: 0001209191-22-000934 · doc4.xml · derivative · entry 1 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,720 Underlying: UGI Common Stock · 95,720 shares Expires 2031-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2023. Read SEC document |
| January 01, 2022 Filed Jan 18, 2022 21:06 UTC Amendment | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 22,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-003493 · doc4a.xml · derivative · entry 3 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,900 Underlying: UGI Common Stock · 22,900 shares Expires not disclosed F4 · derivative.exercise_price: Effective January 1, 2022, 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. F1 · shares: This Form 4 amendment is being filed solely to correct an administrative error, which resulted in the misreporting of the number of stock options, performance units and stock units granted to the reporting person on January 1, 2022. F4 · derivative.exercise_date: Effective January 1, 2022, 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, 2022, 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, 2022 Filed Jan 18, 2022 21:06 UTC Amendment | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 35,230 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-003493 · doc4a.xml · derivative · entry 2 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,230 Underlying: UGI Common Stock · 35,230 shares Expires 2024-12-31 F1 · shares: This Form 4 amendment is being filed solely to correct an administrative error, which resulted in the misreporting of the number of stock options, performance units and stock units granted to the reporting person on January 1, 2022. F3 · derivative.exercise_date: Effective January 1, 2022, 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, 2022 Filed Jan 18, 2022 21:06 UTC Amendment | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 119,260 | $0.00 Strike: $45.91 | $0.00 |
DisclosureSEC source: 0001209191-22-003493 · doc4a.xml · derivative · entry 1 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,260 Underlying: UGI Common Stock · 119,260 shares Expires 2031-12-31 F1 · shares: This Form 4 amendment is being filed solely to correct an administrative error, which resulted in the misreporting of the number of stock options, performance units and stock units granted to the reporting person on January 1, 2022. F2 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2023. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 20:02 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 6,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043965 · doc4.xml · derivative · entry 3 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,540 Underlying: UGI Common Stock · 6,540 shares Expires not disclosed F3 · derivative.exercise_price: Effective June 28, 2021, 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 June 28, 2021, 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 June 28, 2021, 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 |
| June 28, 2021 Filed Jun 30, 2021 20:02 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 9,550 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043965 · doc4.xml · derivative · entry 2 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,550 Underlying: UGI Common Stock · 9,550 shares Expires 2023-12-31 F2 · derivative.exercise_date: Effective June 28, 2021, 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 |
| June 28, 2021 Filed Jun 30, 2021 20:02 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 34,210 | $0.00 Strike: $46.90 | $0.00 |
DisclosureSEC source: 0001209191-21-043965 · doc4.xml · derivative · entry 1 Perreault Roger · CIK 0001660266 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,210 Underlying: UGI Common Stock · 34,210 shares Expires 2031-06-27 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning June 28, 2022. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 21:30 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 9,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001077 · doc4.xml · derivative · entry 3 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,150 Underlying: UGI Common Stock · 9,150 shares Expires not disclosed F3 · derivative.exercise_price: Effective January 1, 2021, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2013 Omnibus Incentive Compensation 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, 2021, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2013 Omnibus Incentive Compensation 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, 2021, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2013 Omnibus Incentive Compensation 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, 2021 Filed Jan 5, 2021 21:30 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 15,010 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001077 · doc4.xml · derivative · entry 2 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,010 Underlying: UGI Common Stock · 15,010 shares Expires 2023-12-31 F2 · derivative.exercise_date: Effective January 1, 2021, the reporting person was granted performance units under the UGI Corporation 2013 Omnibus Incentive Compensation 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, 2021 Filed Jan 5, 2021 21:30 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 56,500 | $0.00 Strike: $34.96 | $0.00 |
DisclosureSEC source: 0001209191-21-001077 · doc4.xml · derivative · entry 1 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,500 Underlying: UGI Common Stock · 56,500 shares Expires 2030-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2022. Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 22:35 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 999 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060019 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,335 F1 · shares: Effective November 20, 2020, the reporting person was granted common stock pursuant to the UGI Corporation Executive Annual Bonus Plan. Read SEC document |
| May 14, 2020 Filed May 15, 2020 20:00 UTC | UGI CORP /PA/ UGI · Entity 3628 | PurchaseUGI Common Stock | 918 | $27.53 | $25,272.54 |
DisclosureSEC source: 0001209191-20-029689 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,336 Read SEC document |
| March 11, 2020 Filed Mar 11, 2020 20:06 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 1,543 | $32.50 | $50,147.50 |
DisclosureSEC source: 0001209191-20-018061 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,418 Read SEC document |
| February 27, 2020 Filed Feb 27, 2020 21:13 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 1,126 | $37.93 | $42,703.55 |
