Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERIGAS PARTNERS LPAPU · Entity 155337 | Controller & CAO | January 16, 2019 | January 18, 2019 |
| Arq, Inc.ARQ · Entity 2240 | Director | July 01, 2026 | July 06, 2026 |
| Ecovyst Inc.ECVT · Entity 4897 | See Remarks | August 24, 2026 | August 26, 2026 |
| QNB CORP.QNBC · Entity 6022 | Director | January 02, 2026 | January 06, 2026 |
| UGI CORP /PA/UGI · Entity 3628 | VP, CAO & Corporate Controller | May 28, 2021 | June 02, 2021 |
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.
AMERIGAS PARTNERS LP
Report date January 16, 2019 · Filed January 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| APU Common UnitsSEC Table I · non-derivative | Direct | 1,847 |
Ending reported balance
After 2019-01-16 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2019-01-16 · Exercise / conversion · Acquired 300 · Balance 1,749 Row 2 · 2019-01-16 · Tax withholding · Disposed 101 · Balance 1,648 F1: The units were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of an award made in 2016. Row 3 · 2019-01-16 · Exercise / conversion · Acquired 300 · Balance 1,948 Row 4 · 2019-01-16 · Tax withholding · Disposed 101 · Balance 1,847 F1: The units were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of an award made in 2016. |
| Performance UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2018-12-31 | Direct | 0 |
Reported balance
After 2019-01-16 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-01-16 · Exercise / conversion · Disposed 300 · Balance 0 F2: Effective January 1, 2016, the reporting person was granted Performance Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on Behalf of AmeriGas Partners, L.P. Each Performance Unit represents the right of the recipient to receive a Common Unit if specified performance goals and other conditions are met. F3: Effective May 9, 2016, the reporting person was granted Performance Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on Behalf of AmeriGas Partners, L.P. Each Performance Unit represents the right of the recipient to receive a Common Unit if specified performance goals and other conditions are met. |
| Performance UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2018-12-31 | Direct | 0 |
Reported balance
After 2019-01-16 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-01-16 · Exercise / conversion · Disposed 300 · Balance 0 F3: Effective May 9, 2016, the reporting person was granted Performance Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on Behalf of AmeriGas Partners, L.P. Each Performance Unit represents the right of the recipient to receive a Common Unit if specified performance goals and other conditions are met. |
Filing footnotes · ownership attribution and instrument terms
F1: The units were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of an award made in 2016.
F2: Effective January 1, 2016, the reporting person was granted Performance Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on Behalf of AmeriGas Partners, L.P. Each Performance Unit represents the right of the recipient to receive a Common Unit if specified performance goals and other conditions are met.
F3: Effective May 9, 2016, the reporting person was granted Performance Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on Behalf of AmeriGas Partners, L.P. Each Performance Unit represents the right of the recipient to receive a Common Unit if specified performance goals and other conditions are met.
Arq, Inc.
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,343 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 24,641 · Balance 76,343 F1: Represents restricted stock awards granted in exchange for the reporting owner's service as a non-employee director of the Issuer. The restricted stock awards shall vest on July 1, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock awards granted in exchange for the reporting owner's service as a non-employee director of the Issuer. The restricted stock awards shall vest on July 1, 2027.
Ecovyst Inc.
Report date August 24, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,353 |
Reported balance
After 2026-08-24 transaction · row 1
1 source rowRow 1 · 2026-08-24 · Grant · Acquired 43,353 · Balance 43,353 |
QNB CORP.
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,973 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Purchase · Acquired 274 · Balance 1,973 F1: Shares Issued under 2023 Non-Employee Director Compensation Plan |
Filing footnotes · ownership attribution and instrument terms
F1: Shares Issued under 2023 Non-Employee Director Compensation Plan
UGI CORP /PA/
Report date May 28, 2021 · Filed June 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UGI Common StockSEC Table I · non-derivative | Direct | 3,682 |
Ending reported balance
After 2021-05-28 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2021-05-28 · Exercise / conversion · Acquired 834 · Balance 4,516 Row 2 · 2021-05-28 · Exercise / conversion · Acquired 900 · Balance 5,416 Row 3 · 2021-05-28 · Exercise / conversion · Acquired 7,096 · Balance 12,512 Row 4 · 2021-05-28 · Sale · Disposed 8,830 · Balance 3,682 F1: The shares of common stock with respect to this transaction were sold at prices ranging from $45.62 to $45.77. 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. |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.76 · Expires 2025-12-31 | Direct | 0 |
Reported balance
After 2021-05-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-05-28 · Exercise / conversion · Disposed 834 · Balance 0 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.27 · Expires 2026-05-08 | Direct | 0 |
Reported balance
After 2021-05-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-05-28 · Exercise / conversion · Disposed 900 · Balance 0 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.16 · Expires 2029-12-31 | Direct | 14,194 |
Reported balance
After 2021-05-28 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-05-28 · Exercise / conversion · Disposed 7,096 · Balance 14,194 F2: The reporting person was granted 21,290 options on January 1, 2020. These options vest in three equal annual installments, with 7,096 options having vested on January 1, 2021. |
| UGI Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 428 |
Reported balance
Holding disclosure · report date 2021-05-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 428 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of common stock with respect to this transaction were sold at prices ranging from $45.62 to $45.77. 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 reporting person was granted 21,290 options on January 1, 2020. These options vest in three equal annual installments, with 7,096 options having vested on January 1, 2021.
