Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ABM INDUSTRIES INC /DE/ABM · Entity 4290 | EVP & Chief Information Office | January 08, 2026 | January 12, 2026 |
| UGI CORP /PA/UGI · Entity 3628 | Director | January 30, 2026 | February 03, 2026 |
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.
ABM INDUSTRIES INC /DE/
Report date January 08, 2026 · Filed January 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,439 |
Reported balance
After 2026-01-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-08 · Grant · Acquired 6,247 · Balance 21,439 F1: Restricted stock units (RSUs) granted under the 2021 Equity and Incentive Compensation Plan, representing a contingent right to receive shares of common stock. Such RSUs vest in three equal annual installments beginning a year from the grant date, and will settle in shares of common stock. Dividend equivalent rights will accrue. |
| Common StockSEC Table I · non-derivative | Direct | 20,526 |
Reported balance
After 2026-01-09 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-01-09 · Tax withholding · Disposed 913 · Balance 20,526 |
| Common StockSEC Table I · non-derivative | Direct | 22,952 |
Reported balance
After 2026-01-10 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-01-10 · Grant · Acquired 2,426 · Balance 22,952 F2: Represents shares of Issuer common stock acquired pursuant to vesting of performance shares that were granted to the reporting person in January 2023 and have vested based upon the satisfaction of performance criteria specified for the award at the time of grant. |
| Common StockSEC Table I · non-derivative | Direct | 22,071 |
Reported balance
After 2026-01-10 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-01-10 · Tax withholding · Disposed 881 · Balance 22,071 F3: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units (RSUs) granted under the 2021 Equity and Incentive Compensation Plan, representing a contingent right to receive shares of common stock. Such RSUs vest in three equal annual installments beginning a year from the grant date, and will settle in shares of common stock. Dividend equivalent rights will accrue.
F2: Represents shares of Issuer common stock acquired pursuant to vesting of performance shares that were granted to the reporting person in January 2023 and have vested based upon the satisfaction of performance criteria specified for the award at the time of grant.
F3: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11.
UGI CORP /PA/
Report date January 30, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UGI Common StockSEC Table I · non-derivative | IndirectBenefit Plan | 11,275 |
Reported balance
After 2026-01-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-01-30 · Grant · Acquired 4,364 · Balance 11,275 F1: Total gives effect to dividend equivalent accruals. F2: Effective January 30, 2026, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan. Each Stock Unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service. |
Filing footnotes · ownership attribution and instrument terms
F1: Total gives effect to dividend equivalent accruals.
F2: Effective January 30, 2026, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan. Each Stock Unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 30, 2026 Filed Feb 3, 2026 21:10 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 4,364 | $0.00 | $0.00 |
DisclosureSEC source: 0002041193-26-000002 · form4-02032026_090240.xml · nonDerivative · entry 1 Ruiz Melanie · CIK 0002041193 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Benefit Plan Disclosed balance after: 11,275 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 30, 2026, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan. Each Stock Unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service. Read SEC document |
| January 10, 2026 Filed Jan 12, 2026 21:39 UTC | ABM INDUSTRIES INC /DE/ ABM · Entity 4290 | Tax withholdingCommon Stock | 881 | $44.69 | $39,371.89 |
DisclosureSEC source: 0001225208-26-000581 · doc4.xml · nonDerivative · entry 4 Ruiz Melanie · CIK 0002041193 · EVP & Chief Information Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,071 F3 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 10, 2026 Filed Jan 12, 2026 21:39 UTC | ABM INDUSTRIES INC /DE/ ABM · Entity 4290 | GrantCommon Stock | 2,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000581 · doc4.xml · nonDerivative · entry 3 Ruiz Melanie · CIK 0002041193 · EVP & Chief Information Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,952 F2 · shares: Represents shares of Issuer common stock acquired pursuant to vesting of performance shares that were granted to the reporting person in January 2023 and have vested based upon the satisfaction of performance criteria specified for the award at the time of grant. Read SEC document |
| January 09, 2026 Filed Jan 12, 2026 21:39 UTC | ABM INDUSTRIES INC /DE/ ABM · Entity 4290 | Tax withholdingCommon Stock | 913 | $44.69 | $40,801.97 |
DisclosureSEC source: 0001225208-26-000581 · doc4.xml · nonDerivative · entry 2 Ruiz Melanie · CIK 0002041193 · EVP & Chief Information Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,526 Read SEC document |
| January 08, 2026 Filed Jan 12, 2026 21:39 UTC | ABM INDUSTRIES INC /DE/ ABM · Entity 4290 | GrantCommon Stock | 6,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000581 · doc4.xml · nonDerivative · entry 1 Ruiz Melanie · CIK 0002041193 · EVP & Chief Information Office 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,439 F1 · shares: Restricted stock units (RSUs) granted under the 2021 Equity and Incentive Compensation Plan, representing a contingent right to receive shares of common stock. Such RSUs vest in three equal annual installments beginning a year from the grant date, and will settle in shares of common stock. Dividend equivalent rights will accrue. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 22:47 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 6,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-002990 · form4-02042025_100203.xml · nonDerivative · entry 1 Ruiz Melanie · CIK 0002041193 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Benefit Plan Disclosed balance after: 6,645 F1 · ownership.nature: Effective January 31, 2025, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service. 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.