Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EMERSON ELECTRIC COEMR · Entity 2942 | Director | February 03, 2026 | February 05, 2026 |
| EXELON CORPEXC · Entity 3050 | Director · President & CEO | February 02, 2026 | February 04, 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.
EMERSON ELECTRIC CO
Report date February 03, 2026 · Filed February 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,489 |
Reported balance
After 2026-02-03 transaction · row 1
1 source rowRow 1 · 2026-02-03 · Grant · Acquired 1,251 · Balance 3,489 F1: Grant to Reporting Person of 1,251 restricted stock units having a fair market value of $151.795 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d). F2: Price is not applicable to acquisitions resulting from grants of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant to Reporting Person of 1,251 restricted stock units having a fair market value of $151.795 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d).
F2: Price is not applicable to acquisitions resulting from grants of restricted stock units.
EXELON CORP
Report date February 02, 2026 · Filed February 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 262,584 |
Ending reported balance
After 2026-02-02 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-02-02 · Exercise / conversion · Acquired 23,558 · Balance 202,052 F1: Restricted stock unit (RSU) award granted under the Exelon Long-Term Incentive Plan (LTIP). Award vests in 1/3 increments at the January or February meeting of the Exelon Talent Management and Compensation Committee (TMCC) with each RSU representing the right to receive one share of Exelon common stock upon vesting. The award accrues additional RSUs each quarter through automatic dividend reinvestment, and the additional RSUs vest on the same schedule as the underlying award. Row 2 · 2026-02-02 · Exercise / conversion · Acquired 31,986 · Balance 234,038 F1: Restricted stock unit (RSU) award granted under the Exelon Long-Term Incentive Plan (LTIP). Award vests in 1/3 increments at the January or February meeting of the Exelon Talent Management and Compensation Committee (TMCC) with each RSU representing the right to receive one share of Exelon common stock upon vesting. The award accrues additional RSUs each quarter through automatic dividend reinvestment, and the additional RSUs vest on the same schedule as the underlying award. Row 3 · 2026-02-02 · Exercise / conversion · Acquired 30,651 · Balance 264,689 F1: Restricted stock unit (RSU) award granted under the Exelon Long-Term Incentive Plan (LTIP). Award vests in 1/3 increments at the January or February meeting of the Exelon Talent Management and Compensation Committee (TMCC) with each RSU representing the right to receive one share of Exelon common stock upon vesting. The award accrues additional RSUs each quarter through automatic dividend reinvestment, and the additional RSUs vest on the same schedule as the underlying award. Row 4 · 2026-02-02 · Exercise / conversion · Acquired 111,956 · Balance 376,645 F2: Performance share award granted under the LTIP for the three-year performance period referenced in Column 1 based upon the TMCC's determination of performance achieved for the period. Each performance share represents the right to receive one share or the cash equivalent of one share pursuant to the LTIP's terms with respect to individual stock ownership levels. Performance share awards vest immediately on their grant date. Row 5 · 2026-02-02 · Tax withholding · Disposed 82,268 · Balance 294,377 Row 6 · 2026-02-02 · Disposition to issuer · Disposed 31,793 · Balance 262,584 |
| 2023 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-02 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-02-02 · Exercise / conversion · Disposed 23,558 · Balance 0 F4: Balance at the time of this vesting includes 843 additional shares acquired through automatic dividend reinvestment during 2025. F1: Restricted stock unit (RSU) award granted under the Exelon Long-Term Incentive Plan (LTIP). Award vests in 1/3 increments at the January or February meeting of the Exelon Talent Management and Compensation Committee (TMCC) with each RSU representing the right to receive one share of Exelon common stock upon vesting. The award accrues additional RSUs each quarter through automatic dividend reinvestment, and the additional RSUs vest on the same schedule as the underlying award. |
| 2024 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 31,986 |
Reported balance
After 2026-02-02 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-02-02 · Exercise / conversion · Disposed 31,986 · Balance 31,986 F5: Balance at the time of this vesting includes 2,291 additional shares acquired through automatic dividend reinvestment during 2025. F1: Restricted stock unit (RSU) award granted under the Exelon Long-Term Incentive Plan (LTIP). Award vests in 1/3 increments at the January or February meeting of the Exelon Talent Management and Compensation Committee (TMCC) with each RSU representing the right to receive one share of Exelon common stock upon vesting. The award accrues additional RSUs each quarter through automatic dividend reinvestment, and the additional RSUs vest on the same schedule as the underlying award. |
| 2025 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 61,303 |
