Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXELON CORPEXC · Entity 3050 | President & CEO; PECO Energy | January 29, 2018 | January 31, 2018 |
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 January 29, 2018 · Filed January 31, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,786 |
Ending reported balance
After 2018-01-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-01-29 · Exercise / conversion · Acquired 25,447 · Balance 81,666 Row 2 · 2018-01-29 · Tax withholding · Disposed 7,880 · Balance 73,786 F1: Shares withheld by the Issuer for reporting person's tax obligation. |
| Common stockSEC Table I · non-derivative | Direct | 62,374 |
Reported balance
After 2018-01-29 transaction · row 3
1 source rowRow 3 · 2018-01-29 · Disposition to issuer · Disposed 11,412 · Balance 62,374 F2: Shares settled in cash on a 1 for 1 basis. |
| Restricted Stock Unit AwardsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 8,959 |
Reported balance
After 2018-01-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-01-29 · Exercise / conversion · Disposed 8,988 · Balance 8,959 F3: 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. |
| Performance Shares- Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 16,459 |
Reported balance
After 2018-01-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-01-29 · Grant · Acquired 16,459 · Balance 16,459 F4: 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. |
| Performance Shares- Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-01-29 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-01-29 · Exercise / conversion · Disposed 16,459 · Balance 0 F4: 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. |
| Common Stock (ESPP shares)SEC Table I · non-derivative | Direct | 1,900 |
Reported balance
Holding disclosure · report date 2018-01-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,900 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the Issuer for reporting person's tax obligation.
F2: Shares settled in cash on a 1 for 1 basis.
F3: 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.
F4: 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.
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 19:57 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionPerformance Shares- Stock Units · Derivative | 16,459 | $38.33 Strike: $0.00 | $630,873.47 |
DisclosureSEC source: 0001109357-18-000029 · edgar.xml · derivative · entry 7 Adams Craig L · CIK 0001544338 · President & CEO; PECO Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 16,459 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 19:57 UTC | EXELON CORP EXC · Entity 3050 | GrantPerformance Shares- Stock Units · Derivative | 16,459 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-18-000029 · edgar.xml · derivative · entry 6 Adams Craig L · CIK 0001544338 · President & CEO; PECO Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,459 Underlying: Common stock · 16,459 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 19:57 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionRestricted Stock Unit Awards · Derivative | 8,988 | $38.33 Strike: $0.00 | $344,510.04 |
DisclosureSEC source: 0001109357-18-000029 · edgar.xml · derivative · entry 5 Adams Craig L · CIK 0001544338 · President & CEO; PECO Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,959 Underlying: Common stock · 8,988 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 19:57 UTC | EXELON CORP EXC · Entity 3050 | Disposition to issuerCommon stock | 11,412 | $38.33 | $437,421.96 |
DisclosureSEC source: 0001109357-18-000029 · edgar.xml · nonDerivative · entry 3 Adams Craig L · CIK 0001544338 · President & CEO; PECO Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,374 F2 · shares: Shares settled in cash on a 1 for 1 basis. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 19:57 UTC | EXELON CORP EXC · Entity 3050 | Tax withholdingCommon Stock | 7,880 | $38.33 | $302,040.40 |
DisclosureSEC source: 0001109357-18-000029 · edgar.xml · nonDerivative · entry 2 Adams Craig L · CIK 0001544338 · President & CEO; PECO Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,786 F1 · shares: Shares withheld by the Issuer for reporting person's tax obligation. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 19:57 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionCommon Stock | 25,447 | $38.33 | $975,383.51 |
DisclosureSEC source: 0001109357-18-000029 · edgar.xml · nonDerivative · entry 1 Adams Craig L · CIK 0001544338 · President & CEO; PECO Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,666 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 |
| January 30, 2017 Filed Feb 1, 2017 16:25 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionPerformance Shares- Stock Units · Derivative | 22,739 | $35.04 Strike: $0.00 | $796,774.56 |
DisclosureSEC source: 0001109357-17-000027 · edgar.xml · derivative · entry 8 Adams Craig L · CIK 0001544338 · President & CEO; PECO Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 22,739 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 16:25 UTC | EXELON CORP EXC · Entity 3050 | GrantPerformance Shares- Stock Units · Derivative | 22,739 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-17-000027 · edgar.xml · derivative · entry 7 Adams Craig L · CIK 0001544338 · President & CEO; PECO Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,739 Underlying: Common stock · 22,739 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 16:25 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionRestricted Stock Unit Awards · Derivative | 9,674 | $35.04 Strike: $0.00 | $338,976.96 |
DisclosureSEC source: 0001109357-17-000027 · edgar.xml · derivative · entry 6 Adams Craig L · CIK 0001544338 · President & CEO; PECO Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,339 Underlying: Common stock · 9,674 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 16:25 UTC | EXELON CORP EXC · Entity 3050 | GrantRestricted Stock Unit Awards · Derivative | 7,776 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-17-000027 · edgar.xml · derivative · entry 5 Adams Craig L · CIK 0001544338 · President & CEO; PECO Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,013 Underlying: Common stock · 7,776 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 16:25 UTC | EXELON CORP EXC · Entity 3050 | Disposition to issuerCommon stock | 14,607 | $35.04 | $511,829.28 |
DisclosureSEC source: 0001109357-17-000027 · edgar.xml · nonDerivative · entry 3 Adams Craig L · CIK 0001544338 · President & CEO; PECO Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,307 F2 · shares: Shares settled in cash on a 1 for 1 basis. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:25 UTC | EXELON CORP EXC · Entity 3050 | Tax withholdingCommon Stock | 11,440 | $35.04 | $400,857.60 |
DisclosureSEC source: 0001109357-17-000027 · edgar.xml · nonDerivative · entry 2 Adams Craig L · CIK 0001544338 · President & CEO; PECO Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,914 F1 · shares: Shares withheld by the Issuer for reporting person's tax obligation. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:25 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionCommon Stock | 32,413 | $35.04 | $1,135,751.52 |
DisclosureSEC source: 0001109357-17-000027 · edgar.xml · nonDerivative · entry 1 Adams Craig L · CIK 0001544338 · President & CEO; PECO Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,354 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.