UGI Corporation
US ˙ NYSE ˙ US9026811052

Introduction

This page provides a comprehensive analysis of the known insider trading history of Ted A Dosch. Insiders are officers, directors, or significant investors in a company. It is illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4. Despite these restrictions, academic research suggests that insiders - in general - tend to outperform the market in their own companies.

Average Trade Profitability

The average trade profitability is the average return of all the open market purchases made by the insider in the last three years. To calculate this, we examine every open-market, unplanned purchase made by the insider, excluding all trades that were marked as part of a 10b5-1 trading plan. We then calculate the average performance of those trades over 3, 6, and 12 months, averaging each of those durations to generate a final performance metric for each trade. Finally, we average all of the performance metrics to calculate a performance metric for the insider. This list only includes insiders that have made at least three trades in the last two years.

If this insiders trade profitability is "N/A", then the insider either has not made any open-market purchases in the last three years, or the trades they’ve made are too recent to calculate a reliable performance metric.

Update Frequency: Daily

See the list of most profitable insider traders.

Companies with Reported Insider Positions

The SEC filings indicate Ted A Dosch has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:UGI / UGI Corporation Director 30,509
US:WCC / WESCO International, Inc. EVP, Strategy & CTO 25,965
US:035287AD3 / Anixter Inc. 0.625% 05/01/19 Executive VP-Finance & CFO 0
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Ted A Dosch. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. The stock performance is charted as cumulative percent change in share price. For example, if an insider trade was made on January 1, 2019, the chart will show the daily percent change of the security to the present day. If the share price were to go from $10 to $15 during this time, the cumulative percent change in share price would be 50%. A change in price from $10 to $20 would be 100%, and a change in price of $10 to $5 would be -50%.

Ultimately, we are trying to determine how closely the insider’s trades correlate to excess returns (positive or negative) in the share price in order to see if the insider is timing their trades to profit from insider information. Consider the situation where an insider was doing this. In this situation, we would expect either (a) positive returns after purchases, or (b) negative returns after sales. In the case of (a), the PURCHASE chart would show a series of upwardly sloping curves, indicating positive returns after each purchase transaction. In the case of (b), the SALE chart would show a series of downward sloping curves, indicating negative returns after each sale transaction.

However, this alone is not enough to draw conclusions. If, for example, the share price of the company was in a non-cyclical climb over many years, then we would expect all the post-purchase plots to be upwardly sloping. Likewise, non-cyclical declines over many years would result in downward sloping post-trade plots. Neither of these charts would suggest insider trading activity.

The strongest indicator would be a situation where the share price was extremely cyclical, and there were both positive signals in the PURCHASE chart and negative plots on the SALE chart. This situation would be highly suggestive of an insider that was timing trades to their financial advantage.

Insider Purchases UGI / UGI Corporation - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in UGI / UGI Corporation. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
2021-02-09 UGI Dosch Ted A 10,000 37.4631 10,000 37.4631 374,631 185 48.09 106,269 28.37
2020-08-06 UGI Dosch Ted A 10,000 33.7647 10,000 33.7647 337,647
2020-01-29 UGI Dosch Ted A 2,000 42.5300 2,000 42.5300 85,060

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

UGI / UGI Corporation Insider Trades
Insider Sales UGI / UGI Corporation - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in UGI / UGI Corporation. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

UGI / UGI Corporation Insider Trades
Insider Purchases WCC / WESCO International, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in UGI / UGI Corporation. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

WCC / WESCO International, Inc. Insider Trades
Insider Sales WCC / WESCO International, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in UGI / UGI Corporation. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

WCC / WESCO International, Inc. Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by Ted A Dosch as disclosed to the Securities Exchange Commission (SEC).

