Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UGI CORP /PA/UGI · Entity 3628 | Director | January 27, 2023 | January 31, 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 January 27, 2023 · Filed January 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UGI Common StockSEC Table I · non-derivative | IndirectBenefit Plan | 56,011 |
Reported balance
After 2023-01-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-01-27 · Grant · Acquired 4,640 · Balance 56,011 F1: Total gives effect to dividend equivalent accruals. F2: Effective January 27, 2023, 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. |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.81 · Expires 2033-01-26 | Direct | 10,120 |
Reported balance
After 2023-01-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-27 · Grant · Acquired 10,120 · Balance 10,120 F3: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant. |
| UGI Common StockSEC Table I · non-derivative | Direct | 465,000 |
Reported balance
Holding disclosure · report date 2023-01-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 465,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Total gives effect to dividend equivalent accruals.
F2: Effective January 27, 2023, 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.
F3: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant.
Past disclosures · reporting ended (2)
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 | IndirectBenefit Plan | 0 |
Reported balance
After 2019-08-21 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-08-21 · Disposition to issuer · Disposed 4,395 · Balance 0 F1: See Exhibit 99.1. |
Filing footnotes · ownership attribution and instrument terms
F1: See Exhibit 99.1.
AMETEK INC/
Report date September 20, 2017 · Filed September 21, 2017
Section 16 reporting ended · disclosed 2017-07-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,040,501 |
Ending reported balance
After 2017-09-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-09-20 · Exercise / conversion · Acquired 150,840 · Balance 2,191,341 Row 2 · 2017-09-20 · Sale · Disposed 150,840 · Balance 2,040,501 F1: The shares were sold at prices ranging from $66.09 to $66.565 per share. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $29.83 · Expires 2018-05-02 | Direct | 0 |
Reported balance
After 2017-09-20 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-09-20 · Exercise / conversion · Disposed 150,840 · Balance 0 F2: The stock options will become exercisable in four equal installments beginning on May 3, 2012. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $34.05 · Expires 2019-04-30 | Direct | 190,230 |
Reported balance
Holding disclosure · report date 2017-09-20 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 190,230 F3: The stock options will become exercisable in four equal installments beginning on May 1, 2013. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $41.74 · Expires 2020-05-07 | Direct | 157,310 |
Reported balance
Holding disclosure · report date 2017-09-20 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 157,310 F4: The stock options will become exercisable in four equal annual installments beginning on May 8, 2014. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $53.13 · Expires 2021-05-07 | Direct | 118,100 |
Reported balance
Holding disclosure · report date 2017-09-20 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 118,100 F5: The stock options will become exercisable in four equal annual installments beginning on May 8, 2015. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $52.27 · Expires 2022-05-05 | Direct | 165,330 |
Reported balance
Holding disclosure · report date 2017-09-20 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 165,330 F6: The stock options will become exercisable in four equal annual installments beginning on May 6, 2016. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $46.96 · Expires 2023-05-03 | Direct | 91,820 |
Reported balance
Holding disclosure · report date 2017-09-20 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 91,820 F7: The stock options will become exercisable in four equal annual installments beginning on May 4, 2017. |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 270,000 |
Reported balance
Holding disclosure · report date 2017-09-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 270,000 |
| Common StockSEC Table I · non-derivative | Indirectby GRAT | 42,000 |
Reported balance
Holding disclosure · report date 2017-09-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 42,000 |
| Common Stock/serpSEC Table I · non-derivative | Direct | 386,429 |
Reported balance
Holding disclosure · report date 2017-09-20 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 386,429 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were sold at prices ranging from $66.09 to $66.565 per share. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price.
F2: The stock options will become exercisable in four equal installments beginning on May 3, 2012.
F3: The stock options will become exercisable in four equal installments beginning on May 1, 2013.
F4: The stock options will become exercisable in four equal annual installments beginning on May 8, 2014.
F5: The stock options will become exercisable in four equal annual installments beginning on May 8, 2015.
F6: The stock options will become exercisable in four equal annual installments beginning on May 6, 2016.
F7: The stock options will become exercisable in four equal annual installments beginning on May 4, 2017.
