person · Reporting owner
Ortiz-Landazabal Marie-Dominique
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UGI CORP /PA/UGI · Entity 3628 | Chief Accounting Officer | January 17, 2018 | January 19, 2018 |
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 17, 2018 · Filed January 19, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UGI Common StockSEC Table I · non-derivative | Direct | 8,260 |
Ending reported balance
After 2018-01-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-01-17 · Exercise / conversion · Acquired 1,168 · Balance 8,642 Row 2 · 2018-01-17 · Tax withholding · Disposed 382 · Balance 8,260 F1: 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. |
| Performance UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2017-12-31 | Direct | 0 |
Reported balance
After 2018-01-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-01-17 · Exercise / conversion · Disposed 1,625 · Balance 0 F2: 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. |
| UGI Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 2,935 |
Reported balance
Holding disclosure · report date 2018-01-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,935 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
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 17, 2018 Filed Jan 19, 2018 22:39 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionPerformance Units · Derivative | 1,625 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004631 · doc4.xml · derivative · entry 4 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 1,625 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 22:39 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 382 | $46.95 | $17,934.90 |
DisclosureSEC source: 0001209191-18-004631 · doc4.xml · nonDerivative · entry 2 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,260 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 22:39 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 1,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004631 · doc4.xml · nonDerivative · entry 1 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,642 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 22:03 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 2,400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001032 · doc4.xml · derivative · entry 2 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 Underlying: UGI Common Stock · 2,400 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 22:03 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 17,000 | $0.00 Strike: $46.95 | $0.00 |
DisclosureSEC source: 0001209191-18-001032 · doc4.xml · derivative · entry 1 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,000 Underlying: UGI Common Stock · 17,000 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 21:40 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionPerformance Units · Derivative | 2,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004889 · doc4.xml · derivative · entry 4 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 2,100 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 21:40 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 697 | $46.08 | $32,117.76 |
DisclosureSEC source: 0001209191-17-004889 · doc4.xml · nonDerivative · entry 2 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,474 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 21:40 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004889 · doc4.xml · nonDerivative · entry 1 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,171 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 Aug 23, 2017 22:05 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units) · Derivative | 2,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-049995 · doc4.xml · derivative · entry 2 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,600 Underlying: UGI Common Stock · 2,600 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 Aug 23, 2017 22:05 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 18,000 | $0.00 Strike: $46.08 | $0.00 |
DisclosureSEC source: 0001209191-17-049995 · doc4.xml · derivative · entry 1 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 Underlying: UGI Common Stock · 18,000 shares Expires 2026-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2018. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 20:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOptions (Right to Buy) · Derivative | 3,900 | $0.00 Strike: $37.98 | $0.00 |
DisclosureSEC source: 0001209191-16-142479 · doc4.xml · derivative · entry 12 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,800 Underlying: UGI Common Stock · 3,900 shares Expires 2024-12-31 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 20, 2016 Filed Sep 22, 2016 20:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOptions (Right to Buy) · Derivative | 8,800 | $0.00 Strike: $27.64 | $0.00 |
DisclosureSEC source: 0001209191-16-142479 · doc4.xml · derivative · entry 11 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: UGI Common Stock · 8,800 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 20, 2016 Filed Sep 22, 2016 20:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOptions (Right to Buy) · Derivative | 1,200 | $0.00 Strike: $27.64 | $0.00 |
DisclosureSEC source: 0001209191-16-142479 · doc4.xml · derivative · entry 10 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,800 Underlying: UGI Common Stock · 1,200 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 20, 2016 Filed Sep 22, 2016 20:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOptions (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $21.81 | $0.00 |
DisclosureSEC source: 0001209191-16-142479 · doc4.xml · derivative · entry 9 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 5,000 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 |
| September 20, 2016 Filed Sep 22, 2016 20:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 12,700 | $46.35 | $588,700.88 |
DisclosureSEC source: 0001209191-16-142479 · doc4.xml · nonDerivative · entry 7 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,071 F3 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $46.33 to $46.40. 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. F1 · balance_after: Includes 320 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 20:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 3,900 | $37.98 | $148,122.00 |
DisclosureSEC source: 0001209191-16-142479 · doc4.xml · nonDerivative · entry 6 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,771 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. F1 · balance_after: Includes 320 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 20:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 8,800 | $27.64 | $243,232.00 |
DisclosureSEC source: 0001209191-16-142479 · doc4.xml · nonDerivative · entry 5 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,871 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. F1 · balance_after: Includes 320 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 20:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 866 | $46.16 | $39,974.56 |
DisclosureSEC source: 0001209191-16-142479 · doc4.xml · nonDerivative · entry 4 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,071 F2 · kind: The shares were withheld by the issuer to satisfy the officer's exercise price and income tax liability associated with the transaction. F1 · balance_after: Includes 320 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 20:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 1,200 | $27.64 | $33,168.00 |
DisclosureSEC source: 0001209191-16-142479 · doc4.xml · nonDerivative · entry 3 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,937 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. F1 · balance_after: Includes 320 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 20:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 3,166 | $46.16 | $146,142.56 |
DisclosureSEC source: 0001209191-16-142479 · doc4.xml · nonDerivative · entry 2 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,737 F2 · kind: The shares were withheld by the issuer to satisfy the officer's exercise price and income tax liability associated with the transaction. F1 · balance_after: Includes 320 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 20:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 5,000 | $21.81 | $109,050.00 |
DisclosureSEC source: 0001209191-16-142479 · doc4.xml · nonDerivative · entry 1 Ortiz-Landazabal Marie-Dominique · CIK 0001660238 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,903 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. F1 · balance_after: Includes 320 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.