Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cencora, Inc.COR · Entity 2994 | Director | March 11, 2024 | March 13, 2024 |
| UGI CORP /PA/UGI · Entity 3628 | Director | January 30, 2019 | February 01, 2019 |
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.
Cencora, Inc.
Report date March 11, 2024 · Filed March 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,762 |
Ending reported balance
After 2024-03-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-11 · Exercise / conversion · Acquired 1,593 · Balance 27,919 F1: Reflects the vesting of 2021 annual grant of restricted stock units described in Table II. Row 2 · 2024-03-12 · Grant · Acquired 843 · Balance 28,762 F2: Annual grant of restricted stock units received for no consideration and vests 100% on the first anniversary of the date of grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-03-11 · Exercise / conversion · Disposed 1,593 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one share of common stock of Cencora, Inc. F4: 2021 annual grant of restricted stock units received for no consideration and vested 100% on March 11, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the vesting of 2021 annual grant of restricted stock units described in Table II.
F2: Annual grant of restricted stock units received for no consideration and vests 100% on the first anniversary of the date of grant.
F3: Each restricted stock unit represents a contingent right to receive one share of common stock of Cencora, Inc.
F4: 2021 annual grant of restricted stock units received for no consideration and vested 100% on March 11, 2024.
UGI CORP /PA/
Report date January 30, 2019 · Filed February 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UGI Common StockSEC Table I · non-derivative | IndirectBenefit Plan | 33,970 |
Reported balance
After 2019-01-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-01-30 · Grant · Acquired 1,840 · Balance 33,970 F1: Total gives effect to dividend equivalent accruals. F2: Effective January 30, 2019, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $56.25 · Expires 2029-01-29 | Direct | 5,400 |
Reported balance
After 2019-01-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-01-30 · Grant · Acquired 5,400 · Balance 5,400 F3: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Total gives effect to dividend equivalent accruals.
F2: Effective January 30, 2019, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service.
F3: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant.
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 |
|---|---|---|---|---|---|---|
| March 12, 2024 Filed Mar 13, 2024 20:35 UTC | Cencora, Inc. COR · Entity 2994 | GrantCommon Stock | 843 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140859-24-000044 · wk-form4_1710362099.xml · nonDerivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,762 F2 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the first anniversary of the date of grant. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 20:35 UTC | Cencora, Inc. COR · Entity 2994 | Exercise / conversionRestricted Stock Units · Derivative | 1,593 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140859-24-000044 · wk-form4_1710362099.xml · derivative · entry 3 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,593 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Cencora, Inc. F3 · price: Each restricted stock unit represents a contingent right to receive one share of common stock of Cencora, Inc. F4 · derivative.exercise_date: 2021 annual grant of restricted stock units received for no consideration and vested 100% on March 11, 2024. F4 · derivative.expiration_date: 2021 annual grant of restricted stock units received for no consideration and vested 100% on March 11, 2024. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 20:35 UTC | Cencora, Inc. COR · Entity 2994 | Exercise / conversionCommon Stock | 1,593 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140859-24-000044 · wk-form4_1710362099.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,919 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 · price: Reflects the vesting of 2021 annual grant of restricted stock units described in Table II. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 20:16 UTC | Cencora, Inc. ABC · Entity 2994 | GrantCommon Stock | 1,334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140859-23-000067 · wf-form4_167873855836631.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,326 F1 · shares: Grant of restricted stock units received for no consideration and vests 100% on the first anniversary of the date of the grant. F1 · price: Grant of restricted stock units received for no consideration and vests 100% on the first anniversary of the date of the grant. F2 · balance_after: The reporting person has reported prior awards of restricted stock units in Table II of Form 4. In addition to the 1,334 newly awarded restricted stock units and 20,841 shares of common stock, the total reported in Column 5 includes 4,151 restricted stock units previously reported in Table II, of which 2,791 are unvested restricted stock units and 1,360 are vested restricted stock units with deferred share delivery. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 19:34 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionRestricted Stock Units · Derivative | 2,012 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140859-23-000051 · wf-form4_167821764356223.xml · derivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,012 shares Expires not disclosed 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 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. F1 · derivative.exercise_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. F1 · derivative.expiration_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 19:34 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 2,012 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140859-23-000051 · wf-form4_167821764356223.