Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UGI CORP /PA/UGI · Entity 3628 | Director | January 26, 2024 | January 30, 2024 |
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 26, 2024 · Filed January 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UGI Common StockSEC Table I · non-derivative | IndirectBenefit Plan | 16,707 |
Reported balance
After 2024-01-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-01-26 · Grant · Acquired 4,470 · Balance 16,707 F1: Total gives effect to dividend equivalent accruals. F2: Effective January 26, 2024, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service. |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.17 · Expires 2034-01-25 | Direct | 12,890 |
Reported balance
After 2024-01-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-01-26 · Grant · Acquired 12,890 · Balance 12,890 F3: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant. |
| UGI Common StockSEC Table I · non-derivative | Direct | 932 |
Reported balance
Holding disclosure · report date 2024-01-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 932 |
Filing footnotes · ownership attribution and instrument terms
F1: Total gives effect to dividend equivalent accruals.
F2: Effective January 26, 2024, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award 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 2021 Incentive Award Plan and are fully vested on the effective date of the grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AMERIGAS PARTNERS LP
Report date August 21, 2019 · Filed August 23, 2019
Section 16 reporting ended · disclosed 2019-08-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| APU Common UnitsSEC Table I · non-derivative | IndirectBenefit Plan | 0 |
Reported balance
After 2019-08-21 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-08-21 · Disposition to issuer · Disposed 18,229 · Balance 0 F1: See Exhibit 99.1 |
| APU Common UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-08-21 transaction · row 2
1 source rowRow 2 · 2019-08-21 · Disposition to issuer · Disposed 1,000 · Balance 0 F1: See Exhibit 99.1 |
Filing footnotes · ownership attribution and instrument terms
F1: See Exhibit 99.1
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 26, 2024 Filed Jan 30, 2024 21:22 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 12,890 | $0.00 Strike: $23.17 | $0.00 |
DisclosureSEC source: 0000884614-24-000022 · wk-form4_1706649723.xml · derivative · entry 3 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,890 Underlying: UGI Common Stock · 12,890 shares Expires 2034-01-25 F3 · shares: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 26, 2024 Filed Jan 30, 2024 21:22 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 4,470 | $0.00 | $0.00 |
DisclosureSEC source: 0000884614-24-000022 · wk-form4_1706649723.xml · nonDerivative · entry 1 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Benefit Plan Disclosed balance after: 16,707 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 26, 2024, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award 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 27, 2023 Filed Jan 31, 2023 22:48 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 5,670 | $0.00 Strike: $39.81 | $0.00 |
DisclosureSEC source: 0000884614-23-000013 · wf-form4_167520528308000.xml · derivative · entry 3 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,670 Underlying: UGI Common Stock · 5,670 shares Expires 2033-01-26 F3 · shares: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 22:48 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 2,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000884614-23-000013 · wf-form4_167520528308000.xml · nonDerivative · entry 1 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 11,541 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 27, 2023, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award 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 28, 2022 Filed Feb 1, 2022 22:27 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 2,300 | $0.00 Strike: $44.97 | $0.00 |
DisclosureSEC source: 0001209191-22-005965 · doc4.xml · derivative · entry 3 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 Underlying: UGI Common Stock · 2,300 shares Expires 2032-01-27 F3 · shares: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 22:27 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 6,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005965 · doc4.xml · nonDerivative · entry 1 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 12,360 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 28, 2022, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award 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 28, 2022 Filed Feb 4, 2022 21:59 UTC Amendment | UGI CORP /PA/ UGI · Entity 3628 | GrantOptions (Right to Buy) · Derivative | 6,050 | $0.00 Strike: $44.97 | $0.00 |
