Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Enable Midstream Partners, LPENBL · Entity 132825 | Chief Commercial Officer | March 02, 2020 | March 02, 2020 |
| 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.
Enable Midstream Partners, LP
Report date March 02, 2020 · Filed March 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 80,279 |
Reported balance
After 2020-03-02 transaction · row 1
1 source rowRow 1 · 2020-03-02 · Grant · Acquired 14,656 · Balance 80,279 F1: Represents time-vesting phantom units granted on March 2, 2020 under the Enable Midstream Partners, LP Long Term Incentive Plan. At vesting, the phantom units will be automatically settled in common units on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents time-vesting phantom units granted on March 2, 2020 under the Enable Midstream Partners, LP Long Term Incentive Plan. At vesting, the phantom units will be automatically settled in common units on a one-for-one basis.
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 | 12,303 |
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 12,303 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 21:14 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 4,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001794080-26-000002 · form4-02032026_090255.xml · nonDerivative · entry 1 Faraca Tina Veronica · CIK 0001794080 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Benefit Plan Disclosed balance after: 12,303 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 31, 2025 Filed Feb 4, 2025 22:54 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 1,229 | $0.00 Strike: $30.73 | $0.00 |
DisclosureSEC source: 0001415889-25-003003 · form4-02042025_100242.xml · derivative · entry 2 Faraca Tina Veronica · CIK 0001794080 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,229 Underlying: UGI Common Stock · 1,229 shares Expires 2035-01-30 F2 · shares: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 22:54 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 7,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003003 · form4-02042025_100242.xml · nonDerivative · entry 1 Faraca Tina Veronica · CIK 0001794080 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Benefit Plan Disclosed balance after: 7,633 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 |
| March 02, 2020 Filed Mar 2, 2020 16:13 UTC | Enable Midstream Partners, LP ENBL · Entity 132825 | GrantCommon Units | 14,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001591763-20-000021 · wf-form4_158318360756061.xml · nonDerivative · entry 1 Faraca Tina Veronica · CIK 0001794080 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,279 F1 · shares: Represents time-vesting phantom units granted on March 2, 2020 under the Enable Midstream Partners, LP Long Term Incentive Plan. At vesting, the phantom units will be automatically settled in common units on a one-for-one basis. Read SEC document |
| December 03, 2019 Filed Dec 4, 2019 13:42 UTC | Enable Midstream Partners, LP ENBL · Entity 132825 | GrantCommon Units | 46,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001591763-19-000069 · wf-form4_157548492160251.xml · nonDerivative · entry 1 Faraca Tina Veronica · CIK 0001794080 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,623 F1 · shares: Represents time-vesting phantom units granted on December 3, 2019 under the Enable Midstream Partners, LP Long Term Incentive Plan. At vesting, the phantom units will be automatically settled in common units on a one-for-one basis. 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.