File Date Tran Date Form Ticker Security Code 10b5-1 Shares Remaining Shares Percent
Change
Share
Price
Tran
Value
Remaining
Value
2025-02-04 2025-01-31 4 UGI UGI CORP /PA/
UGI Common Stock
A - Award 5,695 30,509 22.95
2024-01-30 2024-01-26 4 UGI UGI CORP /PA/
UGI Common Stock
A - Award 4,470 23,562 23.41
2023-01-31 2023-01-27 4 UGI UGI CORP /PA/
UGI Common Stock
A - Award 2,600 18,005 16.88
2022-07-06 2022-07-01 4 WCC WESCO INTERNATIONAL INC
Common Stock
F - Taxes -5,691 25,965 -17.98 105.83 -602,279 2,747,876
2022-07-06 2022-07-01 4 WCC WESCO INTERNATIONAL INC
Common Stock
M - Exercise 13,052 31,656 70.16
2022-02-22 2022-02-17 4 WCC WESCO INTERNATIONAL INC
Stock Options (Right to Buy)
A - Award 6,331 6,331
2022-02-22 2022-02-17 4 WCC WESCO INTERNATIONAL INC
Restricted Stock Units
A - Award 2,969 2,969
2022-02-15 2022-02-11 4 WCC WESCO INTERNATIONAL INC
Restricted Stock Units
M - Exercise -1,519 3,038 -33.33
2022-02-15 2022-02-11 4 WCC WESCO INTERNATIONAL INC
Common Stock
F - Taxes -682 18,604 -3.54 123.50 -84,227 2,297,594
2022-02-15 2022-02-11 4 WCC WESCO INTERNATIONAL INC
Common Stock
M - Exercise 1,519 19,286 8.55
2022-02-10 2021-12-13 5 WCC WESCO INTERNATIONAL INC
Common Stock
G - Gift -2,000 17,767 -10.12
2022-02-04 2022-01-28 4/A UGI UGI CORP /PA/
Options (Right to Buy)
A - Award 6,050 6,050
2022-02-04 2022-01-28 4/A UGI UGI CORP /PA/
UGI Common Stock
A - Award 2,300 14,834 18.35
2022-02-01 2022-01-28 4 UGI UGI CORP /PA/
Option (Right to Buy)
A - Award 2,300 2,300
2022-02-01 2022-01-28 4 UGI UGI CORP /PA/
UGI Common Stock
A - Award 6,050 18,584 48.27
2021-07-07 2021-07-02 4 WCC WESCO INTERNATIONAL INC
Restricted Stock Units
M - Exercise -13,051 30,454 -30.00
2021-07-07 2021-07-02 4 WCC WESCO INTERNATIONAL INC
Common Stock
F - Taxes -5,691 19,767 -22.35 103.74 -590,384 2,050,629
2021-07-07 2021-07-02 4 WCC WESCO INTERNATIONAL INC
Common Stock
M - Exercise 13,051 25,458 105.19
2021-02-16 2021-02-11 4 WCC WESCO INTERNATIONAL INC
Restricted Stock Units
A - Award 4,557 4,557
2021-02-16 2021-02-11 4 WCC WESCO INTERNATIONAL INC
Stock Appreciation Rights
A - Award 10,590 10,590
2021-02-09 2021-02-09 4 UGI UGI CORP /PA/
UGI Common Stock
P - Purchase 10,000 22,000 83.33 37.46 374,631 824,188
2021-02-02 2021-01-29 4 UGI UGI CORP /PA/
Option (Right to Buy)
A - Award 8,860 8,860
2021-02-02 2021-01-29 4 UGI UGI CORP /PA/
UGI Common Stock
A - Award 2,870 12,173 30.85
2020-08-07 2020-08-06 4 UGI UGI CORP /PA/
UGI Common Stock
P - Purchase 10,000 12,000 500.00 33.76 337,647 405,176
2020-08-07 2020-08-06 4 UGI UGI CORP /PA/
UGI Common Stock
P - Purchase 10,000 12,000 500.00 33.76 337,647 405,176
2020-08-07 2020-08-06 4 UGI UGI CORP /PA/
UGI Common Stock
P - Purchase 10,000 12,000 500.00 33.76 337,647 405,176
2020-08-07 2020-08-06 4 UGI UGI CORP /PA/
UGI Common Stock
P - Purchase 10,000 12,000 500.00 33.76 337,647 405,176
2020-08-07 2020-08-06 4 UGI UGI CORP /PA/
UGI Common Stock
P - Purchase 10,000 12,000 500.00 33.76 337,647 405,176
2020-08-07 2020-08-06 4 UGI UGI CORP /PA/
UGI Common Stock
P - Purchase 10,000 12,000 500.00 33.76 337,647 405,176
2020-08-07 2020-08-06 4 UGI UGI CORP /PA/
UGI Common Stock
P - Purchase 10,000 12,000 500.00 33.76 337,647 405,176
2020-07-20 2020-01-29 4 UGI UGI CORP /PA/
UGI Common Stock
P - Purchase 2,000 2,000 42.53 85,060 85,060
2020-07-07 2020-07-02 4 WCC WESCO INTERNATIONAL INC
Restricted Stock Units
A - Award 43,505 43,505
2020-07-01 3 WCC WESCO INTERNATIONAL INC
Common Stock
57,713
2020-07-01 3 WCC WESCO INTERNATIONAL INC
Series A Preferred
78,205
2020-07-01 3 WCC WESCO INTERNATIONAL INC
Common Stock
57,713
2020-07-01 3 WCC WESCO INTERNATIONAL INC
Series A Preferred
78,205
2020-07-01 3 WCC WESCO INTERNATIONAL INC
Common Stock
57,713
2020-07-01 3 WCC WESCO INTERNATIONAL INC
Series A Preferred
78,205
2020-06-23 2020-06-22 4 AXE ANIXTER INTERNATIONAL INC
Options to Purchase Common Stock
D - Sale to Issuer -48,579 0 -100.00
2020-06-23 2020-06-22 4 AXE ANIXTER INTERNATIONAL INC
