UGI Corporation
US ˙ NYSE ˙ US9026811052

SecurityUGI / UGI Corporation
InsiderRoger Perreault
This page shows the track record and history of Perreault Roger 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 Roger Perreault 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 (%)
2023-05-24 3,565 27.9800 3,565 27.9800 99,749 14 29.6500 5,954 5.97
2022-02-17 3,900 38.6452 3,900 38.6452 150,716
2020-05-14 918 27.5300 918 27.5300 25,273
2019-11-14 2,357 42.4529 2,357 42.4529 100,061
2018-02-07 2,270 43.9714 2,270 43.9714 99,815

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 Roger Perreault 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 (%)
There are no known unplanned open-market trades for this insider

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
2023-05-25 2023-05-24 4 Perreault Roger UGI UGI Common Stock P - Purchase D 27.9800 3,565 100 41,125
2022-11-01 2022-10-28 4 Perreault Roger UGI UGI Common Stock S - Sale D 35.0100 -16,341 -572 37,560
2022-11-01 2022-10-28 4 Perreault Roger UGI UGI Common Stock M - Exercise D 33.7600 16,666 563 53,901
2022-02-18 2022-02-17 4 Perreault Roger UGI UGI Common Stock P - Purchase D 38.6452 3,900 151 37,235
2022-01-18 2022-01-01 4/A Perreault Roger UGI Stock Units A - Award D 22,900 22,900
2022-01-18 2022-01-01 4/A Perreault Roger UGI Performance Units A - Award D 0.00 35,230 35,230
2022-01-18 2022-01-01 4/A Perreault Roger UGI Option (Right to Buy) A - Award D 45.91 119,260 119,260
2022-01-04 2022-01-01 4 Perreault Roger UGI Stock Units A - Award D 18,380 18,380
2022-01-04 2022-01-01 4 Perreault Roger UGI Performance Units A - Award D 0.00 28,270 28,270
2022-01-04 2022-01-01 4 Perreault Roger UGI Option (Right to Buy) A - Award D 45.91 95,720 95,720
2021-06-30 2021-06-28 4 Perreault Roger UGI Stock Units A - Award D 6,540 6,540
2021-06-30 2021-06-28 4 Perreault Roger UGI Performance Units A - Award D 0.00 9,550 9,550
2021-06-30 2021-06-28 4 Perreault Roger UGI Option (Right to Buy) A - Award D 46.90 34,210 34,210
2021-01-05 2021-01-01 4 Perreault Roger UGI Stock Units A - Award D 9,150 9,150
2021-01-05 2021-01-01 4 Perreault Roger UGI Performance Units A - Award D 0.00 15,010 15,010
2021-01-05 2021-01-01 4 Perreault Roger UGI Option (Right to Buy) A - Award D 34.96 56,500 56,500
2020-11-23 2020-11-20 4 Perreault Roger UGI UGI Common Stock A - Award D 999 33,335
2020-05-15 2020-05-14 4 Perreault Roger UGI UGI Common Stock P - Purchase D 27.5300 918 25 32,336
2020-03-11 2020-03-11 4 Perreault Roger UGI UGI Common Stock A - Award D 32.5000 1,543 50 31,418
2020-02-27 2020-02-27 4 Perreault Roger UGI UGI Common Stock A - Award D 37.9250 1,126 43 29,875
2020-02-27 2020-02-26 4 Perreault Roger UGI UGI Common Stock A - Award D 39.9500 2,503 100 28,749
2020-01-03 2020-01-01 4 Perreault Roger UGI Performance Units A - Award D 0.00 13,500 13,500
2020-01-03 2020-01-01 4 Perreault Roger UGI Option (right to buy) A - Award D 45.16 109,010 109,010
2019-11-25 2019-11-21 4 Perreault Roger UGI UGI Common Stock A - Award D 765 26,246
2019-11-14 2019-11-14 4 Perreault Roger UGI UGI Common Stock P - Purchase D 42.4529 2,357 100 25,481
2019-08-23 2019-08-21 4 Perreault Roger UGI Restricted Stock Unit A - Award D 14,771 14,771
2019-08-23 2019-08-21 4 Perreault Roger UGI UGI Common Stock A - Award D 140 23,124
2019-02-01 2019-01-30 4 Perreault Roger UGI Performance Units A - Award D 0.00 7,060 7,060
2019-02-01 2019-01-30 4 Perreault Roger UGI Option (Right to Buy) A - Award D 56.25 44,860 44,860
2019-01-18 2019-01-16 4 Perreault Roger UGI Performance Units M - Exercise D 0.00 -7,500 0
2019-01-18 2019-01-16 4 Perreault Roger UGI UGI Common Stock F - Taxes D 53.3500 -2,106 -112 22,984
2019-01-18 2019-01-16 4 Perreault Roger UGI UGI Common Stock M - Exercise D 7,500 25,090
2018-12-11 2018-12-07 4 Perreault Roger UGI UGI Common Stock F - Taxes D 58.9600 -4,161 -245 17,590
2018-11-28 2018-11-16 4 Perreault Roger UGI UGI Common Stock A - Award D 702 21,751
2018-02-08 2018-02-07 4 Perreault Roger UGI UGI Common Stock P - Purchase D 43.9714 2,270 100 21,049
2018-01-19 2018-01-17 4 Perreault Roger UGI Performance Units M - Exercise D 0.00 -6,000 0
2018-01-19 2018-01-17 4 Perreault Roger UGI UGI Common Stock F - Taxes D 46.9500 -1,287 -60 18,779
2018-01-19 2018-01-17 4 Perreault Roger UGI UGI Common Stock M - Exercise D 4,314 20,066
2018-01-03 2018-01-01 4 Perreault Roger UGI Performance Units A - Award D 0.00 8,500 8,500
2018-01-03 2018-01-01 4 Perreault Roger UGI Option (right to buy) A - Award D 46.95 50,000 50,000
2017-11-21 2017-11-17 4 Perreault Roger UGI UGI Common Stock A - Award D 846 15,752
2017-01-20 2017-01-18 4 Perreault Roger UGI Performance Units M - Exercise D 0.00 -3,000 0
2017-01-20 2017-01-18 4 Perreault Roger UGI UGI Common Stock F - Taxes D 46.0800 -966 -45 14,906
2017-01-20 2017-01-18 4 Perreault Roger UGI UGI Common Stock M - Exercise D 3,000 15,872
2017-01-03 2017-01-01 4 Perreault Roger UGI Performance Units A - Award D 0.00 8,500 8,500
2017-01-03 2017-01-01 4 Perreault Roger UGI Option (right to buy) A - Award D 46.08 50,000 50,000
2016-11-22 2016-11-18 4 Perreault Roger UGI UGI Common Stock A - Award D 872 12,872
2016-01-05 2016-01-01 4 Perreault Roger UGI Performance Units A - Award D 0.00 7,500 7,500
2016-01-05 2016-01-01 4 Perreault Roger UGI Option (right to buy) A - Award D 33.76 50,000 50,000
2015-12-09 2015-12-07 4 Perreault Roger UGI Performance Units A - Award D 0.00 6,000 6,000
2015-12-09 2015-12-07 4 Perreault Roger UGI Performance Units A - Award D 0.00 3,000 3,000
2015-12-09 2015-12-07 4 Perreault Roger UGI UGI Common Stock A - Award D 12,000 12,000
2015-12-09 3 Perreault Roger UGI No securities beneficially owned D 0
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)