Shea-Ballay Kathleen

Officer · UGI

As of 2026-09-16, Shea-Ballay Kathleen has 7 Form 4 transactions on record across 1 company — 5 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $484KIndirect: $0$484Kas of 2026-09-16
  • Direct $484K
  • Indirect $0
UGIdirect12,680 sh$484K

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

UGI · 7 trades
2026-06-18: Sale, 25,360 sh ($852K)2026-06-18: Option exercise, 25,360 sh ($624K)2026-06-18: Option exercise, 25,360 sh ($0)2026-01-01: Award / grant, 10,687 sh ($0)2026-01-01: Award / grant, 16,078 sh ($0)2025-01-01: Award / grant, 21,467 sh ($0)2025-01-01: Award / grant, 14,170 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-06-18UGISale25,360 @ $33.62$852K−100.0% of holding0Form 4
6 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-06-18UGIOption exercise25,36025,360Form 4
2026-06-18UGIOption exercise25,36012,680Form 4
2026-01-01UGIAward / grant10,68710,687Form 4
2026-01-01UGIAward / grant16,07816,078Form 4
2025-01-01UGIAward / grant21,46721,467Form 4
2025-01-01UGIAward / grant14,17014,170Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.