Common Stock
D - Sale to Issuer -97,953 0 -100.00
2020-06-23 2020-04-29 4 AXE ANIXTER INTERNATIONAL INC
Common Stock
G - Gift -10,000 97,953 -9.26
2020-03-03 2020-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -670 107,953 -0.62 97.51 -65,332 10,526,497
2020-03-03 2020-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
A - Award 1,185 108,623 1.10
2020-03-03 2020-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award 3,539 107,438 3.41
2020-03-03 2020-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award 2,617 103,899 2.58
2020-03-03 2020-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award 18,460 101,282 22.29
2020-03-03 2020-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -9,739 82,822 -10.52 97.51 -949,650 8,075,973
2020-01-24 2020-01-22 4 UGI UGI CORP /PA/
Option (Right to Buy)
A - Award 9,060 9,060
2020-01-24 2020-01-22 4 UGI UGI CORP /PA/
UGI Common Stock
A - Award 2,350 8,965 35.53
2020-01-06 2019-05-28 5 AXE ANIXTER INTERNATIONAL INC
Common stock
G - Gift -4,129 92,561 -4.27
2019-10-09 2019-10-08 4 AXE ANIXTER INTERNATIONAL INC
Options to purchase common stock
M - Exercise -10,205 0 -100.00
2019-10-09 2019-10-08 4 AXE ANIXTER INTERNATIONAL INC
Common stock
S - Sale X -224 96,690 -0.23 67.04 -15,016 6,481,808
2019-10-09 2019-10-08 4 AXE ANIXTER INTERNATIONAL INC
Common stock
S - Sale X -9,981 96,914 -9.34 66.55 -664,229 6,449,559
2019-10-09 2019-10-08 4 AXE ANIXTER INTERNATIONAL INC
Common stock
M - Exercise X 10,205 106,895 10.55 35.33 360,543 3,776,600
2019-10-03 2019-10-01 4 AXE ANIXTER INTERNATIONAL INC
Options to purchase common stock
M - Exercise -400 10,205 -3.77
2019-10-03 2019-10-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
S - Sale X -400 96,690 -0.41 70.00 -28,000 6,768,300
2019-10-03 2019-10-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
M - Exercise X 400 97,090 0.41 35.33 14,132 3,430,190
2019-03-05 2019-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award 14,156 96,690 17.15
2019-03-05 2019-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award 1,260 82,534 1.55
2019-03-05 2019-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -11,885 81,274 -12.76 58.99 -701,096 4,794,353
2019-02-01 2019-01-30 4 UGI UGI CORP /PA/
Option (Right to Buy)
A - Award 5,400 5,400
2019-02-01 2019-01-30 4 UGI UGI CORP /PA/
UGI Common Stock
A - Award 1,840 6,443 39.97
2018-04-30 2018-04-30 4 AXE ANIXTER INTERNATIONAL INC
Common stock
P - Purchase 943 93,159 1.02 61.07 57,589 5,689,220
2018-04-30 2018-04-30 4 AXE ANIXTER INTERNATIONAL INC
Common stock
P - Purchase 3,257 92,216 3.66 60.40 196,723 5,569,846
2018-03-08 2018-03-06 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -1,105 88,959 -1.23 76.28 -84,289 6,785,793
2018-03-02 2018-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award 11,629 90,064 14.83
2018-03-02 2018-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award 3,132 78,435 4.16
2018-03-02 2018-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -6,230 75,303 -7.64 75.38 -469,617 5,676,340
2018-02-07 2018-01-25 4/A UGI UGI CORP /PA/
UGI Common Stock
A - Award 3,000 4,515 198.02
2018-01-29 2018-01-25 4 UGI UGI CORP /PA/
Option (Right to Buy)
A - Award 9,000 9,000
2018-01-29 2018-01-25 4 UGI UGI CORP /PA/
UGI Common Stock
A - Award 3,000 4,531 195.95
2017-07-26 2017-07-25 4 UGI UGI CORP /PA/
Option (Right to Buy)
A - Award 4,500 4,500
2017-07-26 2017-07-25 4 UGI UGI CORP /PA/
UGI Common Stock
A - Award 1,500 1,500
2017-07-26 3 UGI UGI CORP /PA/
No securities benefically owned
0
2017-03-08 2017-03-06 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -1,101 81,533 -1.33 81.08 -89,264 6,610,288
2017-03-03 2017-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award 9,376 82,634 12.80
2017-03-03 2017-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award 6,973 73,258 10.52
2017-03-03 2017-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -1,750 66,285 -2.57 85.82 -150,194 5,688,910