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 |
|---|---|---|---|---|---|---|
| August 24, 2026 Filed Aug 26, 2026 20:15 UTC | Ecovyst Inc. ECVT · Entity 4897 | GrantCommon Stock | 43,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-368534 · ownership.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,353 Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 21:32 UTC | Arq, Inc. ARQ · Entity 2240 | GrantCommon Stock | 24,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001515156-26-000092 · wk-form4_1783373543.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,343 F1 · shares: Represents restricted stock awards granted in exchange for the reporting owner's service as a non-employee director of the Issuer. The restricted stock awards shall vest on July 1, 2027. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 20:29 UTC | QNB CORP. QNBC · Entity 6022 | PurchaseCommon Stock | 274 | $34.97 | $9,581.78 |
DisclosureSEC source: 0001672722-26-000001 · primary_doc.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,973 F1 · shares: Shares Issued under 2023 Non-Employee Director Compensation Plan Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 18:06 UTC | QNB CORP. QNBC · Entity 6022 | PurchaseCommon Stock | 285 | $33.69 | $9,601.65 |
DisclosureSEC source: 0001279918-25-000003 · primary_doc.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,699 F1 · shares: Shares Issued under 2023 Non-Employee Stock Compensation Plan Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 21:00 UTC | Arq, Inc. ARQ · Entity 2240 | GrantCommon Stock | 14,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001515156-25-000093 · wk-form4_1751576411.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,702 F1 · shares: Represents restricted stock awards granted in exchange for the reporting owner's service as a non-employee director of the Issuer. The restricted stock awards shall vest on July 1, 2026. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 17:46 UTC | QNB CORP. QNBC · Entity 6022 | PurchaseCommon Stock | 117 | $33.92 | $3,968.64 |
DisclosureSEC source: 0001953400-25-000002 · primary_doc.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,414 F1 · shares: Shares issued under 2023 Non-Employee Director Compensation Plan Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:11 UTC | QNB CORP. QNBC · Entity 6022 | PurchaseCommon Stock | 170 | $23.49 | $3,993.30 |
DisclosureSEC source: 0001953400-24-000018 · primary_doc.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,297 F1 · shares: Shares issued under 2023 Non-Employee Director Compensation Plan Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 21:34 UTC | Arq, Inc. ARQ · Entity 2240 | GrantCommon Stock | 12,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001515156-24-000120 · wk-form4_1720042480.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,150 Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 14:05 UTC | QNB CORP. QNBC · Entity 6022 | PurchaseCommon Stock | 153 | $25.99 | $3,976.47 |
DisclosureSEC source: 0001940909-24-000010 · primary_doc.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,127 F1 · shares: Shares issued under 2023 Non-Employee Director Compensation Plan Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 11:59 UTC | QNB CORP. QNBC · Entity 6022 | PurchaseCommon Stock | 174 | $22.96 | $3,995.04 |
DisclosureSEC source: 0001953400-23-000028 · primary_doc.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 974 F1 · shares: Shares issued under 2023 Non-Employee Director Compensation Plan Read SEC document |
| July 01, 2023 Filed Jul 6, 2023 23:08 UTC | Arq, Inc. ADES · Entity 2240 | GrantCommon Stock | 24,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001515156-23-000087 · wk-form4_1688684892.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,642 Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 20:09 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOptions (Right to Buy) · Derivative | 7,096 | $0.00 Strike: $45.16 | $0.00 |
DisclosureSEC source: 0001209191-21-037136 · doc4.xml · derivative · entry 8 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,194 Underlying: UGI Common Stock · 7,096 shares Expires 2029-12-31 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: The reporting person was granted 21,290 options on January 1, 2020. These options vest in three equal annual installments, with 7,096 options having vested on January 1, 2021. F2 · balance_after: The reporting person was granted 21,290 options on January 1, 2020. These options vest in three equal annual installments, with 7,096 options having vested on January 1, 2021. Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 20:09 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOptions (Right to Buy) · Derivative | 900 | $0.00 Strike: $41.27 | $0.00 |
DisclosureSEC source: 0001209191-21-037136 · doc4.xml · derivative · entry 7 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 900 shares Expires 2026-05-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 20:09 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOptions (Right to Buy) · Derivative | 834 | $0.00 Strike: $33.76 | $0.00 |
DisclosureSEC source: 0001209191-21-037136 · doc4.xml · derivative · entry 6 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 834 shares Expires 2025-12-31 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 28, 2021 Filed Jun 2, 2021 20:09 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 8,830 | $45.74 | $403,848.00 |
DisclosureSEC source: 0001209191-21-037136 · doc4.xml · nonDerivative · entry 4 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,682 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $45.62 to $45.77. 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 28, 2021 Filed Jun 2, 2021 20:09 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 7,096 | $45.16 | $320,455.36 |
