Every SEC Form 3/4/5 on record for this filer (CIK 1660266) — 2 issuers, 25 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/ | President & CEO · Director · lapsed | 2015-12-09 → 2023-05-25 | 30 | −$96,476 |
| APU | AMERIGAS PARTNERS LP | EVP, Global LPG of GP parent · lapsed | 2018-10-03 → 2019-08-23 | 3 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| UGI | 2023-05-24 | Buy | 3,565 | $27.98 | $99,749 | 41,125 |
| UGI | 2022-10-28 | Sell | 16,341 | $35.01 | $572,098 | 37,560 |
| UGI | 2022-02-17 | Buy | 3,900 | $38.65 | $150,735 | 37,235 |
| UGI | 2020-05-14 | Buy | 918 | $27.53 | $25,273 | 32,336 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.