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 |
|---|---|---|---|---|---|---|
| December 31, 2018 Filed Jan 2, 2019 22:49 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 876 | $45.10 | $39,507.60 |
DisclosureSEC source: 0001109357-19-000002 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,616 Underlying: Common Stock · 876 shares Expires not disclosed F4 · derivative.exercise_price: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.exercise_date: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.expiration_date: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F5 · balance_after: Balance includes 184 share equivalents accrued on November 14, 2018 through automatic dividend reinvestment. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 22:49 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 771 | $47.00 | $36,237.00 |
DisclosureSEC source: 0001109357-19-000002 · 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: 25,411 F1 · balance_after: Balance includes 180 shares acquired on December 10, 2018 through automatic dividend reinvestment. Read SEC document |
| September 30, 2018 Filed Oct 1, 2018 21:52 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 905 | $43.66 | $39,512.30 |
DisclosureSEC source: 0001109357-18-000084 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,623 Underlying: Common Stock · 905 shares Expires not disclosed F4 · derivative.exercise_price: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.exercise_date: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.expiration_date: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F5 · balance_after: Balance includes 184 share equivalents accrued on August 14, 2018 through automatic dividend reinvestment. Read SEC document |
| September 30, 2018 Filed Oct 1, 2018 21:52 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 812 | $44.62 | $36,231.44 |
DisclosureSEC source: 0001109357-18-000084 · 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: 24,460 F1 · balance_after: Balance includes 181 shares acquired on September 10, 2018 through automatic dividend reinvestment. Read SEC document |
| June 30, 2018 Filed Jul 2, 2018 18:48 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 829 | $42.60 | $35,315.40 |
DisclosureSEC source: 0001109357-18-000066 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,555 Underlying: Common Stock · 829 shares Expires not disclosed F4 · derivative.exercise_price: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.exercise_date: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.expiration_date: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F5 · balance_after: Balance includes 190 share equivalents accrued on March 14, 2018 through automatic dividend reinvestment. Read SEC document |
| June 30, 2018 Filed Jul 2, 2018 18:48 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 906 | $40.00 | $36,240.00 |
DisclosureSEC source: 0001109357-18-000066 · 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: 23,466 F1 · balance_after: Balance includes 193 shares acquired on June 8, 2018 through automatic dividend reinvestment. Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 20:02 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 778 | $90.51 | $70,412.89 |
DisclosureSEC source: 0001466258-18-000171 · wf-form4_152883375565125.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,197.51 Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 20:02 UTC | Trane Technologies plc IR · Entity 2921 | GrantOrdinary Shares | 1,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-18-000148 · wf-form4_152874732474759.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,975.51 F1 · shares: Represents restricted stock units that fully vest on June 7, 2019. Read SEC document |
| March 31, 2018 Filed Apr 2, 2018 21:26 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 851 | $39.01 | $33,197.51 |
DisclosureSEC source: 0001109357-18-000045 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,576 Underlying: Common Stock · 851 shares Expires not disclosed F4 · derivative.exercise_price: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.exercise_date: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.expiration_date: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F5 · balance_after: Balance includes 200 share equivalents accrued on February 13, 2018 through automatic dividend reinvestment. Read SEC document |
| March 31, 2018 Filed Apr 2, 2018 21:26 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 967 | $37.50 | $36,262.50 |
DisclosureSEC source: 0001109357-18-000045 · 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: 22,367 F1 · balance_after: Balance includes 195 shares acquired on March 9. 2018 through automatic dividend reinvestment. Read SEC document |
| December 31, 2017 Filed Jan 2, 2018 22:26 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 844 | $39.41 | $33,262.04 |
DisclosureSEC source: 0001109357-18-000002 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,538 Underlying: Common Stock · 844 shares Expires not disclosed F4 · derivative.exercise_price: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.exercise_date: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.expiration_date: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F5 · balance_after: Balance includes 156 share equivalents accrued on November 14, 2017 through automatic dividend reinvestment. Read SEC document |
| December 31, 2017 Filed Jan 2, 2018 22:26 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 883 | $41.05 | $36,247.15 |
DisclosureSEC source: 0001109357-18-000002 · 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: 21,205 F1 · balance_after: Balance includes 161 shares acquired on December 8, 2017 through automatic dividend reinvestment. Read SEC document |
| September 30, 2017 Filed Oct 2, 2017 21:40 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 950 | $38.17 | $36,261.50 |
