Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UGI CORP /PA/UGI · Entity 3628 | Director | August 30, 2022 | September 01, 2022 |
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 August 30, 2022 · Filed September 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UGI Common StockSEC Table I · non-derivative | Direct | 429,734 |
Ending reported balance
After 2022-09-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2022-08-30 · Exercise / conversion · Acquired 75,000 · Balance 504,734 Row 2 · 2022-08-30 · Sale · Disposed 75,000 · Balance 429,734 F1: The shares of common stock with respect to this transaction were sold at prices ranging from $39.33 to $39.76. 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. Row 3 · 2022-09-01 · Exercise / conversion · Acquired 75,000 · Balance 504,734 Row 4 · 2022-09-01 · Sale · Disposed 75,000 · Balance 429,734 F2: The shares of common stock with respect to this transaction were sold at prices ranging from $39.00 to $39.22. 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. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.64 · Expires 2023-12-31 | Direct | 225,000 |
Reported balance
After 2022-08-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-08-30 · Exercise / conversion · Disposed 75,000 · Balance 225,000 |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.64 · Expires 2023-12-31 | Direct | 150,000 |
Reported balance
After 2022-09-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-09-01 · Exercise / conversion · Disposed 75,000 · Balance 150,000 |
| UGI Common StockSEC Table I · non-derivative | IndirectBenefit Plan | 2,300 |
Reported balance
Holding disclosure · report date 2022-08-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,300 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of common stock with respect to this transaction were sold at prices ranging from $39.33 to $39.76. 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.
F2: The shares of common stock with respect to this transaction were sold at prices ranging from $39.00 to $39.22. 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.
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 12,000 · 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 |
|---|---|---|---|---|---|---|
| September 01, 2022 Filed Sep 1, 2022 20:58 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $27.64 | $0.00 |
DisclosureSEC source: 0001209191-22-048262 · doc4.xml · derivative · entry 7 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: UGI Common Stock · 75,000 shares Expires 2023-12-31 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 |
| September 01, 2022 Filed Sep 1, 2022 20:58 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 75,000 | $39.05 | $2,928,900.00 |
DisclosureSEC source: 0001209191-22-048262 · doc4.xml · nonDerivative · entry 4 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 429,734 F2 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $39.00 to $39.22. 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 |
| September 01, 2022 Filed Sep 1, 2022 20:58 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 75,000 | $27.64 | $2,073,000.00 |
DisclosureSEC source: 0001209191-22-048262 · doc4.xml · nonDerivative · entry 3 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504,734 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 30, 2022 Filed Sep 1, 2022 20:58 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $27.64 | $0.00 |
DisclosureSEC source: 0001209191-22-048262 · doc4.xml · derivative · entry 6 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,000 Underlying: UGI Common Stock · 75,000 shares Expires 2023-12-31 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 |
| August 30, 2022 Filed Sep 1, 2022 20:58 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 75,000 | $39.51 | $2,962,950.00 |
DisclosureSEC source: 0001209191-22-048262 · doc4.xml · nonDerivative · entry 2 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 429,734 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $39.33 to $39.76. 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 |
| August 30, 2022 Filed Sep 1, 2022 20:58 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 75,000 | $27.64 | $2,073,000.00 |
DisclosureSEC source: 0001209191-22-048262 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504,734 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 |
| May 27, 2022 Filed May 31, 2022 20:48 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 105,000 | $0.00 Strike: $27.64 | $0.00 |
DisclosureSEC source: 0001209191-22-032853 · doc4.xml · derivative · entry 4 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: UGI Common Stock · 105,000 shares Expires 2023-12-31 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 |
| May 27, 2022 Filed May 31, 2022 20:48 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 105,000 | $42.36 | $4,447,317.00 |
DisclosureSEC source: 0001209191-22-032853 · doc4.xml · nonDerivative · entry 2 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 429,734 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $42.20 to $42.63. 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 |
| May 27, 2022 Filed May 31, 2022 20:48 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 105,000 | $27.64 | $2,902,200.00 |
DisclosureSEC source: 0001209191-22-032853 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 534,734 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 |
| May 19, 2022 Filed May 20, 2022 20:43 UTC | UGI CORP /PA/ UGI · Entity 3628 | GiftUGI Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-031033 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 429,734 Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 22:47 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 0.4983 | $38.31 | $19.09 |
DisclosureSEC source: 0001209191-22-011847 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439,734 F1 · shares: The reporting person acquired a fractional share of UGI common stock as a result of dividend reinvestments. The fractional share was liquidated on February 18, 2022 as a result of account closure. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 22:21 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 2,300 | $0.00 Strike: $44.97 | $0.00 |
