Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| DCP Midstream Partners, LP | 76,950 | reported | 28 Feb 2022 | tx 5+136,874 |
| UGI CORP /PA/ | 20,305 | reported | 01 Jan 2026 | tx 19+300,348−62,924 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jan 2026 | GRANT_AWARD | UGI CORP /PA/ | 20,305 | 0.00 USD | deriv |
| 01 Jan 2026 | GRANT_AWARD | UGI CORP /PA/ | 30,547 | 0.00 USD | deriv |
| 05 Dec 2025 | SALE | UGI CORP /PA/ | 4,936 | 37.65 USD | |
| 05 Dec 2025 | EXERCISE | UGI CORP /PA/ | 23,773 | 24.60 USD | |
| 05 Dec 2025 | SALE | UGI CORP /PA/ | 23,773 | 37.65 USD | |
| 05 Dec 2025 | EXERCISE | UGI CORP /PA/ | 23,773 | 0.00 USD | deriv |
| 30 Sept 2025 | TAX_WITHHOLDING | UGI CORP /PA/ | 1,952 | 33.26 USD | |
| 30 Sept 2025 | EXERCISE | UGI CORP /PA/ | 6,888 | 0.00 USD | |
| 30 Sept 2025 | EXERCISE | UGI CORP /PA/ | 8,490 | 0.00 USD | deriv |
| 01 Jan 2025 | GRANT_AWARD | UGI CORP /PA/ | 21,254 | 0.00 USD | deriv |
| 01 Jan 2025 | GRANT_AWARD | UGI CORP /PA/ | 32,201 | 0.00 USD | deriv |
| 01 Jan 2024 | GRANT_AWARD | UGI CORP /PA/ | 12,200 | 0.00 USD | deriv |
| 01 Jan 2024 | GRANT_AWARD | UGI CORP /PA/ | 14,880 | 0.00 USD | deriv |
| 01 Jan 2024 | GRANT_AWARD | UGI CORP /PA/ | 18,300 | 0.00 USD | deriv |
| 01 Jan 2024 | GRANT_AWARD | UGI CORP /PA/ | 71,320 | 0.00 USD | deriv |
| 11 Apr 2023 | GRANT_AWARD | UGI CORP /PA/ | 5,660 | 0.00 USD | deriv |
| 11 Apr 2023 | GRANT_AWARD | UGI CORP /PA/ | 26,950 | 0.00 USD | deriv |
| 11 Apr 2023 | GRANT_AWARD | UGI CORP /PA/ | 8,490 | 0.00 USD | deriv |
| 11 Apr 2023 | GRANT_AWARD | UGI CORP /PA/ | 7,580 | 0.00 USD | deriv |
| 28 Feb 2022 | GRANT_AWARD | DCP Midstream Partners, LP | 20,770 | 0.00 USD | deriv |
| 28 Feb 2021 | GRANT_AWARD | DCP Midstream Partners, LP | 27,280 | 0.00 USD | deriv |
| 25 Mar 2020 | PURCHASE | DCP Midstream Partners, LP | 43,424 | 4.03 USD | deriv |
| 12 Mar 2020 | PURCHASE | DCP Midstream Partners, LP | 16,500 | 6.01 USD | |
| 28 Feb 2020 | GRANT_AWARD | DCP Midstream Partners, LP | 28,900 | 0.00 USD | deriv |