Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACK HILLS CORP /SD/BKH · Entity 3847 | Director | May 01, 2026 | May 04, 2026 |
| Capstone Energy Plus, Inc.CEPL · Entity 2475 | Director | September 01, 2026 | September 03, 2026 |
| UGI CORP /PA/UGI · Entity 3628 | Chief Operations Officer | December 31, 2023 | January 03, 2024 |
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.
BLACK HILLS CORP /SD/
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,237.1172 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 1,921 · Balance 4,237.1172 F1: Non-employee Director Restricted Stock Unit Grant |
Filing footnotes · ownership attribution and instrument terms
F1: Non-employee Director Restricted Stock Unit Grant
Capstone Energy Plus, Inc.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | Direct | 22,006 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 5,357 · Balance 22,006 |
UGI CORP /PA/
Report date December 31, 2023 · Filed January 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UGI Common StockSEC Table I · non-derivative | Direct | 46,843 |
Ending reported balance
After 2023-12-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-12-31 · Exercise / conversion · Acquired 6,610 · Balance 49,023 Row 2 · 2023-12-31 · Tax withholding · Disposed 2,180 · Balance 46,843 F1: The shares were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of an award made in 2021. |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.60 · Expires 2033-12-31 | Direct | 64,190 |
Reported balance
After 2024-01-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-01-01 · Grant · Acquired 64,190 · Balance 64,190 F2: These options vest in three equal annual installments beginning January 1, 2025. |
| Performance UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-09-30 | Direct | 16,470 |
Reported balance
After 2024-01-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-01-01 · Grant · Acquired 16,470 · Balance 16,470 F3: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met. |
| Performance UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-12-31 | Direct | 13,390 |
Reported balance
After 2024-01-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-01-01 · Grant · Acquired 13,390 · Balance 13,390 F3: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,980 |
Reported balance
After 2024-01-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-01-01 · Grant · Acquired 10,980 · Balance 10,980 F4: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment. |
| UGI Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 8,772 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,772 |
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 an award made in 2021.
F2: These options vest in three equal annual installments beginning January 1, 2025.
F3: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met.
F4: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 23:25 UTC | Capstone Energy Plus, Inc. CEPL · Entity 2475 | GrantVoting Common Stock | 5,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001009759-26-000005 · primary_doc.xml · nonDerivative · entry 1 Beard Robert F. · CIK 0001529123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,006 Read SEC document |
| May 01, 2026 Filed May 4, 2026 20:21 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantCommon Stock | 1,921 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001130464-26-000056 · primary_01.xml · nonDerivative · entry 1 Beard Robert F. · CIK 0001529123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,237.1172 F1 · price: Non-employee Director Restricted Stock Unit Grant Read SEC document |
| November 25, 2025 Filed Nov 25, 2025 22:53 UTC | Capstone Energy Plus, Inc. CGEH · Entity 2475 | PurchaseVoting Common Stock | 12,500 | $2.00 | $25,000.00 |
DisclosureSEC source: 0001009759-25-000061 · primary_doc.xml · nonDerivative · entry 1 Beard Robert F. · CIK 0001529123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,649 F1 · shares: Represents shares of voting common stock purchased in the Issuer private offering. F2 · balance_after: Includes 4,149 shares of voting common stock underlying restricted stock units that fully vest one year from the date of grant, subject to continued service with the Issuer. Read SEC document |
| August 12, 2025 Filed Aug 12, 2025 23:59 UTC | Capstone Energy Plus, Inc. CGEH · Entity 2475 | GrantVoting Common Stock | 4,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001009759-25-000032 · primary_doc.xml · nonDerivative · entry 1 Beard Robert F. · CIK 0001529123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,149 F1 · shares: Represents shares of voting common stock underlying restricted stock units that fully vest one year from the date of grant, subject to continued service with the Issuer. Read SEC document |
| June 01, 2025 Filed Feb 6, 2026 21:49 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | OtherCommon Stock | 72.7342 | $0.00 | $0.00 |
DisclosureSEC source: 0001130464-26-000019 · primary_01.xml · nonDerivative · entry 1 Beard Robert F. · CIK 0001529123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,294.7342 Read SEC document |
| May 01, 2025 Filed May 2, 2025 22:12 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantCommon Stock | 2,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-25-000573 · primary_01.xml · nonDerivative · entry 1 Beard Robert F. · CIK 0001529123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,222 F1 · price: Non-employee Director Restricted Stock Unit Grant Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 22:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 10,980 | $0.00 | $0.00 |