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 27, 2023 Filed Jan 31, 2023 22:55 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 10,120 | $0.00 Strike: $39.81 | $0.00 |
DisclosureSEC source: 0000884614-23-000017 · wf-form4_167520568332231.xml · derivative · entry 3 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,120 Underlying: UGI Common Stock · 10,120 shares Expires 2033-01-26 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 27, 2023 Filed Jan 31, 2023 22:55 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 4,640 | $0.00 | $0.00 |
DisclosureSEC source: 0000884614-23-000017 · wf-form4_167520568332231.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 56,011 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 27, 2023, 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 |
| December 01, 2022 Filed Dec 5, 2022 21:30 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 12,750 | $0.00 Strike: $22.14 | $0.00 |
DisclosureSEC source: 0001209191-22-059704 · doc4.xml · derivative · entry 4 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 12,750 shares Expires 2023-01-07 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 01, 2022 Filed Dec 5, 2022 21:30 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 12,750 | $38.84 | $495,210.00 |
DisclosureSEC source: 0001209191-22-059704 · doc4.xml · nonDerivative · entry 2 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,000 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $38.68 to $39.05. 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 |
| December 01, 2022 Filed Dec 5, 2022 21:30 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 12,750 | $22.14 | $282,285.00 |
DisclosureSEC source: 0001209191-22-059704 · doc4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 477,750 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 16, 2022 Filed Feb 17, 2022 14:02 UTC | UGI CORP /PA/ UGI · Entity 3628 | PurchaseUGI Common Stock | 65,000 | $38.15 | $2,479,431.50 |
DisclosureSEC source: 0001209191-22-010511 · doc4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,000 Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 22:31 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 4,110 | $0.00 Strike: $44.97 | $0.00 |
DisclosureSEC source: 0001209191-22-005970 · doc4.xml · derivative · entry 3 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,110 Underlying: UGI Common Stock · 4,110 shares Expires 2032-01-27 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 28, 2022 Filed Feb 1, 2022 22:31 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 10,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005970 · doc4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 56,169 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 28, 2022, 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 28, 2022 Filed Feb 4, 2022 22:04 UTC Amendment | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 10,810 | $0.00 Strike: $44.97 | $0.00 |
DisclosureSEC source: 0001209191-22-007236 · doc4a.xml · derivative · entry 3 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,810 Underlying: UGI Common Stock · 10,810 shares Expires 2032-01-27 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 units and stock options granted to the reporting person on January 28, 2022. F4 · 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 28, 2022 Filed Feb 4, 2022 22:04 UTC Amendment | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 4,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007236 · doc4a.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 49,469 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 units and stock options granted to the reporting person on January 28, 2022. F2 · balance_after: Total gives effect to dividend equivalent accruals. F3 · ownership.nature: Effective January 28, 2022, 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 |
| November 23, 2021 Filed Nov 26, 2021 21:14 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 12,750 | $0.00 Strike: $18.86 | $0.00 |
DisclosureSEC source: 0001209191-21-066929 · doc4.xml · derivative · entry 4 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 12,750 shares Expires 2022-01-08 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 |
| November 23, 2021 Filed Nov 26, 2021 21:14 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 12,750 | $44.91 | $572,622.90 |
DisclosureSEC source: 0001209191-21-066929 · doc4.xml · nonDerivative · entry 2 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $44.90 to $44.93. 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 |
| November 23, 2021 Filed Nov 26, 2021 21:14 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 12,750 | $18.86 | $240,465.00 |
DisclosureSEC source: 0001209191-21-066929 · doc4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 412,750 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 |
| August 11, 2021 Filed Aug 12, 2021 20:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 6,375 | $0.00 Strike: $19.61 | $0.00 |
DisclosureSEC source: 0001209191-21-051107 · doc4.xml · derivative · entry 4 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 6,375 shares Expires 2021-11-10 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 |
| August 11, 2021 Filed Aug 12, 2021 20:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 6,375 | $47.15 | $300,553.84 |
DisclosureSEC source: 0001209191-21-051107 · doc4.xml · nonDerivative · entry 2 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Read SEC document |
| August 11, 2021 Filed Aug 12, 2021 20:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 6,375 | $19.61 | $125,013.75 |
DisclosureSEC source: 0001209191-21-051107 · doc4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,375 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 29, 2021 Filed Feb 2, 2021 23:21 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 15,840 | $0.00 Strike: $35.99 | $0.00 |
