Every Form 4 that UGI Corporation (UGI) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow UGI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full UGI filings page.
UGI Corporation’s General Counsel and Chief Legal Officer, Kathleen Shea-Ballay, exercised options to acquire 25,360 shares of UGI common stock at $24.60 per share, then sold the same 25,360 shares in an open-market sale.
The sale was executed at an average price of $33.6157 per share, with individual trades ranging from $33.58 to $33.89. Following these transactions, she holds no UGI common stock directly but retains options for 12,680 shares at a $24.60 exercise price, expiring on December 31, 2033.
UGI Corporation Chief Financial Officer Sean O’Brien settled a prior equity award into common shares. On April 10, 2026, he exercised 5,660 stock units, receiving the same number of UGI Common Stock shares as part of a 2023 incentive award vesting.
Of these shares, 1,576 were withheld by UGI at $37.94 per share to cover his income tax liability tied to the vesting. After this tax-withholding disposition, O’Brien directly holds 4,084 UGI common shares. The filing reflects routine compensation vesting and tax settlement, not an open-market purchase or sale.
Tematio Jean Felix reported multiple insider transaction types in a Form 4 filing for UGI. The filing lists transactions totaling 38,520 shares at a weighted average price of $31.34 per share. Following the reported transactions, holdings were 6,420 shares.
UGI Corporation director David Bingenheimer received a grant of 4,364 stock units of UGI common stock on January 30, 2026. The units were awarded at a price of $0 under the UGI Corporation 2021 Incentive Award Plan and are held indirectly through a benefit plan. Following this grant and related dividend equivalent accruals, he beneficially owns 11,275 shares through the plan. Each stock unit represents the right to receive one share of UGI common stock upon his retirement or termination of service.
UGI Corporation director Alan N. Harris reported an award of 4,364 shares of UGI common stock on January 30, 2026. The shares were acquired at a price of $0 per share and are held indirectly through a benefit plan.
Following this grant and related dividend equivalent accruals, Harris is shown as beneficially owning 33,377 UGI common shares indirectly. The award reflects stock units granted under the UGI Corporation 2021 Incentive Award Plan, with each unit convertible into one share of common stock upon retirement or termination of service.
UGI Corporation director Mario Longhi reported an equity award of 7,480 shares of UGI Common Stock at a price of $0.00 per share on January 30, 2026. The shares were acquired indirectly through a benefit plan and reflect dividend equivalent accruals.
After this transaction, Longhi indirectly beneficially owned 30,792 shares through the benefit plan and also directly held 65,062 shares of UGI Common Stock. The award was granted as stock units under the UGI Corporation 2021 Incentive Award Plan, which convert into shares upon retirement or termination of service.
UGI Corporation director M. Shawn Bort reported a grant of equity-based compensation. On January 30, 2026, Bort acquired 4,364 shares of UGI Common Stock at a price of $0, held indirectly through a benefit plan. Following this transaction, Bort beneficially owned 85,478 shares indirectly through the plan and 14,345 shares directly. A footnote explains the indirect total reflects dividend equivalent accruals, and that, effective January 30, 2026, Bort was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan, each representing the right to receive one share of Common Stock upon retirement or termination of service.
UGI Corporation director Tina Veronica Faraca reported an award of 4,364 shares of UGI Common Stock on January 30, 2026. The shares were acquired at $0 per share through a benefit plan and are held indirectly.
Following this transaction, she beneficially owns 12,303 UGI shares through the plan. A footnote explains that this total reflects dividend equivalent accruals and that the award consists of stock units granted under the UGI Corporation 2021 Incentive Award Plan, each convertible into one share of common stock upon retirement or termination of service.
UGI Corporation director Santiago Seage reported a grant of 4,364 Stock Units of UGI common stock on January 30, 2026 at a price of $0 per share. The units were awarded under the UGI Corporation 2021 Incentive Award Plan and are held indirectly through a benefit plan.
Each Stock Unit represents the right to receive one share of UGI common stock upon retirement or termination of service. After giving effect to dividend equivalent accruals, Seage now beneficially owns 16,585 shares through this plan.
