UGI Corporation
US ˙ NYSE ˙ US9026811052

SecurityUGI / UGI Corporation
InsiderBeard Robert F.
This page shows the track record and history of Beard Robert F. insider trades in UGI Corporation. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Beard Robert F. in UGI / UGI Corporation. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
2013-09-03 1,300 38.2099 1,300 38.2099 49,673 365 35.6067 -3,383 -6.81
2012-12-11 500 33.1100 500 33.1100 16,555

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

UGI / UGI Corporation Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Beard Robert F. in UGI / UGI Corporation. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
2018-05-30 45,000 51.2533 45,000 51.2533 2,306,398 7 48.53 -122,548 -5.31
2017-05-25 30,000 50.7521 30,000 50.7521 1,522,563
2017-03-15 19,500 48.5248 19,500 48.5248 946,234
2016-09-08 18,000 47.1863 18,000 47.1863 849,353
2016-05-13 16,500 42.0793 16,500 42.0793 694,308
2015-05-29 10,050 37.3770 10,050 37.3770 375,639
2014-08-29 5,000 52.9706 5,000 52.9706 264,853
2013-02-15 16,000 35.4470 16,000 35.4470 567,152

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

UGI / UGI Corporation Insider Trades
Insider Transaction History
File
Date
Trade
Date
Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price
Unit
Price
Units
Changed
Value
Changed (1K)
Remaining
Options
Remaining
Shares
2024-01-03 2023-12-31 4 Beard Robert F. UGI UGI Common Stock F - Taxes D 24.6000 -2,180 -54 46,843
2024-01-03 2023-12-31 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 6,610 49,023
2022-01-04 2022-01-01 4 Beard Robert F. UGI Stock Units A - Award D 5,720 5,720
2022-01-04 2022-01-01 4 Beard Robert F. UGI Performance Units A - Award D 0.00 8,800 8,800
2022-01-04 2022-01-01 4 Beard Robert F. UGI Option (Right to Buy) A - Award D 45.91 29,780 29,780
2021-01-05 2021-01-01 4 Beard Robert F. UGI Stock Units A - Award D 6,610 6,610
2021-01-05 2021-01-01 4 Beard Robert F. UGI Performance Units A - Award D 0.00 10,840 10,840
2021-01-05 2021-01-01 4 Beard Robert F. UGI Option (Right to Buy) A - Award D 34.96 40,830 40,830
2020-01-03 2020-01-01 4 Beard Robert F. UGI Performance Units A - Award D 0.00 9,070 9,070
2020-01-03 2020-01-01 4 Beard Robert F. UGI Option (right to buy) A - Award D 45.16 73,240 73,240
2019-01-18 2019-01-16 4 Beard Robert F. UGI Performance Units M - Exercise D 0.00 -5,000 0
2019-01-18 2019-01-16 4 Beard Robert F. UGI UGI Common Stock F - Taxes D 53.3500 -1,506 -80 42,413
2019-01-18 2019-01-16 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 5,000 43,919
2019-01-03 2019-01-01 4 Beard Robert F. UGI Performance Units A - Award D 0.00 6,600 6,600
2019-01-03 2019-01-01 4 Beard Robert F. UGI Option (right to buy) A - Award D 53.35 41,410 41,410
2018-06-01 2018-05-30 4 Beard Robert F. UGI Option (Right to Buy) M - Exercise D 27.64 -45,000 0
2018-06-01 2018-05-30 4 Beard Robert F. UGI UGI Common Stock S - Sale D 51.2533 -45,000 -2,306 38,919
2018-06-01 2018-05-30 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 27.6400 45,000 1,244 83,919
2018-01-19 2018-01-17 4 Beard Robert F. UGI Performance Units M - Exercise D 0.00 -4,325 0
2018-01-19 2018-01-17 4 Beard Robert F. UGI UGI Common Stock F - Taxes D 46.9500 -1,017 -48 38,919
2018-01-19 2018-01-17 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 3,109 39,936
2018-01-03 2018-01-01 4 Beard Robert F. UGI Performance Units A - Award D 0.00 3,900 3,900
2018-01-03 2018-01-01 4 Beard Robert F. UGI Option (right to buy) A - Award D 46.95 33,000 33,000
2017-05-26 2017-05-25 4 Beard Robert F. UGI Option (Right to Buy) M - Exercise D 21.81 -30,000 0
2017-05-26 2017-05-25 4 Beard Robert F. UGI UGI Common Stock S - Sale D 50.7521 -30,000 -1,523 36,827
2017-05-26 2017-05-25 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 21.8100 30,000 654 66,827