DisclosureSEC source: 0001209191-21-006910 · doc4.xml · derivative · entry 3 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,840 Underlying: UGI Common Stock · 15,840 shares Expires 2031-01-28 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 23:21 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 5,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006910 · doc4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 44,050 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 29, 2021, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation 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 22, 2020 Filed Jan 24, 2020 21:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 19,570 | $0.00 Strike: $43.89 | $0.00 |
DisclosureSEC source: 0001209191-20-004850 · doc4.xml · derivative · entry 3 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,570 Underlying: UGI Common Stock · 19,570 shares Expires 2030-01-21 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 5,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004850 · doc4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 37,509 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 22, 2020, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation 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 |
| November 15, 2019 Filed Nov 15, 2019 21:22 UTC | UGI CORP /PA/ UGI · Entity 3628 | PurchaseUGI Common Stock | 56,269 | $43.06 | $2,422,740.57 |
DisclosureSEC source: 0001209191-19-056736 · doc4.xml · nonDerivative · entry 2 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Read SEC document |
| November 14, 2019 Filed Nov 15, 2019 21:22 UTC | UGI CORP /PA/ UGI · Entity 3628 | PurchaseUGI Common Stock | 93,731 | $42.48 | $3,981,692.88 |
DisclosureSEC source: 0001209191-19-056736 · doc4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,731 Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 20:52 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 2,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-047323 · doc4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 34,376 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. In addition, each APU phantom unit issued under the AmeriGas Propane, Inc. long-term incentive plan was at the Effective Time cancelled and converted into UGI restricted stock units determined by multiplying the number of phantom units by the Multiplier. Each UGI restricted stock unit represents the right to receive a UGI share upon retirement or termination of service. F1 · ownership.nature: 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. In addition, each APU phantom unit issued under the AmeriGas Propane, Inc. long-term incentive plan was at the Effective Time cancelled and converted into UGI restricted stock units determined by multiplying the number of phantom units by the Multiplier. Each UGI restricted stock unit represents the right to receive a UGI share upon retirement or termination of service. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 18:37 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Disposition to issuerAPU Common Units | 4,395 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-022394 · doc4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 0 F1 · shares: See Exhibit 99.1. F1 · price: See Exhibit 99.1. Read SEC document |
| May 10, 2019 Filed May 14, 2019 20:50 UTC | UGI CORP /PA/ UGI · Entity 3628 | PurchaseUGI Common Stock | 100,000 | $54.10 | $5,410,480.00 |
DisclosureSEC source: 0001209191-19-029680 · doc4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 22:52 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 5,400 | $0.00 Strike: $56.25 | $0.00 |
DisclosureSEC source: 0001209191-19-006561 · doc4.xml · derivative · entry 3 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,400 Underlying: UGI Common Stock · 5,400 shares Expires 2029-01-29 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 22:52 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 1,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006561 · doc4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 31,573 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 30, 2019, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation 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 29, 2019 Filed Jan 31, 2019 17:37 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | GrantAPU Common Units | 2,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006231 · doc4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 3,683 F1 · balance_after: Total gives effect to distribution equivalent accruals. F2 · ownership.nature: Effective January 29, 2019, the reporting person was granted Phantom Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on behalf of AmeriGas Partners, L.P. Each Phantom Unit represents the right of the recipient to receive a Common Unit of AmeriGas Partners, L.P. upon retirement or termination of service. Read SEC document |
| July 23, 2018 Filed Jul 25, 2018 16:54 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | GrantAPU Common Units | 775 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043909 · doc4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 775 F1 · ownership.nature: Effective July 23, 2018, the reporting person was granted Phantom Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on behalf of AmeriGas Partners, L.P. Each Phantom Unit represents the right of the recipient to receive a Common Unit of AmeriGas Partners, L.P. upon retirement or termination of service. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 22:03 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $47.55 | $0.00 |
DisclosureSEC source: 0001209191-18-005892 · doc4.xml · derivative · entry 3 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: UGI Common Stock · 9,000 shares Expires 2028-01-24 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 22:03 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005892 · doc4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 29,169 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 25, 2018, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation 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 |
| September 20, 2017 Filed Sep 21, 2017 20:04 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionStock Option · Derivative | 150,840 | $0.00 Strike: $29.83 | $0.00 |
