Kathleen Shea-Ballay

CIK 1495118 · View on SEC EDGAR ↗

Insider

First SEC filing: Jan. 3, 2024 · Latest: Jan. 3, 2024

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Insider at

Insider transactions

0 buys (P) 1 sells (S) Net: $-852,603 + 8 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

8 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
June 18, 2026 UGI S 25,360 $33.62 $852,603 0 Direct -100.00% Disposed 12.9% (price as of 2026-08-21)

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
June 18, 2026 UGI Options (Right to Buy) UGI Common Stock (25,360) $24.60 Dec. 31, 2033 25,360 Disposed
Jan. 1, 2025 UGI Performance Units UGI Common Stock (21,467) $0.00 Dec. 31, 2027 21,467 Acquired
Jan. 1, 2025 UGI Stock Units UGI Common Stock (14,170) — — 14,170 Acquired
Jan. 1, 2024 UGI Stock Units UGI Common Stock (6,510) — — 6,510 Acquired
Jan. 1, 2024 UGI Performance Units UGI Common Stock (7,940) $0.00 Dec. 31, 2026 7,940 Acquired
Jan. 1, 2024 UGI Performance Units UGI Common Stock (9,760) $0.00 Sept. 30, 2026 9,760 Acquired
Jan. 1, 2024 UGI Options (Right to Buy) UGI Common Stock (38,040) $24.60 Dec. 31, 2033 38,040 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 1 holding

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
June 21, 2023 UGI No securities beneficially owned 0 Direct