Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UGI CORP /PA/UGI · Entity 3628 | Chief Information Officer | December 31, 2024 | January 03, 2025 |
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 December 31, 2024 · Filed January 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UGI Common StockSEC Table I · non-derivative | Direct | 16,685 |
Ending reported balance
After 2024-12-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-12-31 · Exercise / conversion · Acquired 2,160 · Balance 17,393 Row 2 · 2024-12-31 · Tax withholding · Disposed 708 · Balance 16,685 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 2022. |
| Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-12-31 | Direct | 0 |
Reported balance
After 2024-12-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-12-31 · Exercise / conversion · Disposed 2,160 · Balance 0 F2: Effective January 1, 2022, 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. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,022 |
Reported balance
After 2025-01-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-01-01 · Grant · Acquired 6,022 · Balance 6,022 F4: Effective January 1, 2025, 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. |
| Performance UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-12-31 | Direct | 9,124 |
Reported balance
After 2025-01-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-01-01 · Grant · Acquired 9,124 · Balance 9,124 F3: Effective January 1, 2025, 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. |
| UGI Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 2,376 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,376 |
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 2022.
F2: Effective January 1, 2022, 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.
F3: Effective January 1, 2025, 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.
F4: Effective January 1, 2025, 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, 2025 Filed Jan 3, 2025 21:38 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 6,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-000474 · form4-01032025_090106.xml · derivative · entry 6 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,022 Underlying: UGI Common Stock · 6,022 shares Expires not disclosed F4 · derivative.exercise_price: Effective January 1, 2025, 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. F4 · derivative.exercise_date: Effective January 1, 2025, 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. F4 · derivative.expiration_date: Effective January 1, 2025, 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, 2025 Filed Jan 3, 2025 21:38 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 9,124 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-000474 · form4-01032025_090106.xml · derivative · entry 5 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,124 Underlying: UGI Common Stock · 9,124 shares Expires 2027-12-31 F3 · derivative.exercise_date: Effective January 1, 2025, 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 31, 2024 Filed Jan 3, 2025 21:38 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionStock Units · Derivative | 2,160 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-000474 · form4-01032025_090106.xml · derivative · entry 4 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: UGI Common Stock · 2,160 shares Expires 2024-12-31 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, 2022, 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 |
| December 31, 2024 Filed Jan 3, 2025 21:38 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 708 | $28.23 | $19,986.84 |
DisclosureSEC source: 0001415889-25-000474 · form4-01032025_090106.xml · nonDerivative · entry 2 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,685 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 2022. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:38 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 2,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-000474 · form4-01032025_090106.xml · nonDerivative · entry 1 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,393 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, 2024 Filed Jan 3, 2024 22:31 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 3,460 | $0.00 | $0.00 |
DisclosureSEC source: 0000884614-24-000005 · wk-form4_1704321038.xml · derivative · entry 7 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,460 Underlying: UGI Common Stock · 3,460 shares Expires not disclosed F4 · derivative.exercise_price: Effective January 1, 2024, 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. F4 · derivative.exercise_date: Effective January 1, 2024, 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. F4 · derivative.expiration_date: Effective January 1, 2024, 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 01, 2024 Filed Jan 3, 2024 22:31 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 4,220 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000884614-24-000005 · wk-form4_1704321038.xml · derivative · entry 6 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,220 Underlying: UGI Common Stock · 4,220 shares Expires 2026-12-31 F3 · derivative.exercise_date: Effective January 1, 2024, 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 |
