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Ugi Corp SEC Filings

UGI NYSE

UGI Corporation filings document the reporting obligations of a Pennsylvania energy holding company with common stock listed on the New York Stock Exchange. The company’s disclosures cover operating results, Regulation FD materials, subsidiary financing activity, capital-structure actions and material agreements involving AmeriGas, UGI Energy Services and related finance entities.

Recent Form 8-K reports include earnings releases, presentation materials, senior-note and tender-offer disclosures, amendments to credit and receivables facilities, and annual meeting voting results. Proxy materials describe board elections, executive compensation, auditor ratification and shareholder governance matters for UGI’s public-company structure.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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FAQ

How many Ugi (UGI) SEC filings are available on StockTitan?

StockTitan tracks 54 SEC filings for Ugi (UGI), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Ugi (UGI)?

The most recent SEC filing for Ugi (UGI) was filed on February 3, 2026.