Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXELON CORPEXC · Entity 3050 | Director · President and CEO | February 08, 2022 | February 11, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
EXELON CORP
Report date February 08, 2022 · Filed February 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 2022 Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 84,243 |
Reported balance
After 2022-02-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-02-08 · Grant · Acquired 84,243 · Balance 84,243 F1: Restricted stock units (RSU) awarded under the Exelon Long Term Incentive Plan (LTIP). Award vests in 1/3 increments at the January or February meeting of the Exelon Compensation Committee with each RSU representing the right to receive one share of Exelon common stock upon vesting. RSUs accrue quarterly dividend equivalents in the form of additional RSUs representing common stock dividends as approved by the Board, which vest on the same schedule as the underlying RSU. |
| Earned Performance RSUSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 215,793 |
Reported balance
After 2022-02-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-02-08 · Grant · Acquired 215,793 · Balance 215,793 F4: RSUs awarded under the LTIP. Award cliff vests at the January 2023 meeting of the Exelon Compensation Committee with each RSU representing the right to receive one share of Exelon common stock upon vesting. RSUs accrue quarterly dividend equivalents in the form of additional RSUs representing common stock dividends as approved by the Board, which vest on the same schedule as the underlying RSU. In connection with Spin-Off, this award replaces the 2020 to 2022 performance share award. The Exelon Compensation Committee approved the conversion and replacement to the outstanding award target based on 2021 year-end performance, as adjusted for the Spin-Off. |
| 2021 Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 75,965 |
Reported balance
Holding disclosure · report date 2022-02-08 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 75,965 F1: Restricted stock units (RSU) awarded under the Exelon Long Term Incentive Plan (LTIP). Award vests in 1/3 increments at the January or February meeting of the Exelon Compensation Committee with each RSU representing the right to receive one share of Exelon common stock upon vesting. RSUs accrue quarterly dividend equivalents in the form of additional RSUs representing common stock dividends as approved by the Board, which vest on the same schedule as the underlying RSU. F2: In connection with the separation of Constellation Energy Corp (Constellation) from Exelon effective February 1, 2022 (the Spin-Off), the unvested balance of RSU awards outstanding immediately prior to the Spin-Off were adjusted to preserve their intrinsic value post-Spin Off. As a result, the balance of this RSU award accrued an additional 18,346 RSUs. Such adjustment is exempt from Section 16 of the Securities Exchange Act of 1934, as amended (Exchange Act) pursuant to Rule 16a-9 under the Exchange Act. The award will continue to vest on its original schedule and otherwise has substantially the same terms and conditions as the original award. |
| 2020 Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 36,190 |
Reported balance
Holding disclosure · report date 2022-02-08 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 36,190 F1: Restricted stock units (RSU) awarded under the Exelon Long Term Incentive Plan (LTIP). Award vests in 1/3 increments at the January or February meeting of the Exelon Compensation Committee with each RSU representing the right to receive one share of Exelon common stock upon vesting. RSUs accrue quarterly dividend equivalents in the form of additional RSUs representing common stock dividends as approved by the Board, which vest on the same schedule as the underlying RSU. F3: Identical adjustment as described in Note 2. As a result, the balance of this RSU award accrued an additional 8,740 RSUs. Such adjustment is exempt from Section 16 of the Securities Exchange Act of 1934, as amended (Exchange Act) pursuant to Rule 16a-9 under the Exchange Act. The award will continue to vest on its original schedule and otherwise has substantially the same terms and conditions as the original award. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units (RSU) awarded under the Exelon Long Term Incentive Plan (LTIP). Award vests in 1/3 increments at the January or February meeting of the Exelon Compensation Committee with each RSU representing the right to receive one share of Exelon common stock upon vesting. RSUs accrue quarterly dividend equivalents in the form of additional RSUs representing common stock dividends as approved by the Board, which vest on the same schedule as the underlying RSU.
F2: In connection with the separation of Constellation Energy Corp (Constellation) from Exelon effective February 1, 2022 (the Spin-Off), the unvested balance of RSU awards outstanding immediately prior to the Spin-Off were adjusted to preserve their intrinsic value post-Spin Off. As a result, the balance of this RSU award accrued an additional 18,346 RSUs. Such adjustment is exempt from Section 16 of the Securities Exchange Act of 1934, as amended (Exchange Act) pursuant to Rule 16a-9 under the Exchange Act. The award will continue to vest on its original schedule and otherwise has substantially the same terms and conditions as the original award.
F3: Identical adjustment as described in Note 2. As a result, the balance of this RSU award accrued an additional 8,740 RSUs. Such adjustment is exempt from Section 16 of the Securities Exchange Act of 1934, as amended (Exchange Act) pursuant to Rule 16a-9 under the Exchange Act. The award will continue to vest on its original schedule and otherwise has substantially the same terms and conditions as the original award.
