Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| UGI CORP /PA/ | 545 | reported | 11 Jan 2026 | tx 5+9,380−2,155 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Jan 2026 | EXERCISE | UGI CORP /PA/ | 1,350 | 0.00 USD | |
| 11 Jan 2026 | TAX_WITHHOLDING | UGI CORP /PA/ | 805 | 37.07 USD | |
| 11 Jan 2026 | EXERCISE | UGI CORP /PA/ | 1,350 | 0.00 USD | deriv |
| 01 Jan 2026 | GRANT_AWARD | UGI CORP /PA/ | 4,824 | 0.00 USD | deriv |
| 01 Jan 2026 | GRANT_AWARD | UGI CORP /PA/ | 3,206 | 0.00 USD | deriv |