Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXELON CORPEXC · Entity 3050 | Senior VP & Corp. Controller | January 23, 2023 | January 25, 2023 |
| PORTLAND GENERAL ELECTRIC CO /OR/POR · Entity 3819 | SVP, CFO | May 06, 2026 | May 08, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
EXELON CORP
Report date January 23, 2023 · Filed January 25, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,228 |
Ending reported balance
After 2023-01-23 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-01-23 · Exercise / conversion · Acquired 11,173 · Balance 37,836 F1: Common shares acquired from vested equity awards granted under the Exelon Long-term Incentive Plan (LTIP). Row 2 · 2023-01-23 · Tax withholding · Disposed 3,440 · Balance 34,396 Row 3 · 2023-01-23 · Disposition to issuer · Disposed 5,168 · Balance 29,228 |
| 2023 Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,946 |
Reported balance
After 2023-01-23 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-01-23 · Grant · Acquired 3,946 · Balance 3,946 F2: Restricted stock unit (RSU) award granted under the Exelon LTIP. Award vests in 1/3 increments at the January or February meeting of the Exelon Compensation Committee with each RSU representing the right to receive one share of Exelon common stock upon vesting. The award accrues quarterly dividend equivalents in the form of additional RSUs representing common stock dividends as approved by the Board, which vest on the same schedule as the underlying RSU award. |
| 2022 Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,576 |
Reported balance
After 2023-01-23 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-01-23 · Exercise / conversion · Disposed 1,288 · Balance 2,576 F3: Vesting of previously granted RSU award under the Exelon LTIP. See footnote #2 for details about the award's terms and vesting schedule. F4: The RSU award acquired 87 additional shares through automatic dividend reinvestment during the period from May 10, 2022 through December 31, 2022. |
| 2021 Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,324 |
Reported balance
After 2023-01-23 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-01-23 · Exercise / conversion · Disposed 1,324 · Balance 1,324 F3: Vesting of previously granted RSU award under the Exelon LTIP. See footnote #2 for details about the award's terms and vesting schedule. F5: The RSU award acquired 60 additional shares through automatic dividend reinvestment during the period from May 10, 2022 through December 31, 2022. |
| 2020 Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2023-01-23 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-01-23 · Exercise / conversion · Disposed 1,262 · Balance 0 F3: Vesting of previously granted RSU award under the Exelon LTIP. See footnote #2 for details about the award's terms and vesting schedule. F6: The RSU award acquired 28 additional shares through automatic dividend reinvestment during the period from May 10, 2022 through December 31, 2022. |
| Earned Performance RSUSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2023-01-23 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2023-01-23 · Exercise / conversion · Disposed 7,298 · Balance 0 F7: Vesting of previously granted RSU award under the LTIP. This award cliff vests at the January 2023 meeting of the Exelon Compensation Committee with each RSU representing the right to receive one share of Exelon common stock. |
| Common Stock (401k Shares)SEC Table I · non-derivative | Direct | 1,396 |
Reported balance
Holding disclosure · report date 2023-01-23 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,396 F11: Balance as of December 31, 2022. |
| Common StockSEC Table I · non-derivative | IndirectHeld by spouse | 6,271 |
Reported balance
Holding disclosure · report date 2023-01-23 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 6,271 |
| Restricted Stock Unit Award 10/28/2022SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 25,204 |
Reported balance
Holding disclosure · report date 2023-01-23 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 25,204 F8: RSU award granted under the LTIP with each RSU representing the right to receive one share of Exelon common stock upon vesting. Shares will vest in 1/3 increments on the first, second and third anniversary of the award date referenced in Column 1. The award accrues quarterly dividend equivalents in the form of additional RSUs representing common stock dividends as approved by the Board, which vest on the same schedule as the underlying RSU award. F9: The RSU award acquired 204 additional shares during 2022 through automatic dividend reinvestment. |
| Deferred Comp Phantom SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 519 |
Reported balance
Holding disclosure · report date 2023-01-23 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 519 F10: Phantom share equivalents held as of December 31, 2022 in the Exelon stock fund within the Exelon Deferred Compensation Plan, which is multi-fund, non-qualified deferred compensation plan. The share equivalents within the fund will be settled in cash upon the reporting person's separation from the company for any reason. The balance includes 12 additional share equivalents accrued during 2022 through automatic dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Common shares acquired from vested equity awards granted under the Exelon Long-term Incentive Plan (LTIP).