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,841 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 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 20:19 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 1,197 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-009122 · form4.xml · derivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,197 Underlying: Common Stock · 1,197 shares Expires not disclosed F1 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. F1 · derivative.exercise_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. F1 · derivative.expiration_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:04 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionRestricted Stock Units · Derivative | 2,101 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-22-007641 · form4.xml · derivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,101 shares Expires not disclosed 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 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. F1 · derivative.exercise_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. F1 · derivative.expiration_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:04 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 2,101 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-007641 · form4.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,829 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 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant. Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 21:08 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 1,593 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-010374 · form4.xml · derivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,593 Underlying: Common Stock · 1,593 shares Expires not disclosed F1 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant Read SEC document |
| March 05, 2021 Filed Mar 8, 2021 21:19 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionRestricted Stock Units · Derivative | 1,206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-009678 · form4.xml · derivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,206 shares Expires not disclosed 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 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant Read SEC document |
| March 05, 2021 Filed Mar 8, 2021 21:19 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 1,206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-009678 · form4.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,728 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 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 21:06 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionRestricted Stock Units · Derivative | 1,340 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-21-008687 · form4.xml · derivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,340 shares Expires not disclosed 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 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 21:06 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 1,340 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-008687 · form4.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,522 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 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 23:01 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionRestricted Stock Units · Derivative | 1,818 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-21-000233 · form4.xml · derivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,818 shares Expires not disclosed 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_price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F1 · shares: Receipt of shares was deferred until 1/1/2021 F2 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 23:01 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 1,818 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-000233 · form4.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,182 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 · shares: Receipt of shares was deferred until 1/1/2021 F2 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant Read SEC document |
| May 19, 2020 Filed May 20, 2020 20:31 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 10,585 | $0.00 Strike: $37.43 | $0.00 |
DisclosureSEC source: 0001127602-20-017358 · form4.xml · derivative · entry 3 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,585 shares Expires 2021-02-17 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 · derivative.exercise_date: Exercisable in three equal annual installments on 2/17/2012, 2/17/2013 and 2/17/2014. Read SEC document |
| May 19, 2020 Filed May 20, 2020 20:31 UTC | Cencora, Inc. ABC · Entity 2994 | SaleCommon Stock | 10,585 | $90.18 | $954,555.30 |
DisclosureSEC source: 0001127602-20-017358 · form4.xml · nonDerivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,364 Read SEC document |
| May 19, 2020 Filed May 20, 2020 20:31 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 10,585 | $37.43 | $396,196.55 |
DisclosureSEC source: 0001127602-20-017358 · form4.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,949 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 05, 2020 Filed Mar 6, 2020 21:09 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 2,012 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009802 · form4.xml · derivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,012 Underlying: Common Stock · 2,012 shares Expires not disclosed F1 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant Read SEC document |
| June 10, 2019 Filed Jun 10, 2019 20:06 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 8,256 | $0.00 Strike: $27.99 | $0.00 |
DisclosureSEC source: 0001127602-19-021233 · form4.xml · derivative · entry 3 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,256 shares Expires 2020-03-05 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 · derivative.exercise_date: Exercisable in three equal annual installments on 03/05/11, 03/05/12 and 03/05/13 Read SEC document |
| June 10, 2019 Filed Jun 10, 2019 20:06 UTC | Cencora, Inc. ABC · Entity 2994 | SaleCommon Stock | 8,256 | $84.95 | $701,347.20 |
DisclosureSEC source: 0001127602-19-021233 · form4.xml · nonDerivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,364 Read SEC document |
| June 10, 2019 Filed Jun 10, 2019 20:06 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 8,256 | $27.99 | $231,085.44 |
DisclosureSEC source: 0001127602-19-021233 · form4.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,620 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 |
| May 22, 2019 Filed May 22, 2019 20:06 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,500 | $0.00 Strike: $27.99 | $0.00 |
DisclosureSEC source: 0001127602-19-019427 · form4.xml · derivative · entry 3 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,256 Underlying: Common Stock · 5,500 shares Expires 2020-03-05 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 · derivative.exercise_date: Exercisable in three equal annual installments on 03/05/11, 03/05/12 and 03/05/13 Read SEC document |