DisclosureSEC source: 0001209191-20-013403 · doc4.xml · nonDerivative · entry 2 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,875 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 21:13 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 2,503 | $39.95 | $99,994.85 |
DisclosureSEC source: 0001209191-20-013403 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,749 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:51 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 13,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001117 · doc4.xml · derivative · entry 2 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,500 Underlying: UGI Common Stock · 13,500 shares Expires 2022-12-31 F2 · derivative.exercise_date: Effective January 1, 2020, the reporting person was granted performance units under the UGI Corporation 2013 Omnibus Incentive Compensation 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, 2020 Filed Jan 3, 2020 21:51 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 109,010 | $0.00 Strike: $45.16 | $0.00 |
DisclosureSEC source: 0001209191-20-001117 · doc4.xml · derivative · entry 1 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,010 Underlying: UGI Common Stock · 109,010 shares Expires 2029-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2021. Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 21:29 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 765 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-057935 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,246 F1 · shares: Effective November 21, 2019, the reporting person was granted common stock pursuant to the UGI Corporation Executive Annual Bonus Plan. Read SEC document |
| November 14, 2019 Filed Nov 14, 2019 22:00 UTC | UGI CORP /PA/ UGI · Entity 3628 | PurchaseUGI Common Stock | 2,357 | $42.45 | $100,061.49 |
DisclosureSEC source: 0001209191-19-056586 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,481 Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 20:53 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantRestricted Stock Unit · Derivative | 14,771 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-047325 · doc4.xml · derivative · entry 2 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,771 Underlying: UGI Common Stock · 14,771 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one UGI share and will be settled in cash. F1 · price: Under the Agreement and Plan of Merger dated as of 4/1/19 ("Merger Agreement") by and among UGI, AmeriGas Partners, L.P. ("APU") and the other parties thereto, on 8/21/19 (the "Effective Time"), each APU common unit ("AmeriGas Units") was automatically converted into the right to receive, at the election of each holder, but subject to any applicable withholding tax and the proration under the Merger Agreement, one of the following forms of consideration: (i) 0.6378 ("Multiplier") shares of UGI common stock; (ii) $7.63 in cash, without interest and 0.500 UGI Shares; or (iii) $35.325 in cash, without interest. F3 · derivative.exercise_date: The restricted stock units will vest over a period of up to three years following the date hereof and have no expiration date. F3 · derivative.expiration_date: The restricted stock units will vest over a period of up to three years following the date hereof and have no expiration date. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 20:53 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 140 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-047325 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,124 F1 · balance_after: Under the Agreement and Plan of Merger dated as of 4/1/19 ("Merger Agreement") by and among UGI, AmeriGas Partners, L.P. ("APU") and the other parties thereto, on 8/21/19 (the "Effective Time"), each APU common unit ("AmeriGas Units") was automatically converted into the right to receive, at the election of each holder, but subject to any applicable withholding tax and the proration under the Merger Agreement, one of the following forms of consideration: (i) 0.6378 ("Multiplier") shares of UGI common stock; (ii) $7.63 in cash, without interest and 0.500 UGI Shares; or (iii) $35.325 in cash, without interest. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 18:31 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Disposition to issuerPerformance Units (TUR Units) · Derivative | 11,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-022383 · doc4.xml · derivative · entry 2 Perreault Roger · CIK 0001660266 · EVP, Global LPG of GP parent 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: APU Common Units · 11,580 shares Expires not disclosed F1 · derivative.exercise_price: See Exhibit 99.1. F1 · price: See Exhibit 99.1. F1 · derivative.exercise_date: See Exhibit 99.1. F1 · derivative.expiration_date: See Exhibit 99.1. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 18:31 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Disposition to issuerAPU Common Units | 220 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-022383 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · EVP, Global LPG of GP parent 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: See Exhibit 99.1. F1 · price: See Exhibit 99.1. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 22:06 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 7,060 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006505 · doc4.xml · derivative · entry 2 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,060 Underlying: UGI Common Stock · 7,060 shares Expires 2021-12-31 F2 · derivative.exercise_date: Effective January 30, 2019, the reporting person was granted performance units under the UGI Corporation 2013 Omnibus Incentive Compensation 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 30, 2019 Filed Feb 1, 2019 22:06 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 44,860 | $0.00 Strike: $56.25 | $0.00 |
