Joseph L. Hartz
Insider
First SEC filing: March 8, 2017 · Latest: March 8, 2017
Insider at
Insider transactions
0 buys (P)
2 sells (S)
Net: $-772,450
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Jan. 11, 2026 | UGI | M | 4,390 | · | · | 37,882 Direct | +13.11% | Acquired | (price as of 2026-10-06) |
| Jan. 11, 2026 | UGI | F | 1,461 | $37.07 | $54,159 | 36,421 Direct | -3.86% | Disposed | 0.2% (price as of 2026-10-06) |
| Jan. 11, 2026 | UGI | M | 4,390 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| Jan. 1, 2026 | UGI | A | 8,039 | · | · | 8,039 Direct | · | Acquired | (price as of 2026-10-06) |
| Jan. 1, 2026 | UGI | A | 5,344 | · | · | 5,344 Direct | · | Acquired | (price as of 2026-10-06) |
| Dec. 17, 2025 | UGI | M | 5,000 | $33.76 | $168,800 | 38,492 Direct | +14.93% | Acquired | 10.0% (price as of 2026-10-06) |
| Dec. 17, 2025 | UGI | S | 5,000 | $38.45 | $192,250 | 33,492 Direct | -12.99% | Disposed | -3.4% (price as of 2026-10-06) |
| Dec. 17, 2025 | UGI | M | 5,000 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| Nov. 25, 2025 | UGI | M | 15,000 | $33.76 | $506,400 | 48,492 Direct | +44.79% | Acquired | 10.0% (price as of 2026-10-06) |
| Nov. 25, 2025 | UGI | S | 15,000 | $38.68 | $580,200 | 33,492 Direct | -30.93% | Disposed | -4.0% (price as of 2026-10-06) |
| Nov. 25, 2025 | UGI | M | 15,000 | · | · | 5,000 Direct | -75.00% | Disposed | (price as of 2026-10-06) |
| Jan. 1, 2021 | UGI | A | 3,580 | · | · | 3,580 Direct | · | Acquired | (price as of 2026-10-06) |
| Jan. 1, 2021 | UGI | A | 5,860 | · | · | 5,860 Direct | · | Acquired | (price as of 2026-10-06) |
| Jan. 1, 2021 | UGI | A | 22,070 | · | · | 22,070 Direct | · | Acquired | (price as of 2026-10-06) |
| Nov. 24, 2020 | UGI | M | 18,000 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| Nov. 24, 2020 | UGI | S | 18,000 | $38.04 | $684,720 | 29,308 Direct | -38.05% | Disposed | -2.3% (price as of 2026-10-06) |
| Nov. 24, 2020 | UGI | M | 18,000 | $21.06 | $379,080 | 47,308 Direct | +61.42% | Acquired | 76.4% (price as of 2026-10-06) |
| Jan. 1, 2020 | UGI | A | 5,270 | · | · | 5,270 Direct | · | Acquired | (price as of 2026-10-06) |
| Jan. 1, 2020 | UGI | A | 42,580 | · | · | 42,580 Direct | · | Acquired | (price as of 2026-10-06) |
| Jan. 16, 2019 | UGI | M | 3,000 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| Jan. 16, 2019 | UGI | F | 905 | $53.35 | $48,282 | 29,308 Direct | -3.00% | Disposed | -30.4% (price as of 2026-10-06) |
| Jan. 16, 2019 | UGI | M | 3,000 | · | · | 30,213 Direct | +11.02% | Acquired | (price as of 2026-10-06) |
| Jan. 1, 2019 | UGI | A | 4,120 | · | · | 4,120 Direct | · | Acquired | (price as of 2026-10-06) |
| Jan. 1, 2019 | UGI | A | 25,880 | · | · | 25,880 Direct | · | Acquired | (price as of 2026-10-06) |
| Aug. 20, 2018 | UGI | M | 18,000 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| Aug. 20, 2018 | UGI | S | 18,000 | $55.51 | $999,180 | 27,213 Direct | -39.81% | Disposed | -33.1% (price as of 2026-10-06) |
| Aug. 20, 2018 | UGI | M | 18,000 | $16.13 | $290,340 | 45,213 Direct | +66.14% | Acquired | 130.3% (price as of 2026-10-06) |
| Jan. 17, 2018 | UGI | M | 2,250 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| Jan. 17, 2018 | UGI | F | 546 | $46.95 | $25,635 | 27,213 Direct | -1.97% | Disposed | -20.9% (price as of 2026-10-06) |
| Jan. 17, 2018 | UGI | M | 1,617 | · | · | 27,759 Direct | +6.19% | Acquired | (price as of 2026-10-06) |
| Jan. 1, 2018 | UGI | A | 4,100 | · | · | 4,100 Direct | · | Acquired | (price as of 2026-10-06) |
| Jan. 1, 2018 | UGI | A | 33,000 | · | · | 33,000 Direct | · | Acquired | (price as of 2026-10-06) |
| June 2, 2017 | UGI | M | 15,000 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-06) |
