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sellWeak cluster of 210b5-1 plan

Roger Perreault sold $572k of UGI

President & CEO at UGI CORP /PA/. 16,341 shares at an average of $35.01, traded Oct 28, 2022, filed Nov 1, 2022.

Warning score
27
Value
$572k
16,341 shares
Holdings after
37,560
-30% from before
From 52-week low
+11%
low $26.03, close $28.86
From 52-week high
-22%
high $36.89, as of Oct 28, 2022

Score components

  • Role
    CEO
    +25
  • Trade size
    $572k at market
    +19
  • Share of holdings sold
    Sold 30% of holdings
    +10
  • Cluster
    2 insiders selling within 14 days
    +8
  • Exercise and sell
    Shares came from an option exercise in the same filing
    -15
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

UGIOct 13, 2026 · close 37.65
Since filing Nov 1, 2022: +29.0%SPY +113.1% · excess -84.1%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001209191-22-055043, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Oct 28, 2022MOption exercise
UGI Common Stock
+16,666$33.76$563k53,901Nov 1, 2022
Oct 28, 2022SOpen-market sale
UGI Common Stock10b5-1
-16,341$35.01$572k37,560Nov 1, 2022
Oct 28, 2022MOption exercise
Option (Right to Buy)derivative
-16,666$0.00$033,334Nov 1, 2022

Related signals

Other insiders at UGI CORP /PA/ and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
43Moderate
UGIsell
UGI CORP /PA/
Kathleen Shea-Ballay
GC and Chief Legal Officer
$852k
25,360 shares
-100%
38Weak
UGIsell
UGI CORP /PA/
Jean Felix Tematio
VP, CAO & Corporate Controller
$489k
12,840 shares
-65%
30Weak
UGIsell 2
UGI CORP /PA/
Joseph L. Hartz
President of Subsidiary
$192k
5,000 shares
-13%
67Notable
UGIsell 3
UGI CORP /PA/
Sean O'Brien
Chief Financial Officer
$1.1M
28,709 shares
-100%
47Moderate
UGIsell 3
UGI CORP /PA/
Hans G. Bell
President of Subsidiary
$440k
11,300 shares
-38%
49Moderate
UGIsell 3
UGI CORP /PA/
Joseph L. Hartz
President of Subsidiary
$580k
15,000 shares
-31%
18Weak
UGIsell
UGI CORP /PA/
Frank S Hermance
director
$495k
12,750 shares
-3%
33Weak
UGIsell 210b5-1
UGI CORP /PA/
Monica M Gaudiosi
VP, Gen. Counsel & Secretary
$2.6M
75,000 shares
-55%

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.

Roger Perreault sold $572k of UGI | InsiderTell