Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXELON CORPEXC · Entity 3050 | Director | March 31, 2023 | April 03, 2023 |
| Trane Technologies plcTT · Entity 2921 | Director | June 05, 2026 | June 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 March 31, 2023 · Filed April 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Deferred Stock Units)SEC Table I · non-derivative | IndirectBy Exelon Directors' Deferred Stock Unit Plan | 58,003 |
Reported balance
After 2023-03-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-03-31 · Grant · Acquired 1,027 · Balance 58,003 F1: Balance includes 506 additional shares acquired on March 10, 2023 through automatic dividend reinvestment. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectBy CEG Deferred Compensation Plan for Non-employee Directors | 43,714 |
Reported balance
Holding disclosure · report date 2023-03-31 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 43,714 F2: Phantom deferred stock units converted from the legacy Constellation Energy Group Inc. (CEG) Deferred Compensation Plan for Non-employee Directors to be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance updated to reflect 388 additional stock units credited on March 10, 2023 through the dividend reinvestment feature of the plan. |
| Deferred Compensation - Phantom Share EquivalentsSEC Table II · derivative / convertible security | Direct | 58,082 |
Reported balance
Holding disclosure · report date 2023-03-31 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 58,082 F3: 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 and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 494 share equivalents accrued on February 24, 2023 through automatic dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Balance includes 506 additional shares acquired on March 10, 2023 through automatic dividend reinvestment.
F2: Phantom deferred stock units converted from the legacy Constellation Energy Group Inc. (CEG) Deferred Compensation Plan for Non-employee Directors to be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance updated to reflect 388 additional stock units credited on March 10, 2023 through the dividend reinvestment feature of the plan.
F3: 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 and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 494 share equivalents accrued on February 24, 2023 through automatic dividend reinvestment.
Trane Technologies plc
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 85,756.18 |
Ending reported balance
After 2026-06-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-05 · Tax withholding · Disposed 112 · Balance 85,318.18 Row 2 · 2026-06-05 · Grant · Acquired 438 · Balance 85,756.18 F1: Represents restricted stock units that fully vest on June 5, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that fully vest on June 5, 2027.
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 |
|---|---|---|---|---|---|---|
| June 05, 2026 Filed Jun 9, 2026 21:03 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 438 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-041956 · wk-form4_1781039009.xml · nonDerivative · entry 2 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,756.18 F1 · shares: Represents restricted stock units that fully vest on June 5, 2027. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:03 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 112 | $456.84 | $51,166.08 |
DisclosureSEC source: 0001628280-26-041956 · wk-form4_1781039009.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,318.18 Read SEC document |
| June 07, 2025 Filed Jun 10, 2025 20:24 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 181 | $428.93 | $77,636.33 |
DisclosureSEC source: 0001628280-25-030488 · wk-form4_1749587069.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,650.95 Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 20:11 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 465 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-25-000147 · wk-form4_1749499909.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,831.95 F1 · shares: Represents restricted stock units that fully vest on June 5, 2026. Read SEC document |
| June 07, 2024 Filed Jun 10, 2024 20:16 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-24-000216 · wk-form4_1718050583.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,554.03 F1 · shares: Represents restricted stock units that fully vest on June 7, 2025. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:11 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 348 | $327.46 | $113,956.08 |
DisclosureSEC source: 0001466258-24-000175 · wk-form4_1717531864.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,927.03 Read SEC document |
| June 02, 2023 Filed Jun 5, 2023 20:12 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 337 | $173.01 | $58,304.37 |
DisclosureSEC source: 0001466258-23-000152 · wk-form4_1685995951.xml · nonDerivative · entry 2 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,174.86 Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:12 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 1,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-23-000152 · wk-form4_1685995951.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,511.86 F1 · shares: Represents restricted stock units that fully vest on June 1, 2024. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:26 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 1,027 | $40.18 | $41,264.86 |
DisclosureSEC source: 0001062993-23-008307 · form4.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 58,003 F1 · balance_after: Balance includes 506 additional shares acquired on March 10, 2023 through automatic dividend reinvestment. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 17:24 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 914 | $43.23 | $39,512.22 |
