Michael Innocenzo - Jan 29, 2024 Form 4 Insider Report for EXELON CORP (EXC)

Role
CEO, PECO Energy Co.
Signature
Elizabeth M Hensen, attorney-in-fact for Michael Innocenzo
Stock symbol
EXC
Transactions as of
Jan 29, 2024
Transactions value $
-$838,737
Form type
4
Date filed
1/31/2024, 04:07 PM
Previous filing
Dec 4, 2023
Next filing
Apr 2, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction EXC Common Stock Options Exercise +2.25K +3.72% 62.8K Jan 29, 2024 Direct F1
transaction EXC Common Stock Options Exercise +2.25K +3.59% 65K Jan 29, 2024 Direct F1
transaction EXC Common Stock Options Exercise +3.05K +4.68% 68.1K Jan 29, 2024 Direct F1
transaction EXC Common Stock Options Exercise +21.2K +31.2% 89.3K Jan 29, 2024 Direct F2
transaction EXC Common Stock Tax liability -$326K -9.23K -10.34% $35.29 80.1K Jan 29, 2024 Direct
transaction EXC Common Stock Disposed to Issuer -$513K -14.5K -18.15% $35.29 65.5K Jan 29, 2024 Direct
holding EXC Common Stock ESPP 2.44K 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 Award +7.72K 7.72K Jan 29, 2024 Common Stock 7.72K Direct F1
transaction EXC 2023 Restricted Stock Units Options Exercise -2.25K -33.33% 4.5K Jan 29, 2024 Common Stock 2.25K Direct F1, F3
transaction EXC 2022 Restricted Stock Units Options Exercise -2.25K -49.99% 2.25K Jan 29, 2024 Common Stock 2.25K Direct F1, F4
transaction EXC 2021 Restricted Stock Units Options Exercise -3.05K -100% 0 Jan 29, 2024 Common Stock 3.05K Direct F1, F5
transaction EXC 2021-2023 Performance Shares Award +21.2K 21.2K Jan 29, 2024 Common Stock 21.2K Direct F2
transaction EXC 2021-2023 Performance Shares Options Exercise -21.2K -100% 0 Jan 29, 2024 Common Stock 21.2K Direct F2
holding EXC Deferred phantom share equivalents 2.12K Jan 29, 2024 Common Stock 2.12K Direct F6, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

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 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.
F3 Pre-vesting balance includes 238 shares acquired through automatic dividend reinvestment during 2023.
F4 Pre-vesting balance includes 159 shares acquired through automatic dividend reinvestment during 2023.
F5 Pre-vesting balance includes 107 shares acquired through automatic dividend reinvestment during 2023.
F6 Balance includes 72 additional phantom share equivalents that were accrued through automatic dividend reinvestment during 2023.
F7 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.