Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EXELON CORP
Report date April 01, 2024 · Filed April 26, 2024
Section 16 reporting ended · disclosed 2024-04-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,405 |
Reported balance
Holding disclosure · report date 2024-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 16,405 |
| Common Stock 401kSEC Table I · non-derivative | Direct | 8,834 |
Reported balance
Holding disclosure · report date 2024-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,834 |
| 2024 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,801 |
Reported balance
Holding disclosure · report date 2024-04-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 7,801 F1: 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 Comp. Committee 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 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,549 |
Reported balance
Holding disclosure · report date 2024-04-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 4,549 F1: 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 Comp. Committee 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. |
| 2022 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,276 |
Reported balance
Holding disclosure · report date 2024-04-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,276 F1: 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 Comp. Committee 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. |
| Deferred phantom share equivalentsSEC Table II · derivative / convertible security | Direct | 766 |
Reported balance
Holding disclosure · report date 2024-04-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 766 F2: 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. The stock fund is a unitized fund that consists of both Exelon common stock and short-term liquid investments. Units of the fund are acquired through quarter-end contributions and dividend reinvestment and will be settled for cash upon the termination of the reporting person. The balance of phantom share equivalents may fluctuate due to changes in the value of the fund units. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 Comp. Committee 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: 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. The stock fund is a unitized fund that consists of both Exelon common stock and short-term liquid investments. Units of the fund are acquired through quarter-end contributions and dividend reinvestment and will be settled for cash upon the termination of the reporting person. The balance of phantom share equivalents may fluctuate due to changes in the value of the fund units.
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 27, 2020 Filed Jan 29, 2020 17:19 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionRestricted Stock Units 2018 · Derivative | 1,136 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-20-000034 · edgar.xml · derivative · entry 6 Khouzami Carim V · CIK 0001796581 · CEO of BGE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,139 Underlying: Common Stock · 1,136 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: Restricted stock unit (RSUs) award granted pursuant to the Exelon Long Term Incentive Plan. RSUs are granted annually at the Compensation and Leadership Development Committee's first meeting in January or February and vest in 1/3 increments on the dates of the Committee's January or February meetings held in the first, second, and third years after the grant date. Each RSU represents the right to receive one share of Exelon common stock. Awards accrue additional RSUs acquired through quarterly dividend reinvestment that vest on the same schedule as the underlying award. F3 · derivative.exercise_date: Restricted stock unit (RSUs) award granted pursuant to the Exelon Long Term Incentive Plan. RSUs are granted annually at the Compensation and Leadership Development Committee's first meeting in January or February and vest in 1/3 increments on the dates of the Committee's January or February meetings held in the first, second, and third years after the grant date. Each RSU represents the right to receive one share of Exelon common stock. Awards accrue additional RSUs acquired through quarterly dividend reinvestment that vest on the same schedule as the underlying award. F3 · derivative.expiration_date: Restricted stock unit (RSUs) award granted pursuant to the Exelon Long Term Incentive Plan. RSUs are granted annually at the Compensation and Leadership Development Committee's first meeting in January or February and vest in 1/3 increments on the dates of the Committee's January or February meetings held in the first, second, and third years after the grant date. Each RSU represents the right to receive one share of Exelon common stock. Awards accrue additional RSUs acquired through quarterly dividend reinvestment that vest on the same schedule as the underlying award. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 17:19 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionRestricted Stock Units 2017 · Derivative | 1,289 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001109357-20-000034 · edgar.xml · derivative · entry 5 Khouzami Carim V · CIK 0001796581 · CEO of BGE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,289 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: Restricted stock unit (RSUs) award granted pursuant to the Exelon Long Term Incentive Plan. RSUs are granted annually at the Compensation and Leadership Development Committee's first meeting in January or February and vest in 1/3 increments on the dates of the Committee's January or February meetings held in the first, second, and third years after the grant date. Each RSU represents the right to receive one share of Exelon common stock. Awards accrue additional RSUs acquired through quarterly dividend reinvestment that vest on the same schedule as the underlying award. F3 · derivative.exercise_date: Restricted stock unit (RSUs) award granted pursuant to the Exelon Long Term Incentive Plan. RSUs are granted annually at the Compensation and Leadership Development Committee's first meeting in January or February and vest in 1/3 increments on the dates of the Committee's January or February meetings held in the first, second, and third years after the grant date. Each RSU represents the right to receive one share of Exelon common stock. Awards accrue additional RSUs acquired through quarterly dividend reinvestment that vest on the same schedule as the underlying award. F3 · derivative.expiration_date: Restricted stock unit (RSUs) award granted pursuant to the Exelon Long Term Incentive Plan. RSUs are granted annually at the Compensation and Leadership Development Committee's first meeting in January or February and vest in 1/3 increments on the dates of the Committee's January or February meetings held in the first, second, and third years after the grant date. Each RSU represents the right to receive one share of Exelon common stock. Awards accrue additional RSUs acquired through quarterly dividend reinvestment that vest on the same schedule as the underlying award. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 17:19 UTC | EXELON CORP EXC · Entity 3050 | Disposition to issuerCommon Stock | 2,554 | $47.27 | $120,727.58 |
DisclosureSEC source: 0001109357-20-000034 · edgar.xml · nonDerivative · entry 3 Khouzami Carim V · CIK 0001796581 · CEO of BGE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,673 Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 17:19 UTC | EXELON CORP EXC · Entity 3050 | Tax withholdingCommon Stock | 3,758 | $47.27 | $177,640.66 |
DisclosureSEC source: 0001109357-20-000034 · edgar.xml · nonDerivative · entry 2 Khouzami Carim V · CIK 0001796581 · CEO of BGE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,227 Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 17:19 UTC | EXELON CORP EXC · Entity 3050 | Exercise / conversionCommon Stock | 10,977 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001109357-20-000034 · edgar.xml · nonDerivative · entry 1 Khouzami Carim V · CIK 0001796581 · CEO of BGE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,985 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 through conversion of previously awarded and vested restricted stock units (RSUs) and performance share (stock units) under the Exelon Long Term Incentive Plan. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 20:04 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation Equivalent Shares · Derivative | 32 | $43.82 | $1,402.24 |
DisclosureSEC source: 0001109357-19-000129 · edgar.xml · derivative · entry 1 Khouzami Carim V · CIK 0001796581 · CEO of BGE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 672 Underlying: Common stock · 32 shares Expires not disclosed F1 · 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 termination of service for any reason. Units will be settled in cash. Units are acquired through regular periodic contributions, company matching contributions 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. F1 · 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 termination of service for any reason. Units will be settled in cash. Units are acquired through regular periodic contributions, company matching contributions 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. F1 · 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 termination of service for any reason. Units will be settled in cash. Units are acquired through regular periodic contributions, company matching contributions 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. 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.