| May 22, 2019 Filed May 22, 2019 20:06 UTC | Cencora, Inc. ABC · Entity 2994 | SaleCommon Stock | 5,500 | $80.69 | $443,795.00 |
DisclosureSEC source: 0001127602-19-019427 · form4.xml · nonDerivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,364 Read SEC document |
| May 22, 2019 Filed May 22, 2019 20:06 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 5,500 | $27.99 | $153,945.00 |
DisclosureSEC source: 0001127602-19-019427 · form4.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,364 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 04, 2019 Filed Mar 4, 2019 22:22 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionRestricted Stock Units · Derivative | 1,417 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-19-009618 · form4.xml · derivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,417 shares Expires 2026-03-03 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_price: Each restricted stock unit represents a right to receive one share of AmerisourceBergen common stock F1 · price: Annual grant of restricted stock received for no consideration and vests 100% on the third anniversary of the date of grant Read SEC document |
| March 04, 2019 Filed Mar 4, 2019 22:22 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 1,417 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-009618 · form4.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,364 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 · price: Annual grant of restricted stock received for no consideration and vests 100% on the third anniversary of the date of grant Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 21:09 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 2,101 | $83.30 Strike: $0.00 | $175,013.30 |
DisclosureSEC source: 0001127602-19-009181 · form4.xml · derivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,202 Underlying: Common Stock · 2,101 shares Expires not disclosed F1 · derivative.exercise_price: Grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Grant of restricted stock units that vest 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Grant of restricted stock units that vest 100% on the third anniversary of the date of grant Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:04 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 19,922 | $0.00 Strike: $17.78 | $0.00 |
DisclosureSEC source: 0001127602-19-007145 · form4.xml · derivative · entry 3 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,922 shares Expires 2019-02-20 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 · shares: The exercise of stock options and the sale of common stock reflected in this Form 4 were pursuant to a Rule 10b-5 trading plan dated May 7, 2018. F2 · derivative.exercise_date: Exercisable in three equal annual installments on 02/20/2010, 02/20/2011 and 02/20/2012 Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:04 UTC | Cencora, Inc. ABC · Entity 2994 | SaleCommon Stock | 19,922 | $86.59 | $1,725,045.98 |
DisclosureSEC source: 0001127602-19-007145 · form4.xml · nonDerivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,947 F1 · shares: The exercise of stock options and the sale of common stock reflected in this Form 4 were pursuant to a Rule 10b-5 trading plan dated May 7, 2018. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:04 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 19,922 | $17.78 | $354,213.16 |
DisclosureSEC source: 0001127602-19-007145 · form4.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,869 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 · shares: The exercise of stock options and the sale of common stock reflected in this Form 4 were pursuant to a Rule 10b-5 trading plan dated May 7, 2018. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 22:58 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 5,400 | $0.00 Strike: $56.25 | $0.00 |
DisclosureSEC source: 0001209191-19-006564 · doc4.xml · derivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,400 Underlying: UGI Common Stock · 5,400 shares Expires 2029-01-29 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 22:58 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 1,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006564 · doc4.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 33,970 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 30, 2019, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation 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 |
| March 01, 2018 Filed Mar 5, 2018 21:03 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 1,340 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010013 · form4.xml · derivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,340 Underlying: Common Stock · 1,340 shares Expires not disclosed F1 · derivative.exercise_price: Annual grant of restricted stock received for no consideration and vests 100% on the third anniversary of the date of grant F1 · price: Annual grant of restricted stock received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 21:04 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,278 | $0.00 Strike: $19.13 | $0.00 |
DisclosureSEC source: 0001127602-18-006074 · form4.xml · derivative · entry 3 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,278 shares Expires 2018-09-25 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 · shares: The exercise of stock options and the sale of common stock reflected in this Form 4 were pursuant to a Rule 10b-5 trading plan dated September 14, 2017 governing stock options scheduled to expire on September 28, 2018. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 21:04 UTC | Cencora, Inc. ABC · Entity 2994 | SaleCommon Stock | 2,278 | $101.13 | $230,374.14 |
DisclosureSEC source: 0001127602-18-006074 · form4.xml · nonDerivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,947 F1 · shares: The exercise of stock options and the sale of common stock reflected in this Form 4 were pursuant to a Rule 10b-5 trading plan dated September 14, 2017 governing stock options scheduled to expire on September 28, 2018. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 21:04 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 2,278 | $19.13 | $43,578.14 |
DisclosureSEC source: 0001127602-18-006074 · form4.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,225 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 · shares: The exercise of stock options and the sale of common stock reflected in this Form 4 were pursuant to a Rule 10b-5 trading plan dated September 14, 2017 governing stock options scheduled to expire on September 28, 2018. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 22:02 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $47.55 | $0.00 |
