Julie Fazio
Insider
First SEC filing: March 20, 2025 · Latest: March 20, 2025
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Jan. 11, 2026 | UGI | M | 1,350 | · | · | 1,350 Direct | · | Acquired | (price as of 2026-10-02) |
| Jan. 11, 2026 | UGI | F | 805 | $37.07 | $29,841 | 545 Direct | -59.63% | Disposed | 0.4% (price as of 2026-10-02) |
| Jan. 11, 2026 | UGI | M | 1,350 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Jan. 1, 2026 | UGI | A | 4,824 | · | · | 4,824 Direct | · | Acquired | (price as of 2026-10-02) |
| Jan. 1, 2026 | UGI | A | 3,206 | · | · | 3,206 Direct | · | Acquired | (price as of 2026-10-02) |
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 | 1,350 | Disposed |
| Jan. 1, 2026 | UGI | Performance Units | UGI Common Stock | $0.00 | Dec. 31, 2028 | 4,824 | Acquired |
| Jan. 1, 2026 | UGI | Stock Units | UGI Common Stock | · | · | 3,206 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 6 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| March 20, 2025 | UGI | Options (Right to Buy) | 2,540 | Direct |
| March 20, 2025 | UGI | Options (Right to Buy) | 7,140 | Direct |
| March 20, 2025 | UGI | Performance Units | 1,432 | Direct |
| March 20, 2025 | UGI | Stock Units | 1,350 | Direct |
| March 20, 2025 | UGI | Stock Units | 2,850 | Direct |
| March 20, 2025 | UGI | Stock Units | 2,126 | Direct |