2017-01-04 2016-11-22 5 AXE ANIXTER INTERNATIONAL INC
Common stock
G - Gift -2,412 68,035 -3.42
2016-10-03 2016-07-29 4 AXE ANIXTER INTERNATIONAL INC
Common stock
G - Gift -1,000 70,447 -1.40
2016-03-08 2016-03-06 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -776 70,447 -1.09 45.91 -35,626 3,234,222
2016-03-03 2016-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award 30,776 71,223 76.09
2016-03-03 2016-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -1,090 40,447 -2.62 43.21 -47,099 1,747,715
2015-07-02 2015-07-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -393 41,537 -0.94 64.98 -25,539 2,699,282
2015-03-03 2015-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award -11,408 41,930 -21.39
2015-03-03 2015-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -1,465 30,522 -4.58 78.89 -115,574 2,407,881
2014-07-08 2014-05-02 4/A AXE ANIXTER INTERNATIONAL INC
Common stock
G - Gift -1,000 1,000 -50.00
2014-07-02 2014-07-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -408 31,987 -1.26 101.18 -41,281 3,236,445
2014-07-02 2014-05-02 4 AXE ANIXTER INTERNATIONAL INC
Common stock
G - Gift -1,000 30,987 -3.13
2014-03-10 2014-03-06 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award 7,479 32,395 30.02
2014-03-04 2014-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -1,313 24,916 -5.01 106.95 -140,425 2,664,766
2013-07-02 2013-07-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -408 26,229 -1.53 75.94 -30,986 1,991,961
2013-03-04 2013-03-01 4 AXE ANIXTER INTERNATIONAL INC
Options to purchase common stock
A - Award 13,126 13,126
2013-03-04 2013-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award 5,463 26,637 25.80
2013-03-04 2013-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -1,773 21,174 -7.73 68.43 -121,326 1,448,937
2012-03-05 2012-03-01 4 AXE ANIXTER INTERNATIONAL INC
Options to purchase common stock
A - Award 12,482 12,482
2012-03-05 2012-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award 5,043 22,947 28.17
2012-03-05 2012-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -1,350 17,904 -7.01 69.86 -94,304 1,250,684
2011-07-06 2011-07-01 4 AXE ANIXTER INTERNATIONAL INC
Options to purchase common stock
A - Award 9,388 9,388
2011-07-06 2011-07-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award 3,782 19,254 24.44
2011-03-03 2011-03-01 4 AXE ANIXTER INTERNATIONAL INC
Options to purchase common stock
A - Award 8,693 8,693
2011-03-03 2011-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award 3,570 15,472 29.99
2011-03-03 2011-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock
F - Taxes -961 11,902 -7.47 70.89 -68,125 843,733
2010-03-03 2010-03-01 4 AXE ANIXTER INTERNATIONAL INC
Options to purchase common stock
A - Award 8,772 8,772
2010-03-03 2010-03-01 4 AXE ANIXTER INTERNATIONAL INC
Common stock units
A - Award 3,512 12,863 37.56
2009-10-30 2009-10-29 4 AXE ANIXTER INTERNATIONAL INC
Common stock
P - Purchase 200 2,000 11.11 42.67 8,534 85,340
2009-10-30 2009-10-29 4 AXE ANIXTER INTERNATIONAL INC
Common stock
P - Purchase 1,200 1,800 200.00 42.66 51,198 76,797
2009-10-30 2009-10-29 4 AXE ANIXTER INTERNATIONAL INC
Common stock
P - Purchase 600 600 42.62 25,572 25,572
2009-09-21 3 AXE ANIXTER INTERNATIONAL INC
Common stock units
9,351
P
Open market or private purchase of non-derivative or derivative security
S
Open market or private sale of non-derivative or derivative security
A
Grant, award, or other acquisition of securities from the company (such as an option)
C
Conversion of derivative
D
Sale or transfer of securities back to the company
F
Payment of exercise price or tax liability using portion of securities received from the company
G
Gift of securities by or to the insider
K
Equity swaps and similar hedging transactions
M
Exercise or conversion of derivative security received from the company (such as an option)
V
A transaction voluntarily reported on Form 4
J
Other (accompanied by a footnote describing the transaction)