DisclosureSEC source: 0000884614-24-000003 · wk-form4_1704320892.xml · derivative · entry 7 Beard Robert F. · CIK 0001529123 · Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,980 Underlying: UGI Common Stock · 10,980 shares Expires not disclosed F4 · derivative.exercise_price: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment. F4 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment. F4 · derivative.expiration_date: Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 22:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 13,390 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000884614-24-000003 · wk-form4_1704320892.xml · derivative · entry 6 Beard Robert F. · CIK 0001529123 · Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,390 Underlying: UGI Common Stock · 13,390 shares Expires 2026-12-31 F3 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 22:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 16,470 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000884614-24-000003 · wk-form4_1704320892.xml · derivative · entry 5 Beard Robert F. · CIK 0001529123 · Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,470 Underlying: UGI Common Stock · 16,470 shares Expires 2026-09-30 F3 · derivative.exercise_date: Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 22:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 64,190 | $0.00 Strike: $24.60 | $0.00 |
DisclosureSEC source: 0000884614-24-000003 · wk-form4_1704320892.xml · derivative · entry 4 Beard Robert F. · CIK 0001529123 · Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,190 Underlying: UGI Common Stock · 64,190 shares Expires 2033-12-31 F2 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2025. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 2,180 | $24.60 | $53,628.00 |
DisclosureSEC source: 0000884614-24-000003 · wk-form4_1704320892.xml · nonDerivative · entry 2 Beard Robert F. · CIK 0001529123 · Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,843 F1 · kind: The shares were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of an award made in 2021. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 6,610 | $0.00 | $0.00 |
DisclosureSEC source: 0000884614-24-000003 · wk-form4_1704320892.xml · nonDerivative · entry 1 Beard Robert F. · CIK 0001529123 · Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,023 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 12, 2023 Filed Jan 17, 2023 22:33 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 9,770 | $0.00 | $0.00 |
DisclosureSEC source: 0000884614-23-000002 · wf-form4_167399479873857.xml · derivative · entry 4 Beard Robert F. · CIK 0001529123 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,770 Underlying: UGI Common Stock · 9,770 shares Expires not disclosed F3 · derivative.exercise_price: Effective January 12, 2023, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment. F3 · derivative.exercise_date: Effective January 12, 2023, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment. F3 · derivative.expiration_date: Effective January 12, 2023, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment. Read SEC document |
| January 12, 2023 Filed Jan 17, 2023 22:33 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 10,540 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000884614-23-000002 · wf-form4_167399479873857.xml · derivative · entry 3 Beard Robert F. · CIK 0001529123 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,540 Underlying: UGI Common Stock · 10,540 shares Expires 2025-12-31 F2 · derivative.exercise_date: Effective January 12, 2023, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met. Read SEC document |
| January 12, 2023 Filed Jan 17, 2023 22:33 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 14,660 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000884614-23-000002 · wf-form4_167399479873857.xml · derivative · entry 2 Beard Robert F. · CIK 0001529123 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,660 Underlying: UGI Common Stock · 14,660 shares Expires 2025-09-30 F2 · derivative.exercise_date: Effective January 12, 2023, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met. Read SEC document |
| January 12, 2023 Filed Jan 17, 2023 22:33 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 42,850 | $0.00 Strike: $41.45 | $0.00 |
DisclosureSEC source: 0000884614-23-000002 · wf-form4_167399479873857.xml · derivative · entry 1 Beard Robert F. · CIK 0001529123 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,850 Underlying: UGI Common Stock · 42,850 shares Expires 2033-01-11 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 12, 2024. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 21:52 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 5,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000916 · doc4.xml · derivative · entry 3 Beard Robert F. · CIK 0001529123 · EVP, Natural Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,720 Underlying: UGI Common Stock · 5,720 shares Expires not disclosed F3 · derivative.exercise_price: Effective January 1, 2022, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment. F3 · derivative.exercise_date: Effective January 1, 2022, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment. F3 · derivative.expiration_date: Effective January 1, 2022, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 21:52 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 8,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000916 · doc4.xml · derivative · entry 2 Beard Robert F. · CIK 0001529123 · EVP, Natural Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,800 Underlying: UGI Common Stock · 8,800 shares Expires 2024-12-31 F2 · derivative.exercise_date: Effective January 1, 2022, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 21:52 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 29,780 | $0.00 Strike: $45.91 | $0.00 |
