Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UGI CORP /PA/UGI · Entity 3628 | President of Subsidiary | January 11, 2026 | January 13, 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 11, 2026 · Filed January 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UGI Common StockSEC Table I · non-derivative | Direct | 36,421 |
Ending reported balance
After 2026-01-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-11 · Exercise / conversion · Acquired 4,390 · Balance 37,882 Row 2 · 2026-01-11 · Tax withholding · Disposed 1,461 · Balance 36,421 F1: The shares were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of an award made in 2023. |
| Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-01-11 | Direct | 0 |
Reported balance
After 2026-01-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-11 · Exercise / conversion · Disposed 4,390 · Balance 0 F2: Effective January 12, 2023, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment. |
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 an award made in 2023.
F2: Effective January 12, 2023, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.
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 11, 2026 Filed Jan 13, 2026 21:03 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionStock Units · Derivative | 4,390 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001698762-26-000004 · form4-01132026_090148.xml · derivative · entry 3 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 4,390 shares Expires 2026-01-11 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 12, 2023, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment. Read SEC document |
| January 11, 2026 Filed Jan 13, 2026 21:03 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 1,461 | $37.07 | $54,159.27 |
DisclosureSEC source: 0001698762-26-000004 · form4-01132026_090148.xml · nonDerivative · entry 2 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,421 F1 · kind: The shares were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of an award made in 2023. Read SEC document |
| January 11, 2026 Filed Jan 13, 2026 21:03 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 4,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001698762-26-000004 · form4-01132026_090148.xml · nonDerivative · entry 1 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,882 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 01, 2026 Filed Jan 5, 2026 21:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 5,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001698762-26-000002 · form4-01052026_090126.xml · derivative · entry 2 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,344 Underlying: UGI Common Stock · 5,344 shares Expires not disclosed F2 · derivative.exercise_price: Effective January 1, 2026, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of UGI Common Stock, with 50% of such stock units vesting on the second anniversary of the grant date and the remaining 50% vesting on the third anniversary of the grant date. F2 · derivative.exercise_date: Effective January 1, 2026, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of UGI Common Stock, with 50% of such stock units vesting on the second anniversary of the grant date and the remaining 50% vesting on the third anniversary of the grant date. F2 · derivative.expiration_date: Effective January 1, 2026, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of UGI Common Stock, with 50% of such stock units vesting on the second anniversary of the grant date and the remaining 50% vesting on the third anniversary of the grant date. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:28 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 8,039 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001698762-26-000002 · form4-01052026_090126.xml · derivative · entry 1 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,039 Underlying: UGI Common Stock · 8,039 shares Expires 2028-12-31 F1 · derivative.exercise_date: Effective January 1, 2026, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award 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 |
| December 17, 2025 Filed Dec 18, 2025 22:06 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOptions (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $33.76 | $0.00 |
DisclosureSEC source: 0001698762-25-000006 · form4-12182025_101236.xml · derivative · entry 3 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 5,000 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. Read SEC document |
| December 17, 2025 Filed Dec 18, 2025 22:06 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 5,000 | $38.45 | $192,237.00 |
DisclosureSEC source: 0001698762-25-000006 · form4-12182025_101236.xml · nonDerivative · entry 2 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,492 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $38.35 to $38.56. Upon request, UGI Corporation will provide to the U.S. 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 |
| December 17, 2025 Filed Dec 18, 2025 22:06 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 5,000 | $33.76 | $168,800.00 |
DisclosureSEC source: 0001698762-25-000006 · form4-12182025_101236.xml · nonDerivative · entry 1 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,492 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, 2025 Filed Nov 28, 2025 21:59 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOptions (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $33.76 | $0.00 |
DisclosureSEC source: 0001698762-25-000004 · form4-11282025_091150.xml · derivative · entry 3 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: UGI Common Stock · 15,000 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. Read SEC document |
| November 25, 2025 Filed Nov 28, 2025 21:59 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 15,000 | $38.68 | $580,135.50 |
DisclosureSEC source: 0001698762-25-000004 · form4-11282025_091150.xml · nonDerivative · entry 2 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,492 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $38.60 to $38.90. Upon request, UGI Corporation will provide to the U.S. 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, 2025 Filed Nov 28, 2025 21:59 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 15,000 | $33.76 | $506,400.00 |