DisclosureSEC source: 0001209191-21-037136 · doc4.xml · nonDerivative · entry 3 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,512 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 28, 2021 Filed Jun 2, 2021 20:09 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 900 | $41.27 | $37,143.00 |
DisclosureSEC source: 0001209191-21-037136 · doc4.xml · nonDerivative · entry 2 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,416 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 28, 2021 Filed Jun 2, 2021 20:09 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 834 | $33.76 | $28,155.84 |
DisclosureSEC source: 0001209191-21-037136 · doc4.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,516 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 21:22 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 1,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001055 · doc4.xml · derivative · entry 3 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,790 Underlying: UGI Common Stock · 1,790 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 21:22 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 2,930 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001055 · doc4.xml · derivative · entry 2 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,930 Underlying: UGI Common Stock · 2,930 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 21:22 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 11,040 | $0.00 Strike: $34.96 | $0.00 |
DisclosureSEC source: 0001209191-21-001055 · doc4.xml · derivative · entry 1 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,040 Underlying: UGI Common Stock · 11,040 shares Expires 2030-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2022. Read SEC document |
| November 20, 2020 Filed Nov 24, 2020 21:17 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060197 · doc4.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,682 F1 · shares: Effective November 20, 2020, the reporting person was granted common stock pursuant to the UGI Corporation Executive Annual Bonus Plan. Read SEC document |
| August 21, 2020 Filed Aug 21, 2020 18:07 UTC | QNB CORP. QNBC · Entity 6022 | PurchaseCommon Stock | 50 | $28.25 | $1,412.50 |
DisclosureSEC source: 0001384860-20-000017 · primary_doc.xml · nonDerivative · entry 2 Bergman Laurie · CIK 0001672722 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Read SEC document |
| August 21, 2020 Filed Aug 21, 2020 18:07 UTC | QNB CORP. QNBC · Entity 6022 | PurchaseCommon Stock | 750 | $28.50 | $21,375.00 |
DisclosureSEC source: 0001384860-20-000017 · primary_doc.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Read SEC document |
| August 21, 2020 Filed Aug 25, 2020 12:35 UTC | UGI CORP /PA/ UGI · Entity 3628 | PurchaseUGI Common Stock | 598 | $33.38 | $19,960.52 |
DisclosureSEC source: 0001209191-20-048183 · doc4.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,401 F1 · price: The shares of common stock with respect to this transaction were purchased at prices ranging from $33.3750 to $33.3865. 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 purchased at each separate price. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:44 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 2,640 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001088 · doc4.xml · derivative · entry 2 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,640 Underlying: UGI Common Stock · 2,640 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 21:44 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 21,290 | $0.00 Strike: $45.16 | $0.00 |
DisclosureSEC source: 0001209191-20-001088 · doc4.xml · derivative · entry 1 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,290 Underlying: UGI Common Stock · 21,290 shares Expires 2029-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2021. Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 21:34 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-057942 · doc4.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,803 F1 · shares: Effective November 21, 2019, the reporting person was granted common stock pursuant to the UGI Corporation Executive Annual Bonus Plan. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 20:56 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantRestricted Stock Unit · Derivative | 2,806 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-047328 · doc4.xml · derivative · entry 2 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,806 Underlying: UGI Common Stock · 2,806 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one UGI share and will be settled in cash. F1 · price: Under the Agreement and Plan of Merger dated as of 4/1/19 ("Merger Agreement") by and among UGI, AmeriGas Partners, L.P. ("APU") and the other parties thereto, on 8/21/19 (the "Effective Time"), each APU common unit ("AmeriGas Units") was automatically converted into the right to receive, at the election of each holder, but subject to any applicable withholding tax and the proration under the Merger Agreement, one of the following forms of consideration: (i) 0.6378 ("Multiplier") shares of UGI common stock; (ii) $7.63 in cash, without interest and 0.500 UGI Shares; or (iii) $35.325 in cash, without interest. In addition, APU performance units and restricted units issued to the reporting person under the AmeriGas Propane, Inc. long-term incentive plan was, at the Effective Time, cancelled and converted into a number of UGI restricted stock units as set forth in greater detail in the Merger Agreement. F3 · derivative.exercise_date: The units will vest over a period of up to three years following the date hereof and have no expiration date. F3 · derivative.expiration_date: The units will vest over a period of up to three years following the date hereof and have no expiration date. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 20:56 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 1,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-047328 · doc4.