DisclosureSEC source: 0001062993-23-000114 · form4.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,549 Underlying: Common Stock · 914 shares Expires not disclosed F3 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 484 share equivalents accrued on November 14, 2022 through automatic dividend reinvestment. F3 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 484 share equivalents accrued on November 14, 2022 through automatic dividend reinvestment. F3 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 484 share equivalents accrued on November 14, 2022 through automatic dividend reinvestment. F3 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 484 share equivalents accrued on November 14, 2022 through automatic dividend reinvestment. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 17:24 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 936 | $41.42 | $38,769.12 |
DisclosureSEC source: 0001062993-23-000114 · form4.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 56,470 F1 · balance_after: Balance includes 449 shares acquired on December 9, 2022 through automatic dividend reinvestment. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 21:11 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 1,053 | $37.46 | $39,445.38 |
DisclosureSEC source: 0001062993-22-020158 · form4.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,284 Underlying: Common Stock · 1,053 shares Expires not disclosed F3 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 395 share equivalents accrued on August 12, 2022 through automatic dividend reinvestment. F3 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 395 share equivalents accrued on August 12, 2022 through automatic dividend reinvestment. F3 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 395 share equivalents accrued on August 12, 2022 through automatic dividend reinvestment. F3 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 395 share equivalents accrued on August 12, 2022 through automatic dividend reinvestment. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 21:11 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 845 | $45.84 | $38,734.80 |
DisclosureSEC source: 0001062993-22-020158 · form4.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 55,086 F1 · balance_after: Balance includes 396 shares acquired on September 9, 2022 through automatic dividend reinvestment. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 22:04 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 872 | $45.32 | $39,519.04 |
DisclosureSEC source: 0001062993-22-015778 · form4.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,748 Underlying: Common Stock · 872 shares Expires not disclosed F3 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 389 share equivalents accrued on May 12, 2022 through automatic dividend reinvestment. F3 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 389 share equivalents accrued on May 12, 2022 through automatic dividend reinvestment. F3 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 389 share equivalents accrued on May 12, 2022 through automatic dividend reinvestment. F3 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 389 share equivalents accrued on May 12, 2022 through automatic dividend reinvestment. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 22:04 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 842 | $46.01 | $38,740.42 |
DisclosureSEC source: 0001062993-22-015778 · form4.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 53,844 F1 · balance_after: Balance includes 386 shares acquired on June 10, 2022 through automatic dividend reinvestment. Read SEC document |
| June 03, 2022 Filed Jun 7, 2022 20:19 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 256 | $138.44 | $35,440.64 |
DisclosureSEC source: 0001466258-22-000148 · wf-form4_165463315956470.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,911.14 Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 20:02 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 1,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-22-000120 · wf-form4_165428651795402.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,167.14 F1 · shares: Represents restricted stock units that fully vest on June 2, 2023. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 15:50 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 871 | $47.63 | $41,485.73 |
DisclosureSEC source: 0001062993-22-009318 · form4.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,509 Underlying: Common Stock · 871 shares Expires not disclosed F4 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 316 share equivalents accrued on February 24, 2022 through automatic dividend reinvestment. F4 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 316 share equivalents accrued on February 24, 2022 through automatic dividend reinvestment. F4 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 316 share equivalents accrued on February 24, 2022 through automatic dividend reinvestment. F4 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 316 share equivalents accrued on February 24, 2022 through automatic dividend reinvestment. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 15:50 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 889 | $43.60 | $38,760.40 |
DisclosureSEC source: 0001062993-22-009318 · form4.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 52,616 F1 · balance_after: Balance includes 397 shares acquired on March 10, 2022 through automatic dividend reinvestment. F2 · balance_after: In connection with the separation of Constellation Energy Corp. (Constellation) from Exelon effective February 1, 2022 (the Spin-Off), the balance of deferred stock units immediately prior to the Spin-Off was adjusted to preserve the overall value of the account balance post-Spin-Off. As a result the deferred stock unit balance was increased by an additional 12,396 units. Such adjustment is exempt from Section 16 of the Securities Exchange Act of 1934, as amended (the Exchange Act) pursuant to Rule 16a-9 under the Exchange Act. Read SEC document |
| March 24, 2022 Filed Mar 25, 2022 20:02 UTC | EXELON CORP EXC · Entity 3050 | OtherDeferred Compensation - Phantom Share Equivalents · Derivative | 13,289 | $44.47 | $590,961.83 |