F2: Restricted stock unit (RSU) award granted under the Exelon LTIP. Award vests in 1/3 increments at the January or February meeting of the Exelon Compensation Committee with each RSU representing the right to receive one share of Exelon common stock upon vesting. The award accrues quarterly dividend equivalents in the form of additional RSUs representing common stock dividends as approved by the Board, which vest on the same schedule as the underlying RSU award.
F3: Vesting of previously granted RSU award under the Exelon LTIP. See footnote #2 for details about the award's terms and vesting schedule.
F4: The RSU award acquired 87 additional shares through automatic dividend reinvestment during the period from May 10, 2022 through December 31, 2022.
F5: The RSU award acquired 60 additional shares through automatic dividend reinvestment during the period from May 10, 2022 through December 31, 2022.
F6: The RSU award acquired 28 additional shares through automatic dividend reinvestment during the period from May 10, 2022 through December 31, 2022.
F7: Vesting of previously granted RSU award under the LTIP. This award cliff vests at the January 2023 meeting of the Exelon Compensation Committee with each RSU representing the right to receive one share of Exelon common stock.
F8: RSU award granted under the LTIP with each RSU representing the right to receive one share of Exelon common stock upon vesting. Shares will vest in 1/3 increments on the first, second and third anniversary of the award date referenced in Column 1. The award accrues quarterly dividend equivalents in the form of additional RSUs representing common stock dividends as approved by the Board, which vest on the same schedule as the underlying RSU award.
F9: The RSU award acquired 204 additional shares during 2022 through automatic dividend reinvestment.
F10: Phantom share equivalents held as of December 31, 2022 in the Exelon stock fund within the Exelon Deferred Compensation Plan, which is multi-fund, non-qualified deferred compensation plan. The share equivalents within the fund will be settled in cash upon the reporting person's separation from the company for any reason. The balance includes 12 additional share equivalents accrued during 2022 through automatic dividend reinvestment.
F11: Balance as of December 31, 2022.
PORTLAND GENERAL ELECTRIC CO /OR/
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,897 |
Ending reported balance
After 2026-05-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-06 · Sale · Disposed 7,400 · Balance 31,997 Row 2 · 2026-05-06 · Sale · Disposed 100 · Balance 31,897 |
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 |
|---|---|---|---|---|---|---|
| May 06, 2026 Filed May 8, 2026 14:30 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | SaleCommon Stock | 100 | $49.06 | $4,905.50 |
DisclosureSEC source: 0001926657-26-000002 · ownership.xml · nonDerivative · entry 2 Trpik Joseph R JR · CIK 0001926657 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,897 Read SEC document |
| May 06, 2026 Filed May 8, 2026 14:30 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | SaleCommon Stock | 7,400 | $49.03 | $362,822.00 |
DisclosureSEC source: 0001926657-26-000002 · ownership.xml · nonDerivative · entry 1 Trpik Joseph R JR · CIK 0001926657 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,997 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 19:26 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 893 | $54.00 | $48,222.00 |
DisclosureSEC source: 0000784977-26-000020 · ownership.xml · nonDerivative · entry 9 Trpik Joseph R JR · CIK 0001926657 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,397 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 19:26 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 112 | $54.00 | $6,048.00 |
DisclosureSEC source: 0000784977-26-000020 · ownership.xml · nonDerivative · entry 8 Trpik Joseph R JR · CIK 0001926657 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,290 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 19:26 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 941 | $54.00 | $50,814.00 |
DisclosureSEC source: 0000784977-26-000020 · ownership.xml · nonDerivative · entry 7 Trpik Joseph R JR · CIK 0001926657 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,178 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 19:26 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 227 | $54.00 | $12,258.00 |
DisclosureSEC source: 0000784977-26-000020 · ownership.xml · nonDerivative · entry 6 Trpik Joseph R JR · CIK 0001926657 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,119 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 19:26 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 890 | $54.00 | $48,060.00 |
DisclosureSEC source: 0000784977-26-000020 · ownership.xml · nonDerivative · entry 5 Trpik Joseph R JR · CIK 0001926657 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,892 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 19:26 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 233 | $54.00 | $12,582.00 |
DisclosureSEC source: 0000784977-26-000020 · ownership.xml · nonDerivative · entry 4 Trpik Joseph R JR · CIK 0001926657 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,783 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 19:26 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 5,141 | $54.00 | $277,614.00 |
DisclosureSEC source: 0000784977-26-000020 · ownership.xml · nonDerivative · entry 3 Trpik Joseph R JR · CIK 0001926657 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,550 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 19:26 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 13,293 | $54.00 | $717,822.00 |
