Robert F. Beard

CIK 1529123 · View on SEC EDGAR ↗

Insider

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

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Insider at

Insider transactions

1 buys (P) 0 sells (S) Net: $25,000 + 90 non-open-market transactions below Avg return of open purchases vs now: 212.5% 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

90 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Nov. 25, 2025 CEPL P 12,500 $2.00 $25,000 16,649 Direct +301.28% Acquired 212.5% (price as of 2026-08-20)
May 30, 2018 UGI S 45,000 $51.25 $2,306,250 38,919 Direct -53.62% Disposed -24.9% (price as of 2026-08-20)
May 25, 2017 UGI S 30,000 $50.75 $1,522,500 36,827 Direct -44.89% Disposed -24.2% (price as of 2026-08-20)
March 15, 2017 UGI S 19,500 $48.52 $946,140 36,827 Direct -34.62% Disposed -20.7% (price as of 2026-08-20)
Sept. 8, 2016 UGI S 18,000 $47.19 $849,420 32,810 Direct -35.43% Disposed -18.5% (price as of 2026-08-20)
May 13, 2016 UGI S 16,500 $42.08 $694,320 32,810 Direct -33.46% Disposed -8.6% (price as of 2026-08-20)
May 29, 2015 UGI S 10,050 $37.38 $375,669 28,602 Direct -26.00% Disposed 2.9% (price as of 2026-08-20)
Aug. 29, 2014 UGI S 5,000 $52.97 $264,850 14,103 Direct -26.17% Disposed 8.9% (price as of 2026-08-20)
Sept. 3, 2013 UGI P 1,300 $38.21 $49,673 11,420 Direct +12.85% Acquired 51.0% (price as of 2026-08-20)
Feb. 15, 2013 UGI S 16,000 $35.45 $567,200 6,766 Direct -70.28% Disposed 62.8% (price as of 2026-08-20)

