BORT M SHAWN sold 38.6% of their position (9K shares) of UGI CORP /PA/ on the open market
Open‑market sale worth $425.3K — a major position exit. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 8/12/2021ACC: 0001209191-21-051103
-9K
Net shares
Net seller
$425.3K
Total sold
1
Open market trades
0B · 1S
3
Total transactions
9K acquired · 18K disposed
Non-Derivative Transactions2
UGI Common Stock
Direct
Shares
+9K
Price / share
$33.12
Trade value
$298.08K
% of position
62.7%
8/11/2021
14.35K→23.34K
UGI Common Stock
Direct
Shares
−9K
Price / share
$47.25
Trade value
$425.25K
% of position
38.6%
8/11/2021
23.34K→14.35K
Total
Net shares
+0.00
Net value
-$127.17K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| UGI Common Stock Direct | 8/11/2021 | M · Option Exercise | +9K | $33.12 | $298.08K | 62.7% | 14.35K | 23.34K |
| UGI Common Stock Direct | 8/11/2021 | S · Sale | −9K | $47.25 | $425.25K | 38.6% | 23.34K | 14.35K |
| Total | +0.00 | -$127.17K | ||||||
Derivative Transactions1
Option (Right to Buy)
Direct
Converts to
UGI Common Stock
9K shares
Shares
−9K
Strike price
33.12
Held after
0.00
Exercisable
—
8/11/2021
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Option (Right to Buy) Direct | UGI Common Stock9K shares | 8/11/2021 | M · Option Exercise | −9K | 33.12 | — | 0.00 |
Non-Derivative Holdings (Post-Transaction)1
UGI Common Stock
IndirectShares owned51.93K
Total
51.93K indirect51.93K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| UGI Common Stock | 51.93K | Indirect |
| Total | 51.93K | 51.93K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported