Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 85,478 |
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 85,478 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. |
| UGI Common StockSEC Table I · non-derivative | Direct | 14,345 |
Reported balance
Holding disclosure · report date 2026-01-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14,345 |
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 21:15 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 4,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001453089-26-000002 · form4-02032026_090247.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Benefit Plan Disclosed balance after: 85,478 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 22:50 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 5,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-002996 · form4-02042025_100245.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Benefit Plan Disclosed balance after: 77,988 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · 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 |
| January 26, 2024 Filed Jan 30, 2024 21:11 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 12,890 | $0.00 Strike: $23.17 | $0.00 |
DisclosureSEC source: 0000884614-24-000016 · wk-form4_1706649065.xml · derivative · entry 3 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,890 Underlying: UGI Common Stock · 12,890 shares Expires 2034-01-25 F3 · 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 26, 2024 Filed Jan 30, 2024 21:11 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 4,470 | $0.00 | $0.00 |
DisclosureSEC source: 0000884614-24-000016 · wk-form4_1706649065.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Benefit Plan Disclosed balance after: 68,645 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 26, 2024, 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 27, 2023 Filed Jan 31, 2023 22:36 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 5,670 | $0.00 Strike: $39.81 | $0.00 |
DisclosureSEC source: 0000884614-23-000009 · wf-form4_167520460078877.xml · derivative · entry 3 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,670 Underlying: UGI Common Stock · 5,670 shares Expires 2033-01-26 F3 · 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 27, 2023 Filed Jan 31, 2023 22:36 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 2,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000884614-23-000009 · wf-form4_167520460078877.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 60,522 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 27, 2023, 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 28, 2022 Filed Feb 1, 2022 22:35 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 2,300 | $0.00 Strike: $44.97 | $0.00 |
DisclosureSEC source: 0001209191-22-005974 · doc4.xml · derivative · entry 3 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 Underlying: UGI Common Stock · 2,300 shares Expires 2032-01-27 F3 · 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 28, 2022 Filed Feb 1, 2022 22:35 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 6,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005974 · doc4.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 59,528 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 28, 2022, 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 28, 2022 Filed Feb 4, 2022 22:11 UTC Amendment | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 6,050 | $0.00 Strike: $44.97 | $0.00 |
DisclosureSEC source: 0001209191-22-007244 · doc4a.xml · derivative · entry 3 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,050 Underlying: UGI Common Stock · 6,050 shares Expires 2032-01-27 F1 · shares: This Form 4 amendment is being filed solely to correct an administrative error, which resulted in the misreporting of the number of stock units and stock options granted to the reporting person on January 28, 2022. F4 · 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 28, 2022 Filed Feb 4, 2022 22:11 UTC Amendment | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007244 · doc4a.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 55,778 F1 · shares: This Form 4 amendment is being filed solely to correct an administrative error, which resulted in the misreporting of the number of stock units and stock options granted to the reporting person on January 28, 2022. F2 · balance_after: Total gives effect to dividend equivalent accruals. F3 · ownership.nature: Effective January 28, 2022, 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 |
| August 11, 2021 Filed Aug 12, 2021 20:25 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $33.12 | $0.00 |
DisclosureSEC source: 0001209191-21-051103 · doc4.xml · derivative · entry 4 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 9,000 shares Expires 2026-01-27 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 |
| August 11, 2021 Filed Aug 12, 2021 20:25 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 9,000 | $47.25 | $425,250.00 |
DisclosureSEC source: 0001209191-21-051103 · doc4.xml · nonDerivative · entry 2 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,345 Read SEC document |
| August 11, 2021 Filed Aug 12, 2021 20:25 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 9,000 | $33.12 | $298,080.00 |
DisclosureSEC source: 0001209191-21-051103 · doc4.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,345 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 |
| June 16, 2021 Filed Jun 17, 2021 20:10 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 12,750 | $0.00 Strike: $27.20 | $0.00 |
DisclosureSEC source: 0001209191-21-041418 · doc4.xml · derivative · entry 4 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 12,750 shares Expires 2024-01-07 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 |
| June 16, 2021 Filed Jun 17, 2021 20:10 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 12,750 | $46.58 | $593,925.60 |
DisclosureSEC source: 0001209191-21-041418 · doc4.xml · nonDerivative · entry 2 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,345 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $46.40 to $46.93. 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 |
| June 16, 2021 Filed Jun 17, 2021 20:10 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 12,750 | $27.20 | $346,800.00 |
DisclosureSEC source: 0001209191-21-041418 · doc4.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,095 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 29, 2021 Filed Feb 2, 2021 23:18 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 8,860 | $0.00 Strike: $35.99 | $0.00 |
DisclosureSEC source: 0001209191-21-006897 · doc4.xml · derivative · entry 3 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,860 Underlying: UGI Common Stock · 8,860 shares Expires 2031-01-28 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 23:18 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 2,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006897 · doc4.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 51,934 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 29, 2021, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation 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 |
| November 25, 2020 Filed Nov 30, 2020 21:05 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 12,750 | $0.00 Strike: $22.14 | $0.00 |
DisclosureSEC source: 0001209191-20-060726 · doc4.xml · derivative · entry 4 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 12,750 shares Expires 2023-01-07 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 25, 2020 Filed Nov 30, 2020 21:05 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 12,750 | $37.89 | $483,106.43 |
