Shawn M Bort
CIK 1453089 · View on SEC EDGAR ↗
Insider
First SEC filing: Jan. 30, 2024 · Latest: Jan. 30, 2024
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 50 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
50 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Aug. 11, 2021 | UGI | S | 9,000 | $47.25 | $425,250 | 14,345 Direct | -38.55% | Disposed | -18.6% (price as of 2026-08-20) |
| June 16, 2021 | UGI | S | 12,750 | $46.58 | $593,895 | 14,345 Direct | -47.06% | Disposed | -17.4% (price as of 2026-08-20) |
| Nov. 25, 2020 | UGI | S | 12,750 | $37.89 | $483,098 | 14,345 Direct | -47.06% | Disposed | 1.5% (price as of 2026-08-20) |
| June 14, 2019 | UGI | S | 25,500 | $52.97 | $1,350,735 | 14,345 Direct | -64.00% | Disposed | -27.4% (price as of 2026-08-20) |
| Nov. 28, 2018 | UGI | S | 9,184 | $57.23 | $525,600 | 14,345 Direct | -39.03% | Disposed | -32.8% (price as of 2026-08-20) |
| Dec. 5, 2013 | UGI | P | 1,000 | $40.20 | $40,200 | 4,350 Direct | +29.85% | Acquired | 43.5% (price as of 2026-08-20) |
| Aug. 8, 2011 | UGI | P | 500 | $26.97 | $13,485 | 3,350 Direct | +17.54% | Acquired | 113.9% (price as of 2026-08-20) |
| Feb. 1, 2011 | UGI | P | 500 | $31.60 | $15,800 | 2,850 Direct | +21.28% | Acquired | 82.6% (price as of 2026-08-20) |
| Aug. 4, 2010 | UGI | P | 500 | $27.04 | $13,520 | 2,350 Direct | +27.03% | Acquired | 113.4% (price as of 2026-08-20) |
| May 4, 2010 | UGI | P | 500 | $27.14 | $13,570 | 1,850 Direct | +37.04% | Acquired | 112.6% (price as of 2026-08-20) |
| Feb. 3, 2010 | UGI | P | 500 | $24.51 | $12,255 | 1,350 Direct | +58.82% | Acquired | 135.4% (price as of 2026-08-20) |
| Nov. 24, 2009 | UGI | P | 100 | $23.42 | $2,342 | 850 Direct | +13.33% | Acquired | 146.4% (price as of 2026-08-20) |
| Nov. 24, 2009 | UGI | P | 400 | $23.42 | $9,368 | 750 Direct | +114.29% | Acquired | 146.4% (price as of 2026-08-20) |
| Aug. 6, 2009 | UGI | P | 350 | $26.02 | $9,107 | 350 Direct | — | Acquired | 121.7% (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. 26, 2024 | UGI | Options (Right to Buy) | UGI Common Stock (12,890) | $23.17 | Jan. 25, 2034 | 12,890 | Acquired |
| Jan. 27, 2023 | UGI | Options (Right to Buy) | UGI Common Stock (5,670) | $39.81 | Jan. 26, 2033 | 5,670 | Acquired |
| Jan. 28, 2022 | UGI | Options (Right to Buy) | UGI Common Stock (6,050) | $44.97 | Jan. 27, 2032 | 6,050 | Acquired |
| Jan. 28, 2022 | UGI | Option (Right to Buy) | UGI Common Stock (2,300) | $44.97 | Jan. 27, 2032 | 2,300 | Acquired |
| Aug. 11, 2021 | UGI | Option (Right to Buy) | UGI Common Stock (9,000) | $33.12 | Jan. 27, 2026 | 9,000 | Disposed |
| June 16, 2021 | UGI | Option (Right to Buy) | UGI Common Stock (12,750) | $27.20 | Jan. 7, 2024 | 12,750 | Disposed |
| Jan. 29, 2021 | UGI | Option (Right to Buy) | UGI Common Stock (8,860) | $35.99 | Jan. 28, 2031 | 8,860 | Acquired |
| Nov. 25, 2020 | UGI | Option (Right to Buy) | UGI Common Stock (12,750) | $22.14 | Jan. 7, 2023 | 12,750 | Disposed |
| Jan. 22, 2020 | UGI | Option (Right to Buy) | UGI Common Stock (9,060) | $43.89 | Jan. 21, 2030 | 9,060 | Acquired |
| June 14, 2019 | UGI | Option (Right to Buy) | UGI Common Stock (12,750) | $18.86 | Jan. 8, 2022 | 12,750 | Disposed |
| June 14, 2019 | UGI | Option (Right to Buy) | UGI Common Stock (12,750) | $21.20 | Jan. 6, 2021 | 12,750 | Disposed |
| Jan. 30, 2019 | UGI | Option (Right to Buy) | UGI Common Stock (5,400) | $56.25 | Jan. 29, 2029 | 5,400 | Acquired |
| Nov. 19, 2018 | UGI | Options (Right to Buy) | UGI Common Stock (12,750) | $16.01 | Jan. 7, 2020 | 12,750 | Disposed |
| Feb. 5, 2018 | UGI | Option (Right to Buy) | UGI Common Stock (12,750) | $17.32 | Feb. 1, 2019 | 12,750 | Disposed |
| Jan. 25, 2018 | UGI | Option (Right to Buy) | UGI Common Stock (9,000) | $47.55 | Jan. 24, 2028 | 9,000 | Acquired |
| Jan. 24, 2017 | UGI | Option (Right to Buy) | UGI Common Stock (9,000) | $46.31 | Jan. 23, 2027 | 9,000 | Acquired |
| Jan. 28, 2016 | UGI | Option (Right to Buy) | UGI Common Stock (9,000) | $33.12 | Jan. 27, 2026 | 9,000 | Acquired |
| Jan. 8, 2015 | UGI | Option (right to buy) | UGI Common Stock (11,250) | $37.15 | Jan. 7, 2025 | 11,250 | Acquired |
| Jan. 8, 2014 | UGI | Option (right to buy) | UGI Common Stock (8,500) | $40.79 | Jan. 7, 2024 | 8,500 | Acquired |
| Jan. 8, 2013 | UGI | UGI Common Stock | UGI Common Stock (8,500) | $33.20 | Jan. 7, 2023 | 8,500 | Acquired |
| Jan. 9, 2012 | UGI | UGI Common Stock | UGI Common Stock (8,500) | $28.28 | Jan. 8, 2022 | 8,500 | Acquired |
| Jan. 7, 2011 | UGI | UGI Common Stock | UGI Common Stock (8,500) | $31.79 | Jan. 6, 2021 | 8,500 | Acquired |
| Jan. 8, 2010 | UGI | Option (right to buy) | UGI Common Stock (8,500) | $24.01 | Jan. 7, 2020 | 8,500 | Acquired |
| Feb. 2, 2009 | UGI | Option (right to buy) | UGI Common Stock (8,500) | $25.98 | Feb. 2, 2017 | 8,500 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).