Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UGI CORP /PA/UGI · Entity 3628 | VP, Gen. Counsel & Secretary | January 12, 2023 | January 17, 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 12, 2023 · Filed January 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.45 · Expires 2033-01-11 | Direct | 20,530 |
Reported balance
After 2023-01-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-01-12 · Grant · Acquired 20,530 · Balance 20,530 F1: These options vest in three equal annual installments beginning January 12, 2024. |
| Performance UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-09-30 | Direct | 7,020 |
Reported balance
After 2023-01-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-01-12 · Grant · Acquired 7,020 · Balance 7,020 F2: 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. |
| Performance UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-12-31 | Direct | 5,050 |
Reported balance
After 2023-01-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-12 · Grant · Acquired 5,050 · Balance 5,050 F2: 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. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,680 |
Reported balance
After 2023-01-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-01-12 · Grant · Acquired 4,680 · Balance 4,680 F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: These options vest in three equal annual installments beginning January 12, 2024.
F2: 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.
F3: 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.
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 12, 2023 Filed Jan 17, 2023 22:36 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 4,680 | $0.00 | $0.00 |
DisclosureSEC source: 0000884614-23-000003 · wf-form4_167399500274210.xml · derivative · entry 4 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,680 Underlying: UGI Common Stock · 4,680 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 22:36 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 5,050 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000884614-23-000003 · wf-form4_167399500274210.xml · derivative · entry 3 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,050 Underlying: UGI Common Stock · 5,050 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 22:36 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 7,020 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000884614-23-000003 · wf-form4_167399500274210.xml · derivative · entry 2 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,020 Underlying: UGI Common Stock · 7,020 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 22:36 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 20,530 | $0.00 Strike: $41.45 | $0.00 |
DisclosureSEC source: 0000884614-23-000003 · wf-form4_167399500274210.xml · derivative · entry 1 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,530 Underlying: UGI Common Stock · 20,530 shares Expires 2033-01-11 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 12, 2024. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 21:14 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $21.81 | $0.00 |
DisclosureSEC source: 0001209191-22-055551 · doc4.xml · derivative · entry 3 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 75,000 shares Expires 2022-12-31 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 |
| November 01, 2022 Filed Nov 3, 2022 21:14 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 75,000 | $35.31 | $2,648,250.00 |
DisclosureSEC source: 0001209191-22-055551 · doc4.xml · nonDerivative · entry 2 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,109 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 7, 2021. F2 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $35.02 to $35.59. 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 01, 2022 Filed Nov 3, 2022 21:14 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 75,000 | $21.81 | $1,635,750.00 |
DisclosureSEC source: 0001209191-22-055551 · doc4.xml · nonDerivative · entry 1 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,109 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, 2022 Filed Jan 4, 2022 21:41 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 4,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000862 · doc4.xml · derivative · entry 3 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,900 Underlying: UGI Common Stock · 4,900 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 21:41 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 7,530 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000862 · doc4.xml · derivative · entry 2 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,530 Underlying: UGI Common Stock · 7,530 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 21:41 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 25,500 | $0.00 Strike: $45.91 | $0.00 |
DisclosureSEC source: 0001209191-22-000862 · doc4.xml · derivative · entry 1 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,500 Underlying: UGI Common Stock · 25,500 shares Expires 2031-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2023. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 21:05 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 53,663 | $0.00 Strike: $17.75 | $0.00 |
DisclosureSEC source: 0001209191-21-069944 · doc4.xml · derivative · entry 3 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 53,663 shares Expires 2022-04-22 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 14, 2021 Filed Dec 16, 2021 21:05 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 53,663 | $44.93 | $2,411,175.18 |
DisclosureSEC source: 0001209191-21-069944 · doc4.xml · nonDerivative · entry 2 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,109 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 7, 2021. F2 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $44.63 to $45.37. 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 14, 2021 Filed Dec 16, 2021 21:05 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 53,663 | $17.75 | $952,518.25 |
DisclosureSEC source: 0001209191-21-069944 · doc4.xml · nonDerivative · entry 1 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,772 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 24, 2021 Filed Nov 26, 2021 21:09 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 19,437 | $0.00 Strike: $17.75 | $0.00 |
DisclosureSEC source: 0001209191-21-066927 · doc4.xml · derivative · entry 6 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,663 Underlying: UGI Common Stock · 19,437 shares Expires 2022-04-22 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 24, 2021 Filed Nov 26, 2021 21:09 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 19,437 | $45.01 | $874,775.79 |
DisclosureSEC source: 0001209191-21-066927 · doc4.xml · nonDerivative · entry 4 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,109 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 7, 2021. F3 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $45.00 to $45.06. 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 24, 2021 Filed Nov 26, 2021 21:09 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 19,437 | $17.75 | $345,006.75 |
DisclosureSEC source: 0001209191-21-066927 · doc4.xml · nonDerivative · entry 3 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,546 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 21:09 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $17.75 | $0.00 |
DisclosureSEC source: 0001209191-21-066927 · doc4.xml · derivative · entry 5 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,100 Underlying: UGI Common Stock · 1,500 shares Expires 2022-04-22 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 21:09 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 1,500 | $45.02 | $67,534.95 |
DisclosureSEC source: 0001209191-21-066927 · doc4.xml · nonDerivative · entry 2 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,109 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 7, 2021. F2 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $45.00 to $45.10. 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 21:09 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 1,500 | $17.75 | $26,625.00 |
