Key facts
- This page summarizes Laurie Bergman's Form 4 filing for UGI CORP /PA/ (UGI).
- 7 reported transactions and 3 derivative rows are listed below.
- Accepted by SEC: 02 Jun 2021, 16:09.
Laurie Bergman - 28 May 2021 Form 4 Insider Report for UGI CORP /PA/ (UGI)
- Reporting relationship
- VP, CAO & Corporate Controller
- Issuer ticker
- UGI
- Reported as of
- 28 May 2021
- Net transaction value
- -$18,094
- SEC form
- 4
- Accepted by SEC
- 02 Jun 2021, 16:09:42 UTC
- Next SEC filing
- 06 Jul 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Joshua T. Samples, Attorney-in-Fact for Laurie A. Bergman
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Laurie Bergman filed Form 4 for UGI CORP /PA/ (UGI) on 02 Jun 2021.
Change
- No earlier filing in this sequence is available for direct comparison.
- Current net transaction value: -$18,094.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
UGI
transaction
UGI Common Stock
Options Exercise
- Transaction value
- $28,156
- Shares
- +834
- Change %
- +23%
- Price
- $33.76
- Shares after
- 4,516
- Date
- 28 May 2021
- Ownership
- Direct
UGI
transaction
UGI Common Stock
Options Exercise
- Transaction value
- $37,143
- Shares
- +900
- Change %
- +20%
- Price
- $41.27
- Shares after
- 5,416
- Date
- 28 May 2021
- Ownership
- Direct
UGI
transaction
UGI Common Stock
Options Exercise
- Transaction value
- $320,455
- Shares
- +7,096
- Change %
- +131%
- Price
- $45.16
- Shares after
- 12,512
- Date
- 28 May 2021
- Ownership
- Direct
UGI
transaction
UGI Common Stock
Sale
- Transaction value
- $403,848
- Shares
- -8,830
- Change %
- -71%
- Price
- $45.74
- Shares after
- 3,682
- Date
- 28 May 2021
- Ownership
- Direct
- Footnotes
- F1
UGI
holding
UGI Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 428
- Date
- 28 May 2021
- Ownership
- By 401(k) Plan
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
UGI
transaction
Derivative
Options (Right to Buy)
Options Exercise
- Transaction value
- $0
- Shares
- -834
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 28 May 2021
- Ownership
- Direct
- Underlying class
- UGI Common Stock
- Underlying amount
- 834
- Exercise price
- $33.76
UGI
transaction
Derivative
Options (Right to Buy)
Options Exercise
- Transaction value
- $0
- Shares
- -900
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 28 May 2021
- Ownership
- Direct
- Underlying class
- UGI Common Stock
- Underlying amount
- 900
- Exercise price
- $41.27
UGI
transaction
Derivative
Options (Right to Buy)
Options Exercise
- Transaction value
- $0
- Shares
- -7,096
- Change %
- -33%
- Price
- $0.000000
- Shares after
- 14,194
- Date
- 28 May 2021
- Ownership
- Direct
- Underlying class
- UGI Common Stock
- Underlying amount
- 7,096
- Exercise price
- $45.16
- Footnotes
- F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
The shares of common stock with respect to this transaction were sold at prices ranging from $45.62 to $45.77. Upon request, UGI Corporation will provide to the Securities and Exchange Commission staff, or a security holder of UGI Corporation, full information regarding the number of shares of common stock sold at each separate price.
Footnote F2
The reporting person was granted 21,290 options on January 1, 2020. These options vest in three equal annual installments, with 7,096 options having vested on January 1, 2021.