F4: RSUs awarded under the LTIP. Award cliff vests at the January 2023 meeting of the Exelon Compensation Committee with each RSU representing the right to receive one share of Exelon common stock upon vesting. RSUs accrue quarterly dividend equivalents in the form of additional RSUs representing common stock dividends as approved by the Board, which vest on the same schedule as the underlying RSU. In connection with Spin-Off, this award replaces the 2020 to 2022 performance share award. The Exelon Compensation Committee approved the conversion and replacement to the outstanding award target based on 2021 year-end performance, as adjusted for the Spin-Off.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 30, 2017 Filed Feb 1, 2017 16:28 UTC | EXELON CORP EXC · Entity 3050 | GrantPerformance Shares- Stock Units · Derivative | 263,744 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-17-000031 · edgar.xml · derivative · entry 8 Crane Christopher M. · CIK 0001411453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,744 Underlying: Common stock · 263,744 shares Expires not disclosed F4 · price: Performance share stock units award made pursuant to the Exelon Long Term Incentive Plan for the three-year performance period from January 1, 2014 to December 31, 2016. Shares vest immediately upon award. This grant was settled in cash on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting because the reporting person had attained 200% of their required stock ownership target. F4 · derivative.exercise_date: Performance share stock units award made pursuant to the Exelon Long Term Incentive Plan for the three-year performance period from January 1, 2014 to December 31, 2016. Shares vest immediately upon award. This grant was settled in cash on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting because the reporting person had attained 200% of their required stock ownership target. F4 · derivative.expiration_date: Performance share stock units award made pursuant to the Exelon Long Term Incentive Plan for the three-year performance period from January 1, 2014 to December 31, 2016. Shares vest immediately upon award. This grant was settled in cash on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting because the reporting person had attained 200% of their required stock ownership target. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:28 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionRestricted Stock Unit Awards · Derivative | 114,287 | $35.04 Strike: $0.00 | $4,004,616.48 |
DisclosureSEC source: 0001109357-17-000031 · edgar.xml · derivative · entry 7 Crane Christopher M. · CIK 0001411453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,233 Underlying: Common stock · 114,287 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Restricted stock unit awards made pursuant to the Exelon Long Term Incentive Plan. Share awards are made annually in January at the Compensation and Leadership Development committee's meeting and vest in 1/3 increments on the date of the committee's January meeting in the first, second and third years after the award was made. F3 · derivative.expiration_date: Restricted stock unit awards made pursuant to the Exelon Long Term Incentive Plan. Share awards are made annually in January at the Compensation and Leadership Development committee's meeting and vest in 1/3 increments on the date of the committee's January meeting in the first, second and third years after the award was made. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:28 UTC | EXELON CORP EXC · Entity 3050 | GrantRestricted Stock Unit Awards · Derivative | 95,118 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-17-000031 · edgar.xml · derivative · entry 6 Crane Christopher M. · CIK 0001411453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,520 Underlying: Common stock · 95,118 shares Expires not disclosed F3 · price: Restricted stock unit awards made pursuant to the Exelon Long Term Incentive Plan. Share awards are made annually in January at the Compensation and Leadership Development committee's meeting and vest in 1/3 increments on the date of the committee's January meeting in the first, second and third years after the award was made. F3 · derivative.exercise_date: Restricted stock unit awards made pursuant to the Exelon Long Term Incentive Plan. Share awards are made annually in January at the Compensation and Leadership Development committee's meeting and vest in 1/3 increments on the date of the committee's January meeting in the first, second and third years after the award was made. F3 · derivative.expiration_date: Restricted stock unit awards made pursuant to the Exelon Long Term Incentive Plan. Share awards are made annually in January at the Compensation and Leadership Development committee's meeting and vest in 1/3 increments on the date of the committee's January meeting in the first, second and third years after the award was made. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:28 UTC | EXELON CORP EXC · Entity 3050 | Disposition to issuerCommon stock | 141,853 | $35.04 | $4,970,529.12 |
DisclosureSEC source: 0001109357-17-000031 · edgar.xml · nonDerivative · entry 3 Crane Christopher M. · CIK 0001411453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,701 F2 · shares: Shares settled in cash on a 1 for 1 basis. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:28 UTC | EXELON CORP EXC · Entity 3050 | Tax withholdingCommon Stock | 170,525 | $35.04 | $5,975,196.00 |
DisclosureSEC source: 0001109357-17-000031 · edgar.xml · nonDerivative · entry 2 Crane Christopher M. · CIK 0001411453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,554 F1 · shares: Shares withheld by the Issuer for reporting person's tax obligation. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:28 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionCommon Stock | 378,031 | $35.04 | $13,246,206.24 |
DisclosureSEC source: 0001109357-17-000031 · edgar.xml · nonDerivative · entry 1 Crane Christopher M. · CIK 0001411453 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569,079 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.