UGI CORP /PA/ (UGI)

AI-Powered SEC Filing Analysis

Insider Trading Filed: 2026-04-14

Key Insights

  • Sean O'Brien, the Chief Financial Officer of UGI Corp, exercised 5,660 stock units granted in 2023 and sold 1,576 shares to cover tax withholding, indicating his continued commitment to the company.
  • The insider transaction signals O'Brien's confidence in UGI's future performance, as he is choosing to hold a majority of the vested shares.
  • The sale of a portion of the shares to cover tax obligations is a common practice and does not necessarily indicate a negative sentiment towards the company.
Insider Trading Filed: 2026-02-13

Key Insights

  • VP, CAO & Corporate Controller Jean Felix Tematio exercised 12,840 stock options and sold 12,840 shares of UGI Corp common stock on February 11, 2026.
  • The transaction was executed at an average price of $38.0723 per share, which represents a significant increase from the $24.6 exercise price of the options.
  • This insider sale could signal management's view on the company's near-term outlook or a personal financial decision, but it may still be worth monitoring any further insider trading activity.
Insider Trading Filed: 2026-01-13

Key Insights

  • Hans G. Bell, the President of a UGI subsidiary, has exercised stock units and sold a portion of the shares to cover tax liabilities, indicating his continued commitment to the company.
  • The insider transaction suggests ongoing alignment between management and shareholders as Bell retains a significant direct ownership stake in UGI.
  • The timing and nature of this transaction are routine and unlikely to have a material impact on the company's operations or stock performance.
Insider Trading Filed: 2026-01-13

Key Insights

  • The filing reports that Joseph L. Hartz, the President of a UGI Corporation subsidiary, exercised 4,390 stock units and had 1,461 shares withheld to cover tax liabilities, reducing his direct ownership from 37,882 to 36,421 shares.
  • This transaction suggests Hartz continues to hold a significant equity stake in the company, aligning his interests with those of other shareholders.
  • The report indicates Hartz was granted additional stock units in 2023 under the company's 2021 Incentive Award Plan, further incentivizing his long-term commitment to UGI Corporation.
Insider Trading Filed: 2026-01-13

Key Insights

  • The reporting person, Jean Felix Tematio, VP, CAO & Corporate Controller of UGI Corp, acquired 2,930 shares of UGI Common Stock through the vesting of stock units, indicating their continued commitment to the company.
  • Tematio subsequently disposed of 960 shares to cover income tax liabilities associated with the vesting, suggesting disciplined management of their equity position.
  • This transaction represents a routine insider activity, with no significant change in Tematio's overall beneficial ownership stake in UGI Corp.
Insider Trading Filed: 2026-01-13

Key Insights

  • The reporting person, Julie Fazio, acquired 1,350 shares of UGI Common Stock through the vesting of stock units on 01/11/2026.
  • Fazio sold 805 shares to cover the income tax liability associated with the vesting, resulting in a net holding of 545 shares.
  • This transaction reflects the company's compensation structure, which includes equity-based awards, and the reporting person's ownership position.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.