DisclosureSEC source: 0001209191-22-000916 · doc4.xml · derivative · entry 1 Beard Robert F. · CIK 0001529123 · EVP, Natural Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,780 Underlying: UGI Common Stock · 29,780 shares Expires 2031-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2023. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 21:20 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 6,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001041 · doc4.xml · derivative · entry 3 Beard Robert F. · CIK 0001529123 · EVP, Natural Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,610 Underlying: UGI Common Stock · 6,610 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 21:20 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 10,840 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001041 · doc4.xml · derivative · entry 2 Beard Robert F. · CIK 0001529123 · EVP, Natural Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,840 Underlying: UGI Common Stock · 10,840 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 21:20 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 40,830 | $0.00 Strike: $34.96 | $0.00 |
DisclosureSEC source: 0001209191-21-001041 · doc4.xml · derivative · entry 1 Beard Robert F. · CIK 0001529123 · EVP, Natural Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,830 Underlying: UGI Common Stock · 40,830 shares Expires 2030-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2022. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:43 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 9,070 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001082 · doc4.xml · derivative · entry 2 Beard Robert F. · CIK 0001529123 · EVP, Natural Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,070 Underlying: UGI Common Stock · 9,070 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 21:43 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 73,240 | $0.00 Strike: $45.16 | $0.00 |
DisclosureSEC source: 0001209191-20-001082 · doc4.xml · derivative · entry 1 Beard Robert F. · CIK 0001529123 · EVP, Natural Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,240 Underlying: UGI Common Stock · 73,240 shares Expires 2029-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2021. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 18:21 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionPerformance Units · Derivative | 5,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004491 · doc4.xml · derivative · entry 4 Beard Robert F. · CIK 0001529123 · EVP, Natural Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 5,000 shares Expires 2018-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Effective January 1, 2016, the reporting person was granted Performance Units under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each Performance Unit represents the right of the recipient to receive a share of Common Stock or an amount based on the value of a share of Common Stock if specified performance goals and other conditions are met. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 18:21 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 1,506 | $53.35 | $80,345.10 |
DisclosureSEC source: 0001209191-19-004491 · doc4.xml · nonDerivative · entry 2 Beard Robert F. · CIK 0001529123 · EVP, Natural Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,413 F1 · kind: The shares were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of awards made in 2016. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 18:21 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004491 · doc4.xml · nonDerivative · entry 1 Beard Robert F. · CIK 0001529123 · EVP, Natural Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,919 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:39 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 6,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001017 · doc4.xml · derivative · entry 2 Beard Robert F. · CIK 0001529123 · EVP, Natural Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,600 Underlying: UGI Common Stock · 6,600 shares Expires 2021-12-31 F2 · derivative.exercise_date: Effective January 1, 2019, the reporting person was granted performance units under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:39 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 41,410 | $0.00 Strike: $53.35 | $0.00 |
DisclosureSEC source: 0001209191-19-001017 · doc4.xml · derivative · entry 1 Beard Robert F. · CIK 0001529123 · EVP, Natural Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,410 Underlying: UGI Common Stock · 41,410 shares Expires 2028-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2020. Read SEC document |
| May 30, 2018 Filed Jun 1, 2018 20:54 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 45,000 | $0.00 Strike: $27.64 | $0.00 |
DisclosureSEC source: 0001209191-18-034742 · doc4.xml · derivative · entry 4 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 45,000 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 30, 2018 Filed Jun 1, 2018 20:54 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 45,000 | $51.25 | $2,306,398.50 |
DisclosureSEC source: 0001209191-18-034742 · doc4.xml · nonDerivative · entry 2 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,919 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $51.05 to $51.46. 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 30, 2018 Filed Jun 1, 2018 20:54 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 45,000 | $27.64 | $1,243,800.00 |
DisclosureSEC source: 0001209191-18-034742 · doc4.xml · nonDerivative · entry 1 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,919 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 17, 2018 Filed Jan 19, 2018 22:40 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionPerformance Units · Derivative | 4,325 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004632 · doc4.xml · derivative · entry 4 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 4,325 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 22:40 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 1,017 | $46.95 | $47,748.15 |