| June 2, 2017 | UGI | S | 15,000 | $51.65 | $774,750 | 26,130 Direct | -36.47% | Disposed | -28.1% (price as of 2026-10-06) |
| June 2, 2017 | UGI | M | 15,000 | $16.28 | $244,200 | 41,130 Direct | +57.41% | Acquired | 128.2% (price as of 2026-10-06) |
| March 6, 2017 | UGI | A | 12,500 | · | · | 12,500 Direct | · | Acquired | (price as of 2026-10-06) |
| March 6, 2017 | UGI | A | 1,400 | · | · | 1,400 Direct | · | Acquired | (price as of 2026-10-06) |
| March 6, 2017 | UGI | A | 12,500 | · | · | 12,500 Direct | · | Acquired | (price as of 2026-10-06) |
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. 11, 2026 | UGI | Stock Units | UGI Common Stock | $0.00 | Jan. 11, 2026 | 4,390 | Disposed |
| Jan. 1, 2026 | UGI | Performance Units | UGI Common Stock | $0.00 | Dec. 31, 2028 | 8,039 | Acquired |
| Jan. 1, 2026 | UGI | Stock Units | UGI Common Stock | · | · | 5,344 | Acquired |
| Dec. 17, 2025 | UGI | Options (Right to Buy) | UGI Common Stock | $33.76 | Dec. 31, 2025 | 5,000 | Disposed |
| Nov. 25, 2025 | UGI | Options (Right to Buy) | UGI Common Stock | $33.76 | Dec. 31, 2025 | 15,000 | Disposed |
| Jan. 1, 2021 | UGI | Stock Units | UGI Common Stock | · | · | 3,580 | Acquired |
| Jan. 1, 2021 | UGI | Performance Units | UGI Common Stock | $0.00 | Dec. 31, 2023 | 5,860 | Acquired |
| Jan. 1, 2021 | UGI | Option (Right to Buy) | UGI Common Stock | $34.96 | Dec. 31, 2030 | 22,070 | Acquired |
| Nov. 24, 2020 | UGI | Option (Right to Buy) | UGI Common Stock | $21.06 | Dec. 31, 2020 | 18,000 | Disposed |
| Jan. 1, 2020 | UGI | Performance Units | UGI Common Stock | $0.00 | Dec. 31, 2022 | 5,270 | Acquired |
| Jan. 1, 2020 | UGI | Option (right to buy) | UGI Common Stock | $45.16 | Dec. 31, 2029 | 42,580 | Acquired |
| Jan. 16, 2019 | UGI | Performance Units | UGI Common Stock | $0.00 | Dec. 31, 2018 | 3,000 | Disposed |
| Jan. 1, 2019 | UGI | Performance Units | UGI Common Stock | $0.00 | Dec. 31, 2021 | 4,120 | Acquired |
| Jan. 1, 2019 | UGI | Option (right to buy) | UGI Common Stock | $53.35 | Dec. 31, 2028 | 25,880 | Acquired |
| Aug. 20, 2018 | UGI | Option (Right to Buy) | UGI Common Stock | $16.13 | Dec. 31, 2019 | 18,000 | Disposed |
| Jan. 17, 2018 | UGI | Performance Units | UGI Common Stock | $0.00 | Dec. 31, 2017 | 2,250 | Disposed |
| Jan. 1, 2018 | UGI | Performance Units | UGI Common Stock | $0.00 | Dec. 31, 2020 | 4,100 | Acquired |
| Jan. 1, 2018 | UGI | Option (right to buy) | UGI Common Stock | $46.95 | Dec. 31, 2027 | 33,000 | Acquired |
| June 2, 2017 | UGI | Option (Right to Buy) | UGI Common Stock | $16.28 | Dec. 31, 2018 | 15,000 | Disposed |
| March 6, 2017 | UGI | Option (Right to Buy) | UGI Common Stock | $48.28 | March 5, 2027 | 12,500 | Acquired |
| March 6, 2017 | UGI | Performance Units | UGI Common Stock | $0.00 | Dec. 31, 2019 | 1,400 | Acquired |
| March 6, 2017 | UGI | Option (Right to Buy) | UGI Common Stock | $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 | 2,250 | Direct |
| March 8, 2017 | UGI | Performance Units | 3,000 | Direct |
| March 8, 2017 | UGI | Performance Units | 2,500 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy) | 15,000 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy) | 18,000 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy) | 18,000 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy) | 18,000 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy) | 18,000 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy) | 15,750 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy) | 18,000 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy) | 20,000 | Direct |
| March 8, 2017 | UGI | Option (Right to Buy) | 18,000 | Direct |