(UGI)

Reporting relationship: Chief Operations Officer
Issuer ticker: UGI
Reported as of: 31 Dec 2023
Net transaction value: -$53,628
SEC form: 4
Accepted by SEC: 03 Jan 2024, 17:28:27 UTC
Prior SEC filing: 17 Jan 2023
Next SEC filing: 06 Feb 2026
Source filing: View source filing
Reporting owner signature: /s/ Pamela A. Meredith, Attorney-in-Fact for Robert F. Beard

Key filing fact

Robert F. Beard filed Form 4 for UGI CORP /PA/ (UGI) on 03 Jan 2024.

Key facts

This page summarizes Robert F. Beard's Form 4 filing for UGI CORP /PA/ (UGI).
6 reported transactions and 4 derivative rows are listed below.
Accepted by SEC: 03 Jan 2024, 17:28.

Change

Previous filing in this sequence was filed on 17 Jan 2023.
Current net transaction value: -$53,628.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

UGI transaction

UGI Common Stock

Options Exercise

Transaction value: $0
Shares: +6,610
Change %: +16%
Price: $0.000000
Shares after: 49,023
Date: 31 Dec 2023
Ownership: Direct

UGI transaction

UGI Common Stock

Tax liability

Transaction value: $53,628
Shares: -2,180
Change %: -4.4%
Price: $24.60
Shares after: 46,843
Date: 31 Dec 2023
Ownership: Direct
Footnotes: F1

UGI holding

UGI Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 8,772
Date: 31 Dec 2023
Ownership: 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)

Award

Transaction value: $0
Shares: +64,190
Change %
Price: $0.000000
Shares after: 64,190
Date: 01 Jan 2024
Ownership: Direct
Underlying class: UGI Common Stock
Underlying amount: 64,190
Exercise price: $24.60
Footnotes: F2

UGI transaction Derivative

Performance Units

Award

Transaction value: $0
Shares: +16,470
Change %
Price: $0.000000
Shares after: 16,470
Date: 01 Jan 2024
Ownership: Direct
Underlying class: UGI Common Stock
Underlying amount: 16,470
Exercise price: $0.000000
Footnotes: F3

UGI transaction Derivative

Performance Units

Award

Transaction value: $0
Shares: +13,390
Change %
Price: $0.000000
Shares after: 13,390
Date: 01 Jan 2024
Ownership: Direct
Underlying class: UGI Common Stock
Underlying amount: 13,390
Exercise price: $0.000000
Footnotes: F3

UGI transaction Derivative

Stock Units

Award

Transaction value: $0
Shares: +10,980
Change %
Price: $0.000000
Shares after: 10,980
Date: 01 Jan 2024
Ownership: Direct
Underlying class: UGI Common Stock
Underlying amount: 10,980
Exercise price
Footnotes: F4

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

The shares were withheld by the issuer to satisfy the reporting person's income tax liability associated with the vesting of an award made in 2021.

Footnote F2

These options vest in three equal annual installments beginning January 1, 2025.

Footnote F3

Effective January 1, 2024, the reporting person was granted performance units under the UGI Corporation 2021 Incentive Award Plan. Each performance unit represents the right of the reporting person to receive a share of UGI Common Stock if specified performance goals and other conditions are met.

Footnote F4

Effective January 1, 2024, the reporting person was granted stock units with dividend equivalents under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the reporting person to receive a share of UGI Common Stock after three years of employment.