Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Executive Vice President & CFO | February 20, 2023 | March 23, 2023 |
| H2O AMERICAHTO · Entity 4308 | CFO and Treasurer | July 01, 2026 | July 06, 2026 |
| UGI CORP /PA/UGI · Entity 3628 | VP, CAO & Corporate Controller | January 16, 2019 | January 18, 2019 |
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.
AMERICAN ELECTRIC POWER CO INC
Report date February 20, 2023 · Filed March 23, 2023 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 5,735 |
Reported balance
After 2023-02-20 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2023-02-20 · Grant · Acquired 4,599 · Balance 5,735 F1: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on February 21, 2024, February 21, 2025 and February 21, 2026. |
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 5,621 |
Reported balance
After 2023-02-21 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2023-02-21 · Tax withholding · Disposed 114 · Balance 5,621 F2: A portion of the reporting person's restricted stock units (378, incorrectly listed on prior report as 896) granted on November 30, 2022 vested on February 21, 2023. Upon vesting, 114 (incorrectly listed on prior report as 269) restricted stock units were withheld to satisfy the reporting person's tax liability. F3: Amount incorrectly listed on prior report as 7,171. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on February 21, 2024, February 21, 2025 and February 21, 2026.
F2: A portion of the reporting person's restricted stock units (378, incorrectly listed on prior report as 896) granted on November 30, 2022 vested on February 21, 2023. Upon vesting, 114 (incorrectly listed on prior report as 269) restricted stock units were withheld to satisfy the reporting person's tax liability.
F3: Amount incorrectly listed on prior report as 7,171.
H2O AMERICA
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 | 9,976 |
Reported balance
After 2026-07-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-01 · Tax withholding · Disposed 88 · Balance 9,976 F1: Represents 88 shares of the issuer's common stock (Common Stock) withheld in satisfaction of applicable withholding taxes upon the vesting of certain shares of Common Stock that became issuable on July 1, 2026 pursuant to the terms of the Restricted Stock Unit Issuance Agreement between the reporting person and the issuer dated July 1, 2025. The shares underlying such restricted stock units (RSUs) were previously reported as Table I securities at the time the RSUs were granted. Accordingly, the issuance of such shares is not a reportable transaction on this Form 4. F2: Represents 2,176 shares of Common Stock and 7,800 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 88 shares of the issuer's common stock (Common Stock) withheld in satisfaction of applicable withholding taxes upon the vesting of certain shares of Common Stock that became issuable on July 1, 2026 pursuant to the terms of the Restricted Stock Unit Issuance Agreement between the reporting person and the issuer dated July 1, 2025. The shares underlying such restricted stock units (RSUs) were previously reported as Table I securities at the time the RSUs were granted. Accordingly, the issuance of such shares is not a reportable transaction on this Form 4.
F2: Represents 2,176 shares of Common Stock and 7,800 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.
UGI CORP /PA/
Report date January 16, 2019 · Filed January 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UGI Common StockSEC Table I · non-derivative | Direct | 3,910 |
Ending reported balance
After 2019-01-16 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2019-01-16 · Exercise / conversion · Acquired 1,050 · Balance 4,176 Row 2 · 2019-01-16 · Tax withholding · Disposed 340 · Balance 3,836 F1: The shares were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of awards made in 2016. Row 3 · 2019-01-16 · Exercise / conversion · Acquired 110 · Balance 3,946 Row 4 · 2019-01-16 · Tax withholding · Disposed 36 · Balance 3,910 F1: The shares were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of awards made in 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 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-01-16 · Exercise / conversion · Disposed 1,050 · Balance 0 F2: 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. |
| 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 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-01-16 · Exercise / conversion · Disposed 110 · Balance 0 F3: Effective May 9, 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. |
| UGI Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 1,729 |
Reported balance
Holding disclosure · report date 2019-01-16 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,729 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of awards made in 2016.
F2: 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.
