Key facts
- This page summarizes John Tyler Anthony's Form 4 filing for EXELON CORP (EXC).
- 12 reported transactions and 7 derivative rows are listed below.
- Accepted by SEC: 31 Jan 2024, 16:03.
John Tyler Anthony - 29 Jan 2024 Form 4 Insider Report for EXELON CORP (EXC)
- Reporting relationship
- CEO of Pepco Holdings
- Issuer ticker
- EXC
- Reported as of
- 29 Jan 2024
- Net transaction value
- -$314,399
- SEC form
- 4
- Accepted by SEC
- 31 Jan 2024, 16:03:59 UTC
- Prior SEC filing
- 25 Jan 2023
- Next SEC filing
- 26 Apr 2024
- Source filing
- View source filing
- Reporting owner signature
- Elizabeth M Hensen, attorney-in-fact for J Tyler Anthony
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
John Tyler Anthony filed Form 4 for EXELON CORP (EXC) on 31 Jan 2024.
Change
- Previous filing in this sequence was filed on 25 Jan 2023.
- Current net transaction value: -$314,399.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
EXC
transaction
Common Stock
Options Exercise
- Transaction value
- Shares
- +2,481
- Change %
- +26%
- Price
- Shares after
- 12,175
- Date
- 29 Jan 2024
- Ownership
- Direct
- Footnotes
- F1, F2
EXC
transaction
Common Stock
Options Exercise
- Transaction value
- Shares
- +2,482
- Change %
- +20%
- Price
- Shares after
- 14,657
- Date
- 29 Jan 2024
- Ownership
- Direct
- Footnotes
- F1
EXC
transaction
Common Stock
Options Exercise
- Transaction value
- Shares
- +1,373
- Change %
- +9.4%
- Price
- Shares after
- 16,030
- Date
- 29 Jan 2024
- Ownership
- Direct
- Footnotes
- F1
EXC
transaction
Common Stock
Options Exercise
- Transaction value
- Shares
- +9,569
- Change %
- +60%
- Price
- Shares after
- 25,599
- Date
- 29 Jan 2024
- Ownership
- Direct
- Footnotes
- F3
EXC
transaction
Common Stock
Tax liability
- Transaction value
- $205,670
- Shares
- -5,828
- Change %
- -23%
- Price
- $35.29
- Shares after
- 19,771
- Date
- 29 Jan 2024
- Ownership
- Direct
EXC
transaction
Common Stock
Disposed to Issuer
- Transaction value
- $108,728
- Shares
- -3,081
- Change %
- -16%
- Price
- $35.29
- Shares after
- 16,690
- Date
- 29 Jan 2024
- Ownership
- Direct
EXC
holding
Common Stock ESPP
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 974
- Date
- 29 Jan 2024
- Ownership
- Direct
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
EXC
transaction
Derivative
2024 Restricted Stock Units
Award
- Transaction value
- Shares
- +8,510
- Change %
- Price
- Shares after
- 8,510
- Date
- 29 Jan 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 8,510
- Exercise price
- Footnotes
- F1
EXC
transaction
Derivative
2023 Restricted Stock Units
Options Exercise
- Transaction value
- Shares
- -2,481
- Change %
- -33%
- Price
- Shares after
- 4,962
- Date
- 29 Jan 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 2,481
- Exercise price
- Footnotes
- F1, F4
EXC
transaction
Derivative
2022 Restricted Stock Units
Options Exercise
- Transaction value
- Shares
- -2,482
- Change %
- -50%
- Price
- Shares after
- 2,482
- Date
- 29 Jan 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 2,482
- Exercise price
- Footnotes
- F1, F5
EXC
transaction
Derivative
2021 Restricted Stock Units
Options Exercise
- Transaction value
- Shares
- -1,373
- Change %
- -100%
- Price
- Shares after
- 0
- Date
- 29 Jan 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,373
- Exercise price
- Footnotes
- F1, F6
EXC
transaction
Derivative
2021-2023 Performance Shares
Award
- Transaction value
- Shares
- +9,569
- Change %
- Price
- Shares after
- 9,569
- Date
- 29 Jan 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 9,569
- Exercise price
- Footnotes
- F3
EXC
transaction
Derivative
2021-2023 Performance Shares
Options Exercise
- Transaction value
- Shares
- -9,569
- Change %
- -100%
- Price
- Shares after
- 0
- Date
- 29 Jan 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 9,569
- Exercise price
- Footnotes
- F3
EXC
holding
Derivative
Deferred phantom share equivalents
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,125
- Date
- 29 Jan 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 9,125
- Exercise price
- Footnotes
- F7, F8
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 8 footnotes
Footnote 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.
Footnote F2
Balance includes 31 shares previously disclosed as acquired through dividend reinvestment in 2022 but omitted from the most recent report filed in 2023.
Footnote 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.
Footnote F4
The pre-vesting balance includes 262 shares acquired through automatic dividend reinvestment during 2023.
Footnote F5
The pre-vesting balance includes 175 shares acquired through automatic dividend reinvestment during 2023.
Footnote F6
The pre-vesting balance includes 48 shares acquired through automatic dividend reinvestment during 2023.
Footnote F7
Balance includes 309 additional phantom share equivalents that were accrued through automatic dividend reinvestment during 2023.
Footnote 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.