MarketPeel
Insider Trading Intelligence
RP

Roger Perreault

UGI
PRESIDENT & CEO · UGI CORP /PA/ · CIK 0001660266
FILING MIX · LIFETIME93%/7%
BUYS
26
SELLS
2
TOTAL VALUE
$1.60M
COMPANIES
1
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
41,125
AVG SELL PX
$35.01
TRADE KIND
SHOWING 28 / 28
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
4 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Roger Perreault, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d4+75.00%+1.13%-0.04%+1.16%+0.68%
14d4+50.00%+5.48%+3.05%+2.43%+3.13%
30d4+25.00%+1.61%+4.08%-2.46%-3.25%
60d4+25.00%+1.83%+5.22%-3.39%-3.81%
90d4+50.00%+6.59%+5.09%+1.49%+8.08%
180d4+75.00%+4.70%+10.11%-5.42%-1.08%
1y4+75.00%+4.97%+20.06%-15.10%-15.62%
2y4+75.00%+3.27%+40.37%-37.09%-33.71%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
UGI · 41,125 shares · as of May 24, 2023
039,28378,565117,848157,1302020202120222023SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
FLOW · 26 buys / 2 sellsCOVERAGE · 14 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
UGI
UGI CORP /PA/
PURCHASE
President & CEO
3,565$27.98$99.7K41,125May 24, 2023May 25, 2023View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
157,130157,130Jan 12, 2023Jan 17, 2023View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
35,83035,830Jan 12, 2023Jan 17, 2023View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
53,74053,740Jan 12, 2023Jan 17, 2023View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
38,66038,660Jan 12, 2023Jan 17, 2023View →
UGI
UGI CORP /PA/
SALE
President & CEO
16,341$35.01$572.1K37,560Oct 28, 2022Nov 1, 2022View →
UGI
UGI CORP /PA/
SALE
President & CEO
16,66633,334Oct 28, 2022Nov 1, 2022View →
UGI
UGI CORP /PA/
PURCHASE
President & CEO
16,666$33.76$562.6K53,901Oct 28, 2022Nov 1, 2022View →
UGI
UGI CORP /PA/
PURCHASE
President & CEO
3,900$38.65$150.7K37,235Feb 17, 2022Feb 18, 2022View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
95,72095,720Jan 1, 2022Jan 4, 2022View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
18,38018,380Jan 1, 2022Jan 4, 2022View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
28,27028,270Jan 1, 2022Jan 4, 2022View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
119,260119,260Jan 1, 2022Jan 18, 2022View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
35,23035,230Jan 1, 2022Jan 18, 2022View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
22,90022,900Jan 1, 2022Jan 18, 2022View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
34,21034,210Jun 28, 2021Jun 30, 2021View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
6,5406,540Jun 28, 2021Jun 30, 2021View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
9,5509,550Jun 28, 2021Jun 30, 2021View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
9,1509,150Jan 1, 2021Jan 5, 2021View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
15,01015,010Jan 1, 2021Jan 5, 2021View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
56,50056,500Jan 1, 2021Jan 5, 2021View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
99933,335Nov 20, 2020Nov 23, 2020View →
UGI
UGI CORP /PA/
PURCHASE
EVP, Global LPG
918$27.53$25.3K32,336May 14, 2020May 15, 2020View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
1,543$32.50$50.1K31,418Mar 11, 2020Mar 11, 2020View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
1,126$37.93$42.7K29,875Feb 27, 2020Feb 27, 2020View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
2,503$39.95$100.0K28,749Feb 26, 2020Feb 27, 2020View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
13,50013,500Jan 1, 2020Jan 3, 2020View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
109,010109,010Jan 1, 2020Jan 3, 2020View →
Other insiders · UGI
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About this filer
CIK 0001660266
ROLE
President & CEO
PRIMARY
UGI
COMPANIES
1
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001660266DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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