UGI Corporation director Ted A. Dosch reported an acquisition of UGI common stock through a company benefit plan. On January 30, 2026, 4,364 shares of UGI common stock were acquired at a price of $0 per share, increasing indirect holdings in a benefit plan to 36,096 shares. In addition, he is shown as directly holding 22,000 shares of UGI common stock. The filing notes these totals reflect dividend equivalent accruals and that, effective the same date, he was granted stock units under the 2021 Incentive Award Plan that entitle him to receive shares of common stock upon retirement or termination of service.
UGI Corporation director Kelly A. Romano reported an award of 4,364 shares of UGI Common Stock on January 30, 2026. The shares were acquired at a price of $0 and are held indirectly through a benefit plan, bringing total beneficial ownership in that plan to 30,005 shares.
The filing explains that, effective January 30, 2026, Romano was granted stock units under the UGI Corporation 2021 Incentive Award Plan. Each stock unit gives the right to receive one share of UGI Common Stock upon retirement or termination of service.
UGI Corporation director Melanie Ruiz, through a benefit plan, acquired 4,364 shares of UGI common stock on January 30, 2026 at a price of $0 per share. Following this grant, the benefit plan holds 11,275 shares indirectly for her benefit. The increase reflects stock units granted under the UGI Corporation 2021 Incentive Award Plan, including dividend-equivalent accruals. Each stock unit represents the right to receive one share of common stock upon Ruiz’s retirement or termination of service as a director.
UGI Corporation executive Tematio Jean Felix reported routine equity compensation activity. On January 11, 2026, 2,930 stock units previously granted under the UGI Corporation 2021 Incentive Award Plan were converted into 2,930 shares of UGI Common Stock at an exercise price of $0. These stock units were originally granted effective January 12, 2023, with each unit representing the right to receive one share of common stock after three years of employment.
On the same date, 960 shares of UGI Common Stock were withheld by the company at a price of $37.07 per share to cover the reporting person’s income tax liability tied to the vesting of the 2023 award. After these transactions, Tematio Jean Felix directly beneficially owned 6,952 shares of UGI Common Stock.
UGI Corporation reported an insider equity award vesting for a subsidiary president. On 01/11/2026, Julie Fazio exercised 1,350 stock units at $0.00, converting them into 1,350 shares of UGI Common Stock. These stock units were granted effective January 12, 2023 under the UGI Corporation 2021 Incentive Award Plan, with each unit representing a right to receive one share after three years of employment.
On the same date, 805 of the newly issued shares were withheld by UGI at $37.07 per share to satisfy the reporting person’s income tax liability tied to the 2023 award vesting. After this tax withholding, Fazio directly held 545 shares of UGI Common Stock.
UGI Corporation executive Joseph L. Hartz, President of a subsidiary, reported equity award activity on January 11, 2026. He converted 4,390 stock units granted under the UGI Corporation 2021 Incentive Award Plan into the same number of UGI common shares at an exercise price of $0. On the same date, 1,461 shares of UGI common stock were withheld by the company at $37.07 per share to cover his income tax liability tied to the vesting of a 2023 award. Following these transactions, Hartz directly owned 36,421 shares of UGI common stock.
UGI Corporation executive Hans G. Bell, President of a subsidiary, reported equity award activity dated January 11, 2026. A total of 3,310 stock units previously granted under the UGI Corporation 2021 Incentive Award Plan were converted into an equal number of shares of UGI common stock at an exercise price of $0. In connection with the vesting, 1,118 shares of UGI common stock were withheld by the company at $37.07 per share to cover the reporting person’s income tax liability. After these transactions, Bell directly owned 20,412 shares of UGI common stock.
UGI Corporation reported new equity awards to its GC and Chief Legal Officer, Kathleen Shea Ballay, effective January 1, 2026. She received 16,078 performance units under the 2021 Incentive Award Plan, each representing the right to one share of UGI common stock if specified performance goals and other conditions are met by December 31, 2028. She was also granted 10,687 stock units with dividend equivalents, each tied to one share of UGI common stock. For these stock units, half vest on the second anniversary of the grant date and the remaining half vest on the third anniversary, aligning her compensation with long-term company performance and share value.