DisclosureSEC source: 0001209191-22-005960 · doc4.xml · derivative · entry 3 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 Underlying: UGI Common Stock · 2,300 shares Expires 2032-01-27 F2 · shares: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 22:21 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 6,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005960 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 6,050 F1 · 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 21:49 UTC Amendment | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 6,050 | $0.00 Strike: $44.97 | $0.00 |
DisclosureSEC source: 0001209191-22-007211 · doc4a.xml · derivative · entry 3 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,050 Underlying: UGI Common Stock · 6,050 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. 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 4, 2022 21:49 UTC Amendment | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007211 · doc4a.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 2,300 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 · 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 11, 2022 Filed Jan 12, 2022 21:22 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 78,500 | $0.00 Strike: $21.81 | $0.00 |
DisclosureSEC source: 0001209191-22-003059 · doc4.xml · derivative · entry 3 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 78,500 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 |
| January 11, 2022 Filed Jan 12, 2022 21:22 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 78,500 | $45.09 | $3,539,305.95 |
DisclosureSEC source: 0001209191-22-003059 · doc4.xml · nonDerivative · entry 2 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439,734 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 May 18, 2021. F2 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $45.00 to $45.25. 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 |
| January 11, 2022 Filed Jan 12, 2022 21:22 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 78,500 | $21.81 | $1,712,085.00 |
DisclosureSEC source: 0001209191-22-003059 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 518,234 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 04, 2022 Filed Jan 5, 2022 21:16 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $21.81 | $0.00 |
DisclosureSEC source: 0001209191-22-001653 · doc4.xml · derivative · entry 3 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,500 Underlying: UGI Common Stock · 100,000 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 |
| January 04, 2022 Filed Jan 5, 2022 21:16 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 100,000 | $46.07 | $4,606,730.00 |
DisclosureSEC source: 0001209191-22-001653 · doc4.xml · nonDerivative · entry 2 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439,734 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 May 18, 2021. F2 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $45.79 to $46.33. 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 |
| January 04, 2022 Filed Jan 5, 2022 21:16 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 100,000 | $21.81 | $2,181,000.00 |
DisclosureSEC source: 0001209191-22-001653 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,734 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 21:20 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 129,000 | $0.00 Strike: $25.50 | $0.00 |
DisclosureSEC source: 0001209191-21-066931 · doc4.xml · derivative · entry 3 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 129,000 shares Expires 2023-03-31 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 23, 2021 Filed Nov 26, 2021 21:20 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 129,000 | $44.74 | $5,771,601.90 |
DisclosureSEC source: 0001209191-21-066931 · doc4.xml · nonDerivative · entry 2 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439,734 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $44.52 to $44.95. 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 21:20 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 129,000 | $25.50 | $3,289,500.00 |
DisclosureSEC source: 0001209191-21-066931 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568,734 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 18, 2021 Filed Aug 19, 2021 20:10 UTC | UGI CORP /PA/ UGI · Entity 3628 | GiftUGI Common Stock | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052523 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439,736 Read SEC document |
| June 29, 2021 Filed Jul 1, 2021 20:03 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 87,500 | $0.00 Strike: $19.60 | $0.00 |
DisclosureSEC source: 0001209191-21-044366 · doc4.xml · derivative · entry 3 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 87,500 shares Expires 2021-12-31 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 |
| June 29, 2021 Filed Jul 1, 2021 20:03 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 87,500 | $46.71 | $4,087,440.00 |
DisclosureSEC source: 0001209191-21-044366 · doc4.xml · nonDerivative · entry 2 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,736 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 May 18, 2021. F2 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $46.32 to $47.17. 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 |
| June 29, 2021 Filed Jul 1, 2021 20:03 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 87,500 | $19.60 | $1,715,000.00 |
DisclosureSEC source: 0001209191-21-044366 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,236 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 |
| June 23, 2021 Filed Jun 24, 2021 20:10 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 14,949 | $0.00 Strike: $19.60 | $0.00 |
DisclosureSEC source: 0001209191-21-043002 · doc4.xml · derivative · entry 6 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,500 Underlying: UGI Common Stock · 14,949 shares Expires 2021-12-31 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 |
| June 23, 2021 Filed Jun 24, 2021 20:10 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 14,949 | $46.56 | $696,025.44 |
DisclosureSEC source: 0001209191-21-043002 · doc4.xml · nonDerivative · entry 4 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,736 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 May 18, 2021. F3 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $46.02 to $46.82. 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 |
| June 23, 2021 Filed Jun 24, 2021 20:10 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 14,949 | $19.60 | $293,000.40 |
DisclosureSEC source: 0001209191-21-043002 · doc4.xml · nonDerivative · entry 3 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,685 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 |