DisclosureSEC source: 0000784977-26-000020 · ownership.xml · nonDerivative · entry 2 Trpik Joseph R JR · CIK 0001926657 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,691 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 19:26 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 6,309 | $54.00 | $340,686.00 |
DisclosureSEC source: 0000784977-26-000020 · ownership.xml · nonDerivative · entry 1 Trpik Joseph R JR · CIK 0001926657 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,398 Read SEC document |
| August 01, 2025 Filed Aug 4, 2025 16:56 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | SaleCommon Stock | 2,603 | $41.35 | $107,634.05 |
DisclosureSEC source: 0000784977-25-000146 · wk-form4_1754326595.xml · nonDerivative · entry 3 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,089 Read SEC document |
| July 31, 2025 Filed Aug 4, 2025 16:56 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 2,987 | $41.12 | $122,825.44 |
DisclosureSEC source: 0000784977-25-000146 · wk-form4_1754326595.xml · nonDerivative · entry 2 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,692 Read SEC document |
| July 31, 2025 Filed Aug 4, 2025 16:56 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 719 | $41.12 | $29,565.28 |
DisclosureSEC source: 0000784977-25-000146 · wk-form4_1754326595.xml · nonDerivative · entry 1 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 32,679 Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 16:26 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | SaleCommon Stock | 1,375 | $41.32 | $56,815.00 |
DisclosureSEC source: 0000784977-25-000042 · wk-form4_1739982397.xml · nonDerivative · entry 5 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,960 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 16:26 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 913 | $41.64 | $38,017.32 |
DisclosureSEC source: 0000784977-25-000042 · wk-form4_1739982397.xml · nonDerivative · entry 4 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,335 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 16:26 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 108 | $41.64 | $4,497.12 |
DisclosureSEC source: 0000784977-25-000042 · wk-form4_1739982397.xml · nonDerivative · entry 3 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,248 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 16:26 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 859 | $41.64 | $35,768.76 |
DisclosureSEC source: 0000784977-25-000042 · wk-form4_1739982397.xml · nonDerivative · entry 2 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,140 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 16:26 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 134 | $41.64 | $5,579.76 |
DisclosureSEC source: 0000784977-25-000042 · wk-form4_1739982397.xml · nonDerivative · entry 1 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,999 Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 15:27 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 7,010 | $41.85 | $293,368.50 |
DisclosureSEC source: 0000784977-25-000028 · wk-form4_1739546837.xml · nonDerivative · entry 1 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,865 Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 18:29 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | SaleCommon Stock | 2,727 | $47.52 | $129,587.04 |
DisclosureSEC source: 0000784977-24-000139 · wk-form4_1722623344.xml · nonDerivative · entry 3 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,855 Read SEC document |
| July 31, 2024 Filed Aug 2, 2024 18:29 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 3,481 | $47.38 | $164,929.78 |
DisclosureSEC source: 0000784977-24-000139 · wk-form4_1722623344.xml · nonDerivative · entry 2 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,582 Read SEC document |
| July 31, 2024 Filed Aug 2, 2024 18:29 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 393 | $47.38 | $18,620.34 |
DisclosureSEC source: 0000784977-24-000139 · wk-form4_1722623344.xml · nonDerivative · entry 1 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,063 Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 18:07 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 817 | $40.03 | $32,704.51 |
DisclosureSEC source: 0000784977-24-000016 · wk-form4_1708106858.xml · nonDerivative · entry 3 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,670 Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 18:07 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 44 | $40.03 | $1,761.32 |
DisclosureSEC source: 0000784977-24-000016 · wk-form4_1708106858.xml · nonDerivative · entry 2 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,487 Read SEC document |
| February 09, 2024 Filed Feb 16, 2024 18:07 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 7,068 | $40.11 | $283,497.48 |
DisclosureSEC source: 0000784977-24-000016 · wk-form4_1708106858.xml · nonDerivative · entry 1 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,443 Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 15:47 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 2,946 | $46.83 | $137,961.18 |
DisclosureSEC source: 0000784977-23-000087 · wk-form4_1688572016.xml · nonDerivative · entry 2 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,375 Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 15:47 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 30,321 | $0.00 | $0.00 |
