Form 4 for UGI UGI CORP /PA/
Accepted 2025-01-03 00:00:00 ET · period of report 2024-12-31 · accession 0001415889-25-000472 · 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 | 2025-01-03 | 2024-12-31 | UGI | Tematio Jean Felix | VP, CAO, Corp. Ctrl | F - Tax | $28.23 | -445 | 4,982 | -8% | -$12.6K |
| D | 2025-01-03 | 2024-12-31 | UGI | Tematio Jean Felix | VP, CAO, Corp. Ctrl | M - OptEx | $0.00 | +1,360 | 5,427 | +33% | $0 |
| DM | 2025-01-03 | 2025-01-01 | UGI | Tematio Jean Felix | VP, CAO, Corp. Ctrl | A - Grant | $0.00 | +9,604 | 3,865 | New | $0 |
| D | 2025-01-03 | 2024-12-31 | UGI | Tematio Jean Felix | VP, CAO, Corp. Ctrl | M - OptEx | $0.00 | -1,360 | 0 | -100% | $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 | 2024-12-31 | F | D | 445 | $28.23 | 4,982 | D | — | — | |
| 2 | Common | UGI Common Stock | 2024-12-31 | M | A | 1,360 | $0.00 | 5,427 | D | — | — | |
| 3 | Derivative | Stock Units | 2025-01-01 | A | A | 5,739 | $0.00 | 5,739 | D | — · — to — | 5,739 UGI Common Stock | (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. |
| 4 | Derivative | Stock Units | 2024-12-31 | M | D | 1,360 | $0.00 | 0 | D | $0.00 · — to 2024-12-31 | 1,360 UGI Common Stock | (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. |
| 5 | Derivative | Performance Units | 2025-01-01 | A | A | 3,865 | $0.00 | 3,865 | D | $0.00 · — to 2027-12-31 | 3,865 UGI Common Stock | (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. |