undamentalytics Newsletter

UGI Corp insider trading

Every open-market purchase and sale by UGI Corp's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
UGI Corp insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following UGI Corp’s insiders pay?

From February 4, 2010 to June 23, 2026, 34 insiders reported 36 open-market purchases and 118 sales not made under a pre-set plan in UGI Corp. Twelve months after each purchase was reported, the shares were +1.3% against the S&P 500 on average (median +5.0%), over 36 purchases with a full year of prices; 61% beat the index. After sales, the shares moved −4.2% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on February 5, 2010 into $28,441 by November 2, 2026, +6.5% a year. It held shares 74% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $58,891 (+11.2% a year), and held throughout $95,271 (+14.4%).

$0$50.0k$100k 201020122014201620182020202220242026 $95.3k$58.9k$28.4k
Copying UGI Corp's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by UGI Corp's insiders from February 5, 2010, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 74% of the time.
UGI Corp: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Walsh John L President & CEO 1 +17.8% (1) 100% 17 −9.2% (17) September 1, 2022
Greenberg Lon R Chairman & CEO 0 — — 16 +3.3% (16) May 19, 2015
Pol Anne Director 0 — — 13 −7.0% (13) June 12, 2019
Beard Robert F. President & CEO of subsidiary 3 +8.2% (3) 67% 8 −3.4% (8) June 1, 2018
Bort M Shawn Director 6 +2.8% (6) 50% 5 −20.1% (5) August 12, 2021
Hermance Frank S Director 6 −9.8% (6) 50% 3 −19.9% (3) December 5, 2022
Sheridan Jerry E President & CEO of Subsidiary 0 — — 8 +3.1% (8) May 14, 2018
Jones Ernest E Director 0 — — 6 +5.1% (6) March 4, 2016
Hall Bradley C VP New Business Development 0 — — 5 −1.4% (5) May 11, 2016
Hartz Joseph L. President of Subsidiary 0 — — 5 −12.7% (3) December 18, 2025
Perreault Roger President & CEO 5 −7.7% (5) 60% 0 — May 25, 2023
Schlanger Marvin O Director 0 — — 5 −1.1% (5) December 17, 2020
Ban Stephen D Director 0 — — 4 +5.9% (4) August 31, 2012
Gaudiosi Monica M VP, Gen. Counsel & Secretary 4 +4.0% (4) 50% 0 — December 16, 2014
Dosch Ted A Director 3 +0.1% (3) 67% 0 — February 9, 2021
Kelly Peter Vice President - Finance & CFO 1 +9.9% (1) 100% 2 −10.0% (2) February 2, 2011
Knauss Robert H VP and General Counsel 0 — — 3 −2.3% (3) February 2, 2011
Oliver Kirk R CFO 1 +22.5% (1) 100% 2 −16.2% (2) February 22, 2017
Ortiz-Landazabal Marie-Dominique Chief Accounting Officer 0 — — 3 −0.3% (3) September 22, 2016
Vincent Roger B Director 0 — — 3 +2.7% (3) May 25, 2017
Bergman Laurie VP, CAO & Corporate Controller 1 +12.3% (1) 100% 1 −3.0% (1) June 2, 2021
Varagne Francois Chairman of Subsidiary 0 — — 2 −3.9% (2) February 1, 2011
Athwal Davinder S Chief Accounting Officer 1 +26.4% (1) 100% 0 — December 16, 2013
Bell Hans G. President of Subsidiary 0 — — 1 — December 1, 2025
Bissell Eugene V N President & CEO of AmeriGas 0 — — 1 −14.6% (1) February 4, 2011
Flexon Robert C Chief Financial Officer 1 −14.2% (1) 0% 0 — February 17, 2011
Gozon Richard C Director 0 — — 1 −2.4% (1) September 15, 2010
Jastrzebski Thaddeus J Chief Financial Officer 1 +9.8% (1) 100% 0 — June 15, 2020
Kelly Ann P VP, CAO & Corporate Controller 0 — — 1 −40.8% (1) November 19, 2018
O'brien Sean Chief Financial Officer 0 — — 1 — December 9, 2025
Sharp Michael President of Subsidiary 1 −3.5% (1) 0% 0 — March 3, 2025
Shea-Ballay Kathleen GC and Chief Legal Officer 0 — — 1 — June 23, 2026
Stallings James B Jr Director 1 +5.2% (1) 100% 0 — August 10, 2020
Tematio Jean Felix VP, CAO & Corporate Controller 0 — — 1 — February 13, 2026

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded UGI Corp

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of UGI Corp in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 6 buying crowds with six months of prices, it averaged +3.9% against the index. After 18 selling crowds, −1.1%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
December 31, 20253 selling+2.8%−15.5%not yet
February 28, 20222 buying+17.0%+13.0%+8.3%
August 31, 20213 selling−11.4%−16.0%−0.5%
December 31, 20203 selling+10.6%+18.6%+6.7%
May 29, 20202 buying−7.7%+0.5%+10.0%
November 29, 20192 buying−11.7%−22.0%−32.7%
June 28, 20193 selling−6.2%−26.3%−44.6%
November 30, 20183 selling−6.7%−10.3%−38.4%
June 29, 20184 selling−0.6%+10.3%−5.7%
February 28, 20173 selling+3.9%−0.9%−25.9%
March 31, 20164 selling+9.8%+10.8%+8.3%
June 30, 20154 selling+6.7%−0.5%+29.7%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Latest 12 of 24. Total returns from the month end; past patterns are not a forecast.

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