DisclosureSEC source: 0001698762-25-000004 · form4-11282025_091150.xml · nonDerivative · entry 1 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,492 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 01, 2021 Filed Jan 5, 2021 21:26 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 3,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001067 · doc4.xml · derivative · entry 3 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,580 Underlying: UGI Common Stock · 3,580 shares Expires not disclosed F3 · derivative.exercise_price: Effective January 1, 2021, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment. F3 · derivative.exercise_date: Effective January 1, 2021, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment. F3 · derivative.expiration_date: Effective January 1, 2021, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 21:26 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 5,860 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001067 · doc4.xml · derivative · entry 2 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,860 Underlying: UGI Common Stock · 5,860 shares Expires 2023-12-31 F2 · derivative.exercise_date: Effective January 1, 2021, 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 |
| January 01, 2021 Filed Jan 5, 2021 21:26 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 22,070 | $0.00 Strike: $34.96 | $0.00 |
DisclosureSEC source: 0001209191-21-001067 · doc4.xml · derivative · entry 1 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,070 Underlying: UGI Common Stock · 22,070 shares Expires 2030-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2022. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 21:02 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 18,000 | $0.00 Strike: $21.06 | $0.00 |
DisclosureSEC source: 0001209191-20-060485 · doc4.xml · derivative · entry 3 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 18,000 shares Expires 2020-12-31 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 24, 2020 Filed Nov 25, 2020 21:02 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 18,000 | $38.04 | $684,783.00 |
DisclosureSEC source: 0001209191-20-060485 · doc4.xml · nonDerivative · entry 2 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,308 F1 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $37.94 to $38.11. 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 24, 2020 Filed Nov 25, 2020 21:02 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 18,000 | $21.06 | $379,080.00 |
DisclosureSEC source: 0001209191-20-060485 · doc4.xml · nonDerivative · entry 1 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,308 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 01, 2020 Filed Jan 3, 2020 21:48 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 5,270 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001106 · doc4.xml · derivative · entry 2 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,270 Underlying: UGI Common Stock · 5,270 shares Expires 2022-12-31 F2 · derivative.exercise_date: Effective January 1, 2020, 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 |
| January 01, 2020 Filed Jan 3, 2020 21:48 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 42,580 | $0.00 Strike: $45.16 | $0.00 |
DisclosureSEC source: 0001209191-20-001106 · doc4.xml · derivative · entry 1 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,580 Underlying: UGI Common Stock · 42,580 shares Expires 2029-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2021. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 18:22 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionPerformance Units · Derivative | 3,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004493 · doc4.xml · derivative · entry 3 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 3,000 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 18:22 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 905 | $53.35 | $48,281.75 |
DisclosureSEC source: 0001209191-19-004493 · doc4.xml · nonDerivative · entry 2 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,308 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 18:22 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004493 · doc4.xml · nonDerivative · entry 1 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,213 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 01, 2019 Filed Jan 3, 2019 21:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 4,120 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001027 · doc4.xml · derivative · entry 2 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,120 Underlying: UGI Common Stock · 4,120 shares Expires 2021-12-31 F2 · derivative.exercise_date: Effective January 1, 2019, 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 |
| January 01, 2019 Filed Jan 3, 2019 21:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 25,880 | $0.00 Strike: $53.35 | $0.00 |
DisclosureSEC source: 0001209191-19-001027 · doc4.xml · derivative · entry 1 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,880 Underlying: UGI Common Stock · 25,880 shares Expires 2028-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2020. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 20:57 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 18,000 | $0.00 Strike: $16.13 | $0.00 |
DisclosureSEC source: 0001209191-18-047979 · doc4.xml · derivative · entry 3 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 18,000 shares Expires 2019-12-31 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 |
| August 20, 2018 Filed Aug 22, 2018 20:57 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 18,000 | $55.51 | $999,196.20 |
DisclosureSEC source: 0001209191-18-047979 · doc4.xml · nonDerivative · entry 2 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,213 F3 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $55.50 to $55.56. 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. F1 · balance_after: Includes 750 shares held jointly with Mr. Hartz's spouse. F2 · balance_after: Includes shares acquired under the issuer's dividend reinvestment plan. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 20:57 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 18,000 | $16.13 | $290,340.00 |
