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 | 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 21:18 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 4,364 | $0.00 | $0.00 |
DisclosureSEC source: 0002041813-26-000002 · form4-02032026_090226.xml · nonDerivative · entry 1 Bingenheimer David · CIK 0002041813 · 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 31, 2025 Filed Feb 4, 2025 22:56 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 6,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003004 · form4-02042025_100213.xml · nonDerivative · entry 1 Bingenheimer David · CIK 0002041813 · 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.