DisclosureSEC source: 0001127602-17-027892 · form4.xml · derivative · entry 6 HERMANCE FRANK S · CIK 0001190203 · Director · EXECUTIVE CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 150,840 shares Expires 2018-05-02 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: The stock options will become exercisable in four equal installments beginning on May 3, 2012. Read SEC document |
| September 20, 2017 Filed Sep 21, 2017 20:04 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 150,840 | $66.38 | $10,012,864.79 |
DisclosureSEC source: 0001127602-17-027892 · form4.xml · nonDerivative · entry 2 HERMANCE FRANK S · CIK 0001190203 · Director · EXECUTIVE CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,040,501 F1 · price: The shares were sold at prices ranging from $66.09 to $66.565 per share. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. Read SEC document |
| September 20, 2017 Filed Sep 21, 2017 20:04 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionCommon Stock | 150,840 | $29.83 | $4,499,059.43 |
DisclosureSEC source: 0001127602-17-027892 · form4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director · EXECUTIVE CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,191,341 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 |
| July 07, 2017 Filed Jul 11, 2017 14:03 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 19,621 | $61.56 | $1,207,868.76 |
DisclosureSEC source: 0001127602-17-023473 · form4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director · EXECUTIVE CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,040,501 F1 · kind: Represents withholding of shares to pay withholding taxes incurred in connection with accelerated vesting of restricted stock issued on May 8, 2014, May 6, 2015 and May 4, 2016. Read SEC document |
| May 08, 2017 Filed May 10, 2017 19:44 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 12,796 | $59.93 | $766,864.28 |
DisclosureSEC source: 0001127602-17-017515 · form4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director · EXECUTIVE CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,060,122 F1 · kind: Represents withholding of shares to pay withholding taxes incurred in connection with 2nd year vesting (25%) of restricted stock issued on May 6, 2015, 4th year vesting (25%) of restricted stock issued on May 8, 2013, and 3rd year vesting (25%) of restricted stock issued on May 8, 2014. Read SEC document |
| May 04, 2017 Filed May 8, 2017 11:13 UTC | AMETEK INC/ AME · Entity 3025 | Tax withholdingCommon Stock | 2,388 | $60.39 | $144,211.32 |
DisclosureSEC source: 0001127602-17-017153 · form4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director · EXECUTIVE CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,072,918 F1 · kind: Represents withholding of shares to pay withholding taxes incurred in connection with the 1st year vesting (25%) of restricted stock issued on May 4, 2016. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 21:18 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionStock Option · Derivative | 335,790 | $0.00 Strike: $19.59 | $0.00 |
DisclosureSEC source: 0001127602-17-006007 · form4.xml · derivative · entry 6 HERMANCE FRANK S · CIK 0001190203 · Director · EXECUTIVE CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 335,790 shares Expires 2017-04-28 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. F3 · derivative.exercise_date: The stock options will become exercisable in four equal annual installments beginning on April 29, 2011. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 21:18 UTC | AMETEK INC/ AME · Entity 3025 | SaleCommon Stock | 335,790 | $53.66 | $18,018,558.56 |
DisclosureSEC source: 0001127602-17-006007 · form4.xml · nonDerivative · entry 3 HERMANCE FRANK S · CIK 0001190203 · Director · EXECUTIVE CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075,306 F2 · price: The shares sold at prices ranging from $53.54 to $53.78 per share. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 21:18 UTC | AMETEK INC/ AME · Entity 3025 | Exercise / conversionCommon Stock | 335,790 | $19.59 | $6,577,017.99 |
DisclosureSEC source: 0001127602-17-006007 · form4.xml · nonDerivative · entry 2 HERMANCE FRANK S · CIK 0001190203 · Director · EXECUTIVE CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,411,096 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 10, 2017 Filed Feb 14, 2017 21:18 UTC | AMETEK INC/ AME · Entity 3025 | OtherCommon Stock/serp | 2,751 | $49.90 | $137,280.40 |
DisclosureSEC source: 0001127602-17-006007 · form4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director · EXECUTIVE CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,429 F1 · kind: Allocated pursuant to the AMETEK, Inc. Supplemental Executive Retirement Plan under which shares are automatically distributed on a one-for-one basis upon the participant's retirement. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:51 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $46.31 | $0.00 |
DisclosureSEC source: 0001209191-17-005736 · doc4.xml · derivative · entry 3 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: UGI Common Stock · 9,000 shares Expires 2027-01-23 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:51 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005736 · doc4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 25,630 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 24, 2017, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation 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 |
| December 31, 2016 Filed Jan 3, 2017 19:32 UTC | AMETEK INC/ AME · Entity 3025 | OtherCommon Stock/serp | 5,426 | $49.90 | $270,768.25 |
DisclosureSEC source: 0001127602-17-000123 · form4.xml · nonDerivative · entry 1 HERMANCE FRANK S · CIK 0001190203 · Director · EXECUTIVE CHAIRMAN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383,678 F1 · kind: Allocated pursuant to the AMETEK, Inc. Supplemental Executive Retirement Plan under which shares are automatically distributed on a one-for-one basis upon the participant's retirement. 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.