F3: Effective May 9, 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AMERIGAS PARTNERS LP
Report date August 21, 2019 · Filed August 23, 2019
Section 16 reporting ended · disclosed 2019-08-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Units (TUR Units)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-08-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-08-21 · Disposition to issuer · Disposed 5,150 · Balance 0 F1: See Exhibit 99.1. |
Filing footnotes · ownership attribution and instrument terms
F1: See Exhibit 99.1.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 01, 2026 Filed Jul 6, 2026 19:13 UTC | H2O AMERICA HTO · Entity 4308 | Tax withholdingCommon Stock | 88 | $60.74 | $5,345.12 |
DisclosureSEC source: 0001735307-26-000005 · wk-form4_1783365228.xml · nonDerivative · entry 1 Kelly Ann P · CIK 0001735307 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,976 F1 · shares: Represents 88 shares of the issuer's common stock (Common Stock) withheld in satisfaction of applicable withholding taxes upon the vesting of certain shares of Common Stock that became issuable on July 1, 2026 pursuant to the terms of the Restricted Stock Unit Issuance Agreement between the reporting person and the issuer dated July 1, 2025. The shares underlying such restricted stock units (RSUs) were previously reported as Table I securities at the time the RSUs were granted. Accordingly, the issuance of such shares is not a reportable transaction on this Form 4. F2 · balance_after: Represents 2,176 shares of Common Stock and 7,800 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 23:38 UTC | H2O AMERICA HTO · Entity 4308 | GrantCommon Stock | 1,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014207 · wk-form4_1772581102.xml · nonDerivative · entry 1 Kelly Ann P · CIK 0001735307 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,064 F1 · shares: Represents 1,707 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 1,947 shares of Common Stock and 8,117 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2026 Filed Jan 7, 2026 02:12 UTC | H2O AMERICA HTO · Entity 4308 | Tax withholdingCommon Stock | 200 | $49.25 | $9,850.00 |
DisclosureSEC source: 0001628280-26-001078 · wk-form4_1767751938.xml · nonDerivative · entry 1 Kelly Ann P · CIK 0001735307 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,357 F1 · shares: Represents 200 shares of the issuer's common stock (Common Stock) withheld in satisfaction of applicable withholding taxes upon the vesting of certain shares of Common Stock that became issuable on January 2, 2026 pursuant to the terms of the Restricted Stock Unit Issuance Agreement between the reporting person and the issuer dated January 2, 2025. The shares underlying such restricted stock units (RSUs) were previously reported as Table I securities at the time the RSUs were granted. Accordingly, the issuance of such shares is not a reportable transaction on this Form 4. F2 · balance_after: Represents 1,947 shares of Common Stock and 6,410 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 22:41 UTC | H2O AMERICA HTO · Entity 4308 | Tax withholdingCommon Stock | 581 | $46.86 | $27,225.66 |
DisclosureSEC source: 0001628280-25-055137 · wk-form4_1764801672.xml · nonDerivative · entry 1 Kelly Ann P · CIK 0001735307 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,557 F1 · shares: Represents 581 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on December 1, 2025. F2 · balance_after: Represents 1,536 shares of Issuers common stock (Common Stock) and 7,021 shares of Common Stock underlying restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:02 UTC | H2O AMERICA HTO · Entity 4308 | GrantCommon Stock | 952 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-25-000068 · wk-form4_1751572962.xml · nonDerivative · entry 1 Kelly Ann P · CIK 0001735307 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,138 F1 · shares: Represents 952 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 9,138 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:04 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001735307-25-000002 · wk-form4_1736197459.xml · nonDerivative · entry 1 Kelly Ann P · CIK 0001735307 · Chief Accounting Officer & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,186 F1 · shares: Represents 1,833 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 8,186 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| November 12, 2024 Filed Nov 13, 2024 21:07 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 6,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001735307-24-000007 · wk-form4_1731532019.xml · nonDerivative · entry 1 Kelly Ann P · CIK 0001735307 · Chief Accounting Officer & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,353 F1 · shares: Represents 6,353 shares of the Issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three successive annual installments, commencing on December 1, 2025, upon the completion of the reporting person's each year of service with the Issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 19:57 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingRestricted Stock Units | 269 | $90.85 | $24,438.65 |
DisclosureSEC source: 0001398889-23-000042 · wf-form4_167709580501138.xml · nonDerivative · entry 2 Kelly Ann P · CIK 0001735307 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,016 F2 · shares: A portion of the reporting person's restricted stock units (896) granted on November 30, 2022 vested on February 21, 2023. Upon vesting, 269 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 21, 2023 Filed Mar 23, 2023 14:54 UTC Amendment | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingRestricted Stock Units | 114 | $90.85 | $10,356.90 |
DisclosureSEC source: 0001398889-23-000080 · wf-form4a_167958325561357.xml · nonDerivative · entry 2 Kelly Ann P · CIK 0001735307 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,621 F2 · shares: A portion of the reporting person's restricted stock units (378, incorrectly listed on prior report as 896) granted on November 30, 2022 vested on February 21, 2023. Upon vesting, 114 (incorrectly listed on prior report as 269) restricted stock units were withheld to satisfy the reporting person's tax liability. F3 · balance_after: Amount incorrectly listed on prior report as 7,171. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 19:57 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 4,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-23-000042 · wf-form4_167709580501138.xml · nonDerivative · entry 1 Kelly Ann P · CIK 0001735307 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,285 F1 · security: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on February 21, 2024, February 21, 2025 and February 21, 2026. Read SEC document |
