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 08, 2016 Filed Sep 9, 2016 20:55 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 18,000 | $21.06 | $379,080.00 |
DisclosureSEC source: 0001209191-16-140784 · doc4.xml · nonDerivative · entry 1 Beard Robert F. · CIK 0001529123 · President & CEO of subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,810 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.