DisclosureSEC source: 0000784977-23-000087 · wk-form4_1688572016.xml · nonDerivative · entry 1 Trpik Joseph R JR · CIK 0001926657 · SVP, Finance CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,321 Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 20:52 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionEarned Performance RSU · Derivative | 7,298 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001062993-23-001381 · form4.xml · derivative · entry 10 Trpik Joseph R JR · CIK 0001926657 · Senior VP & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,298 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · price: Vesting of previously granted RSU award under the LTIP. This award cliff vests at the January 2023 meeting of the Exelon Compensation Committee with each RSU representing the right to receive one share of Exelon common stock. F7 · derivative.exercise_date: Vesting of previously granted RSU award under the LTIP. This award cliff vests at the January 2023 meeting of the Exelon Compensation Committee with each RSU representing the right to receive one share of Exelon common stock. F7 · derivative.expiration_date: Vesting of previously granted RSU award under the LTIP. This award cliff vests at the January 2023 meeting of the Exelon Compensation Committee with each RSU representing the right to receive one share of Exelon common stock. Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 20:52 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversion2020 Restricted Stock Units · Derivative | 1,262 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001062993-23-001381 · form4.xml · derivative · entry 9 Trpik Joseph R JR · CIK 0001926657 · Senior VP & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,262 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Vesting of previously granted RSU award under the Exelon LTIP. See footnote #2 for details about the award's terms and vesting schedule. F3 · derivative.exercise_date: Vesting of previously granted RSU award under the Exelon LTIP. See footnote #2 for details about the award's terms and vesting schedule. F3 · derivative.expiration_date: Vesting of previously granted RSU award under the Exelon LTIP. See footnote #2 for details about the award's terms and vesting schedule. F6 · derivative.underlying_shares: The RSU award acquired 28 additional shares through automatic dividend reinvestment during the period from May 10, 2022 through December 31, 2022. Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 20:52 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversion2021 Restricted Stock Units · Derivative | 1,324 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001062993-23-001381 · form4.xml · derivative · entry 8 Trpik Joseph R JR · CIK 0001926657 · Senior VP & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,324 Underlying: Common Stock · 1,324 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Vesting of previously granted RSU award under the Exelon LTIP. See footnote #2 for details about the award's terms and vesting schedule. F3 · derivative.exercise_date: Vesting of previously granted RSU award under the Exelon LTIP. See footnote #2 for details about the award's terms and vesting schedule. F3 · derivative.expiration_date: Vesting of previously granted RSU award under the Exelon LTIP. See footnote #2 for details about the award's terms and vesting schedule. F5 · derivative.underlying_shares: The RSU award acquired 60 additional shares through automatic dividend reinvestment during the period from May 10, 2022 through December 31, 2022. Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 20:52 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversion2022 Restricted Stock Units · Derivative | 1,288 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001062993-23-001381 · form4.xml · derivative · entry 7 Trpik Joseph R JR · CIK 0001926657 · Senior VP & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,576 Underlying: Common Stock · 1,288 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Vesting of previously granted RSU award under the Exelon LTIP. See footnote #2 for details about the award's terms and vesting schedule. F3 · derivative.exercise_date: Vesting of previously granted RSU award under the Exelon LTIP. See footnote #2 for details about the award's terms and vesting schedule. F3 · derivative.expiration_date: Vesting of previously granted RSU award under the Exelon LTIP. See footnote #2 for details about the award's terms and vesting schedule. F4 · derivative.underlying_shares: The RSU award acquired 87 additional shares through automatic dividend reinvestment during the period from May 10, 2022 through December 31, 2022. Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 20:52 UTC | EXELON CORP EXC · Entity 3050 | Grant2023 Restricted Stock Units · Derivative | 3,946 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001062993-23-001381 · form4.xml · derivative · entry 6 Trpik Joseph R JR · CIK 0001926657 · Senior VP & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,946 Underlying: Common Stock · 3,946 shares Expires not disclosed F2 · price: Restricted stock unit (RSU) award granted under the Exelon LTIP. Award vests in 1/3 increments at the January or February meeting of the Exelon Compensation Committee with each RSU representing the right to receive one share of Exelon common stock upon vesting. The award accrues quarterly dividend equivalents in the form of additional RSUs representing common stock dividends as approved by the Board, which vest on the same schedule as the underlying RSU award. F2 · derivative.exercise_date: Restricted stock unit (RSU) award granted