Showing latest 100 of 110 transactions

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, 2024 UGI Stock Units UGI Common Stock (10,980) — — 10,980 Acquired
Jan. 1, 2024 UGI Performance Units UGI Common Stock (13,390) $0.00 Dec. 31, 2026 13,390 Acquired
Jan. 1, 2024 UGI Performance Units UGI Common Stock (16,470) $0.00 Sept. 30, 2026 16,470 Acquired
Jan. 1, 2024 UGI Options (Right to Buy) UGI Common Stock (64,190) $24.60 Dec. 31, 2033 64,190 Acquired
Jan. 12, 2023 UGI Stock Units UGI Common Stock (9,770) — — 9,770 Acquired
Jan. 12, 2023 UGI Performance Units UGI Common Stock (10,540) $0.00 Dec. 31, 2025 10,540 Acquired
Jan. 12, 2023 UGI Performance Units UGI Common Stock (14,660) $0.00 Sept. 30, 2025 14,660 Acquired
Jan. 12, 2023 UGI Options (Right to Buy) UGI Common Stock (42,850) $41.45 Jan. 11, 2033 42,850 Acquired
Jan. 1, 2022 UGI Stock Units UGI Common Stock (5,720) — — 5,720 Acquired
Jan. 1, 2022 UGI Performance Units UGI Common Stock (8,800) $0.00 Dec. 31, 2024 8,800 Acquired
Jan. 1, 2022 UGI Option (Right to Buy) UGI Common Stock (29,780) $45.91 Dec. 31, 2031 29,780 Acquired
Jan. 1, 2021 UGI Stock Units UGI Common Stock (6,610) — — 6,610 Acquired
Jan. 1, 2021 UGI Performance Units UGI Common Stock (10,840) $0.00 Dec. 31, 2023 10,840 Acquired
Jan. 1, 2021 UGI Option (Right to Buy) UGI Common Stock (40,830) $34.96 Dec. 31, 2030 40,830 Acquired
Jan. 1, 2020 UGI Performance Units UGI Common Stock (9,070) $0.00 Dec. 31, 2022 9,070 Acquired
Jan. 1, 2020 UGI Option (right to buy) UGI Common Stock (73,240) $45.16 Dec. 31, 2029 73,240 Acquired
Jan. 16, 2019 UGI Performance Units UGI Common Stock (5,000) $0.00 Dec. 31, 2018 5,000 Disposed
Jan. 1, 2019 UGI Performance Units UGI Common Stock (6,600) $0.00 Dec. 31, 2021 6,600 Acquired
Jan. 1, 2019 UGI Option (right to buy) UGI Common Stock (41,410) $53.35 Dec. 31, 2028 41,410 Acquired
May 30, 2018 UGI Option (Right to Buy) UGI Common Stock (45,000) $27.64 Dec. 31, 2023 45,000 Disposed
Jan. 17, 2018 UGI Performance Units UGI Common Stock (4,325) $0.00 Dec. 31, 2017 4,325 Disposed
Jan. 1, 2018 UGI Performance Units UGI Common Stock (3,900) $0.00 Dec. 31, 2020 3,900 Acquired
Jan. 1, 2018 UGI Option (right to buy) UGI Common Stock (33,000) $46.95 Dec. 31, 2027 33,000 Acquired
May 25, 2017 UGI Option (Right to Buy) UGI Common Stock (30,000) $21.81 Dec. 31, 2022 30,000 Disposed
March 15, 2017 UGI Option (Right to Buy) UGI Common Stock (19,500) $21.81 Dec. 31, 2022 19,500 Disposed
Jan. 18, 2017 UGI Performance Units UGI Common Stock (6,000) $0.00 Dec. 31, 2016 6,000 Disposed
Jan. 1, 2017 UGI Option (right to buy) UGI Common Stock (33,000) $46.08 Dec. 31, 2026 33,000 Acquired
Jan. 1, 2017 UGI Performance Units UGI Common stock (4,000) $0.00 Dec. 31, 2019 4,000 Acquired
Sept. 8, 2016 UGI Option (Right to Buy) UGI Common Stock (18,000) $21.06 Dec. 31, 2020 18,000 Disposed
May 13, 2016 UGI Option (Right to Buy) UGI Common Stock (16,500) $19.60 Dec. 31, 2021 16,500 Disposed
Jan. 20, 2016 UGI Performance Units UGI Common Stock (6,300) $0.00 Dec. 31, 2015 6,300 Disposed
Jan. 1, 2016 UGI Performance Units UGI Common Stock (5,000) $0.00 Dec. 31, 2018 5,000 Acquired
Jan. 1, 2016 UGI Option (right to buy) UGI Common Stock (39,000) $33.76 Dec. 31, 2025 39,000 Acquired
May 29, 2015 UGI Option (Right to Buy) UGI Common Stock (10,050) $19.61 Sept. 4, 2021 10,050 Disposed
Jan. 21, 2015 UGI Performance Units UGI Common Stock (7,050) $0.00 Dec. 31, 2014 7,050 Disposed
Jan. 21, 2015 UGI Performance Units UGI Common Stock (7,050) $0.00 Dec. 31, 2014 7,050 Disposed
Jan. 1, 2015 UGI Performance Units UGI Common Stock (4,325) $0.00 Dec. 31, 2017 4,325 Acquired
Jan. 1, 2015 UGI Option (right to buy) UGI Common Stock (32,400) $37.98 Dec. 31, 2024 32,400 Acquired
Aug. 29, 2014 UGI Option (Right to Buy) UGI Common Stock (6,000) $29.40 Dec. 31, 2021 6,000 Disposed
Aug. 29, 2014 UGI Option (Right to Buy) UGI Common Stock (5,000) $29.40 Dec. 31, 2021 5,000 Disposed
Jan. 16, 2014 UGI Performance Units UGI Common STock (1,500) $0.00 Dec. 31, 2013 1,500 Disposed
Jan. 16, 2014 UGI Performance Units UGI Common Stock (2,100) $0.00 Dec. 31, 2013 2,100 Disposed
Jan. 1, 2014 UGI Performance Units UGI Common Stock (4,000) $0.00 Dec. 31, 2016 4,000 Acquired
Jan. 1, 2014 UGI Option (right to buy) UGI Common Stock (30,000) $41.46 Dec. 31, 2023 30,000 Acquired
Aug. 2, 2013 UGI Option (Right to Buy) UGI Common Stock (11,000) $29.40 Dec. 31, 2021 11,000 Disposed
Aug. 2, 2013 UGI Option (Right to Buy) UGI Common Stock (3,300) $29.41 Sept. 4, 2021 3,300 Disposed
Aug. 2, 2013 UGI Option (Right to Buy) UGI Common Stock (1,500) $27.31 July 14, 2020 1,500 Disposed
Feb. 15, 2013 UGI Option (right to buy) UGI Common Stock (8,000) $24.42 Dec. 31, 2018 8,000 Disposed
Feb. 15, 2013 UGI Option (right to buy) UGI Common Stock (8,000) $24.19 Dec. 31, 2019 8,000 Disposed
Feb. 13, 2013 UGI Option (right to buy) UGI Common Stock (7,000) $26.35 Sept. 30, 2018 7,000 Disposed
Jan. 24, 2013 UGI Performance Units UGI Common Stock (4,200) $0.00 Dec. 31, 2015 4,200 Acquired
Jan. 18, 2013 UGI Performance Units UGI Common Stock (300) $0.00 Dec. 31, 2012 300 Disposed
Jan. 18, 2013 UGI Performance Units UGI Common Stock (1,500) $0.00 Dec. 31, 2012 1,500 Disposed
Jan. 1, 2013 UGI Option (right to buy) UGI Common Stock (33,000) $32.71 Dec. 31, 2022 33,000 Acquired
Jan. 1, 2012 UGI Performance Units UGI Common Stock (4,700) $0.00 Dec. 31, 2014 4,700 Acquired
Jan. 1, 2012 UGI Option (right to buy) UGI Common Stock (33,000) $29.40 Dec. 31, 2021 33,000 Acquired
Sept. 5, 2011 UGI Performance Units UGI Common Stock (1,500) $0.00 Dec. 31, 2013 1,500 Acquired
Sept. 5, 2011 UGI Option (right to buy) UGI Common Stock (10,000) $0.00 Sept. 4, 2021 10,000 Acquired

