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.
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.