DisclosureSEC source: 0001109357-17-000073 · 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: 20,161 F1 · balance_after: Balance includes 163 shares acquired on September 8, 2017 through automatic dividend reinvestment. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 21:40 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 882 | $37.67 | $33,224.94 |
DisclosureSEC source: 0001109357-17-000073 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,553 Underlying: Common Stock · 882 shares Expires not disclosed F4 · derivative.exercise_price: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.exercise_date: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.expiration_date: Phantom share equivalents acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents in reporting person's Exelon stock fund account under multi-fund, non-qualified deferred compensation plan. The unitized fund consists of Exelon common stock and short term investments and will be settled in cash upon the reporting person's separation from the board for any reason. The balance of such phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F5 · balance_after: Balance includes 167 share equivalents accrued on August 11, 2017 through automatic dividend reinvestment. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 17:13 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 922 | $36.07 | $33,256.54 |
DisclosureSEC source: 0001109357-17-000057 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,517 Underlying: Common Stock · 922 shares Expires not disclosed F4 · derivative.exercise_price: Phantom share equivalents representing units held in the Exelon stock fund in a multi-fund, non-qualified deferred compensation plan. The Exelon stock fund is a unitized fund that consists of Exelon common stock and short term investments. Units of the fund will be settled upon the reporting person's separation from the board for any reason. Units will be settled in cash. Units are acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents. The balance of phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.exercise_date: Phantom share equivalents representing units held in the Exelon stock fund in a multi-fund, non-qualified deferred compensation plan. The Exelon stock fund is a unitized fund that consists of Exelon common stock and short term investments. Units of the fund will be settled upon the reporting person's separation from the board for any reason. Units will be settled in cash. Units are acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents. The balance of phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.expiration_date: Phantom share equivalents representing units held in the Exelon stock fund in a multi-fund, non-qualified deferred compensation plan. The Exelon stock fund is a unitized fund that consists of Exelon common stock and short term investments. Units of the fund will be settled upon the reporting person's separation from the board for any reason. Units will be settled in cash. Units are acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents. The balance of phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F5 · balance_after: Balance includes 179 share equivalents accrued on May 11, 2017 through automatic dividend reinvestment. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 17:13 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 990 | $36.62 | $36,253.80 |
DisclosureSEC source: 0001109357-17-000057 · 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: 19,048 F1 · balance_after: Balance includes 160 shares acquired on June 9, 2017 through automatic dividend reinvestment. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 20:01 UTC | Trane Technologies plc IR · Entity 2921 | GrantOrdinary Shares | 1,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-17-000188 · wf-form4_149703846798638.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,965.01 F1 · shares: Represents restricted stock units that fully vest on June 8, 2018. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 20:06 UTC | Trane Technologies plc IR · Entity 2921 | Tax withholdingOrdinary Shares | 1,032 | $89.64 | $92,503.32 |
DisclosureSEC source: 0001466258-17-000165 · wf-form4_149677958852206.xml · nonDerivative · entry 1 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,345.01 Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 14:11 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 924 | $35.98 | $33,245.52 |
DisclosureSEC source: 0001109357-17-000041 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,450 Underlying: Common Stock · 924 shares Expires not disclosed F4 · derivative.exercise_price: Phantom share equivalents representing units held in the Exelon stock fund in a multi-fund, non-qualified deferred compensation plan. The Exelon stock fund is a unitized fund that consists of Exelon common stock and short term investments. Units of the fund will be settled upon the reporting person's separation from the board for any reason. Units will be settled in cash. Units are acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents. The balance of phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.exercise_date: Phantom share equivalents representing units held in the Exelon stock fund in a multi-fund, non-qualified deferred compensation plan. The Exelon stock fund is a unitized fund that consists of Exelon common stock and short term investments. Units of the fund will be settled upon the reporting person's separation from the board for any reason. Units will be settled in cash. Units are acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents. The balance of phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.expiration_date: Phantom share equivalents representing units held in the Exelon stock fund in a multi-fund, non-qualified deferred compensation plan. The Exelon stock fund is a unitized fund that consists of Exelon common stock and short term investments. Units of the fund will be settled upon the reporting person's separation from the board for any reason. Units will be settled in cash. Units are acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents. The balance of phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F5 · balance_after: Balance includes 160 share equivalents accrued on February 13, 2017 through automatic dividend reinvestment. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 14:11 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 1,008 | $35.97 | $36,257.76 |
