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 01, 2026 | January 05, 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 01, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-12-31 | Direct | 12,058 |
Reported balance
After 2026-01-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-01 · Grant · Acquired 12,058 · Balance 12,058 F1: 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. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,015 |
Reported balance
After 2026-01-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-01 · Grant · Acquired 8,015 · Balance 8,015 F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
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 01, 2026 Filed Jan 5, 2026 21:29 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 8,015 | $0.00 | $0.00 |
DisclosureSEC source: 0002056640-26-000002 · form4-01052026_090113.xml · derivative · entry 2 Sharp Michael · CIK 0002056640 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,015 Underlying: UGI Common Stock · 8,015 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 21:29 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 12,058 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002056640-26-000002 · form4-01052026_090113.xml · derivative · entry 1 Sharp Michael · CIK 0002056640 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,058 Underlying: UGI Common Stock · 12,058 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 |
| February 27, 2025 Filed Mar 3, 2025 21:57 UTC | UGI CORP /PA/ UGI · Entity 3628 | PurchaseUGI Common Stock | 4,806 | $33.30 | $160,039.80 |
DisclosureSEC source: 0001415889-25-006197 · form4-03032025_090318.xml · nonDerivative · entry 1 Sharp Michael · CIK 0002056640 · President of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,806 F1 · price: The shares of common stock with respect to this transaction were purchased at prices ranging from $33.28 and $33.32. 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 purchased at each separate price. 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.