Comparable stake leader
BlackRock, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000884614.
Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
31 Mar 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
Company
|
12%
from 13D/G
|
$934,503,628
25,659,078 shares
|
— | 31 Mar 2026 |
| FMR LLC |
13D/G
13F
Company
|
6.7%
|
$538,210,960
14,321,739 shares
|
+$104,943,578 | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
5.6%
|
$435,465,964
11,956,781 shares
|
$0 | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.2%
|
$408,727,311
11,222,606 shares
|
$0 | 31 Mar 2026 |
| M. Shawn Bort |
3/4/5
Director
|
0.05%
|
$3,736,374
99,823 shares
|
— | 30 Jan 2026 |
| Mario Longhi |
3/4/5
Director
|
0.04%
|
$3,587,814
95,854 shares
|
— | 30 Jan 2026 |
| Ted. A. Dosch |
3/4/5
Director
|
0.03%
|
$2,174,533
58,096 shares
|
— | 30 Jan 2026 |
| Alan N. Harris |
3/4/5
Director
|
0.02%
|
$1,249,301
33,377 shares
|
— | 30 Jan 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$3,634,222.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 25,360 | $0 | $852,494 | -$852,494 |
| 3-6 | 0 | 12,840 | $0 | $488,848 | -$488,848 |
| 6-9 | 0 | 60,009 | $0 | $2,292,879 | -$2,292,879 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-20 of 29 reporting-owner rows connected to UGI CORP /PA/. Open a relationship link for the CIK-to-CIK filing trail.
| 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 | -$852,494 | -49% | Mixed | 18 Jun 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 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Kathleen Shea-Ballay | UGI | UGI Common Stock | Sale | -100% | $852,494 | $33.62 | -25,360 | 0 | 18 Jun 2026 | Direct |
| Kathleen Shea-Ballay | UGI | UGI Common Stock | Options Exercise | 25,360 | 25,360 | 18 Jun 2026 | Direct | |||
| Kathleen Shea-Ballay | UGI | Options (Right to Buy) | Options Exercise | -66.7% | -25,360 | 12,680 | 18 Jun 2026 | Direct | ||
| 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 |