John T. Anthony - Jan 29, 2024 Form 4 Insider Report for EXELON CORP (EXC)

Role
CEO of Pepco Holdings
Signature
Elizabeth M Hensen, attorney-in-fact for J Tyler Anthony
Stock symbol
EXC
Transactions as of
Jan 29, 2024
Transactions value $
-$314,399
Form type
4
Date filed
1/31/2024, 04:03 PM
Previous filing
Jan 25, 2023
Next filing
Apr 26, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % Price $ Shares After Date Ownership Footnotes
transaction EXC Common Stock +Options Exercise +2,481 +25.59% 12,175 Jan 29, 2024 Direct F1, F2
transaction EXC Common Stock +Options Exercise +2,482 +20.39% 14,657 Jan 29, 2024 Direct F1
transaction EXC Common Stock +Options Exercise +1,373 +9.37% 16,030 Jan 29, 2024 Direct F1
transaction EXC Common Stock +Options Exercise +9,569 +59.69% 25,599 Jan 29, 2024 Direct F3
transaction EXC Common Stock -Tax liability -$205,670 -5,828 -22.77% $35.29 19,771 Jan 29, 2024 Direct
transaction EXC Common Stock -Disposed to Issuer -$108,728 -3,081 -15.58% $35.29 16,690 Jan 29, 2024 Direct
holding EXC Common Stock ESPP 974 Jan 29, 2024 Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction EXC 2024 Restricted Stock Units +Grant/Award +8,510 8,510 Jan 29, 2024 Common Stock 8,510 Direct F1
transaction EXC 2023 Restricted Stock Units -Options Exercise -2,481 -33.33% 4,962 Jan 29, 2024 Common Stock 2,481 Direct F1, F4
transaction EXC 2022 Restricted Stock Units -Options Exercise -2,482 -50% 2,482 Jan 29, 2024 Common Stock 2,482 Direct F1, F5
transaction EXC 2021 Restricted Stock Units -Options Exercise -1,373 -100% 0 Jan 29, 2024 Common Stock 1,373 Direct F1, F6
transaction EXC 2021-2023 Performance Shares +Grant/Award +9,569 9,569 Jan 29, 2024 Common Stock 9,569 Direct F3
transaction EXC 2021-2023 Performance Shares -Options Exercise -9,569 -100% 0 Jan 29, 2024 Common Stock 9,569 Direct F3
holding EXC Deferred phantom share equivalents 9,125 Jan 29, 2024 Common Stock 9,125 Direct F7, F8

Explanation of Responses:

Id Content
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 Balance includes 31 shares previously disclosed as acquired through dividend reinvestment in 2022 but omitted from the most recent report filed in 2023.
F3 Performance share award granted under the Exelon LTIP for the three-year performance period referenced in Column 1 based upon the Comp. Committee'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 Plan's terms with respect to individual stock ownership levels. Performance share awards vest immediately on their grant date.
F4 The pre-vesting balance includes 262 shares acquired through automatic dividend reinvestment during 2023.
F5 The pre-vesting balance includes 175 shares acquired through automatic dividend reinvestment during 2023.
F6 The pre-vesting balance includes 48 shares acquired through automatic dividend reinvestment during 2023.
F7 Balance includes 309 additional phantom share equivalents that were accrued through automatic dividend reinvestment during 2023.
F8 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.