DisclosureSEC source: 0001109357-17-000041 · 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: 17,898 F1 · balance_after: Balance includes 152 shares acquired on March 10, 2017 through automatic dividend reinvestment. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 14:56 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 1,039 | $34.90 | $36,261.10 |
DisclosureSEC source: 0001109357-17-000002 · 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: 16,738 F1 · balance_after: Balance includes 142 shares acquired on December 9, 2016 through automatic dividend reinvestment. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 14:56 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 937 | $35.49 | $33,254.13 |
DisclosureSEC source: 0001109357-17-000002 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,397 Underlying: Common Stock · 937 shares Expires not disclosed F4 · derivative.exercise_price: Phantom share equivalents representing units held in the Exelon stock fund in a multi-fund, non-qualified deferred compensation plan. The Exelon stock fund is a unitized fund that consists of Exelon common stock and short term investments. Units of the fund will be settled upon the reporting person's separation from the board for any reason. Units will be settled in cash. Units are acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents. The balance of phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.exercise_date: Phantom share equivalents representing units held in the Exelon stock fund in a multi-fund, non-qualified deferred compensation plan. The Exelon stock fund is a unitized fund that consists of Exelon common stock and short term investments. Units of the fund will be settled upon the reporting person's separation from the board for any reason. Units will be settled in cash. Units are acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents. The balance of phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.expiration_date: Phantom share equivalents representing units held in the Exelon stock fund in a multi-fund, non-qualified deferred compensation plan. The Exelon stock fund is a unitized fund that consists of Exelon common stock and short term investments. Units of the fund will be settled upon the reporting person's separation from the board for any reason. Units will be settled in cash. Units are acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents. The balance of phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F5 · balance_after: Balance includes 166 share equivalents accrued on November 10, 2016 through automatic dividend reinvestment. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 14:11 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 1,078 | $33.29 | $35,886.62 |
DisclosureSEC source: 0001109357-16-000153 · edgar.xml · derivative · entry 3 BERZIN ANN C · CIK 0001215820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,318 Underlying: Common Stock · 1,078 shares Expires not disclosed F4 · derivative.exercise_price: Phantom share equivalents representing units held in the Exelon stock fund in a multi-fund, non-qualified deferred compensation plan. The Exelon stock fund is a unitized fund that consists of Exelon common stock and short term investments. Units of the fund will be settled upon the reporting person's separation from the board for any reason. Units will be settled in cash. Units are acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents. The balance of phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.exercise_date: Phantom share equivalents representing units held in the Exelon stock fund in a multi-fund, non-qualified deferred compensation plan. The Exelon stock fund is a unitized fund that consists of Exelon common stock and short term investments. Units of the fund will be settled upon the reporting person's separation from the board for any reason. Units will be settled in cash. Units are acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents. The balance of phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F4 · derivative.expiration_date: Phantom share equivalents representing units held in the Exelon stock fund in a multi-fund, non-qualified deferred compensation plan. The Exelon stock fund is a unitized fund that consists of Exelon common stock and short term investments. Units of the fund will be settled upon the reporting person's separation from the board for any reason. Units will be settled in cash. Units are acquired through regular periodic contributions of deferred board compensation and the reinvestment of dividend equivalents. The balance of phantom share equivalents may fluctuate from time to time due to fluctuations in the fund composition. F5 · balance_after: Balance includes 134 share equivalents accrued on August 11, 2016 through automatic dividend reinvestment. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 14:11 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 972 | $33.40 | $32,464.80 |
DisclosureSEC source: 0001109357-16-000153 · 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: 15,558 F1 · balance_after: Balance includes 138 shares acquired on September 9, 2016 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.