Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EXELON CORP
Report date June 01, 2018 · Filed June 01, 2018
Section 16 reporting ended · disclosed 2018-06-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| See FootnoteSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2018-06-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 F1: This form has been filed soley to report the termination of insider status for the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: This form has been filed soley to report the termination of insider status for the reporting person.
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 29, 2018 Filed Jan 31, 2018 20:02 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionPerformance Shares- Stock Units · Derivative | 49,292 | $38.33 Strike: $0.00 | $1,889,362.36 |
DisclosureSEC source: 0001109357-18-000035 · edgar.xml · derivative · entry 10 O'Brien Denis P. · CIK 0001411723 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 49,292 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. 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, 2015 to December 31, 2017. 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, 2015 to December 31, 2017. 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 29, 2018 Filed Jan 31, 2018 20:02 UTC | EXELON CORP EXC · Entity 3050 | GrantPerformance Shares- Stock Units · Derivative | 49,292 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-18-000035 · edgar.xml · derivative · entry 9 O'Brien Denis P. · CIK 0001411723 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,292 Underlying: Common stock · 49,292 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, 2015 to December 31, 2017. 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, 2015 to December 31, 2017. 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, 2015 to December 31, 2017. 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 29, 2018 Filed Jan 31, 2018 20:02 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionRestricted Stock Unit Awards · Derivative | 26,903 | $38.33 Strike: $0.00 | $1,031,191.99 |
DisclosureSEC source: 0001109357-18-000035 · edgar.xml · derivative · entry 8 O'Brien Denis P. · CIK 0001411723 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,076 Underlying: Common stock · 26,903 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 29, 2018 Filed Jan 31, 2018 20:02 UTC | EXELON CORP EXC · Entity 3050 | GrantRestricted Stock Unit Awards · Derivative | 21,273 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-18-000035 · edgar.xml · derivative · entry 7 O'Brien Denis P. · CIK 0001411723 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,979 Underlying: Common stock · 21,273 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 29, 2018 Filed Jan 31, 2018 20:02 UTC | EXELON CORP EXC · Entity 3050 | Disposition to issuerCommon stock | 27,495 | $38.33 | $1,053,883.35 |
DisclosureSEC source: 0001109357-18-000035 · edgar.xml · nonDerivative · entry 3 O'Brien Denis P. · CIK 0001411723 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,203 F2 · shares: Shares settled in cash on a 1 for 1 basis. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 20:02 UTC | EXELON CORP EXC · Entity 3050 | Tax withholdingCommon Stock | 29,741 | $38.33 | $1,139,972.53 |
DisclosureSEC source: 0001109357-18-000035 · edgar.xml · nonDerivative · entry 2 O'Brien Denis P. · CIK 0001411723 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,697 F1 · shares: Shares withheld by the Issuer for reporting person's tax obligation. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 20:02 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionCommon Stock | 76,195 | $38.33 | $2,920,554.35 |
DisclosureSEC source: 0001109357-18-000035 · edgar.xml · nonDerivative · entry 1 O'Brien Denis P. · CIK 0001411723 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,438 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 |
| July 31, 2017 Filed Aug 1, 2017 14:58 UTC | EXELON CORP EXC · Entity 3050 | SaleCommon Stock | 10,000 | $38.50 | $385,000.00 |
DisclosureSEC source: 0001109357-17-000069 · edgar.xml · nonDerivative · entry 2 O'Brien Denis P. · CIK 0001411723 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Held by spouse. Disclosed balance after: 10,000 F1 · shares: Sale of shares made pursuant to Rule 10b5-1 Trading Plans executed on March 15, 2017. Read SEC document |
| July 31, 2017 Filed Aug 1, 2017 14:58 UTC | EXELON CORP EXC · Entity 3050 | SaleCommon Stock | 20,000 | $38.50 | $770,000.00 |
DisclosureSEC source: 0001109357-17-000069 · edgar.xml · nonDerivative · entry 1 O'Brien Denis P. · CIK 0001411723 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,243 F1 · shares: Sale of shares made pursuant to Rule 10b5-1 Trading Plans executed on March 15, 2017. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:29 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionPerformance Shares- Stock Units · Derivative | 67,031 | $35.04 Strike: $0.00 | $2,348,766.24 |
DisclosureSEC source: 0001109357-17-000033 · edgar.xml · derivative · entry 10 O'Brien Denis P. · CIK 0001411723 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 67,031 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. 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 16:29 UTC | EXELON CORP EXC · Entity 3050 | GrantPerformance Shares- Stock Units · Derivative | 67,031 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-17-000033 · edgar.xml · derivative · entry 9 O'Brien Denis P. · CIK 0001411723 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,031 Underlying: Common stock · 67,031 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 16:29 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionRestricted Stock Unit Awards · Derivative | 28,655 | $35.04 Strike: $0.00 | $1,004,071.20 |
DisclosureSEC source: 0001109357-17-000033 · edgar.xml · derivative · entry 8 O'Brien Denis P. · CIK 0001411723 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,887 Underlying: Common stock · 28,655 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 16:29 UTC | EXELON CORP EXC · Entity 3050 | GrantRestricted Stock Unit Awards · Derivative | 23,270 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-17-000033 · edgar.xml · derivative · entry 7 O'Brien Denis P. · CIK 0001411723 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,542 Underlying: Common stock · 23,270 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 16:29 UTC | EXELON CORP EXC · Entity 3050 | Disposition to issuerCommon stock | 35,375 | $35.04 | $1,239,540.00 |
DisclosureSEC source: 0001109357-17-000033 · edgar.xml · nonDerivative · entry 3 O'Brien Denis P. · CIK 0001411723 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,243 F2 · shares: Shares settled in cash on a 1 for 1 basis. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:29 UTC | EXELON CORP EXC · Entity 3050 | Tax withholdingCommon Stock | 41,027 | $35.04 | $1,437,586.08 |
DisclosureSEC source: 0001109357-17-000033 · edgar.xml · nonDerivative · entry 2 O'Brien Denis P. · CIK 0001411723 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,618 F1 · shares: Shares withheld by the Issuer for reporting person's tax obligation. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:29 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionCommon Stock | 95,686 | $35.04 | $3,352,837.44 |
DisclosureSEC source: 0001109357-17-000033 · edgar.xml · nonDerivative · entry 1 O'Brien Denis P. · CIK 0001411723 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,645 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.