Robert A. Kleczynski - 03 Feb 2025 Form 4 Insider Report for EXELON CORP (EXC)

Signature
David T Skinner, attorney-in-fact for Robert A Kleczynski
Issuer symbol
EXC
Transactions as of
03 Feb 2025
Net transactions value
-$208,530
Form type
4
Filing time
04 Feb 2025, 17:14:43 UTC
Previous filing
31 Jan 2024
Next filing
26 Feb 2025

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction EXC Common Stock Options Exercise +1,233 +5.4% 24,272 03 Feb 2025 Direct F1
transaction EXC Common Stock Options Exercise +1,422 +5.9% 25,694 03 Feb 2025 Direct F1
transaction EXC Common Stock Options Exercise +1,624 +6.3% 27,318 03 Feb 2025 Direct F1
transaction EXC Common Stock Options Exercise +5,749 +21% 33,067 03 Feb 2025 Direct F2
transaction EXC Common Stock Tax liability $126,092 -3,108 -9.4% $40.57 29,959 03 Feb 2025 Direct
transaction EXC Common Stock Disposed to Issuer $82,438 -2,032 -6.8% $40.57 27,927 03 Feb 2025 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 2022 Restricted Stock Units Options Exercise -1,233 -100% 0 03 Feb 2025 Common Stock 1,233 Direct F1, F3
transaction EXC 2023 Restricted Stock Units Options Exercise -1,422 -50% 1,421 03 Feb 2025 Common Stock 1,422 Direct F1, F4
transaction EXC 2024 Restricted Stock Units Options Exercise -1,624 -33% 3,246 03 Feb 2025 Common Stock 1,624 Direct F1, F5
transaction EXC 2025 Restricted Stock Units Award $0 +6,101 $0.000000 6,101 03 Feb 2025 Common Stock 6,101 Direct F1
transaction EXC 2022-2024 Performance Shares Award $0 +5,749 $0.000000 5,749 03 Feb 2025 Common Stock 5,749 Direct F2
transaction EXC 2022-2024 Performance Shares Options Exercise -5,749 -100% 0 03 Feb 2025 Common Stock 5,749 Direct F2
holding EXC Retention RSUs 22,258 03 Feb 2025 Common Stock 22,258 Direct F6, F7
holding EXC Deferred phantom share equivalents 1,736 03 Feb 2025 Common Stock 1,736 Direct F8, F9
* 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 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 at the time of this vesting includes 49 additional shares acquired through automatic dividend reinvestment during 2024.
F4 Balance at the time of this vesting includes 113 additional shares acquired through automatic dividend reinvestment during 2024.
F5 Balance at the time of this vesting includes 194 additional shares acquired through automatic dividend reinvestment during 2024.
F6 Restricted stock unit (RSU) award granted under the Exelon LTIP on February 25, 2022. Each RSU represents 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. The award will cliff vest on February 25, 2025.
F7 Balance includes 887 additional shares acquired through automatic dividend reinvestment during 2024.
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.
F9 Balance as of January 31, 2025. Balance includes 65 additional phantom share equivalents acquired during 2024 through automatic dividend reinvestment.