M Shawn Bort
CIK 1453089 · last filed 2026-02-03
"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.
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Disclosed Exposure
$3.50M
Companies
2
Total Filings
35
Lifetime Open-Market Net
-$3.25M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| UGI | Director | 99,823 | $35.03 | $3.50M | -$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 · Page 2 of 4
35 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2020-01-24 | UGI | Grant (A) | +2,350 | $0 | EDGAR |
| 2019-06-17 | UGI | Mixed | — | -$839.9K | EDGAR |
| 2019-02-01 | UGI | Grant (A) | +1,840 | $0 | EDGAR |
| 2018-11-30 | UGI | Sell (S) | −9,184 | -$525.6K | EDGAR |
| 2018-11-20 | UGI | Mixed | +9,184 | $45 | EDGAR |
| 2018-02-07 | UGI | Mixed | +7,820 | $15 | EDGAR |
| 2018-01-29 | UGI | Grant (A) | +3,000 | $0 | EDGAR |
| 2017-01-26 | UGI | Grant (A) | +3,000 | $0 | EDGAR |
| 2016-02-01 | UGI | Grant (A) | +3,000 | $0 | EDGAR |
| 2015-01-12 | UGI | Grant (A) | +3,750 | $0 | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.