Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXELON CORPEXC · Entity 3050 | SVP and Controller | 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 | 18,504 |
Ending reported balance
After 2018-01-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-01-29 · Exercise / conversion · Acquired 12,287 · Balance 22,201 Row 2 · 2018-01-29 · Tax withholding · Disposed 3,697 · Balance 18,504 F1: Shares withheld by the Issuer for reporting person's tax obligation. |
| Common stockSEC Table I · non-derivative | Direct | 15,696 |
Reported balance
After 2018-01-29 transaction · row 3
1 source rowRow 3 · 2018-01-29 · Disposition to issuer · Disposed 2,809 · Balance 15,696 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 | 4,329 |
Reported balance
After 2018-01-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-01-29 · Exercise / conversion · Disposed 4,342 · Balance 4,329 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 | 7,945 |
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 · Grant · Acquired 7,945 · Balance 7,945 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. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. |
| Performance Shares- Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
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 · Exercise / conversion · Disposed 7,945 · 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. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. |
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. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting.
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 | 7,945 | $38.33 Strike: $0.00 | $304,531.85 |
DisclosureSEC source: 0001109357-18-000034 · edgar.xml · derivative · entry 6 DesParte Duane M · CIK 0001425472 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 7,945 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. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. 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. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 20:02 UTC | EXELON CORP EXC · Entity 3050 | GrantPerformance Shares- Stock Units · Derivative | 7,945 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-18-000034 · edgar.xml · derivative · entry 5 DesParte Duane M · CIK 0001425472 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,945 Underlying: Common stock · 7,945 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. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. 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. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. 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. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 20:02 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionRestricted Stock Unit Awards · Derivative | 4,342 | $38.33 Strike: $0.00 | $166,428.86 |
DisclosureSEC source: 0001109357-18-000034 · edgar.xml · derivative · entry 4 DesParte Duane M · CIK 0001425472 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,329 Underlying: Common stock · 4,342 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 | Disposition to issuerCommon stock | 2,809 | $38.33 | $107,668.97 |
DisclosureSEC source: 0001109357-18-000034 · edgar.xml · nonDerivative · entry 3 DesParte Duane M · CIK 0001425472 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,696 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 | 3,697 | $38.33 | $141,706.01 |
DisclosureSEC source: 0001109357-18-000034 · edgar.xml · nonDerivative · entry 2 DesParte Duane M · CIK 0001425472 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,504 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 | 12,287 | $38.33 | $470,960.71 |
DisclosureSEC source: 0001109357-18-000034 · edgar.xml · nonDerivative · entry 1 DesParte Duane M · CIK 0001425472 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,201 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 |
| February 21, 2017 Filed Feb 21, 2017 22:15 UTC | EXELON CORP EXC · Entity 3050 | SaleCommon Stock | 5,000 | $35.82 | $179,100.00 |
DisclosureSEC source: 0001109357-17-000039 · edgar.xml · nonDerivative · entry 1 DesParte Duane M · CIK 0001425472 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,914 F1 · price: Shares were sold in lots ranging in price from $35.77 to $35.86. The filer undertakes to provide upon request by the SEC Staff, the issuer, or a security holder of Exelon, full information rgarding the number of shares purchased or sold at each separate price. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:28 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionPerformance Shares- Stock Units · Derivative | 10,422 | $35.04 Strike: $0.00 | $365,186.88 |
DisclosureSEC source: 0001109357-17-000032 · edgar.xml · derivative · entry 7 DesParte Duane M · CIK 0001425472 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 10,422 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. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. 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. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:28 UTC | EXELON CORP EXC · Entity 3050 | GrantPerformance Shares- Stock Units · Derivative | 10,422 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-17-000032 · edgar.xml · derivative · entry 6 DesParte Duane M · CIK 0001425472 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,422 Underlying: Common stock · 10,422 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. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. 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. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. 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. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:28 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionRestricted Stock Unit Awards · Derivative | 4,582 | $35.04 Strike: $0.00 | $160,553.28 |
DisclosureSEC source: 0001109357-17-000032 · edgar.xml · derivative · entry 5 DesParte Duane M · CIK 0001425472 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,377 Underlying: Common stock · 4,582 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 | 3,759 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-17-000032 · edgar.xml · derivative · entry 4 DesParte Duane M · CIK 0001425472 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,959 Underlying: Common stock · 3,759 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 | 3,586 | $35.04 | $125,653.44 |
DisclosureSEC source: 0001109357-17-000032 · edgar.xml · nonDerivative · entry 3 DesParte Duane M · CIK 0001425472 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,914 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 | 4,785 | $35.04 | $167,666.40 |
DisclosureSEC source: 0001109357-17-000032 · edgar.xml · nonDerivative · entry 2 DesParte Duane M · CIK 0001425472 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,500 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 | 15,004 | $35.04 | $525,740.16 |
DisclosureSEC source: 0001109357-17-000032 · edgar.xml · nonDerivative · entry 1 DesParte Duane M · CIK 0001425472 · SVP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,285 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.