DisclosureSEC source: 0001209191-18-047979 · doc4.xml · nonDerivative · entry 1 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,213 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. F1 · balance_after: Includes 750 shares held jointly with Mr. Hartz's spouse. F2 · balance_after: Includes shares acquired under the issuer's dividend reinvestment plan. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 22:23 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionPerformance Units · Derivative | 2,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004612 · doc4.xml · derivative · entry 3 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 2,250 shares Expires 2017-12-31 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. F4 · derivative.exercise_date: Effective January 1, 2015, 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. Because certain performance goals and other conditions were not met during the performance measurement period, the reporting person forfeited a portion of the grant. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 22:23 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 546 | $46.95 | $25,634.70 |
DisclosureSEC source: 0001209191-18-004612 · doc4.xml · nonDerivative · entry 2 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,213 F3 · 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 2015. F1 · balance_after: Includes 750 shares held jointly with Mr. Hartz's spouse. F2 · balance_after: Includes shares acquired under the issuer's dividend reinvestment plan. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 22:23 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 1,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004612 · doc4.xml · nonDerivative · entry 1 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,759 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. F1 · balance_after: Includes 750 shares held jointly with Mr. Hartz's spouse. F2 · balance_after: Includes shares acquired under the issuer's dividend reinvestment plan. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 22:02 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 4,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001024 · doc4.xml · derivative · entry 2 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,100 Underlying: UGI Common Stock · 4,100 shares Expires 2020-12-31 F2 · derivative.exercise_date: Effective January 1, 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 |
| January 01, 2018 Filed Jan 3, 2018 22:02 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (right to buy) · Derivative | 33,000 | $0.00 Strike: $46.95 | $0.00 |
DisclosureSEC source: 0001209191-18-001024 · doc4.xml · derivative · entry 1 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,000 Underlying: UGI Common Stock · 33,000 shares Expires 2027-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2019. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 19:30 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionOption (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $16.28 | $0.00 |
DisclosureSEC source: 0001209191-17-038082 · doc4.xml · derivative · entry 3 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 15,000 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. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 19:30 UTC | UGI CORP /PA/ UGI · Entity 3628 | SaleUGI Common Stock | 15,000 | $51.65 | $774,742.50 |
DisclosureSEC source: 0001209191-17-038082 · doc4.xml · nonDerivative · entry 2 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,130 F3 · price: The shares of common stock with respect to this transaction were sold at prices ranging from $51.63 to $51.69. 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. F1 · balance_after: Includes 750 shares held jointly with Mr. Hartz's spouse. F2 · balance_after: Includes shares acquired under the issuer's dividend reinvestment plan. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 19:30 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 15,000 | $16.28 | $244,200.00 |
DisclosureSEC source: 0001209191-17-038082 · doc4.xml · nonDerivative · entry 1 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,130 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. F1 · balance_after: Includes 750 shares held jointly with Mr. Hartz's spouse. F2 · balance_after: Includes shares acquired under the issuer's dividend reinvestment plan. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 21:55 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 1,400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019293 · doc4.xml · derivative · entry 2 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 Underlying: UGI Common Stock · 1,400 shares Expires 2019-12-31 F2 · derivative.exercise_date: Effective March 6, 2017, 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 06, 2017 Filed Mar 8, 2017 21:55 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $48.28 | $0.00 |
DisclosureSEC source: 0001209191-17-019293 · doc4.xml · derivative · entry 1 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: UGI Common Stock · 12,500 shares Expires 2007-03-05 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning March 6, 2018. Read SEC document |
| March 06, 2017 Filed Mar 9, 2017 21:45 UTC Amendment | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $48.28 | $0.00 |
DisclosureSEC source: 0001209191-17-019639 · doc4a.xml · derivative · entry 1 Hartz Joseph L. · CIK 0001698762 · President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: UGI Common Stock · 12,500 shares Expires 2027-03-05 F1 · derivative.exercise_date: These options vest in three equal installments beginning March 6, 2018. F2 · derivative.expiration_date: The reporting person is amending the Form 4 originally filed on March 8, 2017 to correct the expiration date of options awarded on March 6, 2017. The expiration date for these options is March 5, 2027. 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.