Joseph L. Hartz
CIK 1698762 · View on SEC EDGAR ↗
Insider
First SEC filing: March 8, 2017 · Latest: March 8, 2017
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 24 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
24 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Nov. 24, 2020 | UGI | S | 18,000 | $38.04 | $684,720 | 29,308 Direct | -38.05% | Disposed | 1.1% (price as of 2026-08-20) |
| Aug. 20, 2018 | UGI | S | 18,000 | $55.51 | $999,180 | 27,213 Direct | -39.81% | Disposed | -30.7% (price as of 2026-08-20) |
| June 2, 2017 | UGI | S | 15,000 | $51.65 | $774,750 | 26,130 Direct | -36.47% | Disposed | -25.5% (price as of 2026-08-20) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| Jan. 1, 2021 | UGI | Stock Units | UGI Common Stock (3,580) | — | — | 3,580 | Acquired |
| Jan. 1, 2021 | UGI | Performance Units | UGI Common Stock (5,860) | $0.00 | Dec. 31, 2023 | 5,860 | Acquired |
| Jan. 1, 2021 | UGI | Option (Right to Buy) | UGI Common Stock (22,070) | $34.96 | Dec. 31, 2030 | 22,070 | Acquired |
| Nov. 24, 2020 | UGI | Option (Right to Buy) | UGI Common Stock (18,000) | $21.06 | Dec. 31, 2020 | 18,000 | Disposed |
| Jan. 1, 2020 | UGI | Performance Units | UGI Common Stock (5,270) | $0.00 | Dec. 31, 2022 | 5,270 | Acquired |
| Jan. 1, 2020 | UGI | Option (right to buy) | UGI Common Stock (42,580) | $45.16 | Dec. 31, 2029 | 42,580 | Acquired |
| Jan. 16, 2019 | UGI | Performance Units | UGI Common Stock (3,000) | $0.00 | Dec. 31, 2018 | 3,000 | Disposed |
| Jan. 1, 2019 | UGI | Performance Units | UGI Common Stock (4,120) | $0.00 | Dec. 31, 2021 | 4,120 | Acquired |
| Jan. 1, 2019 | UGI | Option (right to buy) | UGI Common Stock (25,880) | $53.35 | Dec. 31, 2028 | 25,880 | Acquired |
| Aug. 20, 2018 | UGI | Option (Right to Buy) | UGI Common Stock (18,000) | $16.13 | Dec. 31, 2019 | 18,000 | Disposed |
| Jan. 17, 2018 | UGI | Performance Units | UGI Common Stock (2,250) | $0.00 | Dec. 31, 2017 | 2,250 | Disposed |
| Jan. 1, 2018 | UGI | Performance Units | UGI Common Stock (4,100) | $0.00 | Dec. 31, 2020 | 4,100 | Acquired |
| Jan. 1, 2018 | UGI | Option (right to buy) | UGI Common Stock (33,000) | $46.95 | Dec. 31, 2027 | 33,000 | Acquired |
| June 2, 2017 | UGI | Option (Right to Buy) | UGI Common Stock (15,000) | $16.28 | Dec. 31, 2018 | 15,000 | Disposed |
| March 6, 2017 | UGI | Option (Right to Buy) | UGI Common Stock (12,500) | $48.28 | March 5, 2027 | 12,500 | Acquired |
| March 6, 2017 | UGI | Performance Units | UGI Common Stock (1,400) | $0.00 | Dec. 31, 2019 | 1,400 | Acquired |
| March 6, 2017 | UGI | Option (Right to Buy) | UGI Common Stock (12,500) | $48.28 | March 5, 2007 | 12,500 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 13 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| March 8, 2017 | UGI | UGI Common Stock | 26,017 | Indirect |
| March 8, 2017 | UGI | Performance Units→ UGI Common Stock (2,250) | 2,250 | Direct |
| March 8, 2017 | UGI | Performance Units→ UGI Common Stock (3,000) | 3,000 | Direct |
| March 8, 2017 | UGI | Performance Units→ UGI Common Stock (2,500) | 2,500 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy)→ UGI Common Stock (15,000) | 15,000 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy)→ UGI Common Stock (18,000) | 18,000 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy)→ UGI Common Stock (18,000) | 18,000 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy)→ UGI Common Stock (18,000) | 18,000 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy)→ UGI Common Stock (18,000) | 18,000 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy)→ UGI Common Stock (15,750) | 15,750 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy)→ UGI Common Stock (18,000) | 18,000 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy)→ UGI Common Stock (20,000) | 20,000 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy)→ UGI Common Stock (18,000) | 18,000 | Direct |