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Insider · CIK 0001495118

Kathleen Shea-Ballay

officer

Files at UGI (UGI CORP /PA/). First filing Jun 23, 2026, latest Jun 23, 2026.

In brief

Kathleen Shea-Ballay files SEC Form 4 as officer at UGI (UGI CORP /PA/). Since Jun 23, 2026, Kathleen Shea-Ballay has reported 0 open-market buys worth $0 and 1 open-market sell worth $852k, the latest filed on Jun 23, 2026.

A track record needs three past buys with six months of prices behind them; Kathleen Shea-Ballay has 0, so none is measured yet.

The newest scored trade: sold $852k of UGI on Jun 18, 2026, filed Jun 23, 2026, scored 43 (moderate). In the last 12 months: 0 buys worth $0 and 1 sell worth $852k.

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 1
$0 bought, $852k sold

Where the trades landed

Last year at the company this insider has traded most, with each buy and sell on the bar it happened.

UGI: UGI CORP /PA/

UGIOct 9, 2026 · close 37.12

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
43Moderate
UGIsell
UGI CORP /PA/
$852k
25,360 shares
-100%+10% from low-15% from high

Planned sales

Form 144 notices this insider filed before selling restricted or control stock, newest first.

FiledCompanySharesValueSale datePast 3 months
Jun 18, 2026 UGI
UGI CORPORATION
25,360
0.01% of outstanding
$852kJun 18, 2026none

Transactions

Every row this insider has filed, 5 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Jun 18, 2026UGI
UGI CORP /PA/
MOption exercise
UGI Common Stock
+25,360$24.60$624k25,360Jun 23, 2026
Jun 18, 2026UGI
UGI CORP /PA/
SOpen-market sale
UGI Common Stock
-25,360$33.62$852k0Jun 23, 2026
Jun 18, 2026UGI
UGI CORP /PA/
MOption exercise
Options (Right to Buy)derivative
-25,360$0.00$012,680Jun 23, 2026
Jan 1, 2026UGI
UGI CORP /PA/
AGrant or award
Performance Unitsderivative
+16,078$0.00$016,078Jan 5, 2026
Jan 1, 2026UGI
UGI CORP /PA/
AGrant or award
Stock Unitsderivative
+10,687$0.00$010,687Jan 5, 2026

Questions about Kathleen Shea-Ballay

Answered from the filings on this page, as of the latest one.

Is Kathleen Shea-Ballay buying or selling?

In the last 12 months Kathleen Shea-Ballay reported 0 open-market buys worth $0 and 1 open-market sell worth $852k on SEC Form 4; the latest was sold $852k of UGI on Jun 18, 2026. Grants, option exercises and tax withholding are not counted.

How did Kathleen Shea-Ballay's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Kathleen Shea-Ballay has 0.

Where does Kathleen Shea-Ballay file Form 4?

Kathleen Shea-Ballay has filed Form 4 at UGI (UGI CORP /PA/) as GC and Chief Legal Officer. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Kathleen Shea-Ballay: insider trades and track record | InsiderTell