Ann P Kelly
CIK 1735307 · CFO and Treasurer · last filed 2026-03-03
"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
$938.7K
Companies
4
Total Filings
16
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 | 10,064 | $54.86 | $552.1K | $0 | 6 | 2026-03-03 |
| AEP | Executive Vice President & CFO | 5,735 | $129.23 | $741.1K | $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 | $35.03 | $197.5K | -$544.8K | 6 | 2019-01-18 |
Recent Filings · Page 2 of 2
16 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 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 11–16 of 16
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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.