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UGI Corporation (UGI) awards performance and stock units to VP, CAO & Controller

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

UGI Corporation reported new equity awards for officer Jean Felix Tematio, who serves as VP, CAO & Corporate Controller. Effective January 1, 2026, he received 3,055 performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit gives him the right to receive one share of UGI common stock if specified performance goals and other conditions are met.

On the same date, he was also granted 4,569 stock units with dividend equivalents under the same plan. Each stock unit represents the right to receive one share of UGI common stock, with 50% of the units vesting on the second anniversary of the grant date and the remaining 50% vesting on the third anniversary. Both awards have an exercise price of $0 and are reported as directly owned.

Positive

  • None.

Negative

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Insider Tematio Jean Felix
Role VP, CAO & Corporate Controller
Type Security Shares Price Value
Grant/Award Performance Units 3,055 $0.00 --
Grant/Award Stock Units 4,569 $0.00 --
Holdings After Transaction: Performance Units — 3,055 shares (Direct); Stock Units — 4,569 shares (Direct)
Footnotes (1)
  1. 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. 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.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Tematio Jean Felix

(Last) (First) (Middle)
500 NORTH GULPH ROAD

(Street)
KING OF PRUSSIA PA 19406

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
UGI CORP /PA/ [ UGI ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
VP, CAO & Corporate Controller
3. Date of Earliest Transaction (Month/Day/Year)
01/01/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Performance Units $0 01/01/2026 A 3,055 (1) 12/31/2028 UGI Common Stock 3,055 $0 3,055 D
Stock Units (2) 01/01/2026 A 4,569 (2) (2) UGI Common Stock 4,569 $0 4,569 D
Explanation of Responses:
1. 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.
2. 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.
/s/ Pamela A. Meredith, Attorney-in-Fact for Jean Felix Tematio 01/05/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did UGI (UGI) report in this Form 4?

The filing reports that officer Jean Felix Tematio, VP, CAO & Corporate Controller of UGI Corporation, received grants of performance units and stock units under the company’s 2021 Incentive Award Plan effective January 1, 2026.

How many performance units did Jean Felix Tematio receive from UGI (UGI)?

Jean Felix Tematio was granted 3,055 performance units effective January 1, 2026. Each performance unit represents the right to receive one share of UGI common stock if specified performance goals and other conditions are satisfied.

How many stock units did UGI (UGI) grant and what is the vesting schedule?

He received 4,569 stock units with dividend equivalents effective January 1, 2026. Each stock unit represents the right to receive one share of UGI common stock, with 50% vesting on the second anniversary of the grant date and the remaining 50% vesting on the third anniversary.

What is the exercise or purchase price of the UGI (UGI) performance and stock units?

The Form 4 shows an exercise or conversion price of $0 for both the 3,055 performance units and the 4,569 stock units granted under the UGI Corporation 2021 Incentive Award Plan.

What do the UGI (UGI) performance units represent for the reporting person?

Each performance unit granted to Jean Felix Tematio represents the right to receive one share of UGI common stock if the company meets specified performance goals and other conditions described in the award terms.

How are the UGI (UGI) stock units with dividend equivalents structured?

Each stock unit represents the right to receive one share of UGI common stock plus dividend equivalents. The units vest in two equal installments: half on the second anniversary of the January 1, 2026 grant date and half on the third anniversary.

What role does Jean Felix Tematio hold at UGI (UGI)?

Jean Felix Tematio is identified in the filing as an officer of UGI Corporation, serving as VP, CAO & Corporate Controller, and the Form 4 is filed for one reporting person.