Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXELON CORPEXC · Entity 3050 | Sr. EVP, Pres & CEO Generation | January 25, 2021 | January 26, 2021 |
| STEEL DYNAMICS INCSTLD · Entity 3119 | Director | October 09, 2026 | October 09, 2026 |
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 25, 2021 · Filed January 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 104,095 |
Ending reported balance
After 2021-01-25 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-01-25 · Exercise / conversion · Acquired 56,065 · Balance 143,439 F1: Common shares acquired through conversion of previously awarded and vested restricted stock units (RSUs) and performance share (stock units) under the Exelon Long Term Incentive Plan. Row 2 · 2021-01-25 · Tax withholding · Disposed 21,020 · Balance 122,419 Row 3 · 2021-01-25 · Disposition to issuer · Disposed 18,324 · Balance 104,095 |
| 2018 Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2021-01-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-01-25 · Exercise / conversion · Disposed 9,273 · Balance 0 F2: Restricted stock unit (RSUs) award granted pursuant to the Exelon Long Term Incentive Plan. RSUs are granted annually at the Compensation and Leadership Development Committee's first meeting in January or February and vest in 1/3 increments on the dates of the Committee's January or February meetings held in the first, second, and third years after the grant date. Each RSU represents the right to receive one share of Exelon common stock. Awards accrue additional RSUs acquired through quarterly dividend reinvestment that vest on the same schedule as the underlying award. |
| 2019 Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,265 |
Reported balance
After 2021-01-25 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-01-25 · Exercise / conversion · Disposed 7,262 · Balance 7,265 F2: Restricted stock unit (RSUs) award granted pursuant to the Exelon Long Term Incentive Plan. RSUs are granted annually at the Compensation and Leadership Development Committee's first meeting in January or February and vest in 1/3 increments on the dates of the Committee's January or February meetings held in the first, second, and third years after the grant date. Each RSU represents the right to receive one share of Exelon common stock. Awards accrue additional RSUs acquired through quarterly dividend reinvestment that vest on the same schedule as the underlying award. |
| 2020 Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 14,114 |
Reported balance
After 2021-01-25 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-01-25 · Exercise / conversion · Disposed 7,057 · Balance 14,114 F2: Restricted stock unit (RSUs) award granted pursuant to the Exelon Long Term Incentive Plan. RSUs are granted annually at the Compensation and Leadership Development Committee's first meeting in January or February and vest in 1/3 increments on the dates of the Committee's January or February meetings held in the first, second, and third years after the grant date. Each RSU represents the right to receive one share of Exelon common stock. Awards accrue additional RSUs acquired through quarterly dividend reinvestment that vest on the same schedule as the underlying award. |
| Performance Shares 2018-2020 (stock units)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 32,474 |
Reported balance
After 2021-01-25 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-01-25 · Grant · Acquired 32,474 · Balance 32,474 F3: Performance share (stock unit) award granted pursuant to the Exelon Long Term Incentive Plan for the three-year performance period referenced in Column 1 based on the Compensation and Leadership Development Committee's determination of performance achieved for the period. Each performance share (stock unit) represents the right to receive one share or the economic equivalent value of one share of Exelon common stock. Performance share (stock units) awards vest immediately upon grant date. |
| Performance Shares 2018-2020 (stock units)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2021-01-25 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-01-25 · Exercise / conversion · Disposed 32,474 · Balance 0 F3: Performance share (stock unit) award granted pursuant to the Exelon Long Term Incentive Plan for the three-year performance period referenced in Column 1 based on the Compensation and Leadership Development Committee's determination of performance achieved for the period. Each performance share (stock unit) represents the right to receive one share or the economic equivalent value of one share of Exelon common stock. Performance share (stock units) awards vest immediately upon grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Common shares acquired through conversion of previously awarded and vested restricted stock units (RSUs) and performance share (stock units) under the Exelon Long Term Incentive Plan.
