Form 4: UGI Executive Julie Fazio Reports Stock Vesting
Insider Transaction Report
UGI Corp. subsidiary President Julie Fazio reported the vesting of stock units and subsequent tax-related share disposition, a routine compensation event.
Summary
- Julie Fazio, President of a UGI Corp. subsidiary, reported transactions involving UGI Common Stock.
- On January 11, 2026, 1,350 stock units vested, leading to the acquisition of 1,350 shares of UGI Common Stock.
- Concurrently, 805 shares were disposed of at a price of $37.07 per share to satisfy income tax liability associated with the vesting event.
- Following these transactions, Julie Fazio directly beneficially owns 545 shares of UGI Common Stock.
- The stock units were initially granted on January 12, 2023, under the UGI Corporation 2021 Incentive Award Plan, with each unit representing the right to receive a share after three years of employment.
Sentiment
Score: 7
Explanation: The filing reports routine executive compensation events, including the vesting of stock units and subsequent tax-related share disposition, which are standard practices and do not indicate significant positive or negative operational news for the company.
Positives
- The vesting of 1,350 stock units demonstrates the realization of long-term incentive compensation for the reporting person.
Negatives
- The disposition of 805 shares to cover income tax liability reduces the direct beneficial ownership of the reporting person.
Future Outlook
NA
Industry Context
NA
Stakeholder Impact
- Shareholders: Minimal impact as these are routine compensation events for an executive.
- Employees: Reflects standard executive compensation practices within the company.
Key Dates
| Date | Description |
|---|---|
| 01/12/2023 | Stock units with dividend equivalents granted under the UGI Corporation 2021 Incentive Award Plan. |
| 01/11/2026 | Date of earliest transaction, including vesting of stock units, acquisition of shares, and disposition of shares for tax withholding. |
| 01/13/2026 | Signature date of the reporting person's attorney-in-fact for the filing. |
Recommendation
holdThe filing details a routine executive compensation event involving the vesting of stock units and subsequent tax-related share disposition. These transactions are standard and do not provide new fundamental information about the company's operational performance or strategic direction that would warrant a change in investment recommendation.
Keywords
UGI, Form 4, insider transaction, stock units, executive compensation, share vesting, tax withholding
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.