DisclosureSEC source: 0001209191-18-004632 · doc4.xml · nonDerivative · entry 2 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,919 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 22:40 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 3,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004632 · doc4.xml · nonDerivative · entry 1 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,936 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 21:57 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 3,900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001007 · doc4.xml · derivative · entry 2 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,900 Underlying: UGI Common Stock · 3,900 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 21:57 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 33,000 | $0.00 Strike: $46.95 | $0.00 |
DisclosureSEC source: 0001209191-18-001007 · doc4.xml · derivative · entry 1 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,000 Underlying: UGI Common Stock · 33,000 shares Expires 2027-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2019. Read SEC document |
| May 25, 2017 Filed May 26, 2017 19:08 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $21.81 | $0.00 |
DisclosureSEC source: 0001209191-17-035780 · doc4.xml · derivative · entry 4 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 30,000 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 |
| May 25, 2017 Filed May 26, 2017 19:08 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 30,000 | $50.75 | $1,522,563.00 |
DisclosureSEC source: 0001209191-17-035780 · doc4.xml · nonDerivative · entry 2 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,827 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $50.62 to $51.04. 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 25, 2017 Filed May 26, 2017 19:08 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 30,000 | $21.81 | $654,300.00 |
DisclosureSEC source: 0001209191-17-035780 · doc4.xml · nonDerivative · entry 1 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,827 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 |
| March 15, 2017 Filed Mar 16, 2017 20:46 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 19,500 | $0.00 Strike: $21.81 | $0.00 |
DisclosureSEC source: 0001209191-17-021112 · doc4.xml · derivative · entry 4 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: UGI Common Stock · 19,500 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. F2 · derivative.exercise_date: These options were granted effective January 1, 2013 and were fully vested on January 1, 2016. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 20:46 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 19,500 | $48.52 | $946,233.60 |
DisclosureSEC source: 0001209191-17-021112 · doc4.xml · nonDerivative · entry 2 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,827 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $48.35 to $48.93. Upon request, UGI Corporation will provide to the Securities and Exchange Commission staff, or a security holder of UGI Corporation, full information regarding the number of shares of common stock sold at each separate price. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 20:46 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 19,500 | $21.81 | $425,295.00 |
DisclosureSEC source: 0001209191-17-021112 · doc4.xml · nonDerivative · entry 1 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,327 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 18, 2017 Filed Jan 20, 2017 21:35 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionPerformance Units · Derivative | 6,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004877 · doc4.xml · derivative · entry 4 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 6,000 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 21:35 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 1,983 | $46.08 | $91,376.64 |
DisclosureSEC source: 0001209191-17-004877 · doc4.xml · nonDerivative · entry 2 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,827 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 21:35 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004877 · doc4.xml · nonDerivative · entry 1 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,810 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 22:17 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 4,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000369 · doc4.xml · derivative · entry 2 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: UGI Common stock · 4,000 shares Expires 2019-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2018. F2 · derivative.exercise_date: Effective January 1, 2017, the reporting person was granted performance units under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 22:17 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 33,000 | $0.00 Strike: $46.08 | $0.00 |
DisclosureSEC source: 0001209191-17-000369 · doc4.xml · derivative · entry 1 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,000 Underlying: UGI Common Stock · 33,000 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 08, 2016 Filed Sep 9, 2016 20:55 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 18,000 | $0.00 Strike: $21.06 | $0.00 |
DisclosureSEC source: 0001209191-16-140784 · doc4.xml · derivative · entry 4 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 18,000 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 08, 2016 Filed Sep 9, 2016 20:55 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 18,000 | $47.19 | $849,353.40 |
DisclosureSEC source: 0001209191-16-140784 · doc4.xml · nonDerivative · entry 2 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,810 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $47.06 to $47.35. 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.