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,553 F1 · balance_after: Under the Agreement and Plan of Merger dated as of 4/1/19 ("Merger Agreement") by and among UGI, AmeriGas Partners, L.P. ("APU") and the other parties thereto, on 8/21/19 (the "Effective Time"), each APU common unit ("AmeriGas Units") was automatically converted into the right to receive, at the election of each holder, but subject to any applicable withholding tax and the proration under the Merger Agreement, one of the following forms of consideration: (i) 0.6378 ("Multiplier") shares of UGI common stock; (ii) $7.63 in cash, without interest and 0.500 UGI Shares; or (iii) $35.325 in cash, without interest. In addition, APU performance units and restricted units issued to the reporting person under the AmeriGas Propane, Inc. long-term incentive plan was, at the Effective Time, cancelled and converted into a number of UGI restricted stock units as set forth in greater detail in the Merger Agreement. Read SEC document |
| August 21, 2019 Filed Oct 7, 2019 20:43 UTC Amendment | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 932 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-052687 · doc4a.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,563 F1 · balance_after: The reporting person is amending the Form 4 originally filed on August 23, 2019 to correct the number of shares of UGI Common Stock acquired by the reporting person in connection with the exchange of AmeriGas Common Units pursuant to the terms of the Agreement and Plan of Merger dated as of April 1, 2019 by and among UGI Corporation, AmeriGas Partners, L.P. and the other parties thereto. F2 · balance_after: Includes 1,490 shares previously owned indirectly through UGI Corporation's 401(k) plan. F3 · balance_after: Includes 141 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 21:36 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 2,110 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009651 · doc4.xml · derivative · entry 2 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,110 Underlying: UGI Common Stock · 2,110 shares Expires 2021-12-31 F2 · derivative.exercise_date: Effective February 11, 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 |
| February 11, 2019 Filed Feb 13, 2019 21:36 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 13,380 | $0.00 Strike: $52.75 | $0.00 |
DisclosureSEC source: 0001209191-19-009651 · doc4.xml · derivative · entry 1 Bergman Laurie · CIK 0001672722 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,380 Underlying: UGI Common Stock · 13,380 shares Expires 2029-02-10 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning February 11, 2020. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 13:07 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Exercise / conversionPerformance Units · Derivative | 300 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004479 · doc4.xml · derivative · entry 6 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: APU Common Units · 300 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. F3 · derivative.exercise_date: Effective May 9, 2016, the reporting person was granted Performance Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on Behalf of AmeriGas Partners, L.P. Each Performance Unit represents the right of the recipient to receive a Common Unit if specified performance goals and other conditions are met. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 13:07 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Exercise / conversionPerformance Units · Derivative | 300 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004479 · doc4.xml · derivative · entry 5 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: APU Common Units · 300 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 AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on Behalf of AmeriGas Partners, L.P. Each Performance Unit represents the right of the recipient to receive a Common Unit if specified performance goals and other conditions are met. F3 · derivative.exercise_date: Effective May 9, 2016, the reporting person was granted Performance Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on Behalf of AmeriGas Partners, L.P. Each Performance Unit represents the right of the recipient to receive a Common Unit if specified performance goals and other conditions are met. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 13:07 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Tax withholdingAPU Common Units | 101 | $25.30 | $2,555.30 |
DisclosureSEC source: 0001209191-19-004479 · doc4.xml · nonDerivative · entry 4 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,847 F1 · kind: The units were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of an award made in 2016. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 13:07 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Exercise / conversionAPU Common Units | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004479 · doc4.xml · nonDerivative · entry 3 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,948 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 16, 2019 Filed Jan 18, 2019 13:07 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Tax withholdingAPU Common Units | 101 | $25.30 | $2,555.30 |
