UGI Corporation
US ˙ NYSE ˙ US9026811052

SecurityUGI / UGI Corporation
InsiderM Shawn Bort
This page shows the track record and history of Bort M Shawn 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 M Shawn Bort 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 (%)
2013-12-05 1,000 40.2000 1,000 40.2000 40,200 340 38.7100 -1,490 -3.71

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 M Shawn Bort 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 (%)
2021-08-11 9,000 47.2500 9,000 47.2500 425,250 212 33.1100 -127,260 -29.93
2021-06-16 12,750 46.5824 12,750 46.5824 593,926
2020-11-25 12,750 37.8907 12,750 37.8907 483,106
2019-06-14 25,500 52.9668 25,500 52.9668 1,350,653
2018-11-28 9,184 57.2300 9,184 57.2300 525,600

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
2025-02-04 2025-01-31 4 Bort M Shawn Benefit Plan UGI UGI Common Stock A - Award I 5,695 77,988
2024-01-30 2024-01-26 4 Bort M Shawn Benefit Plan UGI UGI Common Stock A - Award I 4,470 68,645
2023-01-31 2023-01-27 4 Bort M Shawn Benefit Plan UGI UGI Common Stock A - Award I 2,600 60,522
2022-02-04 2022-01-28 4/A Bort M Shawn UGI Options (Right to Buy) A - Award D 44.97 6,050 6,050
2022-02-04 2022-01-28 4/A Bort M Shawn Benefit Plan UGI UGI Common Stock A - Award I 2,300 55,778
2022-02-01 2022-01-28 4 Bort M Shawn UGI Option (Right to Buy) A - Award D 44.97 2,300 2,300
2022-02-01 2022-01-28 4 Bort M Shawn Benefit Plan UGI UGI Common Stock A - Award I 6,050 59,528
2021-08-12 2021-08-11 4 Bort M Shawn UGI Option (Right to Buy) M - Exercise D 33.12 -9,000 0
2021-08-12 2021-08-11 4 Bort M Shawn UGI UGI Common Stock S - Sale D 47.2500 -9,000 -425 14,345
2021-08-12 2021-08-11 4 Bort M Shawn UGI UGI Common Stock M - Exercise D 33.1200 9,000 298 23,345
2021-06-17 2021-06-16 4 Bort M Shawn UGI Option (Right to Buy) M - Exercise D 27.20 -12,750 0
2021-06-17 2021-06-16 4 Bort M Shawn UGI UGI Common Stock S - Sale D 46.5824 -12,750 -594 14,345
2021-06-17 2021-06-16 4 Bort M Shawn UGI UGI Common Stock M - Exercise D 27.2000 12,750 347 27,095
2021-02-02 2021-01-29 4 Bort M Shawn UGI Option (Right to Buy) A - Award D 35.99 8,860 8,860
2021-02-02 2021-01-29 4 Bort M Shawn Benefit Plan UGI UGI Common Stock A - Award I 2,870 51,934
2020-11-30 2020-11-25 4 Bort M Shawn UGI Option (Right to Buy) M - Exercise D 22.14 -12,750 0
2020-11-30 2020-11-25 4 Bort M Shawn UGI UGI Common Stock S - Sale D 37.8907 -12,750 -483 14,345
2020-11-30 2020-11-25 4 Bort M Shawn UGI UGI Common Stock M - Exercise D 22.1400 12,750 282 27,095
2020-01-24 2020-01-22 4 Bort M Shawn UGI Option (Right to Buy) A - Award D 43.89 9,060 9,060
2020-01-24 2020-01-22 4 Bort M Shawn Benefit Plan UGI UGI Common Stock A - Award I 2,350 47,284
2019-06-17 2019-06-14 4 Bort M Shawn UGI Option (Right to Buy) M - Exercise D 21.20 -12,750 0
