Every SEC Form 3/4/5 on record for this filer (CIK 1321522) — 2 issuers, 73 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| UGI | UGI CORP /PA/ | Director · lapsed | 2015-08-17 → 2022-09-01 | 43 | −$51M |
| APU | AMERIGAS PARTNERS LP | Chairman · Director · lapsed | 2015-12-11 → 2019-08-23 | 2 | $176,010 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| UGI | 2022-09-01 | Sell | 75,000 | $39.05 | $3M | 429,734 |
| UGI | 2022-08-30 | Sell | 75,000 | $39.51 | $3M | 429,734 |
| UGI | 2022-05-27 | Sell | 105,000 | $42.36 | $4M | 429,734 |
| UGI | 2022-02-18 | Sell | 1 | $38.31 | $19 | 439,734 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.