Key facts
- This page summarizes Ann C. Berzin's Form 4 filing for EXELON CORP (EXC).
- 1 reported transaction and 2 derivative rows are listed below.
- Accepted by SEC: 03 Apr 2023, 16:26.
Ann C. Berzin - 31 Mar 2023 Form 4 Insider Report for EXELON CORP (EXC)
- Reporting relationship
- Director
- Issuer ticker
- EXC
- Reported as of
- 31 Mar 2023
- Net transaction value
- +$41,265
- SEC form
- 4
- Accepted by SEC
- 03 Apr 2023, 16:26:17 UTC
- Prior SEC filing
- 04 Jan 2023
- Next SEC filing
- 05 Jun 2023
- Source filing
- View source filing
- Reporting owner signature
- Elizabeth M. Hensen, Attorney in Fact for Ann C. Berzin
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Ann C. Berzin filed Form 4 for EXELON CORP (EXC) on 03 Apr 2023.
Change
- Previous filing in this sequence was filed on 04 Jan 2023.
- Current net transaction value: +$41,265.
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 (Deferred Stock Units)
Award
- Transaction value
- $41,265
- Shares
- +1,027
- Change %
- +1.8%
- Price
- $40.18
- Shares after
- 58,003
- Date
- 31 Mar 2023
- Ownership
- By Exelon Directors' Deferred Stock Unit Plan
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
EXC
holding
Derivative
Phantom Stock Units
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 43,714
- Date
- 31 Mar 2023
- Ownership
- By CEG Deferred Compensation Plan for Non-employee Directors
- Underlying class
- Common Stock
- Underlying amount
- 43,714
- Exercise price
- Footnotes
- F2
EXC
holding
Derivative
Deferred Compensation - Phantom Share Equivalents
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 58,082
- Date
- 31 Mar 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 58,082
- Exercise price
- Footnotes
- F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Balance includes 506 additional shares acquired on March 10, 2023 through automatic dividend reinvestment.
Footnote F2
Phantom deferred stock units converted from the legacy Constellation Energy Group Inc. (CEG) Deferred Compensation Plan for Non-employee Directors to be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance updated to reflect 388 additional stock units credited on March 10, 2023 through the dividend reinvestment feature of the plan.
Footnote F3
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 and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance also reflects 494 share equivalents accrued on February 24, 2023 through automatic dividend reinvestment.