UGI · Insider Trading

UGI Corporation

Every open-market purchase and sale reported by UGI officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Form 4 Filings
50
most recent
Open-Market Buys
1
code P
Sales
0
code S
Reporting Insiders
17
current holders
UGI — Recent Form 4 Transactions (latest 2026-11-03)
FiledInsiderRole TypeSharesValue
2026-11-03 Robert C Flexon President and CEO MIXED +28,231 −$593.74K
2026-11-03 Mario Longhi Director MIXED +15,222 −$235.54K
2026-06-23 Kathleen Shea-Ballay GC and Chief Legal Officer MIXED — −$228.64K
2026-04-14 Sean O'Brien Chief Financial Officer MIXED +4,084 −$59.79K
2026-02-13 Jean Felix Tematio VP, CAO & Corporate Controller MIXED — −$172.98K
2026-02-03 Melanie Ruiz Director A +4,364 —
2026-02-03 Kelly A Romano Director A +4,364 —
2026-02-03 Ted A Dosch Director A +4,364 —
2026-02-03 Santiago Seage Director A +4,364 —
2026-02-03 Tina Veronica Faraca Director A +4,364 —
2026-02-03 M Shawn Bort Director A +4,364 —
2026-02-03 Mario Longhi Director A +7,480 —
2026-02-03 Alan N Harris Director A +4,364 —
2026-02-03 David Bingenheimer Director A +4,364 —
2026-01-13 Hans G. Bell President of Subsidiary MIXED +2,192 −$41.44K
2026-01-13 Joseph L. Hartz President of Subsidiary MIXED +2,929 −$54.16K
2026-01-13 Julie Fazio President of Subsidiary MIXED +545 −$29.84K
2026-01-13 Jean Felix Tematio VP, CAO & Corporate Controller MIXED +1,970 −$35.59K
2026-01-05 Jean Felix Tematio VP, CAO & Corporate Controller A +7,624 deriv. —
2026-01-05 Julie Fazio President of Subsidiary A +8,030 deriv. —
2026-01-05 Hans G. Bell President of Subsidiary A +13,383 deriv. —
2026-01-05 Joseph L. Hartz President of Subsidiary A +13,383 deriv. —
2026-01-05 Michael Sharp President of Subsidiary A +20,073 deriv. —
2026-01-05 Sean O'Brien Chief Financial Officer A +50,852 deriv. —
2026-01-05 Robert C Flexon President and CEO A +150,548 deriv. —
2026-01-05 Kathleen Shea-Ballay GC and Chief Legal Officer A +26,765 deriv. —
2025-12-18 Joseph L. Hartz President of Subsidiary MIXED — −$23.44K
2025-12-09 Sean O'Brien Chief Financial Officer MIXED −4,936 −$495.99K
2025-12-01 Hans G. Bell President of Subsidiary MIXED — −$58.21K
2025-11-28 Joseph L. Hartz President of Subsidiary MIXED — −$73.74K
2025-10-02 Sean O'Brien Chief Financial Officer MIXED +4,936 −$64.92K
2025-03-03 Michael Sharp President of Subsidiary Buy +4,806 +$160.04K
2025-02-04 Santiago Seage Director A +5,695 —
2025-02-04 Melanie Ruiz Director A +6,645 —
2025-02-04 Kelly A Romano Director A +5,695 —
2025-02-04 Alan N Harris Director A +5,695 —
2025-02-04 M Shawn Bort Director A +5,695 —
2025-02-04 Mario Longhi Director A +11,390 —
2025-02-04 Ted A Dosch Director A +5,695 —
2025-02-04 Tina Veronica Faraca Director A +7,633 —
2025-02-04 David Bingenheimer Director A +6,645 —
2025-01-03 Jean Felix Tematio VP, CAO & Corporate Controller MIXED +915 −$12.56K
2025-01-03 John Koerwer Chief Information Officer MIXED +1,452 −$19.99K
2025-01-03 Kathleen Shea-Ballay GC and Chief Legal Officer A +35,637 deriv. —
2025-01-03 Sean O'Brien Chief Financial Officer A +53,455 deriv. —
2024-12-16 Mario Longhi Director MIXED +65,062 −$1.38M
2024-11-22 Jean Felix Tematio VP, CAO & Corporate Controller MIXED +1,148 −$10.86K
2024-11-05 Robert C Flexon President and CEO A +219,733 deriv. —
2024-11-05 Mario Longhi Director A +107,449 deriv. —
2024-07-22 Jean Felix Tematio VP, CAO & Corporate Controller MIXED +2,919 −$27.06K
UGI — Current Insider Holders
InsiderRole Shares HeldValue
Mario Longhi Director 117,167 $4.38M
M Shawn Bort Director 99,823 $3.74M
Ted A Dosch Director 58,096 $2.17M
Robert C Flexon President and CEO 43,585 $1.63M
Joseph L. Hartz President of Subsidiary 37,882 $1.42M
Alan N Harris Director 33,377 $1.25M
Kelly A Romano Director 30,005 $1.12M
Hans G. Bell President of Subsidiary 20,412 $763.92K
Jean Felix Tematio VP, CAO & Corporate Controller 19,792 $740.72K
John Koerwer Chief Information Officer 19,769 $739.85K
Santiago Seage Director 16,585 $620.69K
Tina Veronica Faraca Director 12,303 $460.44K
Melanie Ruiz Director 11,275 $421.97K
David Bingenheimer Director 11,275 $421.97K
Michael Sharp President of Subsidiary 4,806 $179.86K
Sean O'Brien Chief Financial Officer 4,084 $152.84K
Julie Fazio President of Subsidiary 1,350 $50.52K
UGI Insider Trading FAQ
Who are the insiders at UGI?
17 officers, directors and 10%+ beneficial owners currently report holdings in UGI via SEC Form 4.
Are UGI insiders buying or selling?
Across the 50 most recent Form 4 filings for UGI, 1 were open-market purchases (code P) and 0 were sales (code S). Sales frequently reflect scheduled 10b5-1 plans or tax withholding rather than a view on the stock.
How current is UGI insider data?
Form 4 must be filed within two business days of the transaction, so this is close to real time. The most recent UGI filing is dated 2026-11-03.
How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the UGI quote page; the site-wide leaderboard is on the insider transactions hub.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.