MarketPeel
Insider Trading Intelligence
JH

Joseph L. Hartz

UGI
PRESIDENT OF SUBSIDIARY · UGI CORP /PA/ · CIK 0001698762
FILING MIX · LIFETIME58%/42%
BUYS
11
SELLS
8
TOTAL VALUE
$2.57M
COMPANIES
1
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
37,882
AVG SELL PX
$38.30
TRADE KIND
SHOWING 19 / 19
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
3 backtested trades · 8 horizons · 4 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Joseph L. Hartz, 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
7d3+66.67%-2.15%+1.52%-3.67%-2.64%
14d3+100.00%-3.88%+1.56%-5.44%-3.86%
30d3+100.00%-3.37%+2.44%-5.81%-5.08%
60d3+33.33%-0.01%+3.17%-3.18%-1.93%
90d3+66.67%-0.63%+2.67%-3.29%-4.52%
180d3+66.67%+1.00%+13.38%-8.09%-8.09%
1y3(2 pending)+0.00%+21.89%+31.07%-9.17%-9.17%
2y3(2 pending)+0.00%+9.61%+14.06%-4.45%-4.45%
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 · 37,882 shares · as of Jan 11, 2026
012,12324,24636,36948,4922020202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
FLOW · 11 buys / 8 sellsCOVERAGE · 25 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
UGI
UGI CORP /PA/
SALE
President of Subsidiary
4,3900Jan 11, 2026Jan 13, 2026View →
UGI
UGI CORP /PA/
SALE
President of Subsidiary
1,461$37.07$54.2K36,421Jan 11, 2026Jan 13, 2026View →
UGI
UGI CORP /PA/
PURCHASE
President of Subsidiary
4,39037,882Jan 11, 2026Jan 13, 2026View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
8,0398,039Jan 1, 2026Jan 5, 2026View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
5,3445,344Jan 1, 2026Jan 5, 2026View →
UGI
UGI CORP /PA/
SALE
President of Subsidiary
5,000$38.45$192.2K33,492Dec 17, 2025Dec 18, 2025View →
UGI
UGI CORP /PA/
SALE
President of Subsidiary
5,0000Dec 17, 2025Dec 18, 2025View →
UGI
UGI CORP /PA/
PURCHASE
President of Subsidiary
5,000$33.76$168.8K38,492Dec 17, 2025Dec 18, 2025View →
UGI
UGI CORP /PA/
SALE
President of Subsidiary
15,000$38.68$580.1K33,492Nov 25, 2025Nov 28, 2025View →
UGI
UGI CORP /PA/
SALE
President of Subsidiary
15,0005,000Nov 25, 2025Nov 28, 2025View →
UGI
UGI CORP /PA/
PURCHASE
President of Subsidiary
15,000$33.76$506.4K48,492Nov 25, 2025Nov 28, 2025View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
22,07022,070Jan 1, 2021Jan 5, 2021View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
5,8605,860Jan 1, 2021Jan 5, 2021View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
3,5803,580Jan 1, 2021Jan 5, 2021View →
UGI
UGI CORP /PA/
SALE
President of Subsidiary
18,0000Nov 24, 2020Nov 25, 2020View →
UGI
UGI CORP /PA/
PURCHASE
President of Subsidiary
18,000$21.06$379.1K47,308Nov 24, 2020Nov 25, 2020View →
UGI
UGI CORP /PA/
SALE
President of Subsidiary
18,000$38.04$684.8K29,308Nov 24, 2020Nov 25, 2020View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
5,2705,270Jan 1, 2020Jan 3, 2020View →
UGI
UGI CORP /PA/
PURCHASEGRANT
Stock grant
42,58042,580Jan 1, 2020Jan 3, 2020View →
Other insiders · UGI
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About this filer
CIK 0001698762
ROLE
President of Subsidiary
PRIMARY
UGI
COMPANIES
1
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001698762DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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