2017-03-16 2017-03-15 4 Beard Robert F. UGI Option (Right to Buy) M - Exercise D 21.81 -19,500 30,000
2017-03-16 2017-03-15 4 Beard Robert F. UGI UGI Common Stock S - Sale D 48.5248 -19,500 -946 36,827
2017-03-16 2017-03-15 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 21.8100 19,500 425 56,327
2017-01-20 2017-01-18 4 Beard Robert F. UGI Performance Units M - Exercise D 0.00 -6,000 0
2017-01-20 2017-01-18 4 Beard Robert F. UGI UGI Common Stock F - Taxes D 46.0800 -1,983 -91 36,827
2017-01-20 2017-01-18 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 6,000 38,810
2017-01-03 2017-01-01 4 Beard Robert F. UGI Performance Units A - Award D 0.00 4,000 4,000
2017-01-03 2017-01-01 4 Beard Robert F. UGI Option (right to buy) A - Award D 46.08 33,000 33,000
2016-09-09 2016-09-08 4 Beard Robert F. UGI Option (Right to Buy) M - Exercise D 21.06 -18,000 0
2016-09-09 2016-09-08 4 Beard Robert F. UGI UGI Common Stock S - Sale D 47.1863 -18,000 -849 32,810
2016-09-09 2016-09-08 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 21.0600 18,000 379 50,810
2016-05-17 2016-05-13 4 Beard Robert F. UGI Option (Right to Buy) M - Exercise D 19.60 -16,500 0
2016-05-17 2016-05-13 4 Beard Robert F. UGI UGI Common Stock S - Sale D 42.0793 -16,500 -694 32,810
2016-05-17 2016-05-13 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 19.6000 16,500 323 49,310
2016-01-22 2016-01-20 4 Beard Robert F. UGI Performance Units M - Exercise D 0.00 -6,300 0
2016-01-22 2016-01-20 4 Beard Robert F. UGI UGI Common Stock F - Taxes D 33.7600 -2,092 -71 32,810
2016-01-22 2016-01-20 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 6,300 34,902
2016-01-05 2016-01-01 4 Beard Robert F. UGI Performance Units A - Award D 0.00 5,000 5,000
2016-01-05 2016-01-01 4 Beard Robert F. UGI Option (right to buy) A - Award D 33.76 39,000 39,000
2015-06-01 2015-05-29 4 Beard Robert F. UGI Option (Right to Buy) M - Exercise D 19.61 -10,050 0
2015-06-01 2015-05-29 4 Beard Robert F. UGI UGI Common Stock S - Sale D 37.3770 -10,050 -376 28,602
2015-06-01 2015-05-29 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 19.6100 10,050 197 38,652
2015-01-26 2015-01-21 4/A Beard Robert F. UGI Performance Units M - Exercise D 0.00 -7,050 0
2015-01-26 2015-01-21 4/A Beard Robert F. UGI UGI Common Stock F - Taxes D 37.9800 -2,320 -88 28,602
2015-01-26 2015-01-21 4/A Beard Robert F. UGI UGI Common Stock M - Exercise D 7,050 30,922
2015-01-23 2015-01-21 4 Beard Robert F. UGI Performance Units M - Exercise D 0.00 -7,050 0
2015-01-23 2015-01-21 4 Beard Robert F. UGI UGI Common Stock F - Taxes D 37.9800 -2,320 -88 20,645
2015-01-23 2015-01-21 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 7,050 22,965
2015-01-05 2015-01-01 4 Beard Robert F. UGI Performance Units A - Award D 0.00 4,325 4,325
2015-01-05 2015-01-01 4 Beard Robert F. UGI Option (right to buy) A - Award D 37.98 32,400 32,400
2014-09-03 2014-08-29 4 Beard Robert F. UGI Option (Right to Buy) M - Exercise D 29.40 -6,000 0
2014-09-03 2014-08-29 4 Beard Robert F. UGI Option (Right to Buy) M - Exercise D 29.40 -5,000 6,000
2014-09-03 2014-08-29 4 Beard Robert F. UGI UGI Common Stock F - Taxes D 52.9800 -4,188 -222 15,915
2014-09-03 2014-08-29 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 29.4000 6,000 176 20,103
2014-09-03 2014-08-29 4 Beard Robert F. UGI UGI Common Stock S - Sale D 52.9706 -5,000 -265 14,103
2014-09-03 2014-08-29 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 29.4000 5,000 147 19,103
2014-01-21 2014-01-16 4 Beard Robert F. UGI Performance Units M - Exercise D 0.00 -1,500 0
2014-01-21 2014-01-16 4 Beard Robert F. UGI Performance Units M - Exercise D 0.00 -2,100 0
2014-01-21 2014-01-16 4 Beard Robert F. UGI UGI Common Stock F - Taxes D 41.4600 -1,239 -51 14,103