DisclosureSEC source: 0001209191-19-004479 · doc4.xml · nonDerivative · entry 2 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,648 F1 · kind: The units were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of an award made in 2016. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 13:07 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Exercise / conversionAPU Common Units | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004479 · doc4.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,749 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 01, 2018 Filed May 3, 2018 16:51 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | GrantPhantom Units · Derivative | 1,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-027677 · doc4.xml · derivative · entry 1 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100 Underlying: APU Common Units · 1,100 shares Expires 2020-09-30 F1 · derivative.exercise_date: Effective May 1, 2018, the reporting person was granted Phantom Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on Behalf of AmeriGas Partners, L.P. Each Phantom Unit represents the right of the reporting person to receive a common unit on September 30, 2020, subject to the reporting person's continued employment by AmeriGas Propane, Inc., or an affiliate of AmeriGas Propane, Inc., and determination of satisfactory performance. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 17:34 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Exercise / conversionPerformance Units · Derivative | 250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004619 · doc4.xml · derivative · entry 3 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: APU Common Units · 250 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 21, 2015, the reporting person was granted Performance Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on Behalf of AmeriGas Partners, L.P. Each Performance Unit represents the right of the recipient to receive a Common Unit if specified performance goals and other conditions are met. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 17:34 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Tax withholdingAPU Common Units | 84 | $46.23 | $3,883.32 |
DisclosureSEC source: 0001209191-18-004619 · doc4.xml · nonDerivative · entry 2 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,449 F1 · kind: The units were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of an award made in 2015. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 17:34 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Exercise / conversionAPU Common Units | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004619 · doc4.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,533 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 16:51 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | GrantPerformance Units · Derivative | 1,700 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-000976 · doc4.xml · derivative · entry 1 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700 Underlying: APU Common Units · 1,700 shares Expires 2020-12-31 F1 · derivative.exercise_date: Effective January 1, 2018, the reporting person was granted performance units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on Behalf of AmeriGas Partners, L.P. Each performance unit represents the right of the recipient to receive a common unit if specified performance goals and other conditions are met. Read SEC document |
| November 24, 2017 Filed Nov 28, 2017 16:57 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | GrantAPU Common Units | 59 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062711 · doc4.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,283 F1 · shares: Effective November 24, 2017, the reporting person was granted restricted common units under the AmeriGas Propane, Inc. Long-Term Incentive Plan on Behalf of AmeriGas Partners, L.P. Read SEC document |
| January 10, 2017 Filed Jan 12, 2017 16:45 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | GrantAPU Common Units | 264 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003509 · doc4.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,224 F1 · shares: Effective January 10, 2017, the reporting person was granted common units pursuant to a Non-Compete Agreement. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 17:10 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | GrantPerformance Units · Derivative | 1,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000356 · doc4.xml · derivative · entry 1 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 Underlying: APU Common Units · 1,600 shares Expires 2019-12-31 F1 · derivative.exercise_date: Effective January 1, 2017, the reporting person was granted performance units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on Behalf of AmeriGas Partners, L.P. Each performance unit represents the right of the recipient to receive a common unit if specified performance goals and other conditions are met. Read SEC document |
| September 30, 2016 Filed Oct 5, 2016 16:48 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Exercise / conversionPhantom Units · Derivative | 400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-145024 · doc4.xml · derivative · entry 3 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: APU Common Units · 400 shares Expires 2016-09-30 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: Each Phantom Unit represents the right of the reporting person to receive an APU Common Unit after three years, subject to continued employment. Read SEC document |
| September 30, 2016 Filed Oct 5, 2016 16:48 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Tax withholdingAPU Common Units | 122 | $45.66 | $5,570.52 |
DisclosureSEC source: 0001209191-16-145024 · doc4.xml · nonDerivative · entry 2 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 960 F1 · kind: The units were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of an award made in 2013. Read SEC document |
| September 30, 2016 Filed Oct 5, 2016 16:48 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Exercise / conversionAPU Common Units | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-145024 · doc4.xml · nonDerivative · entry 1 Bergman Laurie · CIK 0001672722 · Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,082 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.