M Shawn Bort
CIK 1453089 · last filed 2026-02-03
M Shawn Bort is a corporate insider who has filed 35 SEC Form 4 insider transactions across 2 companies since 2009. The most recent filing, for UGI, was dated Feb 3, 2026. Across all open-market trades the lifetime net is −$3.2M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $3.4M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$3.39M
2
35
-$3.25M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| UGI | Director | 99,823 | $33.99 | $3.39M | -$2.23M | 29 | 2026-02-03 |
| UGI CORP /PA/ (UGIC) Delisted | Director | 82,990 | $57.78 | $4.80M | -$1.02M | 6 | 2024-01-30 |
Recent Filings
35 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-02-03 | UGI | Grant (A) | +4,364 | $0 | EDGAR |
| 2025-02-04 | UGI | Grant (A) | +5,695 | $0 | EDGAR |
| 2024-01-30 | UGI CORP /PA/ (UGIC) Delisted | Grant (A) | +4,470 | $0 | EDGAR |
| 2023-01-31 | UGI CORP /PA/ (UGIC) Delisted | Grant (A) | +2,600 | $0 | EDGAR |
| 2022-02-04 | UGI CORP /PA/ (UGIC) Delisted | Grant (A) | +2,300 | $0 | EDGAR |
| 2022-02-01 | UGI CORP /PA/ (UGIC) Delisted | Grant (A) | +6,050 | $0 | EDGAR |
| 2021-08-12 | UGI CORP /PA/ (UGIC) Delisted | Mixed | — | -$127.2K | EDGAR |
| 2021-06-17 | UGI CORP /PA/ (UGIC) Delisted | Mixed | — | -$247.1K | EDGAR |
| 2021-02-02 | UGI | Grant (A) | +2,870 | $0 | EDGAR |
| 2020-11-30 | UGI | Mixed | — | -$200.8K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.