DisclosureSEC source: 0001209191-21-066927 · doc4.xml · nonDerivative · entry 1 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,609 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 04, 2021 Filed Nov 8, 2021 21:36 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 400 | $0.00 Strike: $17.75 | $0.00 |
DisclosureSEC source: 0001209191-21-063391 · doc4.xml · derivative · entry 3 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,600 Underlying: UGI Common Stock · 400 shares Expires 2022-04-22 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 04, 2021 Filed Nov 8, 2021 21:36 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 400 | $45.00 | $18,000.00 |
DisclosureSEC source: 0001209191-21-063391 · doc4.xml · nonDerivative · entry 2 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,109 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 7, 2021. Read SEC document |
| November 04, 2021 Filed Nov 8, 2021 21:36 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 400 | $17.75 | $7,100.00 |
DisclosureSEC source: 0001209191-21-063391 · doc4.xml · nonDerivative · entry 1 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,509 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, 2021 Filed Jan 5, 2021 21:24 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 6,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001063 · doc4.xml · derivative · entry 3 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,260 Underlying: UGI Common Stock · 6,260 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 21:24 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 10,260 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001063 · doc4.xml · derivative · entry 2 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,260 Underlying: UGI Common Stock · 10,260 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 21:24 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 38,620 | $0.00 Strike: $34.96 | $0.00 |
DisclosureSEC source: 0001209191-21-001063 · doc4.xml · derivative · entry 1 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,620 Underlying: UGI Common Stock · 38,620 shares Expires 2030-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2022. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:47 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 9,170 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001100 · doc4.xml · derivative · entry 2 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,170 Underlying: UGI Common Stock · 9,170 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 21:47 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 74,100 | $0.00 Strike: $45.16 | $0.00 |
DisclosureSEC source: 0001209191-20-001100 · doc4.xml · derivative · entry 1 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,100 Underlying: UGI Common Stock · 74,100 shares Expires 2029-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2021. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 18:18 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionPerformance Units · Derivative | 11,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004488 · doc4.xml · derivative · entry 3 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 11,000 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 18:18 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 3,383 | $53.35 | $180,483.05 |
DisclosureSEC source: 0001209191-19-004488 · doc4.xml · nonDerivative · entry 2 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,109 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 18:18 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004488 · doc4.xml · nonDerivative · entry 1 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,492 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, 2019 Filed Jan 3, 2019 21:41 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 7,590 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001022 · doc4.xml · derivative · entry 2 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,590 Underlying: UGI Common Stock · 7,590 shares Expires 2021-12-31 F2 · derivative.exercise_date: Effective January 1, 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 01, 2019 Filed Jan 3, 2019 21:41 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 47,680 | $0.00 Strike: $53.35 | $0.00 |
DisclosureSEC source: 0001209191-19-001022 · doc4.xml · derivative · entry 1 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,680 Underlying: UGI Common Stock · 47,680 shares Expires 2028-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2020. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 22:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionPerformance Units · Derivative | 9,450 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004635 · doc4.xml · derivative · entry 3 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 9,450 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 January 1, 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 22:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 1,971 | $46.95 | $92,538.45 |
DisclosureSEC source: 0001209191-18-004635 · doc4.xml · nonDerivative · entry 2 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,492 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 22:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 6,794 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004635 · doc4.xml · nonDerivative · entry 1 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,463 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 22:01 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 8,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001019 · doc4.xml · derivative · entry 2 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 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 22:01 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 60,000 | $0.00 Strike: $46.95 | $0.00 |
DisclosureSEC source: 0001209191-18-001019 · doc4.xml · derivative · entry 1 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: UGI Common Stock · 60,000 shares Expires 2027-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2019. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 21:36 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionPerformance Units · Derivative | 12,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004879 · doc4.xml · derivative · entry 3 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 12,750 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 January 1, 2014, 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 18, 2017 Filed Jan 20, 2017 21:36 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 4,304 | $46.08 | $198,328.32 |
DisclosureSEC source: 0001209191-17-004879 · doc4.xml · nonDerivative · entry 2 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,669 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 21:36 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 12,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004879 · doc4.xml · nonDerivative · entry 1 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,973 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 22:14 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 9,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000363 · doc4.xml · derivative · entry 2 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: UGI Common Stock · 9,000 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 22:14 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 60,000 | $0.00 Strike: $46.08 | $0.00 |
DisclosureSEC source: 0001209191-17-000363 · doc4.xml · derivative · entry 1 Gaudiosi Monica M · CIK 0001385858 · VP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: UGI Common Stock · 60,000 shares Expires 2026-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2018. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.