Ugi Corp SEC Filings

UGI Corporation is asking shareholders to vote at its fully virtual 2026 Annual Meeting on January 30, 2026 on electing ten directors, approving 2025 executive compensation on an advisory basis, and ratifying KPMG as independent auditor for fiscal 2026. Shareholders of record as of December 1, 2025 may vote, with each share of common stock entitled to one vote.

UGI reported diluted earnings per share of $3.09 and adjusted diluted earnings per share of $3.32 for the fiscal year ended September 30, 2025, and highlights a strategy focused on its core energy distribution businesses, operational improvements at AmeriGas Propane, portfolio optimization and strengthening its capital structure. Executive pay emphasizes performance, with 85% of the CEO’s and 71% of other active named executive officers’ target compensation at risk, and fiscal 2025 bonus payouts ranging from 129.4% to 143.7% of target based on financial, safety, operating expense and free cash flow goals. The company also underscores its independent board leadership, cybersecurity oversight and ongoing board refresh, with five of ten director nominees having less than five years of service.

UGI shareholder Joseph Hartz has filed a notice of proposed sale of 5000 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of 192237.00.

The shares were acquired the same day by exercising options under a registered plan for cash, and Hartz previously sold 15000 common shares on 11/25/2025 for gross proceeds of 580135.50. The number of common shares outstanding was 214527913; this is a baseline figure, not the amount being sold.

UGI Corporation's Chief Financial Officer Sean O'Brien reported an option exercise and related stock sales. On 12/05/2025, he exercised 23,773 options to buy UGI common stock at an exercise price of $24.6 per share, increasing his directly held common shares to 28,709.

On the same date, he sold 23,773 shares of UGI common stock at an average price of $37.647 per share and an additional 4,936 shares at the same average price, leaving him with 0 directly held common shares after these transactions. Following the option exercise, he continued to hold 47,547 derivative securities (stock options) directly. The company notes that the sale prices ranged from $37.54 to $37.6894, with detailed trade breakdowns available upon request.

An affiliate of UGI has filed a Form 144 notice to sell 28,709 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE. The planned sale has an aggregate market value of $1,080,807.72, compared with 214,527,913 shares outstanding of the same class. The shares come from 4,936 performance stock units acquired on 09/30/2025 and 23,773 shares obtained by exercising options under a registered plan on 12/05/2025. By signing the notice, the seller represents that they are not aware of any material adverse, nonpublic information about the issuer’s current or prospective operations.

UGI Corporation insider Hans G. Bell, President of a subsidiary, reported an option exercise and share sale. On 11/26/2025, he exercised 11,300 options for UGI common stock at $33.76 per share and acquired the same number of shares. That day he sold 11,300 shares at an average price of $38.9114, leaving 18,220 UGI shares held directly.

His reported holdings also include shares held through a family trust and a substantial portfolio of stock options, performance units, and stock units granted under the UGI Corporation 2021 Incentive Award Plan, with various exercise prices and vesting or expiration dates extending through 2033. The filing notes he again became a Section 16 officer on January 31, 2025, and the reported amounts reflect securities accumulated while reporting was not required.

UGI Corporation reported a Form 4 for an officer who is President of a subsidiary, covering equity activity on 11/25/2025. The reporting person exercised 15,000 options for UGI common stock at an exercise price of $33.76 per share and, on the same date, sold 15,000 shares at an average price of $38.6757, leaving 33,492 UGI shares owned directly afterward.

The filing also lists a substantial portfolio of derivative awards, including multiple option grants with various exercise prices and expiration dates, performance units tied to UGI common stock, and stock units with dividend equivalents that vest over time. A footnote explains that sale prices ranged from $38.60 to $38.90. The remarks state that the individual was a Section 16 officer from March 2017 to 2021 and again became a Section 16 officer on January 31, 2025, and that current reported holdings include securities accumulated while reporting was not required.

UGI Corporation disclosed a planned sale of restricted stock under Rule 144. The notice covers the potential sale of 15,000 shares of common stock through Morgan Stanley Smith Barney LLC on or around 11/25/2025 on the NYSE. The filing lists an aggregate market value of $580,135.50 for these shares and notes that UGI had 214,527,913 shares outstanding at the time referenced. The seller acquired the 15,000 shares on 11/25/2025 by exercising options under a registered plan and paid the exercise price in cash. The person for whose account the securities are to be sold represents that they are not aware of undisclosed material adverse information about UGI’s current or prospective operations.