Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXELON CORPEXC · Entity 3050 | Director | September 30, 2026 | October 02, 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 September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred phantom share equivalentsSEC Table II · derivative / convertible security | Direct | 2,436 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 897 · Balance 2,436 F1: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2: Balance includes 15 additional phantom share equivalents accrued to the account through automatic dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors.
F2: Balance includes 15 additional phantom share equivalents accrued to the account through automatic dividend reinvestment.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 00:10 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred phantom share equivalents · Derivative | 897 | $40.40 | $36,238.80 |
DisclosureSEC source: 0001973105-26-000010 · wk-form4_1790885436.xml · derivative · entry 1 Rogers Matthew C · CIK 0001973105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,436 Underlying: Common Stock · 897 shares Expires not disclosed F1 · derivative.exercise_price: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F1 · derivative.exercise_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F1 · derivative.expiration_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · balance_after: Balance includes 15 additional phantom share equivalents accrued to the account through automatic dividend reinvestment. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 20:37 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred phantom share equivalents · Derivative | 778 | $46.62 | $36,270.36 |
DisclosureSEC source: 0001973105-26-000008 · wk-form4_1782938240.xml · derivative · entry 1 Rogers Matthew C · CIK 0001973105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,524 Underlying: Common Stock · 778 shares Expires not disclosed F1 · derivative.exercise_price: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F1 · derivative.exercise_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F1 · derivative.expiration_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · balance_after: Balance includes 7 additional phantom share equivalents accrued to the account through automatic dividend reinvestment. Read SEC document |
| April 28, 2026 Filed Apr 29, 2026 20:06 UTC | EXELON CORP EXC · Entity 3050 | Grant2026 Directors Restricted Stock Units · Derivative | 3,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001973105-26-000006 · wk-form4_1777493207.xml · derivative · entry 1 Rogers Matthew C · CIK 0001973105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,720 Underlying: Common Stock · 3,720 shares Expires 2027-04-28 F1 · derivative.exercise_price: Annual restricted stock unit (RSU) award subject to the Exelon Long-term Incentive Plan (LTIP) will fully vest and be settled in shares of Exelon common stock on a 1 for 1 basis. The award will accrue additional stock units through dividend reinvestment which will vest along with the underlying award. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 19:29 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred phantom share equivalents · Derivative | 739 | $49.02 | $36,225.78 |
DisclosureSEC source: 0001973105-26-000004 · wk-form4_1775071768.xml · derivative · entry 2 Rogers Matthew C · CIK 0001973105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 739 Underlying: Common Stock · 739 shares Expires not disclosed F2 · derivative.exercise_price: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.exercise_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.expiration_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 19:29 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 878 | $49.82 | $43,741.96 |
DisclosureSEC source: 0001973105-26-000004 · wk-form4_1775071768.xml · nonDerivative · entry 1 Rogers Matthew C · CIK 0001973105 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 12,554 F1 · balance_after: Balance includes 98 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 20:08 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 940 | $43.87 | $41,237.80 |
DisclosureSEC source: 0001973105-26-000002 · wk-form4_1767384503.xml · nonDerivative · entry 1 Rogers Matthew C · CIK 0001973105 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 11,579 F1 · balance_after: Balance includes 96 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 00:46 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 950 | $43.43 | $41,258.50 |
DisclosureSEC source: 0001973105-25-000004 · wk-form4_1759365987.xml · nonDerivative · entry 1 Rogers Matthew C · CIK 0001973105 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 10,542 F1 · balance_after: Balance includes 88 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 13:40 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 954 | $43.25 | $41,260.50 |
DisclosureSEC source: 0001109357-25-000156 · wk-form4_1751463612.xml · nonDerivative · entry 1 Rogers Matthew C · CIK 0001973105 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 9,505 F1 · balance_after: Balance includes 78 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 18:27 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 933 | $44.19 | $41,229.27 |
DisclosureSEC source: 0001109357-25-000092 · wk-form4_1743618446.xml · nonDerivative · entry 1 Rogers Matthew C · CIK 0001973105 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 8,473 F1 · balance_after: Balance includes 68 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 15:39 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 1,119 | $36.87 | $41,257.53 |
DisclosureSEC source: 0001109357-25-000012 · wk-form4_1735918777.xml · nonDerivative · entry 1 Rogers Matthew C · CIK 0001973105 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 7,472 F1 · balance_after: Balance includes 65 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 17:30 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 1,025 | $40.23 | $41,235.75 |
DisclosureSEC source: 0001109357-24-000170 · wk-form4_1727890249.xml · nonDerivative · entry 1 Rogers Matthew C · CIK 0001973105 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 6,288 F1 · balance_after: Balance includes 49 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 20:02 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 1,161 | $35.54 | $41,261.94 |
DisclosureSEC source: 0001109357-24-000143 · wk-form4_1719950564.xml · nonDerivative · entry 1 Rogers Matthew C · CIK 0001973105 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 5,213 F1 · balance_after: Balance includes 43 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 18:08 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 1,131 | $36.48 | $41,258.88 |
DisclosureSEC source: 0001109357-24-000092 · wk-form4_1712081318.xml · nonDerivative · entry 1 Rogers Matthew C · CIK 0001973105 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 4,010 F1 · balance_after: Balance includes 30 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 01:51 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 1,052 | $39.21 | $41,248.92 |
DisclosureSEC source: 0001109357-24-000016 · wk-form4_1704246708.xml · nonDerivative · entry 1 Rogers Matthew C · CIK 0001973105 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 2,849 F1 · balance_after: Balance includes 16 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| September 30, 2023 Filed Oct 2, 2023 22:38 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 1,017 | $40.58 | $41,269.86 |
DisclosureSEC source: 0001109357-23-000083 · wk-form4_1696286297.xml · nonDerivative · entry 1 Rogers Matthew C · CIK 0001973105 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 1,781 F1 · balance_after: Balance includes 7 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 18:09 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 758 | $40.08 | $30,380.64 |
DisclosureSEC source: 0001062993-23-014300 · form4.xml · nonDerivative · entry 1 Rogers Matthew C · CIK 0001973105 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Directors Deferred Stock Unit Plan Disclosed balance after: 758 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.