DisclosureSEC source: 0001209191-20-060726 · doc4.xml · nonDerivative · entry 2 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,345 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $37.74 to $38.03. 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 25, 2020 Filed Nov 30, 2020 21:05 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 12,750 | $22.14 | $282,285.00 |
DisclosureSEC source: 0001209191-20-060726 · doc4.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,095 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 22, 2020 Filed Jan 24, 2020 21:36 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 9,060 | $0.00 Strike: $43.89 | $0.00 |
DisclosureSEC source: 0001209191-20-004839 · doc4.xml · derivative · entry 3 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,060 Underlying: UGI Common Stock · 9,060 shares Expires 2030-01-21 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:36 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 2,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004839 · doc4.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 47,284 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 22, 2020, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation 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 |
| June 14, 2019 Filed Jun 17, 2019 20:52 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 12,750 | $0.00 Strike: $18.86 | $0.00 |
DisclosureSEC source: 0001209191-19-037408 · doc4.xml · derivative · entry 6 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 12,750 shares Expires 2022-01-08 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 |
| June 14, 2019 Filed Jun 17, 2019 20:52 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 12,750 | $0.00 Strike: $21.20 | $0.00 |
DisclosureSEC source: 0001209191-19-037408 · doc4.xml · derivative · entry 5 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 12,750 shares Expires 2021-01-06 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 |
| June 14, 2019 Filed Jun 17, 2019 20:52 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 25,500 | $52.97 | $1,350,653.40 |
DisclosureSEC source: 0001209191-19-037408 · doc4.xml · nonDerivative · entry 3 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,345 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $52.64 to $53.21. 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 |
| June 14, 2019 Filed Jun 17, 2019 20:52 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 12,750 | $18.86 | $240,465.00 |
DisclosureSEC source: 0001209191-19-037408 · doc4.xml · nonDerivative · entry 2 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,845 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 |
| June 14, 2019 Filed Jun 17, 2019 20:52 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 12,750 | $21.20 | $270,300.00 |
DisclosureSEC source: 0001209191-19-037408 · doc4.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,095 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 30, 2019 Filed Feb 1, 2019 22:49 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 5,400 | $0.00 Strike: $56.25 | $0.00 |
DisclosureSEC source: 0001209191-19-006559 · doc4.xml · derivative · entry 3 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,400 Underlying: UGI Common Stock · 5,400 shares Expires 2029-01-29 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 22:49 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 1,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006559 · doc4.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 43,762 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 30, 2019, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation 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 |
| November 28, 2018 Filed Nov 30, 2018 21:48 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 9,184 | $57.23 | $525,600.32 |
DisclosureSEC source: 0001209191-18-060391 · doc4.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,345 Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 23:24 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOptions (Right to Buy) · Derivative | 12,750 | $0.00 Strike: $16.01 | $0.00 |
DisclosureSEC source: 0001209191-18-059550 · doc4.xml · derivative · entry 4 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 12,750 shares Expires 2020-01-07 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 19, 2018 Filed Nov 20, 2018 23:24 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 3,566 | $57.23 | $204,082.18 |
DisclosureSEC source: 0001209191-18-059550 · doc4.xml · nonDerivative · entry 2 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,529 F1 · kind: The shares were withheld by the issuer to satisfy the director's exercise price for the transaction. Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 23:24 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 12,750 | $16.01 | $204,127.50 |
DisclosureSEC source: 0001209191-18-059550 · doc4.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,095 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 |
| February 05, 2018 Filed Feb 7, 2018 21:48 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 12,750 | $0.00 Strike: $17.32 | $0.00 |
DisclosureSEC source: 0001209191-18-008132 · doc4.xml · derivative · entry 4 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 12,750 shares Expires 2019-02-01 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 |
| February 05, 2018 Filed Feb 7, 2018 21:48 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 4,930 | $44.79 | $220,814.70 |
DisclosureSEC source: 0001209191-18-008132 · doc4.xml · nonDerivative · entry 2 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,345 F1 · kind: The shares were withheld by the issuer to satisfy the director's exercise price for the transaction. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 21:48 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 12,750 | $17.32 | $220,830.00 |
DisclosureSEC source: 0001209191-18-008132 · doc4.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,275 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 25, 2018 Filed Jan 29, 2018 21:59 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $47.55 | $0.00 |
DisclosureSEC source: 0001209191-18-005889 · doc4.xml · derivative · entry 3 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: UGI Common Stock · 9,000 shares Expires 2028-01-24 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 21:59 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005889 · doc4.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 41,128 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 25, 2018, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation 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 24, 2017 Filed Jan 26, 2017 22:06 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $46.31 | $0.00 |
DisclosureSEC source: 0001209191-17-005746 · doc4.xml · derivative · entry 3 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: UGI Common Stock · 9,000 shares Expires 2027-01-23 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 22:06 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005746 · doc4.xml · nonDerivative · entry 1 Bort M Shawn · CIK 0001453089 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 37,343 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 24, 2017, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation 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.