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Insider Information:   Greenberg Lon R
Relationship:   Director
City:   King Of Prussia
State:   PA
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   533,009    

Indirect Shares

  0      
Direct Value   $21,470,674    

Indirect Value

  $0      
Total Shares   533,009      
Total Value   $21,470,674      


UGI Corp
 $10,394,750 Essential Utilities Ord Shs
 $1,732,770 Amerigas Partners LP
 $624,400 Ameriprise Financial Inc
 $2,346,465 AmerisourceBergen Corp
 $6,372,289 UGI Corp
 $10,394,750 Essential Utilities Ord Shs
 $1,732,770 Amerigas Partners LP
 $624,400 Ameriprise Financial Inc
 $2,346,465 AmerisourceBergen Corp
 $6,372,289
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            UGI Corp UGI Director 2016-01-20 447,086 2007-02-14 0    Premium*  
            Essential Utilities Ord Shs WTRG Director 2017-10-03 33,361 2006-06-01 0    Premium*  
            Amerigas Partners LP APU Director 2015-12-21 20,000 2008-03-13 0    Premium*  
            Ameriprise Financial Inc AMP Director 2021-09-20 5,500 0    Premium*  
            AmerisourceBergen Corp ABC Director 2024-03-12 27,062 2013-08-20 0    Premium*  
* Premium Members only  

Records found :    165         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 7
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
UGI UGI Corp Director   –       •      –    2014-05-29 4 D $48.42 $3,535,725 D/D (73,022) 437,077 0 -
UGI UGI Corp Director   –       •      –    2014-08-21 4 D $51.81 $7,383,961 D/D (142,520) 444,557 0 -
UGI UGI Corp Director   –       •      –    2015-01-21 4 D $37.98 $1,638,951 D/D (43,153) 510,554 0 -
UGI UGI Corp Director   –       •      –    2016-01-20 4 D $33.76 $1,450,600 D/D (42,968) 447,086 0 -
UGI UGI Corp Chairman & CEO   •       •      –    2002-05-21 5 GD $0.00 $0 D/D 100 105,835 0 -
UGI UGI Corp Chairman, President & CEO   •       •      –    2004-02-09 4 GD $0.00 $0 D/D 150 207,503 -
UGI UGI Corp Chairman & CEO   •       •      –    2011-05-20 4 GD $0.00 $0 D/D 612 345,060 0 -
UGI UGI Corp Chairman & CEO   •       •      –    2011-12-29 4 GD $0.00 $0 D/D 66,977 338,895 0 -
UGI UGI Corp Chairman & CEO   •       •      –    2012-06-15 4 GD $0.00 $0 D/D 741 308,154 0 -
UGI UGI Corp Chairman & CEO   •       •      –    2012-12-24 4 GD $0.00 $0 D/D 50,000 329,472 0 -
UGI UGI Corp Director   –       •      –    2013-12-09 4 GD $0.00 $0 D/D 7,500 374,563 0 -
UGI UGI Corp Director   –       •      –    2013-12-20 4 GD $0.00 $0 D/D 36,500 308,063 0 -
UGI UGI Corp Director   –       •      –    2014-09-04 4 GD $0.00 $0 D/D 30,000 334,557 0 -
UGI UGI Corp Director   –       •      –    2015-06-10 4 GD $0.00 $0 D/D 8,000 427,554 0 -
AMP Ameriprise Financial Inc Director   –       •      –    2021-09-20 4 GD $0.00 $0 D/D 2,500 5,500 0 -
ABC AmerisourceBergen Corp Director   –       •      –    2023-10-20 4 GD $0.00 $0 D/D 2,000 25,062 0 -
AMP Ameriprise Financial Inc Director   –       •      –    2011-06-07 3 IO $0.00 $0 D/D 0 1,530 -
UGI UGI Corp Chairman, President & CEO   •       •      –    2004-08-11 4 OE $13.58 $324,562 D/D 23,900 231,403 -
UGI UGI Corp Chairman, President & CEO   •       •      –    2004-08-12 4 OE $13.58 $844,676 D/D 62,200 269,703 -
UGI UGI Corp Chairman, President & CEO   •       •      –    2004-08-13 4 OE $13.58 $1,546,762 D/D 113,900 319,303 -
UGI UGI Corp Chairman, President & CEO   •       •      –    2004-12-16 4 OE $13.75 $1,375,000 D/D 100,000 307,503 -
UGI UGI Corp Chairman, President & CEO   •       •      –    2005-01-24 4 OE $0.00 $0 D/D 156,000 363,503 -
UGI UGI Corp Chairman, President & CEO   •       •      –    2005-02-02 4 OE $13.75 $1,375,000 D/D 100,000 383,553 -
UGI UGI Corp Chairman & CEO   •       •      –    2005-05-12 4 OE $13.75 $254,375 D/D 18,500 302,053 -
UGI UGI Corp Chairman & CEO   •       •      –    2005-05-13 4 OE $13.75 $239,250 D/D 17,400 300,953 -

  165  Records found
  1   2   3  4   5   6   7      
  Page 3 of 7  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed