| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| UGI CORP /PA/ | Chief Operations Officer | UGI Common Stock | 46.8K | $1.15M | $24.60 | Dec 31, 2023 | Direct |
| UGI CORP /PA/ | Chief Operations Officer | Performance Units | 13.4K | $329K | $24.60 | Jan 1, 2024 | Direct |
| UGI CORP /PA/ | Chief Operations Officer | Stock Units | 11K | $270K | $24.60 | Jan 1, 2024 | Direct |
| UGI CORP /PA/ | Chief Operations Officer | UGI Common Stock | 8.77K | $216K | $24.60 | Dec 31, 2023 | 401(k) Plan |
| BLACK HILLS CORP /SD/ | Director | Common Stock | 2.22K | $126K | $56.74 | May 1, 2025 | Direct |
| Capstone Green Energy Holdings, Inc. | Director | Voting Common Stock | 16.6K | $33.3K | $2.00 | Nov 25, 2025 | Direct |
| UGI CORP /PA/ | Chief Operations Officer | Options (Right to Buy) | 64.2K | Jan 1, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| CGEH | Capstone Green Energy Holdings, Inc. | Nov 25, 2025 | 1 | $25K | 4 | Nov 25, 2025 | Director |
| CGEH | Capstone Green Energy Holdings, Inc. | Aug 12, 2025 | 1 | $0 | 4 | Aug 12, 2025 | Director |
| CGEH | Capstone Green Energy Holdings, Inc. | Aug 12, 2025 | 0 | $0 | 3 | Aug 12, 2025 | Director |
| BKH | BLACK HILLS CORP /SD/ | May 1, 2025 | 1 | $0 | 4 | May 2, 2025 | Director |
| BKH | BLACK HILLS CORP /SD/ | Apr 23, 2025 | 0 | $0 | 3 | Apr 28, 2025 | Director |
| UGI | UGI CORP /PA/ | Dec 31, 2023 | 6 | -$53.6K | 4 | Jan 3, 2024 | Chief Operations Officer |
| UGI | UGI CORP /PA/ | Jan 12, 2023 | 4 | $0 | 4 | Jan 17, 2023 | Chief Operations Officer |
| UGI | UGI CORP /PA/ | Jan 1, 2022 | 3 | $0 | 4 | Jan 4, 2022 | EVP, Natural Gas |