| January 01, 2024 Filed Jan 3, 2024 22:31 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 5,190 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000884614-24-000005 · wk-form4_1704321038.xml · derivative · entry 5 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,190 Underlying: UGI Common Stock · 5,190 shares Expires 2026-09-30 F3 · derivative.exercise_date: Effective January 1, 2024, 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 |
| January 01, 2024 Filed Jan 3, 2024 22:31 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 20,210 | $0.00 Strike: $24.60 | $0.00 |
DisclosureSEC source: 0000884614-24-000005 · wk-form4_1704321038.xml · derivative · entry 4 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,210 Underlying: UGI Common Stock · 20,210 shares Expires 2033-12-31 F2 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2025. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:31 UTC | UGI CORP /PA/ UGI · Entity 3628 | Tax withholdingUGI Common Stock | 835 | $24.60 | $20,541.00 |
DisclosureSEC source: 0000884614-24-000005 · wk-form4_1704321038.xml · nonDerivative · entry 2 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,233 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 2021. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:31 UTC | UGI CORP /PA/ UGI · Entity 3628 | Exercise / conversionUGI Common Stock | 2,550 | $0.00 | $0.00 |
DisclosureSEC source: 0000884614-24-000005 · wk-form4_1704321038.xml · nonDerivative · entry 1 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,068 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 |
| March 07, 2023 Filed Mar 9, 2023 21:54 UTC | UGI CORP /PA/ UGI · Entity 3628 | OtherUGI Common Stock | 431 | $36.87 | $15,890.97 |
DisclosureSEC source: 0000884614-23-000034 · wf-form4_167839886516240.xml · nonDerivative · entry 1 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 2,118 F1 · shares: Represents UGI Common Stock disposed pursuant to an intra-plan fund transfer in the reporting person's 401(k) account. Read SEC document |
| January 12, 2023 Filed Jan 17, 2023 22:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 3,080 | $0.00 | $0.00 |
DisclosureSEC source: 0000884614-23-000005 · wf-form4_167399535589373.xml · derivative · entry 4 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,080 Underlying: UGI Common Stock · 3,080 shares Expires not disclosed F3 · derivative.exercise_price: 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. F3 · 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. F3 · derivative.expiration_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 12, 2023 Filed Jan 17, 2023 22:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 3,320 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000884614-23-000005 · wf-form4_167399535589373.xml · derivative · entry 3 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,320 Underlying: UGI Common Stock · 3,320 shares Expires 2025-12-31 F2 · derivative.exercise_date: Effective January 12, 2023, 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 |
| January 12, 2023 Filed Jan 17, 2023 22:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 4,610 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000884614-23-000005 · wf-form4_167399535589373.xml · derivative · entry 2 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,610 Underlying: UGI Common Stock · 4,610 shares Expires 2025-09-30 F2 · derivative.exercise_date: Effective January 12, 2023, 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 |
| January 12, 2023 Filed Jan 17, 2023 22:42 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 13,490 | $0.00 Strike: $41.45 | $0.00 |
DisclosureSEC source: 0000884614-23-000005 · wf-form4_167399535589373.xml · derivative · entry 1 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,490 Underlying: UGI Common Stock · 13,490 shares Expires 2033-01-11 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 12, 2024. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 21:45 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantStock Units · Derivative | 2,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000884 · doc4.xml · derivative · entry 3 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,160 Underlying: UGI Common Stock · 2,160 shares Expires not disclosed F3 · derivative.exercise_price: Effective January 1, 2022, 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. F3 · derivative.exercise_date: Effective January 1, 2022, 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. F3 · derivative.expiration_date: Effective January 1, 2022, 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 01, 2022 Filed Jan 4, 2022 21:45 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantPerformance Units · Derivative | 3,330 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000884 · doc4.xml · derivative · entry 2 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,330 Underlying: UGI Common Stock · 3,330 shares Expires 2024-12-31 F2 · derivative.exercise_date: Effective January 1, 2022, 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 |
| January 01, 2022 Filed Jan 4, 2022 21:45 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 11,260 | $0.00 Strike: $45.91 | $0.00 |
DisclosureSEC source: 0001209191-22-000884 · doc4.xml · derivative · entry 1 Koerwer John · CIK 0001886789 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,260 Underlying: UGI Common Stock · 11,260 shares Expires 2031-12-31 F1 · derivative.exercise_date: These options vest in three equal annual installments beginning January 1, 2023. 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.