(UGI)

Reporting relationship: Chief Information Officer
Issuer ticker: UGI
Reported as of: 31 Dec 2024
Net transaction value: -$19,987
SEC form: 4
Accepted by SEC: 03 Jan 2025, 16:38:13 UTC
Prior SEC filing: 03 Jan 2024
Source filing: View source filing
Reporting owner signature: /s/ Pamela A. Meredith, Attorney-in-Fact for John Koerwer

Key filing fact

John Koerwer filed Form 4 for UGI CORP /PA/ (UGI) on 03 Jan 2025.

Key facts

This page summarizes John Koerwer's Form 4 filing for UGI CORP /PA/ (UGI).
5 reported transactions and 3 derivative rows are listed below.
Accepted by SEC: 03 Jan 2025, 16:38.

Change

Previous filing in this sequence was filed on 03 Jan 2024.
Current net transaction value: -$19,987.

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: +2,160
Change %: +14%
Price: $0.000000
Shares after: 17,393
Date: 31 Dec 2024
Ownership: Direct

UGI transaction

UGI Common Stock

Tax liability

Transaction value: $19,987
Shares: -708
Change %: -4.1%
Price: $28.23
Shares after: 16,685
Date: 31 Dec 2024
Ownership: Direct
Footnotes: F1

UGI holding

UGI Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 2,376
Date: 31 Dec 2024
Ownership: By 401(k) Plan

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

UGI transaction Derivative

Stock Units

Options Exercise

Transaction value: $0
Shares: -2,160
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 31 Dec 2024
Ownership: Direct
Underlying class: UGI Common Stock
Underlying amount: 2,160
Exercise price: $0.000000
Footnotes: F2

UGI transaction Derivative

Performance Units

Award

Transaction value: $0
Shares: +9,124
Change %
Price: $0.000000
Shares after: 9,124
Date: 01 Jan 2025
Ownership: Direct
Underlying class: UGI Common Stock
Underlying amount: 9,124
Exercise price: $0.000000
Footnotes: F3

UGI transaction Derivative

Stock Units

Award

Transaction value: $0
Shares: +6,022
Change %
Price: $0.000000
Shares after: 6,022
Date: 01 Jan 2025
Ownership: Direct
Underlying class: UGI Common Stock
Underlying amount: 6,022
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 2022.

Footnote F2

Effective January 1, 2022, 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.

Footnote F3

Effective January 1, 2025, 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, 2025, 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 recipient to receive a share of UGI Common Stock, with 50% of such stock units vesting on the second anniversary of the grant date and the remaining 50% vesting on the third anniversary of the grant date.