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UGI CORP /PA/ [UGI]

Reporting date: 02/11/2026

⚠️ Neutral Insider Mix Detected

📝 What Happened

  • Insider: Tematio Jean Felix
  • Role: VP, CAO & Corporate Controller (Officer)
  • Company: UGI CORP /PA/ (UGI)
  • Transaction Date(s): 2026-02-11
  • Table I (Non-Derivative Securities)
    • Sale : 12,840
    • Average Sale Price: $38.0723
    • Total Value: $488,848.33
    • Post-Transaction Direct Holdings: 6,952
    • Indirect Holdings: 0
    • 10b5-1 Plan Used? No

📄 Summary

Tematio Jean Felix, VP, CAO & Corporate Controller at UGI CORP /PA/ (UGI), mixed (exercised options and sold) 12,840 shares on February 11, 2026, at an average price of $38.07, realizing proceeds of about ~$488,848.33. After the transaction, he now holds 6,952 direct shares and 6,420 derivative (option) shares. For retail traders, this is a neutral-to-slightly bearish event: routine option exercise with immediate sale for liquidity and profit-taking.

🔑 Interpretation

  • Type: Comp-related (option exercise followed by sale)
  • Disposition: Shares were sold immediately after acquisition (exercise then sale)
  • Size Context: The sale of 12,840 shares equals the number of shares acquired via exercise and returns direct holdings to the pre-transaction level (6,952). This looks like routine profit-taking rather than a strategic directional bet.
  • ATH Metric: The trade occurred at about $38 per share. This price appears to be mid-range versus the stock's longer-term trading history (not obviously at an all-time high or an all-time low), so the timing does not appear opportunistic relative to ATH/ATL extremes based on recent history and yesterday's price as the last reference point.
  • Outlier Check: Not evidently an outlier — the pattern (exercise of options and immediate disposition) is common for officers monetizing vested awards and is consistent with routine plan-driven activity.

📊 Bullish or Bearish?

Decide: Neutral

Neutral. The filing shows a comp-related option exercise (code M) paired with an immediate sale (code S) of the acquired shares — indicative of routine monetization/profit-taking rather than a negative signal; holdings returned to prior direct-share level and data appears complete for this event. Cluster activity cannot be determined from this filing alone.

✅ Bottom Line (Retail Takeaway)

This transaction looks like routine profit-taking rather than a bearish signal. For retail traders, it’s noise, not a tradeable event — not worth short-/mid-term action unless corroborated by significant sales from multiple senior executives or a clear change in company fundamentals.