Ugi Insider Ownership

NYSE UGI

$37.49 +0.45 (+1.22%)

As of: Nov 9, 2026 · 3:59 PM EST

Insider Holdings by Owner

1.13Mn Shares

John L Walsh429.73K38.0%

M Shawn Bort85.48K7.6%

Mario Longhi80.28K7.1%

Monica M Gaudiosi61.11K5.4%

Frank S Hermance56.01K5.0%

Other insiders (21)418.37K37.0%

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

0.209%

■0% pp QoQ

Shares Held by Insiders

449.60K

filed for Sep 2026

■0.00% QoQ

Shares Outstanding

214.69Mn

214,690,000 shares

Direct Holdings

191.31K

Indirect: 258.29K

Net Open-Market Trades

no open-market trades in Sep 2026

Insiders Holding Shares

with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Open-Market Insider Trades

Bought Sold

Latest quarter —

Net over range —

Net-buying quarters —

Insider Ownership Summary

Updated Nov 4, 2026

Across the past 12 months, open-market trades by UGI insiders were all sales, totaling $3.63 million (98.21K shares).

A count shows 5 insiders selling UGI stock on the open market over the past 12 months and none buying.
The largest open-market sales of UGI in the past 12 months were by Sean O'Brien (Chief Financial Officer), totaling $1.08 million (28.71K shares), most recently on December 5, 2025.
The latest open-market trade on record is a sale of 25.36K shares for $852,494 by Kathleen Shea-Ballay (GC and Chief Legal Officer) on June 18, 2026.
Apart from open-market trades, UGI insiders received 11.84K shares in stock awards, acquired 175.81K shares through option exercises and conversions and gave up 27.36K shares to cover taxes or exercise prices in the past 12 months.
According to Business Quant data, insiders at UGI reported 493.05K shares in total in their latest Form 4 filings, up 9.66% from 449.6K shares at the end of Q2 2026 and up 2.90% from 479.17K shares at the end of Q3 2025.
UGI insiders hold 234.76K shares directly (47.61% of their total) and 258.29K shares (52.39%) indirectly, through entities such as trusts and partnerships.
Business Quant counts 16 insiders with holdings in UGI stock, among the officers, directors and 10% owners who have filed a Form 4 in the past two years.
UGI's top three insider holders by shares held are Mario Longhi (Director, 111.08K shares), M. Shawn Bort (Director, 99.82K shares) and Ted A. Dosch (Director, 58.1K shares).
Mario Longhi alone accounts for 22.53% of the shares held by UGI insiders.
Institutional investors held 94.68% of UGI stock at the end of Q2 2026, while the latest Form 4 filings of its insiders account for about 0.23%; other investors, including the public, hold roughly 5.09%.
In the last 12 months, 30 Form 4 filings with transactions in UGI stock came from 17 insiders.
The insider data for UGI reflects Form 4 filings through November 3, 2026.

Form 4 Holdings

Insiders Holding UGI

Insiders 26

Shares held 1.13Mn

Of outstanding 0.527%

#	Insider	Position	Direct	Indirect	Total	Share of Insiders	Last Filed
1	John L Walsh	President Ceo	429,734	0	429,734	38.0%	01 Sep, 2022
2	M Shawn Bort	Director	0	85,478	85,478	7.6%	03 Feb, 2026
3	Mario Longhi	Director	80,284	0	80,284	7.1%	03 Nov, 2026
4	Monica M Gaudiosi	Vp, Gen. Counsel Secretary	61,109	0	61,109	5.4%	03 Nov, 2022
5	Frank S Hermance	Director	0	56,011	56,011	5.0%	31 Jan, 2023
6	Robert F. Beard	Chief Operations Officer	46,843	0	46,843	4.1%	03 Jan, 2024
7	Roger Perreault	President Ceo	41,125	0	41,125	3.6%	25 May, 2023
8	Joseph L. Hartz	President Of Subsidiary	36,421	0	36,421	3.2%	13 Jan, 2026
9	Ted A Dosch	Director	0	36,096	36,096	3.2%	03 Feb, 2026
10	Alan N Harris	Director	0	33,377	33,377	3.0%	03 Feb, 2026
11	Kelly A Romano	Director	0	30,005	30,005	2.7%	03 Feb, 2026
12	Robert C Flexon	President And Ceo	28,231	0	28,231	2.5%	03 Nov, 2026
13	James B Jr Stallings	Director	0	24,580	24,580	2.2%	31 Jan, 2023
14	Hans G. Bell	President Of Subsidiary	20,412	0	20,412	1.8%	13 Jan, 2026
15	William J Marrazzo	Director	0	16,707	16,707	1.5%	30 Jan, 2024
16	John Koerwer	Chief Information Officer	16,685	0	16,685	1.5%	03 Jan, 2025
17	Santiago Seage	Director	0	16,585	16,585	1.5%	03 Feb, 2026
18	Cindy J Miller	Director	0	14,102	14,102	1.2%	30 Jan, 2024
19	Tina Veronica Faraca	Director	0	12,303	12,303	1.1%	03 Feb, 2026
20	David Bingenheimer	Director	0	11,275	11,275	1.0%	03 Feb, 2026
21	Melanie Ruiz	Director	0	11,275	11,275	1.0%	03 Feb, 2026
22	Jean Felix Tematio	Vp, Cao Corporate Controller	6,952	0	6,952	0.6%	13 Feb, 2026
23	Judy A. Zagorski	Chief Human Resources Officer	5,958	0	5,958	0.5%	03 Jan, 2024
24	Michael Sharp	President Of Subsidiary	4,806	0	4,806	0.4%	03 Mar, 2025
25	Sean O'Brien	Chief Financial Officer	4,084	0	4,084	0.4%	14 Apr, 2026
26	Julie Fazio	President Of Subsidiary	545	0	545	0.0%	13 Jan, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

1,900 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
31 Oct, 2026	Robert C Flexon	President And Ceo	Acquired M	43,585	$0.00	$0	43,585	Direct
31 Oct, 2026	Mario Longhi	Director	Acquired M	21,313	$0.00	$0	86,375	Direct
31 Oct, 2026	Mario Longhi	Director	Disposed F	6,091	$38.67	$235.54K	80,284	Direct
31 Oct, 2026	Robert C Flexon	President And Ceo	Disposed F	15,354	$38.67	$593.74K	28,231	Direct
31 Oct, 2026	Robert C Flexon	President And Ceo	Disposed M	43,585	$0.00	$0	43,585	Direct
31 Oct, 2026	Mario Longhi	Director	Disposed M	21,313	$0.00	$0	21,313	Direct
18 Jun, 2026	Kathleen Shea-Ballay	Gc And Chief Legal Officer	Acquired M	25,360	$24.60	$623.86K	25,360	Direct
18 Jun, 2026	Kathleen Shea-Ballay	Gc And Chief Legal Officer	Disposed S	25,360	$33.62	$852.49K	0	Direct
18 Jun, 2026	Kathleen Shea-Ballay	Gc And Chief Legal Officer	Disposed M	25,360	$0.00	$0	12,680	Direct
10 Apr, 2026	Sean O'Brien	Chief Financial Officer	Acquired M	5,660	$0.00	$0	5,660	Direct
10 Apr, 2026	Sean O'Brien	Chief Financial Officer	Disposed F	1,576	$37.94	$59.79K	4,084	Direct
10 Apr, 2026	Sean O'Brien	Chief Financial Officer	Disposed M	5,660	$0.00	$0	0	Direct
11 Feb, 2026	Jean Felix Tematio	Vp, Cao Corporate Controller	Acquired M	12,840	$24.60	$315.86K	19,792	Direct
11 Feb, 2026	Jean Felix Tematio	Vp, Cao Corporate Controller	Disposed S	12,840	$38.07	$488.85K	6,952	Direct
11 Feb, 2026	Jean Felix Tematio	Vp, Cao Corporate Controller	Disposed M	12,840	$0.00	$0	6,420	Direct
30 Jan, 2026	Tina Veronica Faraca	Director	Acquired A	4,364	$0.00	$0	12,303	Indirect
30 Jan, 2026	Kelly A Romano	Director	Acquired A	4,364	$0.00	$0	30,005	Indirect
30 Jan, 2026	M Shawn Bort	Director	Acquired A	4,364	$0.00	$0	85,478	Indirect
30 Jan, 2026	Alan N Harris	Director	Acquired A	4,364	$0.00	$0	33,377	Indirect
30 Jan, 2026	Ted A Dosch	Director	Acquired A	4,364	$0.00	$0	36,096	Indirect

Showing 1 to 20 of 1,900 transactions