| February 20, 2023 Filed Mar 23, 2023 14:54 UTC Amendment | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 4,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-23-000080 · wf-form4a_167958325561357.xml · nonDerivative · entry 1 Kelly Ann P · CIK 0001735307 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,735 F1 · shares: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on February 21, 2024, February 21, 2025 and February 21, 2026. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 18:37 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Disposition to issuerPerformance Units (TUR Units) · Derivative | 5,150 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-022395 · doc4.xml · derivative · entry 1 Kelly Ann P · CIK 0001735307 · VP Finance and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: APU Common Units · 5,150 shares Expires not disclosed F1 · derivative.exercise_price: See Exhibit 99.1. F1 · price: See Exhibit 99.1. F1 · derivative.exercise_date: See Exhibit 99.1. F1 · derivative.expiration_date: See Exhibit 99.1. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 16:39 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | GrantPerformance Units · Derivative | 5,150 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009664 · doc4.xml · derivative · entry 1 Kelly Ann P · CIK 0001735307 · VP-Finance and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,150 Underlying: APU Common Units · 5,150 shares Expires 2021-12-31 F1 · derivative.exercise_date: Effective February 11, 2019, 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 18:19 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionPerformance Units · Derivative | 110 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004489 · doc4.xml · derivative · entry 7 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 110 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 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 18:19 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionPerformance Units · Derivative | 1,050 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004489 · doc4.xml · derivative · entry 6 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 1,050 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 18:19 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 36 | $53.35 | $1,920.60 |
DisclosureSEC source: 0001209191-19-004489 · doc4.xml · nonDerivative · entry 4 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,910 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 18:19 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004489 · doc4.xml · nonDerivative · entry 3 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,946 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 18:19 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 340 | $53.35 | $18,139.00 |
DisclosureSEC source: 0001209191-19-004489 · doc4.xml · nonDerivative · entry 2 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,836 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 18:19 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 1,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004489 · doc4.xml · nonDerivative · entry 1 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,176 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 16, 2018 Filed Nov 28, 2018 21:44 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 187 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-060114 · doc4.xml · nonDerivative · entry 1 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,126 F1 · shares: Effective November 16, 2018, the reporting person was granted common stock pursuant to the UGI Corporation Executive Annual Bonus Plan. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 22:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,333 | $0.00 Strike: $46.08 | $0.00 |
DisclosureSEC source: 0001209191-18-059258 · doc4.xml · derivative · entry 8 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,667 Underlying: UGI Common Stock · 2,333 shares Expires 2026-12-31 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: These options vest in three equal annual installments beginning January 1, 2018. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 22:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOptions (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $33.76 | $0.00 |
DisclosureSEC source: 0001209191-18-059258 · doc4.xml · derivative · entry 7 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: UGI Common Stock · 2,500 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. F2 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2017. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 22:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOptions (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $37.98 | $0.00 |
DisclosureSEC source: 0001209191-18-059258 · doc4.xml · derivative · entry 6 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 6,000 shares Expires 2024-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 22:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 9,595 | $56.80 | $545,017.11 |
DisclosureSEC source: 0001209191-18-059258 · doc4.xml · nonDerivative · entry 4 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,939 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from 56.80 to $56.82. Upon request, UGI Corporation will provide to the Securities and Exchange Commission staff, or a security holder of UGI Corporation, full information regarding the number of shares of common stock sold at each separate price. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 22:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 2,333 | $46.08 | $107,504.64 |
DisclosureSEC source: 0001209191-18-059258 · doc4.xml · nonDerivative · entry 3 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,534 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 22:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 2,500 | $33.76 | $84,400.00 |
DisclosureSEC source: 0001209191-18-059258 · doc4.xml · nonDerivative · entry 2 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,201 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 22:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 6,000 | $37.98 | $227,880.00 |
DisclosureSEC source: 0001209191-18-059258 · doc4.xml · nonDerivative · entry 1 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,701 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 02, 2018 Filed May 4, 2018 20:44 UTC | UGI CORP /PA/ UGI · Entity 3628 | PurchaseUGI Common Stock | 2 | $48.16 | $96.32 |
DisclosureSEC source: 0001209191-18-028125 · doc4.xml · nonDerivative · entry 1 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,701 F1 · shares: Includes 2 shares acquired under the Issuer's dividend reinvestment plan on May 2, 2018, resulting in a total of 108 shares held under the Issuer's dividend reinvestment plan. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:56 UTC | UGI CORP /PA/ UGI · Entity 3628 | PurchaseUGI Common Stock | 2 | $43.87 | $87.74 |
DisclosureSEC source: 0001209191-18-023743 · doc4.xml · nonDerivative · entry 1 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,699 F1 · shares: Includes 2 shares acquired under the Issuer's dividend reinvestment plan on April 2, 2018, resulting in a total of 105 shares held under the Issuer's dividend reinvestment plan. F2 · price: The shares of stock with respect to this transaction were acquired at prices ranging from $43.8515 to $43.9016. Upon request, the Issuer will provide the Securities and Exchange Commission staff, or a security holder of the Issuer, with full information regarding the number of shares sold at each separate price. Read SEC document |
| March 22, 2018 Filed Mar 26, 2018 22:05 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 1,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021660 · doc4.xml · derivative · entry 2 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100 Underlying: UGI Common Stock · 1,100 shares Expires 2020-12-31 F2 · derivative.exercise_date: Effective March 22, 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 |
| March 22, 2018 Filed Mar 26, 2018 22:05 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $43.48 | $0.00 |
DisclosureSEC source: 0001209191-18-021660 · doc4.xml · derivative · entry 1 Kelly Ann P · CIK 0001735307 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: UGI Common Stock · 7,500 shares Expires 2028-03-21 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning March 22, 2019. 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.