UGI GC and CLO Kathleen Shea-Ballay Sells 25,360 Shares
UGI's top legal officer, Kathleen Shea-Ballay, sold 25,360 shares on June 18, 2026.
Reviewed by automated data checks against the source filing. How we make and check alerts
Kathleen Shea-Ballay, GC and Chief Legal Officer at UGI Corporation ($UGI), sold 25,360 shares on June 18, 2026. The trade was reported to the SEC in a Form 4 filing.
Since the trade, $UGI is up 4.0% after 1 week, up 8.6% after 1 month and up 14.8% to date (from the $33.47 close on Jun 18, 2026).
UGI
UGI Corporation
Key Points
- UGI's GC and Chief Legal Officer Kathleen Shea-Ballay sold 25,360 shares on June 18, 2026.
- Shares of UGI traded near $33.79 on Wednesday, reflecting recent insider activity.
- Institutional investors like BlackRock and Vanguard have adjusted their UGI holdings recently.
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Kathleen Shea-Ballay, the General Counsel and Chief Legal Officer at UGI Corp, sold 25,360 shares of the company on June 18, 2026. This transaction was not part of a pre-arranged trading plan. UGI shares traded near $33.79 on Wednesday.
Insider Buying and Selling at UGI Corporation
On June 18, Kathleen Shea-Ballay executed multiple transactions, selling a total of 25,360 shares at an average price of $33.62. Earlier that day, she had also acquired the same number of shares at $24.6. Another insider, Sean O'Brien, UGI's Chief Financial Officer, sold 5,660 shares on April 10, 2026, without a pre-arranged plan.
Other Institutional Activity in UGI
Several institutional investors have recently adjusted their positions in UGI. BlackRock, Inc. added 233,289 shares, bringing its total to 25,659,078 shares valued at about $934.5 million, a 0.9% increase. FMR LLC increased its holdings by 686,391 shares to 14,082,427 shares, worth approximately $512.9 million, marking a 5.1% rise. Meanwhile, Vanguard Portfolio Management LLC and Vanguard Capital Management LLC both opened new positions, acquiring 11,930,765 and 9,605,356 shares, respectively. Neuberger Berman Group LLC increased its stake by 1,093,158 shares to 8,427,167 shares, valued at $307 million, a 14.9% increase. Conversely, State Street Corp reduced its holdings by 2,332,578 shares, ending with 6,749,087 shares, a 25.7% decrease.
Analysts Set New Price Targets
On May 12, 2026, Wells Fargo initiated coverage on UGI with a 'buy' rating and a price target of $46. Jefferies downgraded the stock to 'hold' with a $40 target on April 30, 2026. Mizuho maintained its 'buy' rating with a target of $44 back in December 2025. These ratings reflect varying sentiments among analysts regarding UGI's future performance.
Bottom Line
Kathleen Shea-Ballay's recent sale of UGI shares is part of a broader pattern of insider trades at the company. Institutional investors have also been active, with some increasing their stakes and others reducing them. Analysts remain divided on UGI's prospects, with recent ratings ranging from 'hold' to 'buy'. As always, remember that insider and institutional activities, as well as analyst ratings, are backward-looking and may not reflect current conditions.
Related Filing Alerts
Source: Kathleen Shea-Ballay's Form 4 filing on $UGI (Jun 18, 2026). Find the original filing: UGI Form 4 filings on SEC EDGAR. Written by software, not financial advice. How we make alerts