DisclosureSEC source: 0001209191-22-007225 · doc4a.xml · derivative · entry 3 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,050 Underlying: UGI Common Stock · 6,050 shares Expires 2032-01-27 F1 · shares: This Form 4 amendment is being filed solely to correct an administrative error, which resulted in the misreporting of the number of stock units and stock options granted to the reporting person on January 28, 2022. F4 · shares: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 28, 2022 Filed Feb 4, 2022 21:59 UTC Amendment | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007225 · doc4a.xml · nonDerivative · entry 1 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 8,610 F1 · shares: This Form 4 amendment is being filed solely to correct an administrative error, which resulted in the misreporting of the number of stock units and stock options granted to the reporting person on January 28, 2022. F2 · balance_after: Total gives effect to dividend equivalent accruals. F3 · ownership.nature: Effective January 28, 2022, the reporting person was granted stock units under the UGI Corporation 2021 Incentive Award 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 29, 2021 Filed Feb 2, 2021 23:22 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 8,860 | $0.00 Strike: $35.99 | $0.00 |
DisclosureSEC source: 0001209191-21-006914 · doc4.xml · derivative · entry 3 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,860 Underlying: UGI Common Stock · 8,860 shares Expires 2031-01-28 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 29, 2021 Filed Feb 2, 2021 23:22 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 2,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006914 · doc4.xml · nonDerivative · entry 1 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 6,128 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 29, 2021, 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 |
| August 07, 2020 Filed Aug 10, 2020 20:02 UTC | UGI CORP /PA/ UGI · Entity 3628 | PurchaseUGI Common Stock | 295 | $33.83 | $9,981.03 |
DisclosureSEC source: 0001209191-20-045920 · doc4.xml · nonDerivative · entry 1 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 932 Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:43 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 12,070 | $0.00 Strike: $43.89 | $0.00 |
DisclosureSEC source: 0001209191-20-004853 · doc4.xml · derivative · entry 3 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,070 Underlying: UGI Common Stock · 12,070 shares Expires 2030-01-21 F2 · 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 22, 2020 Filed Jan 24, 2020 21:43 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 3,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004853 · doc4.xml · nonDerivative · entry 1 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 3,140 F1 · ownership.nature: Effective January 22, 2020, 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 |
| August 21, 2019 Filed Aug 23, 2019 18:34 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Disposition to issuerAPU Common Units | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-022390 · doc4.xml · nonDerivative · entry 2 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: See Exhibit 99.1 F1 · price: See Exhibit 99.1 Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 18:34 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Disposition to issuerAPU Common Units | 18,229 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-022390 · doc4.xml · nonDerivative · entry 1 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 0 F1 · shares: See Exhibit 99.1 F1 · price: See Exhibit 99.1 Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 17:41 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | GrantAPU Common Units | 2,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006236 · doc4.xml · nonDerivative · entry 1 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 16,736 F1 · balance_after: Total gives effect to distribution equivalent accruals. F2 · ownership.nature: Effective January 29, 2019, the reporting person was granted Phantom Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on behalf of AmeriGas Partners, L.P. Each Phantom Unit represents the right of the recipient to receive a Common Unit of AmeriGas Partners, L.P. upon retirement or termination of service. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 16:48 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | GrantAPU Common Units | 1,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005639 · doc4.xml · nonDerivative · entry 1 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 12,073 F1 · balance_after: Total gives effect to distribution equivalent accruals. F2 · ownership.nature: Effective January 24, 2018, the reporting person was granted Phantom Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on behalf of AmeriGas Partners, L.P. Each Phantom Unit represents the right of the recipient to receive a Common Unit of AmeriGas Partners, L.P. upon retirement or termination of service. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 16:35 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | GrantAPU Common Units | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005518 · doc4.xml · nonDerivative · entry 1 MARRAZZO WILLIAM J · CIK 0001234185 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 9,726 F1 · balance_after: Total gives effect to distribution equivalent accruals. F2 · ownership.nature: Effective January 23, 2017, the reporting person was granted Phantom Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on behalf of AmeriGas Partners, L.P. Each Phantom Unit represents the right of the recipient to receive a Common Unit of AmeriGas Partners, L.P. upon retirement or termination of service. 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.