| June 22, 2021 Filed Jun 24, 2021 20:10 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 85,051 | $0.00 Strike: $19.60 | $0.00 |
DisclosureSEC source: 0001209191-21-043002 · doc4.xml · derivative · entry 5 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,449 Underlying: UGI Common Stock · 85,051 shares Expires 2021-12-31 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 |
| June 22, 2021 Filed Jun 24, 2021 20:10 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 85,051 | $45.56 | $3,874,557.84 |
DisclosureSEC source: 0001209191-21-043002 · doc4.xml · nonDerivative · entry 2 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,736 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 May 18, 2021. F2 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $45.37 to $45.85. 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 |
| June 22, 2021 Filed Jun 24, 2021 20:10 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 85,051 | $19.60 | $1,666,999.60 |
DisclosureSEC source: 0001209191-21-043002 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 535,787 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 21:31 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 28,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001081 · doc4.xml · derivative · entry 3 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,600 Underlying: UGI Common Stock · 28,600 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 21:31 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 46,890 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001081 · doc4.xml · derivative · entry 2 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,890 Underlying: UGI Common Stock · 46,890 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 21:31 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 176,570 | $0.00 Strike: $34.96 | $0.00 |
DisclosureSEC source: 0001209191-21-001081 · doc4.xml · derivative · entry 1 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,570 Underlying: UGI Common Stock · 176,570 shares Expires 2030-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2022. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 21:06 UTC | UGI CORP /PA/ UGI · Entity 3628 | GiftUGI Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062693 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,736 Read SEC document |
| September 14, 2020 Filed Sep 16, 2020 20:02 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOptions (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $21.06 | $0.00 |
DisclosureSEC source: 0001209191-20-050682 · doc4.xml · derivative · entry 3 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 50,000 shares Expires 2020-12-31 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 |
| September 14, 2020 Filed Sep 16, 2020 20:02 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 37,143 | $32.63 | $1,211,976.09 |
DisclosureSEC source: 0001209191-20-050682 · doc4.xml · nonDerivative · entry 2 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,736 F1 · kind: The shares were withheld by the issuer to satisfy the officer's exercise price and income tax liability associated with the transaction. Read SEC document |
| September 14, 2020 Filed Sep 16, 2020 20:02 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 50,000 | $21.06 | $1,053,000.00 |
DisclosureSEC source: 0001209191-20-050682 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 497,879 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 |
| June 18, 2020 Filed Jun 22, 2020 20:10 UTC | UGI CORP /PA/ UGI · Entity 3628 | GiftUGI Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-038138 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,879 Read SEC document |
| May 11, 2020 Filed May 12, 2020 20:00 UTC | UGI CORP /PA/ UGI · Entity 3628 | PurchaseUGI Common Stock | 8,000 | $30.45 | $243,595.20 |
DisclosureSEC source: 0001209191-20-028464 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 457,879 F1 · price: The shares of UGI Common Stock with respect to this transaction were purchased at prices ranging from $30.33 to $30.51. Upon request, UGI Corporation will provide to the Securities and Exchange Commission staff, or a shareholder of UGI Corporation, full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 13:12 UTC | UGI CORP /PA/ UGI · Entity 3628 | GiftUGI Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009884 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 449,879 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:52 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 42,180 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001122 · doc4.xml · derivative · entry 2 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,180 Underlying: UGI Common Stock · 42,180 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 21:52 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 340,670 | $0.00 Strike: $45.16 | $0.00 |
DisclosureSEC source: 0001209191-20-001122 · doc4.xml · derivative · entry 1 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,670 Underlying: UGI Common Stock · 340,670 shares Expires 2029-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2021. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 20:59 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 7,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-047331 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,879 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 18:27 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Disposition to issuerAPU Common Units | 12,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-022378 · doc4.xml · nonDerivative · entry 1 Walsh John L · CIK 0001321522 · Director · Chairman 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 |
| May 10, 2019 Filed May 14, 2019 20:52 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOptions (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $21.06 | $0.00 |
DisclosureSEC source: 0001209191-19-029684 · doc4.xml · derivative · entry 3 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: UGI Common Stock · 50,000 shares Expires 2020-12-31 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 |
| May 10, 2019 Filed May 14, 2019 20:52 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 50,000 | $54.19 | $2,709,290.00 |
DisclosureSEC source: 0001209191-19-029684 · doc4.xml · nonDerivative · entry 2 Walsh John L · CIK 0001321522 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,226 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $54.00 to $54.56. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.