Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AMETEK INC/ | 2,191,341 | reported | 20 Sept 2017 | tx 242+5,371,469.13−6,902,684 |
| IDEX CORP /DE/ | 10,658 | reported | 29 Jul 2011 | tx 42+46,919 |
| UGI CORP /PA/ | 10,120 | reported | 27 Jan 2023 | tx 45+607,323−93,750 |
| AMERIGAS PARTNERS LP | 0 | reported | 21 Aug 2019 | tx 3+3,625−4,395 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Jan 2023 | GRANT_AWARD | UGI CORP /PA/ | 4,640 | 0.00 USD | |
| 27 Jan 2023 | GRANT_AWARD | UGI CORP /PA/ | 10,120 | 0.00 USD | deriv |
| 01 Dec 2022 | EXERCISE | UGI CORP /PA/ | 12,750 | 22.14 USD | |
| 01 Dec 2022 | SALE | UGI CORP /PA/ | 12,750 | 38.84 USD | |
| 01 Dec 2022 | EXERCISE | UGI CORP /PA/ | 12,750 | 0.00 USD | deriv |
| 16 Feb 2022 | PURCHASE | UGI CORP /PA/ | 65,000 | 38.15 USD | first after silence |
| 28 Jan 2022 | GRANT_AWARD | UGI CORP /PA/ | 10,810 | 0.00 USD | |
| 28 Jan 2022 | GRANT_AWARD | UGI CORP /PA/ | 4,110 | 0.00 USD | deriv |
| 23 Nov 2021 | SALE | UGI CORP /PA/ | 12,750 | 44.91 USD | |
| 23 Nov 2021 | EXERCISE | UGI CORP /PA/ | 12,750 | 18.86 USD | |
| 23 Nov 2021 | EXERCISE | UGI CORP /PA/ | 12,750 | 0.00 USD | deriv |
| 11 Aug 2021 | SALE | UGI CORP /PA/ | 6,375 | 47.15 USD | |
| 11 Aug 2021 | EXERCISE | UGI CORP /PA/ | 6,375 | 19.61 USD | |
| 11 Aug 2021 | EXERCISE | UGI CORP /PA/ | 6,375 | 0.00 USD | deriv |
| 29 Jan 2021 | GRANT_AWARD | UGI CORP /PA/ | 5,130 | 0.00 USD | |
| 29 Jan 2021 | GRANT_AWARD | UGI CORP /PA/ | 15,840 | 0.00 USD | deriv |
| 22 Jan 2020 | GRANT_AWARD | UGI CORP /PA/ | 5,090 | 0.00 USD | |
| 22 Jan 2020 | GRANT_AWARD | UGI CORP /PA/ | 19,570 | 0.00 USD | deriv |
| 14 Nov 2019 | PURCHASE | UGI CORP /PA/ | 93,731 | 42.48 USD | |
| 15 Nov 2019 | PURCHASE | UGI CORP /PA/ | 56,269 | 43.06 USD | |
| 21 Aug 2019 | OTHER | AMERIGAS PARTNERS LP | 4,395 | — | |
| 21 Aug 2019 | GRANT_AWARD | UGI CORP /PA/ | 2,803 | 0.00 USD | |
| 10 May 2019 | PURCHASE | UGI CORP /PA/ | 100,000 | 54.10 USD | first after silence |
| 30 Jan 2019 | GRANT_AWARD | UGI CORP /PA/ | 1,840 | 0.00 USD | |
| 30 Jan 2019 | GRANT_AWARD | UGI CORP /PA/ | 5,400 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 16 Feb 2022.