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 |
|---|---|---|---|---|---|---|
| January 18, 2017 Filed Jan 20, 2017 21:43 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 966 | $46.08 | $44,513.28 |
DisclosureSEC source: 0001209191-17-004897 · doc4.xml · nonDerivative · entry 2 Perreault Roger · CIK 0001660266 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,906 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 2014. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 21:43 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004897 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,872 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, 2017 Filed Jan 3, 2017 22:12 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 8,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000360 · 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 2019-12-31 F2 · derivative.exercise_date: Effective January 1, 2017, 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, 2017 Filed Jan 3, 2017 22:12 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 50,000 | $0.00 Strike: $46.08 | $0.00 |
DisclosureSEC source: 0001209191-17-000360 · 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 2026-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2018. Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 21:38 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 872 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151718 · doc4.xml · nonDerivative · entry 1 Perreault Roger · CIK 0001660266 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,872 F1 · shares: Effective November 18, 2016, the reporting person was granted common stock pursuant to the UGI Corporation Executive Annual Bonus Plan. 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.