Reported balance
After 2026-02-02 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-02-02 · Exercise / conversion · Disposed 30,651 · Balance 61,303 F6: Balance at the time of this vesting includes 3,292 additional shares acquired through automatic dividend reinvestment during 2025. F1: Restricted stock unit (RSU) award granted under the Exelon Long-Term Incentive Plan (LTIP). Award vests in 1/3 increments at the January or February meeting of the Exelon Talent Management and Compensation Committee (TMCC) with each RSU representing the right to receive one share of Exelon common stock upon vesting. The award accrues additional RSUs each quarter through automatic dividend reinvestment, and the additional RSUs vest on the same schedule as the underlying award. |
| 2026 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 88,306 |
Reported balance
After 2026-02-02 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-02-02 · Grant · Acquired 88,306 · Balance 88,306 F1: Restricted stock unit (RSU) award granted under the Exelon Long-Term Incentive Plan (LTIP). Award vests in 1/3 increments at the January or February meeting of the Exelon Talent Management and Compensation Committee (TMCC) with each RSU representing the right to receive one share of Exelon common stock upon vesting. The award accrues additional RSUs each quarter through automatic dividend reinvestment, and the additional RSUs vest on the same schedule as the underlying award. |
| 2023-2025 Performance SharesSEC Table II · derivative / convertible security | Direct | 111,956 |
Reported balance
After 2026-02-02 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-02-02 · Grant · Acquired 111,956 · Balance 111,956 F2: Performance share award granted under the LTIP for the three-year performance period referenced in Column 1 based upon the TMCC's determination of performance achieved for the period. Each performance share represents the right to receive one share or the cash equivalent of one share pursuant to the LTIP's terms with respect to individual stock ownership levels. Performance share awards vest immediately on their grant date. |
| 2023-2025 Performance SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-02 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-02-02 · Exercise / conversion · Disposed 111,956 · Balance 0 F2: Performance share award granted under the LTIP for the three-year performance period referenced in Column 1 based upon the TMCC's determination of performance achieved for the period. Each performance share represents the right to receive one share or the cash equivalent of one share pursuant to the LTIP's terms with respect to individual stock ownership levels. Performance share awards vest immediately on their grant date. |
| Common Stock 401kSEC Table I · non-derivative | Direct | 4,499 |
Reported balance
Holding disclosure · report date 2026-02-02 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 4,499 F3: Balance as of December 31, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit (RSU) award granted under the Exelon Long-Term Incentive Plan (LTIP). Award vests in 1/3 increments at the January or February meeting of the Exelon Talent Management and Compensation Committee (TMCC) with each RSU representing the right to receive one share of Exelon common stock upon vesting. The award accrues additional RSUs each quarter through automatic dividend reinvestment, and the additional RSUs vest on the same schedule as the underlying award.
F2: Performance share award granted under the LTIP for the three-year performance period referenced in Column 1 based upon the TMCC's determination of performance achieved for the period. Each performance share represents the right to receive one share or the cash equivalent of one share pursuant to the LTIP's terms with respect to individual stock ownership levels. Performance share awards vest immediately on their grant date.
F3: Balance as of December 31, 2025.
F4: Balance at the time of this vesting includes 843 additional shares acquired through automatic dividend reinvestment during 2025.
F5: Balance at the time of this vesting includes 2,291 additional shares acquired through automatic dividend reinvestment during 2025.
F6: Balance at the time of this vesting includes 3,292 additional shares acquired through automatic dividend reinvestment during 2025.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
M&T BANK CORP
Report date December 31, 2022 · Filed January 03, 2023
Section 16 reporting ended · disclosed 2023-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,962 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,962 |
RLI CORP
Report date February 22, 2023 · Filed February 23, 2023
Section 16 reporting ended · disclosed 2023-02-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Directors' Trust | 10,981.283 |
Reported balance
After 2023-02-22 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-02-22 · Other · Acquired 68.672 · Balance 10,981.283 F1: The securities herein were allocated pursuant to the RLI Corp. Non-Employee Directors Deferred Compensation Plan. F2: Ownership reflects dividend reinvestment |
Filing footnotes · ownership attribution and instrument terms
F1: The securities herein were allocated pursuant to the RLI Corp. Non-Employee Directors Deferred Compensation Plan.