2014-01-21 2014-01-16 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 3,600 15,342
2014-01-03 2014-01-01 4 Beard Robert F. UGI Performance Units A - Award D 0.00 4,000 4,000
2014-01-03 2014-01-01 4 Beard Robert F. UGI Option (right to buy) A - Award D 41.46 30,000 30,000
2013-11-26 2013-11-22 4 Beard Robert F. UGI UGI Common Stock A - Award D 322 11,742
2013-09-05 2013-09-03 4 Beard Robert F. UGI UGI Common Stock P - Purchase D 38.2099 1,300 50 11,420
2013-08-06 2013-08-02 4 Beard Robert F. UGI Option (Right to Buy) M - Exercise D 29.40 -11,000 22,000
2013-08-06 2013-08-02 4 Beard Robert F. UGI Option (Right to Buy) M - Exercise D 29.41 -3,300 6,700
2013-08-06 2013-08-02 4 Beard Robert F. UGI Option (Right to Buy) M - Exercise D 27.31 -1,500 0
2013-08-06 2013-08-02 4 Beard Robert F. UGI UGI Common Stock F - Taxes D 42.4900 -8,700 -370 10,120
2013-08-06 2013-08-02 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 29.4000 11,000 323 18,820
2013-08-06 2013-08-02 4 Beard Robert F. UGI UGI Common Stock F - Taxes D 42.4900 -2,610 -111 7,820
2013-08-06 2013-08-02 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 29.4100 3,300 97 10,430
2013-08-06 2013-08-02 4 Beard Robert F. UGI UGI Common Stock F - Taxes D 42.4900 -1,136 -48 7,130
2013-08-06 2013-08-02 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 27.3100 1,500 41 8,266
2013-02-20 2013-02-15 4 Beard Robert F. UGI Option (right to buy) M - Exercise D 24.19 -8,000 0
2013-02-20 2013-02-15 4 Beard Robert F. UGI Option (right to buy) M - Exercise D 24.42 -8,000 0
2013-02-20 2013-02-15 4 Beard Robert F. UGI UGI Common Stock S - Sale D 35.4470 -16,000 -567 6,766
2013-02-20 2013-02-15 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 24.4200 8,000 195 22,766
2013-02-20 2013-02-15 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 24.1900 8,000 194 14,766
2013-02-15 2013-02-13 4 Beard Robert F. UGI Option (right to buy) M - Exercise D 26.35 -7,000 0
2013-02-15 2013-02-13 4 Beard Robert F. UGI UGI Common Stock F - Taxes D 36.0600 -5,745 -207 6,766
2013-02-15 2013-02-13 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 26.3500 7,000 184 12,511
2013-01-28 2013-01-24 4 Beard Robert F. UGI Performance Units A - Award D 0.00 4,200 4,200
2013-01-23 2013-01-18 4 Beard Robert F. UGI Performance Units M - Exercise D 0.00 -300 0
2013-01-23 2013-01-18 4 Beard Robert F. UGI Performance Units M - Exercise D 0.00 -1,500 0
2013-01-23 2013-01-18 4 Beard Robert F. UGI UGI Common Stock F - Taxes D 32.7100 -394 -13 5,511
2013-01-23 2013-01-18 4 Beard Robert F. UGI UGI Common Stock M - Exercise D 1,074 5,905
2013-01-03 2013-01-01 4 Beard Robert F. UGI Option (right to buy) A - Award D 32.71 33,000 33,000
2012-12-12 2012-12-11 4 Beard Robert F. UGI UGI Common Stock P - Purchase D 33.1100 500 17 4,831
2012-01-03 2012-01-01 4 Beard Robert F. UGI Performance Units A - Award D 0.00 4,700 4,700
2012-01-03 2012-01-01 4 Beard Robert F. UGI Option (right to buy) A - Award D 29.40 33,000 33,000
2011-09-07 3 Beard Robert F. UGI UGI Common Stock D 3,831
2011-09-07 3 Beard Robert F. 401(k) Plan UGI UGI Common Stock I 3,064
P
Köp på öppna marknaden eller privat köp av icke-derivatsäkerhet
S
Köp på öppna marknaden eller privat försäljning av icke-derivatsäkerhet
A
Bevilja, tilldelning eller annat förvärv av värdepapper från företaget (såsom en option)
C
Omvandling av derivat
D
Försäljning eller överföring av värdepapper tillbaka til företaget
F
Betalning av lösenpris eller skatteskuld med del av värdepapper som erhållits från bolaget
G
Överlåtelse av värdepapper från eller till insidern
K
Aktieswappar och liknande säkringsaffärer
M
Utövande eller omvandling av derivatsäkerhet som erhållits från företaget (som en option)
V
En transaktion friviligt rapporterad på schema 4
J
Andra (med en fotnot som beskriver transaktionen)