Ann P Kelly
CIK 1735307 · CFO and Treasurer · last filed 2026-07-06
"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
$896.2K
Companies
4
Total Filings
17
Lifetime Open-Market Net
-$544.8K
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 |
|---|---|---|---|---|---|---|---|
| H2O AMERICA (SJW) Delisted | CFO and Treasurer | 9,976 | $54.86 | $547.3K | $0 | 7 | 2026-07-06 |
| AEP | Executive Vice President & CFO | 5,735 | $122.84 | $704.5K | $0 | 2 | 2023-03-23 |
| AMERIGAS PARTNERS LP (APU) Delisted | VP-Finance and CFO | — | — | — | $0 | 1 | 2019-02-13 |
| UGI | VP, CAO & Corporate Controller | 5,639 | $33.99 | $191.7K | -$544.8K | 6 | 2019-01-18 |
Recent Filings · Page 2 of 2
17 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2019-02-13 | AMERIGAS PARTNERS LP (APU) Delisted | Grant (A) | — | $0 | EDGAR |
| 2019-01-18 | UGI | Mixed | +784 | -$20.1K | EDGAR |
| 2018-11-28 | UGI | Grant (A) | +187 | $0 | EDGAR |
| 2018-11-19 | UGI | Mixed | +1,238 | -$125.2K | EDGAR |
| 2018-05-04 | UGI | Buy (P) | +2 | $96 | EDGAR |
| 2018-04-04 | UGI | Buy (P) | +2 | $88 | EDGAR |
| 2018-03-26 | UGI | Grant (A) | — | $0 | EDGAR |
Showing 11–17 of 17
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Page 2 of 2
Form 4 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.
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.
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.