Quick Takeaways
- UGI - UGI CORP /PA/ has 29 insiders with reported activity on this page.
- Net insider value flow over the last year: -$2,781,727.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Net insider flow leans to selling over the last 12 months. Net value: -$2,781,727.
$0
Shares: 0
Insiders: 0
$2,781,727
Shares: 72,849
Insiders: 4
-$2,781,727
Shares: -72,849
Insiders: -4
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 72,849 | $0 | $2,781,727 | -$2,781,727 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Frank S. Hermance | Director | $12,816,871 | Mixed | 27 Jan 2023 | ||
| John L. Walsh | Director | $10,628,036 | Mixed | 30 Aug 2022 | ||
| Robert C. Flexon | President and CEO, Director | $5,405,432 | Mixed | 01 Jan 2026 | ||
| M. Shawn Bort | Director | $3,736,374 | Mixed | 30 Jan 2026 | ||
| Mario Longhi | Director | $3,587,814 | Mixed | 30 Jan 2026 | ||
| Ted. A. Dosch | Director | $2,174,533 | Mixed | 30 Jan 2026 | ||
| Joseph L. Hartz | President of Subsidiary | $2,073,486 | -$772,373 | -27% | Mixed | 11 Jan 2026 |
| Robert F. Beard | Chief Operations Officer | $1,967,631 | Mixed | 31 Dec 2023 | ||
| Sean O'Brien | Chief Financial Officer | $1,463,732 | -$1,080,808 | -42% | Mixed | 10 Apr 2026 |
| John Koerwer | Chief Information Officer | $1,340,470 | Mixed | 31 Dec 2024 | ||
| Alan N. Harris | Director | $1,249,301 | Mixed | 30 Jan 2026 | ||
| Hans G. Bell | President of Subsidiary | $1,208,378 | -$439,699 | -27% | Mixed | 11 Jan 2026 |
| Kelly A. Romano | Director | $1,123,087 | Mixed | 30 Jan 2026 | ||
| Roger Perreault | President & CEO, Director | $1,011,675 | Mixed | 24 May 2023 | ||
| Kathleen Shea-Ballay | GC and Chief Legal Officer | $876,670 | Mixed | 01 Jan 2026 | ||
| Thaddeus J. Jastrzebski | Chief Financial Officer | $869,093 | Mixed | 12 Jan 2023 | ||
| James B. Stallings Jr. | Director | $712,908 | Mixed | 27 Jan 2023 | ||
| Santiago Seage | Director | $620,776 | Mixed | 30 Jan 2026 | ||
| Judy A. Zagorski | Chief Human Resources Officer | $502,037 | Mixed | 31 Dec 2023 | ||
| Jean Felix Tematio | VP, CAO & Corporate Controller | $500,936 | -$488,848 | -49% | Mixed | 11 Feb 2026 |
| Tina V Faraca | Director | $460,501 | Mixed | 30 Jan 2026 | ||
| William J. Marrazzo | Director | $433,919 | Mixed | 26 Jan 2024 | ||
| Melanie Ruiz | Director | $422,023 | Mixed | 30 Jan 2026 | ||
| David Bingenheimer | Director | $422,023 | Mixed | 30 Jan 2026 | ||
| Cindy J. Miller | Director | $346,909 | Mixed | 26 Jan 2024 | ||
| Monica M. Gaudiosi | VP, Gen. Counsel & Secretary | $239,358 | Mixed | 12 Jan 2023 | ||
| Michael Sharp | President of Subsidiary | $160,040 | Filing P/S | 01 Jan 2026 | ||
| Laurie Bergman | VP, CAO & Corporate Controller | $101,106 | Mixed | 28 May 2021 | ||
| Julie Fazio | President of Subsidiary | $20,203 | Mixed | 11 Jan 2026 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
|
Company |
12%
from 13D/G
|
25,425,789
|
$951,687,287 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
11%
|
22,682,203
|
$848,994,858 | — | 31 Dec 2025 | |
| FMR LLC |
13D/G
13F
|
Company |
6.7%
|
14,321,739
|
$538,210,960 | +$104,943,578 | 31 Mar 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
|
Vanguard Portfolio Management |
5.6%
|
11,956,781
|