DisclosureSEC source: 0001209191-18-005891 · doc4.xml · derivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: UGI Common Stock · 9,000 shares Expires 2028-01-24 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 22:02 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005891 · doc4.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 31,521 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 25, 2018, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation 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 10, 2018 Filed Jan 10, 2018 23:09 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $19.13 | $0.00 |
DisclosureSEC source: 0001127602-18-001574 · form4.xml · derivative · entry 3 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,278 Underlying: Common Stock · 2,000 shares Expires 2018-09-25 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 · shares: The exercise of stock options and the sale of common stock reflected in this Form 4 were pursuant to a Rule 10b-5 trading plan dated September 14, 2017 governing stock options scheduled to expire on September 25, 2018. Read SEC document |
| January 10, 2018 Filed Jan 10, 2018 23:09 UTC | Cencora, Inc. ABC · Entity 2994 | SaleCommon Stock | 2,000 | $96.54 | $193,080.00 |
DisclosureSEC source: 0001127602-18-001574 · form4.xml · nonDerivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,947 F1 · shares: The exercise of stock options and the sale of common stock reflected in this Form 4 were pursuant to a Rule 10b-5 trading plan dated September 14, 2017 governing stock options scheduled to expire on September 25, 2018. Read SEC document |
| January 10, 2018 Filed Jan 10, 2018 23:09 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 2,000 | $19.13 | $38,260.00 |
DisclosureSEC source: 0001127602-18-001574 · form4.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,947 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 · shares: The exercise of stock options and the sale of common stock reflected in this Form 4 were pursuant to a Rule 10b-5 trading plan dated September 14, 2017 governing stock options scheduled to expire on September 25, 2018. Read SEC document |
| December 13, 2017 Filed Dec 13, 2017 21:05 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $19.13 | $0.00 |
DisclosureSEC source: 0001127602-17-034559 · form4.xml · derivative · entry 3 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,278 Underlying: Common Stock · 2,000 shares Expires 2018-09-25 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 · shares: The exercise of stock options and the sale of common stock reflected in this Form 4 were pursuant to a Rule 10b-5 trading plan dated September 14, 2017 governing stock options scheduled to expire on September 28, 2018. Read SEC document |
| December 13, 2017 Filed Dec 13, 2017 21:05 UTC | Cencora, Inc. ABC · Entity 2994 | SaleCommon Stock | 2,000 | $88.00 | $176,000.00 |
DisclosureSEC source: 0001127602-17-034559 · form4.xml · nonDerivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,947 F1 · shares: The exercise of stock options and the sale of common stock reflected in this Form 4 were pursuant to a Rule 10b-5 trading plan dated September 14, 2017 governing stock options scheduled to expire on September 28, 2018. Read SEC document |
| December 13, 2017 Filed Dec 13, 2017 21:05 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 2,000 | $19.13 | $38,260.00 |
DisclosureSEC source: 0001127602-17-034559 · form4.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,947 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 · shares: The exercise of stock options and the sale of common stock reflected in this Form 4 were pursuant to a Rule 10b-5 trading plan dated September 14, 2017 governing stock options scheduled to expire on September 28, 2018. Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 21:56 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $19.13 | $0.00 |
DisclosureSEC source: 0001127602-17-033560 · form4.xml · derivative · entry 3 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,278 Underlying: Common Stock · 2,000 shares Expires 2018-09-25 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 · shares: The exercise of stock options and the sale of common stock reflected in this Form 4 were pursuant to a Rule 10b-5 trading plan dated September 14, 2017 governing stock options scheduled to expire on September 28, 2018. Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 21:56 UTC | Cencora, Inc. ABC · Entity 2994 | SaleCommon Stock | 2,000 | $85.00 | $170,000.00 |
DisclosureSEC source: 0001127602-17-033560 · form4.xml · nonDerivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,947 F1 · shares: The exercise of stock options and the sale of common stock reflected in this Form 4 were pursuant to a Rule 10b-5 trading plan dated September 14, 2017 governing stock options scheduled to expire on September 28, 2018. Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 21:56 UTC | Cencora, Inc. ABC · Entity 2994 | Exercise / conversionCommon Stock | 2,000 | $19.13 | $38,260.00 |
DisclosureSEC source: 0001127602-17-033560 · form4.xml · nonDerivative · entry 1 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,947 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 · shares: The exercise of stock options and the sale of common stock reflected in this Form 4 were pursuant to a Rule 10b-5 trading plan dated September 14, 2017 governing stock options scheduled to expire on September 28, 2018. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 23:04 UTC | Cencora, Inc. ABC · Entity 2994 | GrantRestricted Stock Units · Derivative | 1,360 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010302 · form4.xml · derivative · entry 2 GOCHNAUER RICHARD W · CIK 0001214315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,360 Underlying: Common Stock · 1,360 shares Expires not disclosed F1 · derivative.exercise_price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F1 · price: Annual grant of restricted stock units received for no consideration and vests 100% on the third anniversary of the date of grant F2 · derivative.exercise_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant F2 · derivative.expiration_date: Annual grant of restricted stock units that vests 100% on the third anniversary of the date of grant 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.