Form 4 for UGI UGI CORP /PA/
Accepted 2024-01-03 00:00:00 ET · period of report 2023-12-31 · accession 0000884614-24-000005 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2024-01-03 | 2023-12-31 | UGI | Koerwer John | CIO | M - OptEx | $0.00 | +2,550 | 16.1K | +19% | $0 |
| D | 2024-01-03 | 2023-12-31 | UGI | Koerwer John | CIO | F - Tax | $24.60 | -835 | 15.2K | -5% | -$20.5K |
| DM | 2024-01-03 | 2024-01-01 | UGI | Koerwer John | CIO | A - Grant | $0.00 | +33.1K | 4,220 | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | UGI Common Stock | 2023-12-31 | M | A | 2,550 | $0.00 | 16,068 | D | — | — | |
| 2 | Common | UGI Common Stock | 2023-12-31 | F | D | 835 | $24.60 | 15,233 | D | — | — | |
| 3 | Derivative | Options (Right to Buy) | 2024-01-01 | A | A | 20,210 | $0.00 | 20,210 | D | $24.60 · — to 2033-12-31 | 20,210 UGI Common Stock | (F2) These options vest in three equal annual installments beginning January 1, 2025. |
| 4 | Derivative | Stock Units | 2024-01-01 | A | A | 3,460 | $0.00 | 3,460 | D | — · — to — | 3,460 UGI Common Stock | (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. |
| 5 | Derivative | Performance Units | 2024-01-01 | A | A | 5,190 | $0.00 | 5,190 | D | $0.00 · — to 2026-09-30 | 5,190 UGI Common Stock | (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. |
| 6 | Derivative | Performance Units | 2024-01-01 | A | A | 4,220 | $0.00 | 4,220 | D | $0.00 · — to 2026-12-31 | 4,220 UGI Common Stock | (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. |