$435,465,964 | $0 | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
|
Vanguard Capital Management |
5.2%
|
11,222,606
|
$408,727,311 | $0 | 31 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
4.2%
|
9,081,665
|
$343,306,188 | — | 31 Dec 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
3.4%
|
7,334,009
|
$274,511,958 | — | 31 Dec 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
2.7%
|
5,775,509
|
$216,177,000 | — | 31 Dec 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
2.6%
|
5,546,238
|
$207,595,706 | — | 31 Dec 2025 | |
| SNYDER CAPITAL MANAGEMENT L P |
13F
|
Company |
2.6%
|
5,510,710
|
$206,265,875 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
4,342,677
|
$162,577,770 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
1.6%
|
3,486,332
|
$130,493,407 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.6%
|
3,416,658
|
$127,885,509 | — | 31 Dec 2025 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
1.5%
|
3,191,444
|
$119,455,754 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
1.4%
|
2,942,537
|
$110,139,160 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.3%
|
2,866,116
|
$107,281,684 | — | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
1.3%
|
2,828,724
|
$105,879,143 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.3%
|
2,768,790
|
$103,635,883 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.2%
|
2,513,301
|
$94,072,838 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.1%
|
2,408,324
|
$90,143,567 | — | 31 Dec 2025 | |
| Mitsubishi UFJ Trust & Banking Corp |
13F
|
Company |
1%
|
2,203,547
|
$82,500,799 | — | 31 Dec 2025 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.98%
|
2,087,228
|
$78,124,945 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.91%
|
1,943,024
|
$72,727,389 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.86%
|
1,840,724
|
$68,908,160 | — | 31 Dec 2025 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.85%
|
1,814,753
|
$67,926,205 | — | 31 Dec 2025 | |
| JUPITER ASSET MANAGEMENT LTD |
13F
|
Company |
0.83%
|
1,770,406
|
$66,266,296 | — | 31 Dec 2025 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.81%
|
1,732,942
|
$64,864,019 | — | 31 Dec 2025 | |
| Squarepoint Ops LLC |
13F
|
Company |
0.77%
|
1,653,369
|
$61,885,602 | — | 31 Dec 2025 | |
| Lansforsakringar Fondforvaltning AB (publ) |
13F
|
Company |
0.66%
|
1,402,892
|
$52,510,248 | — | 31 Dec 2025 | |
| Bragg Financial Advisors, Inc |
13F
|
Company |
0.62%
|
1,316,362
|
$49,271,430 | — | 31 Dec 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.61%
|
1,298,104
|
$48,588,033 | — | 31 Dec 2025 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
0.6%
|
1,288,711
|
$48,236,453 | — | 31 Dec 2025 | |
| Energy Income Partners, LLC |
13F
|
Company |
0.58%
|
1,243,329
|
$46,537,805 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.58%
|
1,235,062
|
$46,228,372 | — | 31 Dec 2025 | |
| Pictet Asset Management Holding SA |
13F
|
Company |
0.58%
|
1,232,758
|
$46,142,132 | — | 31 Dec 2025 | |
| DIAMOND HILL CAPITAL MANAGEMENT INC |
13F
|
Company |
0.56%
|
1,196,364
|
$44,779,905 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.51%
|
1,094,521
|
$40,967,920 | — | 31 Dec 2025 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.5%