DisclosureSEC source: 0001062993-22-008616 · form4.xml · derivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,668 Underlying: Common Stock · 13,289 shares Expires not disclosed F1 · derivative.exercise_price: Phantom share equivalents in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 316 share equivalents accrued on February 24, 2022 through automatic dividend reinvestment. F1 · derivative.exercise_date: Phantom share equivalents in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 316 share equivalents accrued on February 24, 2022 through automatic dividend reinvestment. F1 · derivative.expiration_date: Phantom share equivalents in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 316 share equivalents accrued on February 24, 2022 through automatic dividend reinvestment. F1 · derivative.underlying_shares: Phantom share equivalents in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 316 share equivalents accrued on February 24, 2022 through automatic dividend reinvestment. F1 · balance_after: Phantom share equivalents in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 316 share equivalents accrued on February 24, 2022 through automatic dividend reinvestment. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 21:05 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 656 | $57.76 | $37,890.56 |
DisclosureSEC source: 0001062993-22-000049 · form4.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,105 Underlying: Common Stock · 656 shares Expires not disclosed F3 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 263 share equivalents accrued on November 12, 2021 through automatic dividend reinvestment. F3 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 263 share equivalents accrued on November 12, 2021 through automatic dividend reinvestment. F3 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 263 share equivalents accrued on November 12, 2021 through automatic dividend reinvestment. F3 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 263 share equivalents accrued on November 12, 2021 through automatic dividend reinvestment. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 21:05 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 719 | $53.91 | $38,761.29 |
DisclosureSEC source: 0001062993-22-000049 · form4.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 38,933 F1 · balance_after: Balance includes 269 shares acquired on December 10, 2021 through automatic dividend reinvestment. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 20:11 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 817 | $48.34 | $39,493.78 |
DisclosureSEC source: 0001062993-21-009060 · form4.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,256 Underlying: Common Stock · 817 shares Expires not disclosed F3 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 292 share equivalents accrued on August 12, 2021 through automatic dividend reinvestment. F3 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 292 share equivalents accrued on August 12, 2021 through automatic dividend reinvestment. F3 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 292 share equivalents accrued on August 12, 2021 through automatic dividend reinvestment. F3 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 292 share equivalents accrued on August 12, 2021 through automatic dividend reinvestment. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 20:11 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 776 | $49.91 | $38,730.16 |
DisclosureSEC source: 0001062993-21-009060 · form4.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 37,945 F1 · balance_after: Balance includes 283 shares acquired on September 10, 2021 through automatic dividend reinvestment. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 21:11 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 891 | $44.31 | $39,480.21 |
DisclosureSEC source: 0001062993-21-006192 · form4.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,245 Underlying: Common Stock · 891 shares Expires not disclosed F3 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 304 share equivalents accrued on May 13, 2021 through automatic dividend reinvestment. F3 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 304 share equivalents accrued on May 13, 2021 through automatic dividend reinvestment. F3 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 304 share equivalents accrued on May 13, 2021 through automatic dividend reinvestment. F3 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 304 share equivalents accrued on May 13, 2021 through automatic dividend reinvestment. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 21:11 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 830 | $46.71 | $38,769.30 |
DisclosureSEC source: 0001062993-21-006192 · form4.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 36,886 F1 · balance_after: Balance includes 293 shares acquired on June 10, 2021 through automatic dividend reinvestment. Read SEC document |
| June 04, 2021 Filed Jun 7, 2021 20:03 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 654 | $181.64 | $118,792.56 |
DisclosureSEC source: 0001466258-21-000125 · wf-form4_162309619599815.xml · nonDerivative · entry 2 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,934.84 Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 20:03 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 887 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-21-000125 · wf-form4_162309619599815.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,588.84 F1 · shares: Represents restricted stock units that fully vest on June 3, 2022. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 15:35 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 949 | $43.74 | $41,509.26 |
DisclosureSEC source: 0001062993-21-003307 · form4.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,081 Underlying: Common Stock · 949 shares Expires not disclosed F3 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 332 share equivalents accrued on March 5, 2021 through automatic dividend reinvestment. F3 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 332 share equivalents accrued on March 5, 2021 through automatic dividend reinvestment. F3 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 332 share equivalents accrued on March 5, 2021 through automatic dividend reinvestment. F3 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 332 share equivalents accrued on March 5, 2021 through automatic dividend reinvestment. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 15:35 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 894 | $43.36 | $38,763.84 |