under the Exelon LTIP. Award vests in 1/3 increments at the January or February meeting of the Exelon Compensation Committee with each RSU representing the right to receive one share of Exelon common stock upon vesting. The award accrues quarterly dividend equivalents in the form of additional RSUs representing common stock dividends as approved by the Board, which vest on the same schedule as the underlying RSU award. F2 · derivative.expiration_date: Restricted stock unit (RSU) award granted under the Exelon LTIP. Award vests in 1/3 increments at the January or February meeting of the Exelon Compensation Committee with each RSU representing the right to receive one share of Exelon common stock upon vesting. The award accrues quarterly dividend equivalents in the form of additional RSUs representing common stock dividends as approved by the Board, which vest on the same schedule as the underlying RSU award. Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 20:52 UTC | EXELON CORP EXC · Entity 3050 | Disposition to issuerCommon Stock | 5,168 | $41.82 | $216,125.76 |
DisclosureSEC source: 0001062993-23-001381 · form4.xml · nonDerivative · entry 3 Trpik Joseph R JR · CIK 0001926657 · Senior VP & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,228 Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 20:52 UTC | EXELON CORP EXC · Entity 3050 | Tax withholdingCommon Stock | 3,440 | $41.82 | $143,860.80 |
DisclosureSEC source: 0001062993-23-001381 · form4.xml · nonDerivative · entry 2 Trpik Joseph R JR · CIK 0001926657 · Senior VP & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,396 Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 20:52 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionCommon Stock | 11,173 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-001381 · form4.xml · nonDerivative · entry 1 Trpik Joseph R JR · CIK 0001926657 · Senior VP & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,836 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Common shares acquired from vested equity awards granted under the Exelon Long-term Incentive Plan (LTIP). Read SEC document |
| October 28, 2022 Filed Nov 1, 2022 15:36 UTC | EXELON CORP EXC · Entity 3050 | GrantRestricted Stock Unit Award (10/28/2022) · Derivative | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-021325 · form4.xml · derivative · entry 1 Trpik Joseph R JR · CIK 0001926657 · SVP & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common stock · 25,000 shares Expires not disclosed F1 · derivative.exercise_price: RSU award granted pursuant to the Exelon Long Term Incentive Plan; Award vests in 1/3 increments on the first, second and third anniversary of the grant date referenced in Column 1 subject to the reporting person's continued employment with the company. Each RSU represents the right to receive one share of Exelon common stock upon vesting. Unvested award balance accrues additional units through automatic dividend reinvestment, which vest on the same schedule as the underlying award. F1 · date: RSU award granted pursuant to the Exelon Long Term Incentive Plan; Award vests in 1/3 increments on the first, second and third anniversary of the grant date referenced in Column 1 subject to the reporting person's continued employment with the company. Each RSU represents the right to receive one share of Exelon common stock upon vesting. Unvested award balance accrues additional units through automatic dividend reinvestment, which vest on the same schedule as the underlying award. F1 · shares: RSU award granted pursuant to the Exelon Long Term Incentive Plan; Award vests in 1/3 increments on the first, second and third anniversary of the grant date referenced in Column 1 subject to the reporting person's continued employment with the company. Each RSU represents the right to receive one share of Exelon common stock upon vesting. Unvested award balance accrues additional units through automatic dividend reinvestment, which vest on the same schedule as the underlying award. F1 · price: RSU award granted pursuant to the Exelon Long Term Incentive Plan; Award vests in 1/3 increments on the first, second and third anniversary of the grant date referenced in Column 1 subject to the reporting person's continued employment with the company. Each RSU represents the right to receive one share of Exelon common stock upon vesting. Unvested award balance accrues additional units through automatic dividend reinvestment, which vest on the same schedule as the underlying award. F1 · derivative.exercise_date: RSU award granted pursuant to the Exelon Long Term Incentive Plan; Award vests in 1/3 increments on the first, second and third anniversary of the grant date referenced in Column 1 subject to the reporting person's continued employment with the company. Each RSU represents the right to receive one share of Exelon common stock upon vesting. Unvested award balance accrues additional units through automatic dividend reinvestment, which vest on the same schedule as the underlying award. F1 · derivative.expiration_date: RSU award granted pursuant to the Exelon Long Term Incentive Plan; Award vests in 1/3 increments on the first, second and third anniversary of the grant date referenced in Column 1 subject to the reporting person's continued employment with the company. Each RSU represents the right to receive one share of Exelon common stock upon vesting. Unvested award balance accrues additional units through automatic dividend reinvestment, which vest on the same schedule as the underlying award. 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.