UGI Corporation reported a new equity compensation grant to its President and CEO and Director, Robert C. Flexon, effective January 1, 2026. The filing shows an award of 90,435 performance units under the UGI Corporation 2021 Incentive Award Plan, each representing the right to receive one share of UGI common stock if specified performance goals and other conditions are met.
In addition, the reporting person received 60,113 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 these stock units vesting on the second anniversary of the grant date and the remaining 50% vesting on the third anniversary of the grant date.
UGI Corporation reported that its Chief Financial Officer received new equity awards effective January 1, 2026 under the UGI Corporation 2021 Incentive Award Plan. The officer was granted 30,547 performance units, each representing the right to receive one share of UGI common stock if specified performance goals and other conditions are met, with these units expiring on December 31, 2028.
On the same date, the officer was also granted 20,305 stock units with dividend equivalents, each representing the right to receive one share of UGI common stock. For these stock units, 50% vest on the second anniversary of the grant date and the remaining 50% vest on the third anniversary. Both awards have an exercise price of $0 and are held directly by the reporting person.
UGI Corporation reported new equity awards to an officer of a subsidiary. Effective January 1, 2026, the reporting person received 12,058 performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit gives the right to receive one share of UGI common stock if specified performance goals and other conditions are met, with an expiration date of December 31, 2028.
The officer was also granted 8,015 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 these stock units vesting on the second anniversary of the grant date and the remaining 50% vesting on the third anniversary. The form notes these awards are held directly by the reporting person.
UGI Corporation reported new equity awards for subsidiary president Joseph L. Hartz. Effective January 1, 2026, he received 8,039 performance units under the UGI Corporation 2021 Incentive Award Plan, each representing the right to receive one share of UGI common stock if specified performance goals and other conditions are met, with an expiration date of December 31, 2028. On the same date, he was also granted 5,344 stock units with dividend equivalents under the same plan, each representing the right to receive one share of UGI common stock. Half of these stock units vest on the second anniversary of the grant date and the remaining half vest on the third anniversary. Both derivative awards are shown at an exercise or conversion price of $0 and are held directly.
UGI Corporation filed a Form 4 reporting new equity awards to a company officer. Effective January 1, 2026, the reporting person, who serves as President of a UGI subsidiary, received 8,039 performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit gives the right to receive one share of UGI Common Stock if specified performance goals and other conditions are met.
The officer was also granted 5,344 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 these units vesting on the second anniversary of the grant date and the remaining 50% vesting on the third anniversary.
UGI Corporation reported that an officer serving as President of a subsidiary received new equity awards effective 01/01/2026 under the UGI Corporation 2021 Incentive Award Plan. The officer was granted 4,824 performance units, each representing the right to receive one share of UGI common stock if specified performance goals and other conditions are met, with an exercise price of $0 and an expiration date of 12/31/2028. The officer was also granted 3,206 stock units with dividend equivalents at $0, each representing the right to receive one share of UGI common stock, with 50% of the stock units vesting on the second anniversary of the grant date and the remaining 50% vesting on the third anniversary.
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.
UGI Corporation insider Joseph L. Hartz, an officer serving as President of a subsidiary, reported an option exercise and related stock sale dated 12/17/2025. He exercised options to buy 5,000 shares of UGI common stock at an exercise price of $33.76 per share and then sold 5,000 shares of UGI common stock in an open-market sale coded "S".
The reported sale had an average price of $38.4474 per share, with individual trades executed between $38.35 and $38.56. Following these transactions, Hartz directly owned 33,492 shares of UGI common stock, and the option position involved in this transaction, covering 5,000 underlying shares, was reduced to zero.
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.
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's Chief Financial Officer, Sean O'Brien, reported changes in beneficial ownership on 09/30/2025. He received 6,888 shares of UGI common stock at $0 under vested performance units granted April 11, 2023, increasing his direct holdings to 6,888 shares. Additionally, 1,952 shares were withheld by the issuer to cover the reporting person's income tax liability from the vesting, leaving 4,936 shares held directly after the withholding. The Form 4 was signed by an attorney-in-fact on 10/02/2025.