F2: Ownership reflects dividend reinvestment
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 29, 2018 Filed Jan 31, 2018 19:59 UTC | EXELON CORP EXC · Entity 3050 | Tax withholdingCommon Stock | 8,489 | $38.33 | $325,383.37 |
DisclosureSEC source: 0001109357-18-000031 · edgar.xml · nonDerivative · entry 2 BUTLER CALVIN JR · CIK 0001601193 · CEO, BGE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,947 F1 · shares: Shares withheld by the Issuer for reporting person's tax obligation. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 19:59 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionCommon Stock | 25,447 | $38.33 | $975,383.51 |
DisclosureSEC source: 0001109357-18-000031 · edgar.xml · nonDerivative · entry 1 BUTLER CALVIN JR · CIK 0001601193 · CEO, BGE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,436 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 31, 2017 Filed Nov 1, 2017 17:58 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 550.952 | $58.98 | $32,493.50 |
DisclosureSEC source: 0001127602-17-030713 · form4.xml · nonDerivative · entry 1 BUTLER CALVIN JR · CIK 0001601193 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors' Trust Disclosed balance after: 2,231.9409 F1 · kind: The securities herein were allocated pursuant to the RLI Corp. Non-Employee Directors Deferred Compensation Plan. F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| July 31, 2017 Filed Aug 1, 2017 14:29 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 561.0582 | $57.93 | $32,502.10 |
DisclosureSEC source: 0001127602-17-024441 · form4.xml · nonDerivative · entry 1 BUTLER CALVIN JR · CIK 0001601193 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors' Trust Disclosed balance after: 1,674.5537 F1 · kind: The securities herein were allocated pursuant to the RLI Corp. Non-Employee Directors Deferred Compensation Plan. F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| April 28, 2017 Filed May 2, 2017 15:36 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 561.5818 | $57.87 | $32,497.62 |
DisclosureSEC source: 0001127602-17-016234 · form4.xml · nonDerivative · entry 1 BUTLER CALVIN JR · CIK 0001601193 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors' Trust Disclosed balance after: 1,109.3415 F1 · kind: The securities herein were allocated pursuant to the RLI Corp. Non-Employee Directors Deferred Compensation Plan. F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 22:44 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 545.9424 | $59.52 | $32,494.49 |
DisclosureSEC source: 0001127602-17-003182 · form4.xml · nonDerivative · entry 1 BUTLER CALVIN JR · CIK 0001601193 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Directors' Trust Disclosed balance after: 545.9424 F1 · kind: The securities herein were allocated pursuant to the RLI Corp. Non-Employee Directors Deferred Compensation Plan. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:27 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionPerformance Shares- Stock Units · Derivative | 22,739 | $35.04 Strike: $0.00 | $796,774.56 |
DisclosureSEC source: 0001109357-17-000029 · edgar.xml · derivative · entry 8 BUTLER CALVIN JR · CIK 0001601193 · CEO, BGE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 22,739 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. F5 · derivative.exercise_date: Performance share stock units award made pursuant to the Exelon Long Term Incentive Plan for the three-year performance period from January 1, 2014 to December 31, 2016. Shares vest immediately upon award. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. F5 · derivative.expiration_date: Performance share stock units award made pursuant to the Exelon Long Term Incentive Plan for the three-year performance period from January 1, 2014 to December 31, 2016. Shares vest immediately upon award. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:27 UTC | EXELON CORP EXC · Entity 3050 | GrantPerformance Shares- Stock Units · Derivative | 22,739 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-17-000029 · edgar.xml · derivative · entry 7 BUTLER CALVIN JR · CIK 0001601193 · CEO, BGE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,739 Underlying: Common stock · 22,739 shares Expires not disclosed F5 · price: Performance share stock units award made pursuant to the Exelon Long Term Incentive Plan for the three-year performance period from January 1, 2014 to December 31, 2016. Shares vest immediately upon award. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. F5 · derivative.exercise_date: Performance share stock units award made pursuant to the Exelon Long Term Incentive Plan for the three-year performance period from January 1, 2014 to December 31, 2016. Shares vest immediately upon award. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. F5 · derivative.expiration_date: Performance share stock units award made pursuant to the Exelon Long Term Incentive Plan for the three-year performance period from January 1, 2014 to December 31, 2016. Shares vest immediately upon award. The vested shares were settled half in cash and half in stock on a 1 for 1 basis based on the cash value of the underlying stock on the date of vesting. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:27 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionRestricted Stock Unit Awards · Derivative | 9,661 | $35.04 Strike: $0.00 | $338,521.44 |