F2: Restricted stock unit (RSUs) award granted pursuant to the Exelon Long Term Incentive Plan. RSUs are granted annually at the Compensation and Leadership Development Committee's first meeting in January or February and vest in 1/3 increments on the dates of the Committee's January or February meetings held in the first, second, and third years after the grant date. Each RSU represents the right to receive one share of Exelon common stock. Awards accrue additional RSUs acquired through quarterly dividend reinvestment that vest on the same schedule as the underlying award.
F3: Performance share (stock unit) award granted pursuant to the Exelon Long Term Incentive Plan for the three-year performance period referenced in Column 1 based on the Compensation and Leadership Development Committee's determination of performance achieved for the period. Each performance share (stock unit) represents the right to receive one share or the economic equivalent value of one share of Exelon common stock. Performance share (stock units) awards vest immediately upon grant date.
STEEL DYNAMICS INC
Report date October 09, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,015 |
Reported balance
After 2026-10-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-09 · Grant · Acquired 2 · Balance 32,015 F1: Represents the number of shares of common stock underlying additional deferred stock units (DSUs) issued to the reporting person as a dividend equivalent, in connection with this person's retainer as a director under the Company's 2023 Equity Incentive Plan (the "Plan"). This transaction is exempt from both the reporting requirements of Section 16(a), including Rule 16a-11, and the provisions of Section 16(b), by virtue of this dividend reinvestment feature of the Plan and the Company's existing Dividend Reinvestment Plan, as well as being exempt from Section 16(b) independently by virtue of Rule 16b-3(d)(1) and (3). F2: Reportable as directly owned shares of common stock, rather than as a derivative security in Table II, because any and all underlying DSUs are payable, at such time as they are to be settled, solely in shares of common stock. (See Lincoln National Corp. (March 20, 1992) Q.3). F3: Includes shares resulting from reinvestment of dividends on any underlying DSUs included in this total. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of common stock underlying additional deferred stock units (DSUs) issued to the reporting person as a dividend equivalent, in connection with this person's retainer as a director under the Company's 2023 Equity Incentive Plan (the "Plan"). This transaction is exempt from both the reporting requirements of Section 16(a), including Rule 16a-11, and the provisions of Section 16(b), by virtue of this dividend reinvestment feature of the Plan and the Company's existing Dividend Reinvestment Plan, as well as being exempt from Section 16(b) independently by virtue of Rule 16b-3(d)(1) and (3).
F2: Reportable as directly owned shares of common stock, rather than as a derivative security in Table II, because any and all underlying DSUs are payable, at such time as they are to be settled, solely in shares of common stock. (See Lincoln National Corp. (March 20, 1992) Q.3).
F3: Includes shares resulting from reinvestment of dividends on any underlying DSUs included in this total.
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 16:27 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionPerformance Shares- Stock Units · Derivative | 78,933 | $35.04 Strike: $0.00 | $2,765,812.32 |
DisclosureSEC source: 0001109357-17-000030 · edgar.xml · derivative · entry 7 Cornew Kenneth W. · CIK 0001482379 · Sr. EVP, Pres & CEO Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 78,933 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 16:27 UTC | EXELON CORP EXC · Entity 3050 | GrantPerformance Shares- Stock Units · Derivative | 78,993 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-17-000030 · edgar.xml · derivative · entry 6 Cornew Kenneth W. · CIK 0001482379 · Sr. EVP, Pres & CEO Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,993 Underlying: Common stock · 78,993 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 16:27 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionRestricted Stock Unit Awards · Derivative | 34,020 | $35.04 Strike: $0.00 | $1,192,060.80 |
