SEC ownership of UGI CORP /PA/

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 CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
31 Mar 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000884614
Issuer location
King Of Prussia, PA

Ownership snapshot

Top shareholders of UGI CORP /PA/ (13F + 13D/G + 3/4/5)

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.

Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
31 Mar 2026
13F 13D/G 3/4/5 Lead comparable stake: 12% 13D/G row: BlackRock, Inc. Showing 1-8 of 50 holder rows.

Quick read

BlackRock, Inc. leads the comparable SEC ownership view at 12%.

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.

Open SEC evidence Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock, Inc. 12%
FMR LLC 6.7%
VANGUARD PORTFOLIO MANAGEMENT LLC 5.6%
VANGUARD CAPITAL MANAGEMENT LLC 5.2%
M. Shawn Bort 0.05%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
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
How to read this table

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

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$3,634,222.

Buys
$0
Insiders: 0
Sells
$3,634,222
Insiders: 5
Net
-$3,634,222
Shares: -98,209
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 98,209
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

Insider holders from Forms 3/4/5

Showing 1-20 of 29 reporting-owner rows connected to UGI CORP /PA/. Open a relationship link for the CIK-to-CIK filing trail.

Rows
29
Largest Forms 3/4/5 holder
Frank S. Hermance
Net 12M change
-$3,634,222
Latest report
18 Jun 2026
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

Recent insider transactions for UGI CORP /PA/

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