
Congress trades
UGI Corporation (UGI)
NYSE · Utilities · 9 congress trades · last filed 3 years ago
About UGI Corporation
from the company's filings and listing, as of Oct 24, 2026- Exchange
- NYSE
- Sector
- Utilities
- Industry
- Regulated Gas
- Chief executive
- Robert C. Flexon
- Employees
- 9,400
- Listed since
- Mar 1, 1929
- Market value
- $8.3B
- Price to earnings (12 mo)
- 12.3
- Net income per share, as reported (12 mo)
- $3.13
- Dividend yield
- 3.90%
Earnings
6 reported quarters · next on Nov 18, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Aug 5, 2026 | -$0.20 | -$0.08 | $1.3B | $1.5B | EPS missRevenue miss |
| Q2 FY2026reported May 6, 2026 | $2.09 | $2.11 | $2.7B | $3.1B | EPS in lineRevenue miss |
| Q1 FY2026reported Feb 4, 2026 | $1.26 | $1.50 | $2.1B | $2.5B | EPS missRevenue miss |
| Q4 FY2025reported Nov 20, 2025 | -$0.23 | -$0.38 | $1.2B | $1.5B | EPS beatRevenue miss |
| Q3 FY2025reported Aug 6, 2025 | -$0.01 | -$0.10 | $1.4B | $1.5B | EPS beatRevenue miss |
| Q2 FY2025reported May 7, 2025 | $2.21 | $1.86 | $2.7B | $3.2B | EPS beatRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Dec 17, 2025| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Bob FlexonPresident and CEO | $1.0M | $5.4M | $2.5M | $9.0M |
| Michael SharpPresident, AmeriGas Propane, Inc. | $347K | $2.8M | $883K | $4.0M |
| Sean O'BrienChief Financial Officer | $643K | $1.9M | $1.1M | $3.6M |
| Kathleen Shea BallayGeneral Counsel, Chief Legal Officer & Chief Compliance Officer | $582K | $1.3M | $687K | $2.5M |
| Joseph HartzPresident, UGI Energy Services, LLC | $425K | $611K | $410K | $1.4M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 2 executives who have since left the company are named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $914.1M | 26,463,921 | +3.1% | 12.33% |
| FMR LLC | $483.1M | 13,986,188 | -0.7% | 6.51% |
| Vanguard Portfolio Management LLC | $435.7M | 12,615,116 | +5.7% | 5.88% |
| Vanguard Capital Management LLC | $333.2M | 9,647,183 | +0.4% | 4.49% |
| Neuberger Berman Group LLC | $283.3M | 8,201,866 | -2.7% | 3.82% |
| State Street Corp | $239.8M | 6,869,984 | +1.8% | 3.20% |
| LSV Asset Management | $215.2M | 6,231,070 | +0.5% | 2.90% |
| Fuller & Thaler Asset Management, Inc. | $203.2M | 5,882,917 | +10.1% | 2.74% |
| Snyder Capital Management L P | $185.3M | 5,365,031 | 0.0% | 2.50% |
| Geode Capital Management, LLC | $157.0M | 4,543,038 | +1.1% | 2.12% |
| Northern Trust Corp | $122.2M | 3,539,044 | +0.9% | 1.65% |
| Mitsubishi Ufj Trust & Banking Corp | $120.1M | 3,478,438 | +40.0% | 1.62% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Congress trades in UGI
9 disclosures of 9 on record · median 33d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | +10.0%After the saleS&P 500 +85.6% · -75.6 pts vs S&P 500 | Apr 10, 2023 | May 19, 2023 | 39d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | +3.9%After the saleS&P 500 +92.6% · -88.7 pts vs S&P 500 | Mar 1, 2023 | Apr 17, 2023 | 47d |
| John H. Rutherford | Stock | Sale | $1,001 - $15,000 | +7.5%After the saleS&P 500 +74.4% · -67.0 pts vs S&P 500 | Mar 16, 2022 | Apr 19, 2022 | 34d |
| John H. Rutherford | Stock | Purchase | $1,001 - $15,000 | -0.2%S&P 500 +73.8% · -74.1 pts vs S&P 500 | Feb 17, 2022 | Mar 16, 2022 | 27d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -7.6%S&P 500 +126.8% · -134.4 pts vs S&P 500 | Feb 11, 2020 | Mar 9, 2020 | 27d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -12.0%After the saleS&P 500 +134.4% · -146.4 pts vs S&P 500 | Jan 8, 2020 | Feb 10, 2020 | 33d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -20.2%After the saleS&P 500 +153.5% · -173.7 pts vs S&P 500 | Oct 21, 2019 | Nov 12, 2019 | 22d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -21.0%S&P 500 +155.1% · -176.0 pts vs S&P 500 | Sep 10, 2019 | Oct 16, 2019 | 36d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -18.7%S&P 500 +164.1% · -182.8 pts vs S&P 500 | Aug 12, 2019 | Sep 11, 2019 | 30d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in UGI, filterable by party, chamber, type and account.
Questions
Which members of Congress have traded UGI?
Daniel S. Goldman, John H. Rutherford and Ro Khanna disclosed UGI transactions in the filings shown here.
How quickly are UGI trades disclosed?
Congressional disclosures took a median of 33 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