|
1,058,840
|
$39,637,000 | — | 31 Dec 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
0.46%
|
988,425
|
$36,996,747 | — | 31 Dec 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.45%
|
970,654
|
$36,331,585 | — | 31 Dec 2025 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
0.45%
|
960,786
|
$35,962,220 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.42%
|
897,948
|
$33,610,187 | — | 31 Dec 2025 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
0.41%
|
880,771
|
$33,166,112 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.39%
|
842,497
|
$31,534,663 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.37%
|
790,965
|
$29,605,813 | — | 31 Dec 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.36%
|
759,579
|
$28,431,042 | — | 31 Dec 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.34%
|
736,449
|
$27,565,896 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.34%
|
723,820
|
$27,093,000 | — | 31 Dec 2025 | |
| Callodine Capital Management, LP |
13F
|
Company |
0.32%
|
675,369
|
$25,279,062 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.32%
|
674,693
|
$25,253,759 | — | 31 Dec 2025 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Sean O'Brien | UGI | UGI Common Stock | Tax liability | -27.8% | -1,576 | 4,084 | 10 Apr 2026 | Direct | ||
| Sean O'Brien | UGI | UGI Common Stock | Options Exercise | 5,660 | 5,660 | 10 Apr 2026 | Direct | |||
| Sean O'Brien | UGI | Stock Units | Options Exercise | -100% | -5,660 | 0 | 10 Apr 2026 | Direct | ||
| Jean Felix Tematio | UGI | UGI Common Stock | Sale | -64.9% | $488,848 | $38.07 | -12,840 | 6,952 | 11 Feb 2026 | Direct |
| Jean Felix Tematio | UGI | UGI Common Stock | Options Exercise | 184.7% | 12,840 | 19,792 | 11 Feb 2026 | Direct | ||
| Jean Felix Tematio | UGI | Options (Right to Buy) | Options Exercise | -66.7% | -12,840 | 6,420 | 11 Feb 2026 | Direct | ||
| David Bingenheimer | UGI | UGI Common Stock | Award | 63.2% | 4,364 | 11,275 | 30 Jan 2026 | Benefit Plan | ||
| Melanie Ruiz | UGI | UGI Common Stock | Award | 63.2% | 4,364 | 11,275 | 30 Jan 2026 | Benefit Plan | ||
| Santiago Seage | UGI | UGI Common Stock | Award | 35.7% | 4,364 | 16,585 | 30 Jan 2026 | Benefit Plan | ||
| Tina V Faraca | UGI | UGI Common Stock | Award | 55% | 4,364 | 12,303 | 30 Jan 2026 | Benefit Plan | ||
| Kelly A. Romano | UGI | UGI Common Stock | Award | 17% | 4,364 | 30,005 | 30 Jan 2026 | Benefit Plan | ||
| M. Shawn Bort | UGI | UGI Common Stock | Award | 5.38% | 4,364 | 85,478 | 30 Jan 2026 | Benefit Plan | ||
| Alan N. Harris | UGI | UGI Common Stock | Award | 15% | 4,364 | 33,377 | 30 Jan 2026 | Benefit Plan | ||
| Mario Longhi | UGI | UGI Common Stock | Award | 32.1% | 7,480 | 30,792 | 30 Jan 2026 | Benefit Plan | ||
| Ted. A. Dosch | UGI | UGI Common Stock | Award | 13.8% | 4,364 | 36,096 | 30 Jan 2026 | Benefit Plan | ||
| Jean Felix Tematio | UGI | UGI Common Stock | Tax liability | -12.1% | -960 | 6,952 | 11 Jan 2026 | Direct | ||
| Jean Felix Tematio | UGI | UGI Common Stock | Options Exercise | 58.8% | 2,930 | 7,912 | 11 Jan 2026 | Direct | ||
| Jean Felix Tematio | UGI | Stock Units | Options Exercise | -100% | -2,930 | 0 | 11 Jan 2026 | Direct | ||
