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 | 545 |
Ending reported balance
After 2026-01-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-11 · Exercise / conversion · Acquired 1,350 · Balance 1,350 Row 2 · 2026-01-11 · Tax withholding · Disposed 805 · Balance 545 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 1,350 · 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 21:05 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionStock Units · Derivative | 1,350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002062722-26-000004 · form4-01132026_090142.xml · derivative · entry 3 Fazio Julie · CIK 0002062722 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 1,350 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 21:05 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 805 | $37.07 | $29,841.35 |
DisclosureSEC source: 0002062722-26-000004 · form4-01132026_090142.xml · nonDerivative · entry 2 Fazio Julie · CIK 0002062722 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 545 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 21:05 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0002062722-26-000004 · form4-01132026_090142.xml · nonDerivative · entry 1 Fazio Julie · CIK 0002062722 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,350 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 21:26 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 3,206 | $0.00 | $0.00 |
DisclosureSEC source: 0002062722-26-000002 · form4-01052026_090158.xml · derivative · entry 2 Fazio Julie · CIK 0002062722 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,206 Underlying: UGI Common Stock · 3,206 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 21:26 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 4,824 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002062722-26-000002 · form4-01052026_090158.xml · derivative · entry 1 Fazio Julie · CIK 0002062722 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,824 Underlying: UGI Common Stock · 4,824 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.