DisclosureSEC source: 0001109357-17-000030 · edgar.xml · derivative · entry 5 Cornew Kenneth W. · CIK 0001482379 · Sr. EVP, Pres & CEO Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,299 Underlying: Common stock · 34,020 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 16:27 UTC | EXELON CORP EXC · Entity 3050 | GrantRestricted Stock Unit Awards · Derivative | 27,489 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-17-000030 · edgar.xml · derivative · entry 4 Cornew Kenneth W. · CIK 0001482379 · Sr. EVP, Pres & CEO Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,319 Underlying: Common stock · 27,489 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 16:27 UTC | EXELON CORP EXC · Entity 3050 | Disposition to issuerCommon stock | 37,980 | $35.04 | $1,330,819.20 |
DisclosureSEC source: 0001109357-17-000030 · edgar.xml · nonDerivative · entry 3 Cornew Kenneth W. · CIK 0001482379 · Sr. EVP, Pres & CEO Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,363 F2 · shares: Shares settled in cash on a 1 for 1 basis. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:27 UTC | EXELON CORP EXC · Entity 3050 | Tax withholdingCommon Stock | 54,514 | $35.04 | $1,910,170.56 |
DisclosureSEC source: 0001109357-17-000030 · edgar.xml · nonDerivative · entry 2 Cornew Kenneth W. · CIK 0001482379 · Sr. EVP, Pres & CEO Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,343 F1 · shares: Shares withheld by the Issuer for reporting person's tax obligation. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:27 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionCommon Stock | 113,013 | $35.04 | $3,959,975.52 |
DisclosureSEC source: 0001109357-17-000030 · edgar.xml · nonDerivative · entry 1 Cornew Kenneth W. · CIK 0001482379 · Sr. EVP, Pres & CEO Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,857 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 13, 2017 Filed Jan 17, 2017 15:40 UTC | STEEL DYNAMICS INC STLD · Entity 3119 | GrantCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001022671-17-000004 · edgar.xml · nonDerivative · entry 1 Cornew Kenneth W. · CIK 0001482379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,943 F1 · shares: Represents the number of additional shares of common stock underlying deferred stock units (DSUs) issued to the reporting person as a dividend equivalent on existing DSUs, in connection with this person's retainer as a director under the Steel Dynamics, Inc. 2015 Equity Incentive Plan (the "Plan"). This transaction is exempt from both the reporting requirements of Section 16(a), including Rule 16a-11, and the provisions of Section 16(b), by virtue of this dividend reinvestment feature of the Plan and the Company's existing Dividend Reinvestment Plan, as well as being exempt from Section 16(b) independently by virtue of Rule 16b-3(d)(1) and (3). F2 · shares: Reportable as directly owned shares of common stock, rather than as a derivative security in Table II, because any and all underlying DSUs are payable, at such time as they are to be settled, solely in shares of common stock. (See Lincoln National Corp. (March 20, 1992) (Q.3). F3 · balance_after: Includes shares resulting from reinvestment of dividends on any underlying DSUs included in this total. Read SEC document |
| October 14, 2016 Filed Oct 17, 2016 20:26 UTC | STEEL DYNAMICS INC STLD · Entity 3119 | GrantCommon Stock | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0001022671-16-000039 · edgar.xml · nonDerivative · entry 1 Cornew Kenneth W. · CIK 0001482379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,923 F1 · shares: Represents the number of additional shares of common stock underlying deferred stock units (DSUs) issued to the reporting person as a dividend equivalent on existing DSUs, in connection with this person's retainer as a director under the Steel Dynamics, Inc. 2015 Equity Incentive Plan (the "Plan"). This transaction is exempt from both the reporting requirements of Section 16(a), including Rule 16a-11, and the provisions of Section 16(b), by virtue of this dividend reinvestment feature of the Plan and the Company's existing Dividend Reinvestment Plan, as well as being exempt from Section 16(b) independently by virtue of Rule 16b-3(d)(1) and (3). F2 · shares: Reportable as directly owned shares of common stock, rather than as a derivative security in Table II, because any and all underlying DSUs are payable, at such time as they are to be settled, solely in shares of common stock. (See Lincoln National Corp. (March 20, 1992) (Q.3). F3 · balance_after: Includes shares resulting from reinvestment of dividends on any underlying DSUs included in this total. 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.