| Julie Fazio | UGI | UGI Common Stock | Tax liability | -59.6% | -805 | 545 | 11 Jan 2026 | Direct | ||
| Julie Fazio | UGI | UGI Common Stock | Options Exercise | 1,350 | 1,350 | 11 Jan 2026 | Direct | |||
| Julie Fazio | UGI | Stock Units | Options Exercise | -100% | -1,350 | 0 | 11 Jan 2026 | Direct | ||
| Joseph L. Hartz | UGI | UGI Common Stock | Tax liability | -3.86% | -1,461 | 36,421 | 11 Jan 2026 | Direct | ||
| Joseph L. Hartz | UGI | UGI Common Stock | Options Exercise | 13.1% | 4,390 | 37,882 | 11 Jan 2026 | Direct | ||
| Joseph L. Hartz | UGI | Stock Units | Options Exercise | -100% | -4,390 | 0 | 11 Jan 2026 | Direct | ||
| Hans G. Bell | UGI | UGI Common Stock | Tax liability | -5.19% | -1,118 | 20,412 | 11 Jan 2026 | Direct | ||
| Hans G. Bell | UGI | UGI Common Stock | Options Exercise | 18.2% | 3,310 | 21,530 | 11 Jan 2026 | Direct | ||
| Hans G. Bell | UGI | Stock Units | Options Exercise | -100% | -3,310 | 0 | 11 Jan 2026 | Direct | ||
| Kathleen Shea-Ballay | UGI | Stock Units | Award | 10,687 | 10,687 | 01 Jan 2026 | Direct | |||
| Kathleen Shea-Ballay | UGI | Performance Units | Award | 16,078 | 16,078 | 01 Jan 2026 | Direct | |||
| Robert C. Flexon | UGI | Stock Units | Award | 60,113 | 60,113 | 01 Jan 2026 | Direct | |||
| Robert C. Flexon | UGI | Performance Units | Award | 90,435 | 90,435 | 01 Jan 2026 | Direct | |||
| Sean O'Brien | UGI | Stock Units | Award | 20,305 | 20,305 | 01 Jan 2026 | Direct | |||
| Sean O'Brien | UGI | Performance Units | Award | 30,547 | 30,547 | 01 Jan 2026 | Direct | |||
| Michael Sharp | UGI | Stock Units | Award | 8,015 | 8,015 | 01 Jan 2026 | Direct | |||
| Michael Sharp | UGI | Performance Units | Award | 12,058 | 12,058 | 01 Jan 2026 | Direct | |||
| Joseph L. Hartz | UGI | Stock Units | Award | 5,344 | 5,344 | 01 Jan 2026 | Direct | |||
| Joseph L. Hartz | UGI | Performance Units | Award | 8,039 | 8,039 | 01 Jan 2026 | Direct | |||
| Hans G. Bell | UGI | Stock Units | Award | 5,344 | 5,344 | 01 Jan 2026 | Direct | |||
| Hans G. Bell | UGI | Performance Units | Award | 8,039 | 8,039 | 01 Jan 2026 | Direct | |||
| Julie Fazio | UGI | Stock Units | Award | 3,206 | 3,206 | 01 Jan 2026 | Direct | |||
| Julie Fazio | UGI | Performance Units | Award | 4,824 | 4,824 | 01 Jan 2026 | Direct | |||
| Jean Felix Tematio | UGI | Stock Units | Award | 4,569 | 4,569 | 01 Jan 2026 | Direct | |||
| Jean Felix Tematio | UGI | Performance Units | Award | 3,055 | 3,055 | 01 Jan 2026 | Direct | |||
| Joseph L. Hartz | UGI | UGI Common Stock | Sale | -13% | $192,237 | $38.45 | -5,000 | 33,492 | 17 Dec 2025 | Direct |
| Joseph L. Hartz | UGI | UGI Common Stock | Options Exercise | 14.9% | 5,000 | 38,492 | 17 Dec 2025 | Direct | ||
| Joseph L. Hartz | UGI | Options (Right to Buy) | Options Exercise | -100% | -5,000 | 0 | 17 Dec 2025 | Direct | ||
| Sean O'Brien | UGI | UGI Common Stock | Sale | -100% | $1,080,808 | $37.65 | -28,709 | 0 | 05 Dec 2025 | Direct |
| Sean O'Brien | UGI | UGI Common Stock | Options Exercise | 481.6% | 23,773 | 28,709 | 05 Dec 2025 | Direct | ||
| Sean O'Brien | UGI | Options (Right to Buy) | Options Exercise | -33.3% | -23,773 | 47,547 | 05 Dec 2025 | Direct | ||
| Hans G. Bell | UGI | UGI Common Stock | Sale | -38.3% | $439,699 | $38.91 | -11,300 | 18,220 | 26 Nov 2025 | Direct |