DisclosureSEC source: 0001062993-21-003307 · form4.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 35,764 F1 · balance_after: Balance includes 305 shares acquired on March 15, 2021 through automatic dividend reinvestment. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 19:28 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 936 | $42.22 | $39,517.92 |
DisclosureSEC source: 0001062993-21-000018 · form4.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,888 Underlying: Common Stock · 936 shares Expires not disclosed F3 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 292 share equivalents accrued on November 13, 2020 through automatic dividend reinvestment. F3 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 292 share equivalents accrued on November 13, 2020 through automatic dividend reinvestment. F3 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 292 share equivalents accrued on November 13, 2020 through automatic dividend reinvestment. F3 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 292 share equivalents accrued on November 13, 2020 through automatic dividend reinvestment. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 19:28 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 941 | $41.20 | $38,769.20 |
DisclosureSEC source: 0001062993-21-000018 · form4.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 34,565 F1 · balance_after: Balance includes 309 shares acquired on December 10, 2020 through automatic dividend reinvestment. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 19:34 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 1,105 | $35.76 | $39,514.80 |
DisclosureSEC source: 0001109357-20-000185 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,698 Underlying: Common Stock · 1,105 shares Expires not disclosed F3 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 324 share equivalents accrued on August 14, 2020 through automatic dividend reinvestment. F3 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 324 share equivalents accrued on August 14, 2020 through automatic dividend reinvestment. F3 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 324 share equivalents accrued on August 14, 2020 through automatic dividend reinvestment. F3 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 324 share equivalents accrued on August 14, 2020 through automatic dividend reinvestment. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 19:34 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 1,081 | $35.84 | $38,743.04 |
DisclosureSEC source: 0001109357-20-000185 · edgar.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 33,315 F1 · balance_after: Balance includes 340 shares acquired on September 10, 2020 through automatic dividend reinvestment. Read SEC document |
| June 30, 2020 Filed Jul 1, 2020 21:28 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 1,088 | $36.29 | $39,483.52 |
DisclosureSEC source: 0001109357-20-000139 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,314 Underlying: Common Stock · 1,088 shares Expires not disclosed F3 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 315 share equivalents accrued on May 14, 2020 through automatic dividend reinvestment. F3 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 315 share equivalents accrued on May 14, 2020 through automatic dividend reinvestment. F3 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 315 share equivalents accrued on May 14, 2020 through automatic dividend reinvestment. F3 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 315 share equivalents accrued on May 14, 2020 through automatic dividend reinvestment. Read SEC document |
| June 30, 2020 Filed Jul 1, 2020 21:28 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 969 | $40.00 | $38,760.00 |
DisclosureSEC source: 0001109357-20-000139 · edgar.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 31,894 F1 · balance_after: Balance includes 293 shares acquired on June 10, 2020 through automatic dividend reinvestment. Read SEC document |
| June 06, 2020 Filed Jun 9, 2020 20:30 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 802 | $102.01 | $81,812.02 |
DisclosureSEC source: 0001466258-20-000166 · wf-form4_159173461946604.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,390.34 Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 20:33 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 1,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-20-000130 · wf-form4_159164837334067.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,192.34 F1 · shares: Represents restricted stock units that fully vest on June 4, 2021. Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 21:32 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 1,072 | $36.81 | $39,460.32 |
DisclosureSEC source: 0001109357-20-000070 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,051 Underlying: Common Stock · 1,072 shares Expires not disclosed F3 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 225 share equivalents accrued on February 19, 2020 through automatic dividend reinvestment. F3 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 225 share equivalents accrued on February 19, 2020 through automatic dividend reinvestment. F3 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 225 share equivalents accrued on February 19, 2020 through automatic dividend reinvestment. F3 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 225 share equivalents accrued on February 19, 2020 through automatic dividend reinvestment. Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 21:32 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 899 | $43.12 | $38,764.88 |