DisclosureSEC source: 0001109357-17-000029 · edgar.xml · derivative · entry 6 BUTLER CALVIN JR · CIK 0001601193 · CEO, BGE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,339 Underlying: Common stock · 9,661 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Restricted stock unit awards made pursuant to the Exelon Long Term Incentive Plan. Share awards are made annually in January at the Compensation and Leadership Development committee's meeting and vest in 1/3 increments on the date of the committee's January meeting in the first, second and third years after the award was made. F4 · derivative.expiration_date: Restricted stock unit awards made pursuant to the Exelon Long Term Incentive Plan. Share awards are made annually in January at the Compensation and Leadership Development committee's meeting and vest in 1/3 increments on the date of the committee's January meeting in the first, second and third years after the award was made. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:27 UTC | EXELON CORP EXC · Entity 3050 | GrantRestricted Stock Unit Awards · Derivative | 7,776 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-17-000029 · edgar.xml · derivative · entry 5 BUTLER CALVIN JR · CIK 0001601193 · CEO, BGE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,001 Underlying: Common stock · 7,776 shares Expires not disclosed F4 · price: Restricted stock unit awards made pursuant to the Exelon Long Term Incentive Plan. Share awards are made annually in January at the Compensation and Leadership Development committee's meeting and vest in 1/3 increments on the date of the committee's January meeting in the first, second and third years after the award was made. F4 · derivative.exercise_date: Restricted stock unit awards made pursuant to the Exelon Long Term Incentive Plan. Share awards are made annually in January at the Compensation and Leadership Development committee's meeting and vest in 1/3 increments on the date of the committee's January meeting in the first, second and third years after the award was made. F4 · derivative.expiration_date: Restricted stock unit awards made pursuant to the Exelon Long Term Incentive Plan. Share awards are made annually in January at the Compensation and Leadership Development committee's meeting and vest in 1/3 increments on the date of the committee's January meeting in the first, second and third years after the award was made. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:27 UTC | EXELON CORP EXC · Entity 3050 | Disposition to issuerCommon stock | 7,978 | $35.04 | $279,549.12 |
DisclosureSEC source: 0001109357-17-000029 · edgar.xml · nonDerivative · entry 3 BUTLER CALVIN JR · CIK 0001601193 · CEO, BGE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,989 F2 · shares: Shares settled in cash on a 1 for 1 basis. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:27 UTC | EXELON CORP EXC · Entity 3050 | Tax withholdingCommon Stock | 9,542 | $35.04 | $334,351.68 |
DisclosureSEC source: 0001109357-17-000029 · edgar.xml · nonDerivative · entry 2 BUTLER CALVIN JR · CIK 0001601193 · CEO, BGE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,967 F1 · shares: Shares withheld by the Issuer for reporting person's tax obligation. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:27 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionCommon Stock | 32,400 | $35.04 | $1,135,296.00 |
DisclosureSEC source: 0001109357-17-000029 · edgar.xml · nonDerivative · entry 1 BUTLER CALVIN JR · CIK 0001601193 · CEO, BGE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,509 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 22, 2016 Filed Sep 22, 2016 21:32 UTC | EXELON CORP EXC · Entity 3050 | SaleCommon Stock | 6,403 | $35.00 | $224,105.00 |
DisclosureSEC source: 0001109357-16-000151 · edgar.xml · nonDerivative · entry 1 BUTLER CALVIN JR · CIK 0001601193 · CEO, BGE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,109 F1 · shares: Sale made pursuant to a Rule 10b5-1 Sales Plan entered into on August 15, 2016. 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.