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

Initial ownership (Form 3) 12 holdings

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

Date Ticker Security Shares Ownership
April 28, 2025 BKH Common Stock 0 Direct
Sept. 7, 2011 UGI UGI Common Stock 3,831 Direct
Sept. 7, 2011 UGI UGI Common Stock 3,064 Indirect
Sept. 7, 2011 UGI Option (right to buy)→ UGI Common Stock (7,000) 7,000 Direct
Sept. 7, 2011 UGI Option (right to buy)→ UGI Common Stock (8,000) 8,000 Direct
Sept. 7, 2011 UGI Option (right to buy)→ UGI Common Stock (8,000) 8,000 Direct
Sept. 7, 2011 UGI Option (right to buy)→ UGI Common Stock (1,500) 1,500 Direct
Sept. 7, 2011 UGI Option (right to buy)→ UGI Common Stock (12,000) 12,000 Direct
Sept. 7, 2011 UGI Performance Units→ UGI Common Stock (1,500) 1,500 Direct
Sept. 7, 2011 UGI Performance Units→ UGI Common Stock (1,500) 1,500 Direct
Sept. 7, 2011 UGI Performance Units→ UGI Common Stock (300) 300 Direct
Sept. 7, 2011 UGI Performance Units→ UGI Common Stock (2,100) 2,100 Direct