DisclosureSEC source: 0001109357-20-000070 · edgar.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 30,632 F1 · balance_after: Balance includes 261 shares acquired on March 10, 2020 through automatic dividend reinvestment. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 21:11 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 866 | $45.59 | $39,480.94 |
DisclosureSEC source: 0001109357-20-000002 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,668 Underlying: Common Stock · 866 shares Expires not disclosed F3 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 228 share equivalents accrued on November 14, 2019 through automatic dividend reinvestment. F3 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 228 share equivalents accrued on November 14, 2019 through automatic dividend reinvestment. F3 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 228 share equivalents accrued on November 14, 2019 through automatic dividend reinvestment. F3 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 228 share equivalents accrued on November 14, 2019 through automatic dividend reinvestment. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 21:11 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 867 | $44.72 | $38,772.24 |
DisclosureSEC source: 0001109357-20-000002 · edgar.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 29,472 F1 · balance_after: Balance includes 230 shares acquired on December 10, 2019 through automatic dividend reinvestment. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 18:48 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 818 | $48.31 | $39,517.58 |
DisclosureSEC source: 0001109357-19-000087 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,581 Underlying: Common Stock · 818 shares Expires not disclosed F3 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 222 share equivalents accrued on August 14, 2019 through automatic dividend reinvestment. F3 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 222 share equivalents accrued on August 14, 2019 through automatic dividend reinvestment. F3 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 222 share equivalents accrued on August 14, 2019 through automatic dividend reinvestment. F3 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 222 share equivalents accrued on August 14, 2019 through automatic dividend reinvestment. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 18:48 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 801 | $48.35 | $38,728.35 |
DisclosureSEC source: 0001109357-19-000087 · edgar.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 28,375 F1 · balance_after: Balance includes 205 shares acquired on September 10, 2019 through automatic dividend reinvestment. Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 21:10 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 824 | $47.94 | $39,502.56 |
DisclosureSEC source: 0001109357-19-000057 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,558 Underlying: Common Stock · 824 shares Expires not disclosed F3 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 195 share equivalents accrued on May 14, 2019 through automatic dividend reinvestment. F3 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 195 share equivalents accrued on May 14, 2019 through automatic dividend reinvestment. F3 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 195 share equivalents accrued on May 14, 2019 through automatic dividend reinvestment. F3 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance also reflects 195 share equivalents accrued on May 14, 2019 through automatic dividend reinvestment. Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 21:10 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 782 | $49.57 | $38,763.74 |
DisclosureSEC source: 0001109357-19-000057 · edgar.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 27,369 F1 · balance_after: Balance includes 193 shares acquired on June 10, 2019 through automatic dividend reinvestment. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 20:04 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 866 | $125.22 | $108,440.52 |
DisclosureSEC source: 0001466258-19-000207 · wf-form4_156028346066093.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,898.42 Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 20:38 UTC | Trane Technologies plc IR · Entity 2921 | GrantOrdinary Shares | 1,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-19-000185 · wf-form4_156019908242847.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,764.42 F1 · shares: Represents restricted stock units that fully vest on June 6, 2020. Read SEC document |
| March 31, 2019 Filed Apr 1, 2019 22:04 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 788 | $50.13 | $39,502.44 |
DisclosureSEC source: 0001109357-19-000040 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,538 Underlying: Common Stock · 788 shares Expires not disclosed F3 · derivative.exercise_price: Phantom share equivalents in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance reflects 190 share equivalents accrued on February 19, 2019 through automatic dividend reinvestment. F3 · derivative.exercise_date: Phantom share equivalents in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance reflects 190 share equivalents accrued on February 19, 2019 through automatic dividend reinvestment. F3 · derivative.expiration_date: Phantom share equivalents in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance reflects 190 share equivalents accrued on February 19, 2019 through automatic dividend reinvestment. F3 · balance_after: Phantom share equivalents in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service on the Exelon board of directors. Balance reflects 190 share equivalents accrued on February 19, 2019 through automatic dividend reinvestment. Read SEC document |
| March 31, 2019 Filed Apr 1, 2019 22:04 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 794 | $48.78 | $38,731.32 |
DisclosureSEC source: 0001109357-19-000040 · edgar.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 26,394 F1 · balance_after: Balance includes 189 shares acquired on March 8, 2019 through automatic dividend reinvestment. 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.