2019-06-17 2019-06-14 4 Bort M Shawn UGI Option (Right to Buy) M - Exercise D 18.86 -12,750 0
2019-06-17 2019-06-14 4 Bort M Shawn UGI UGI Common Stock S - Sale D 52.9668 -25,500 -1,351 14,345
2019-06-17 2019-06-14 4 Bort M Shawn UGI UGI Common Stock M - Exercise D 18.8600 12,750 240 39,845
2019-06-17 2019-06-14 4 Bort M Shawn UGI UGI Common Stock M - Exercise D 21.2000 12,750 270 27,095
2019-02-01 2019-01-30 4 Bort M Shawn UGI Option (Right to Buy) A - Award D 56.25 5,400 5,400
2019-02-01 2019-01-30 4 Bort M Shawn Benefit Plan UGI UGI Common Stock A - Award I 1,840 43,762
2018-11-30 2018-11-28 4 Bort M Shawn UGI UGI Common Stock S - Sale D 57.2300 -9,184 -526 14,345
2018-11-20 2018-11-19 4 Bort M Shawn UGI Options (Right to Buy) M - Exercise D 16.01 -12,750 0
2018-11-20 2018-11-19 4 Bort M Shawn UGI UGI Common Stock F - Taxes D 57.2300 -3,566 -204 23,529
2018-11-20 2018-11-19 4 Bort M Shawn UGI UGI Common Stock M - Exercise D 16.0100 12,750 204 27,095
2018-02-07 2018-02-05 4 Bort M Shawn UGI Option (Right to Buy) M - Exercise D 17.32 -12,750 0
2018-02-07 2018-02-05 4 Bort M Shawn UGI UGI Common Stock F - Taxes D 44.7900 -4,930 -221 14,345
2018-02-07 2018-02-05 4 Bort M Shawn UGI UGI Common Stock M - Exercise D 17.3200 12,750 221 19,275
2018-01-29 2018-01-25 4 Bort M Shawn UGI Option (Right to Buy) A - Award D 47.55 9,000 9,000
2018-01-29 2018-01-25 4 Bort M Shawn Benefit Plan UGI UGI Common Stock A - Award I 3,000 41,128
2017-01-26 2017-01-24 4 Bort M Shawn UGI Option (Right to Buy) A - Award D 46.31 9,000 9,000
2017-01-26 2017-01-24 4 Bort M Shawn Benefit Plan UGI UGI Common Stock A - Award I 3,000 37,343
2016-02-01 2016-01-28 4 Bort M Shawn UGI Option (Right to Buy) A - Award D 33.12 9,000 9,000
2016-02-01 2016-01-28 4 Bort M Shawn Benefit Plan UGI UGI Common Stock A - Award I 3,000 32,860
2015-01-12 2015-01-08 4 Bort M Shawn UGI Option (right to buy) A - Award D 37.15 11,250 11,250
2015-01-12 2015-01-08 4 Bort M Shawn Benefit Plan UGI UGI Common Stock A - Award I 3,750 29,310
2014-01-10 2014-01-08 4 Bort M Shawn UGI Option (right to buy) A - Award D 40.79 8,500 8,500
2014-01-10 2014-01-08 4 Bort M Shawn Benefit Plan UGI UGI Common Stock A - Award I 2,800 17,040
2013-12-09 2013-12-05 4 Bort M Shawn UGI UGI Common Stock P - Purchase D 40.2000 1,000 40 4,350
2013-01-10 2013-01-08 4 Bort M Shawn UGI UGI Common Stock A - Award D 33.20 8,500 8,500
2013-01-10 2013-01-08 4 Bort M Shawn Benefit Plan UGI UGI Common Stock A - Award I 2,800 13,866
2011-01-10 2011-01-07 4 Bort M Shawn UGI UGI Common Stock A - Award D 31.79 8,500 8,500
2011-01-10 2011-01-07 4 Bort M Shawn Benefit Plan UGI UGI Common Stock A - Award I 2,550 7,888
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)