DisclosureSEC source: 0001209191-19-006505 · doc4.xml · derivative · entry 1 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,860 Underlying: UGI Common Stock · 44,860 shares Expires 2029-01-29 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 30, 2020. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 17:04 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | GrantPerformance Units · Derivative | 11,580 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006499 · doc4.xml · derivative · entry 1 Perreault Roger · CIK 0001660266 · EVP, Global LPG of GP parent 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,580 Underlying: APU Common Units · 11,580 shares Expires 2021-12-31 F1 · derivative.exercise_date: Effective January 30, 2019, the reporting person was granted performance units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on Behalf of AmeriGas Partners, L.P. Each performance unit represents the right of the recipient to receive a common unit if specified performance goals and other conditions are met. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 18:15 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionPerformance Units · Derivative | 7,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004485 · doc4.xml · derivative · entry 3 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 7,500 shares Expires 2018-12-31 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. F2 · derivative.exercise_date: Effective January 1, 2016, the reporting person was granted Performance Units under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each Performance Unit represents the right of the recipient to receive a share of Common Stock or an amount based on the value of a share of Common Stock if specified performance goals and other conditions are met. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 18:15 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 2,106 | $53.35 | $112,355.10 |
DisclosureSEC source: 0001209191-19-004485 · doc4.xml · nonDerivative · entry 2 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,984 F1 · kind: The shares were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of awards made in 2016. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 18:15 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004485 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,090 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. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 21:54 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 4,161 | $58.96 | $245,332.56 |
DisclosureSEC source: 0001209191-18-062035 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,590 F1 · kind: The shares were withheld by the issuer to satisfy the officer's income tax liability associated with the vesting of awards made in 2015. Read SEC document |
| November 16, 2018 Filed Nov 28, 2018 21:46 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 702 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-060116 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · EVP, Global LPG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,751 F1 · shares: Effective November 16, 2018, the reporting person was granted common stock pursuant to the UGI Corporation Executive Annual Bonus Plan. Read SEC document |
| February 07, 2018 Filed Feb 8, 2018 22:07 UTC | UGI CORP /PA/ UGI · Entity 3628 | PurchaseUGI Common Stock | 2,270 | $43.97 | $99,815.08 |
DisclosureSEC source: 0001209191-18-008473 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,049 Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 22:37 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionPerformance Units · Derivative | 6,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004627 · doc4.xml · derivative · entry 3 Perreault Roger · CIK 0001660266 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 6,000 shares Expires 2017-12-31 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. F2 · derivative.exercise_date: Effective December 7, 2015, the reporting person was granted Performance Units under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each Performance Unit represents the right of the recipient to receive a share of Common Stock or an amount based on the value of a share of Common Stock if specified performance goals and other conditions are met. Because certain performance goals and other conditions were not met during the performance measurement period, the reporting person forfeited a portion of the grant. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 22:37 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 1,287 | $46.95 | $60,424.65 |
DisclosureSEC source: 0001209191-18-004627 · doc4.xml · nonDerivative · entry 2 Perreault Roger · CIK 0001660266 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,779 F1 · kind: The shares were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of awards made in 2015. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 22:37 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 4,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004627 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,066 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. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 22:04 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 8,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001041 · doc4.xml · derivative · entry 2 Perreault Roger · CIK 0001660266 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 Underlying: UGI Common Stock · 8,500 shares Expires 2020-12-31 F2 · derivative.exercise_date: Effective January 1, 2018, the reporting person was granted performance units under the UGI Corporation 2013 Omnibus Incentive Compensation 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, 2018 Filed Jan 3, 2018 22:04 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 50,000 | $0.00 Strike: $46.95 | $0.00 |
DisclosureSEC source: 0001209191-18-001041 · doc4.xml · derivative · entry 1 Perreault Roger · CIK 0001660266 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: UGI Common Stock · 50,000 shares Expires 2027-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2019. Read SEC document |
| November 17, 2017 Filed Nov 21, 2017 21:37 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 846 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062073 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,752 F1 · shares: Effective November 17, 2017, the reporting person was granted common stock pursuant to the UGI Corporation Executive Annual Bonus Plan. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 21:43 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionPerformance Units · Derivative | 3,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004897 · doc4.xml · derivative · entry 3 Perreault Roger · CIK 0001660266 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 3,000 shares Expires 2016-12-31 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. F2 · derivative.exercise_date: Effective December 7, 2015, the reporting person was granted Performance Units under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each Performance Unit represents the right of the recipient to receive a share of Common Stock or an amount based on the value of a share of Common Stock if specified performance goals and other conditions are met. 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.