KOERWER JOHN (Chief Information Officer) exercised options at UGI CORP /PA/
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 1/3/2025ACC: 0001415889-25-000474
Officer· Chief Information Officer
Since Oct 2021
+14.44K
Net shares
Net buyer
$20.0K
Total sold
0
Open market trades
0B · 0S
5
Total transactions
17.31K acquired · 2.87K disposed
Non-Derivative Transactions2
UGI Common Stock
Direct
Shares
+2.16K
Price / share
—
Trade value
—
% of position
14.2%
12/31/2024
15.23K→17.39K
UGI Common Stock
Direct
Shares
−708.00
Price / share
$28.23
Trade value
$19.99K
% of position
4.1%
12/31/2024
17.39K→16.68K
Total
Net shares
+1.45K
Net value
-$19.99K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| UGI Common Stock Direct | 12/31/2024 | M · Option Exercise | +2.16K | — | — | 14.2% | 15.23K | 17.39K |
| UGI Common Stock Direct | 12/31/2024 | F · Tax Withholding | −708.00 | $28.23 | $19.99K | 4.1% | 17.39K | 16.68K |
| Total | +1.45K | -$19.99K | ||||||
Derivative Transactions3
Stock Units
Direct
Converts to
UGI Common Stock
2.16K shares
Shares
−2.16K
Strike price
0
Held after
0.00
Exercisable
—
12/31/2024
Performance Units
Direct
Converts to
UGI Common Stock
9.12K shares
Shares
+9.12K
Strike price
0
Held after
9.12K
Exercisable
—
1/1/2025
Stock Units
Direct
Converts to
UGI Common Stock
6.02K shares
Shares
+6.02K
Strike price
Held after
6.02K
Exercisable
—
1/1/2025
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Stock Units Direct | UGI Common Stock2.16K shares | 12/31/2024 | M · Option Exercise | −2.16K | 0 | — | 0.00 |
| Performance Units Direct | UGI Common Stock9.12K shares | 1/1/2025 | A · Award | +9.12K | 0 | — | 9.12K |
| Stock Units Direct | UGI Common Stock6.02K shares | 1/1/2025 | A · Award | +6.02K | — | 6.02K |
Non-Derivative Holdings (Post-Transaction)1
UGI Common Stock
IndirectShares owned2.38K
Total
2.38K indirect2.38K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| UGI Common Stock | 2.38K | Indirect |
| Total | 2.38K | 2.38K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported