Welcome to our dedicated page for Ugi SEC filings (Ticker: UGI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
UGI Corporation (NYSE: UGI) files a variety of documents with the U.S. Securities and Exchange Commission that provide detailed insight into its operations as an international distributor and marketer of energy products and services. On this SEC filings page, Stock Titan surfaces UGI’s regulatory reports alongside AI-powered summaries to help readers interpret the information more quickly.
UGI’s core filings include annual reports on Form 10-K and quarterly reports on Form 10-Q, which present segment data for Utilities, Midstream & Marketing, UGI International and AmeriGas Propane. These reports discuss revenues, total margin, operating income, earnings before interest expense and income taxes, capital expenditures, heating degree days and other operational metrics. They also describe the company’s activities in natural gas and electric distribution, propane and LPG distribution, midstream services, renewable natural gas and energy marketing.
The company also submits current reports on Form 8-K to disclose material events, such as earnings releases, earnings guidance, amendments to credit facilities and receivables purchase agreements, and other financing arrangements involving subsidiaries like AmeriGas Propane, L.P. and UGI Energy Services, LLC. Definitive proxy statements on Schedule 14A provide information on corporate governance, board composition, executive compensation and shareholder meeting matters.
On Stock Titan, UGI’s filings are updated in near real time as they are made available on EDGAR. AI-generated highlights can help identify key topics in lengthy documents, such as changes in segment performance, portfolio optimization actions, or amendments to borrowing arrangements. Users can also review ownership and governance information in proxy materials and track how UGI describes its mission, risk oversight and compensation philosophy over time.
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 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.