Lillie Charisse R 4
4 · EXELON CORP · Filed Apr 1, 2026
Research Summary
AI-generated summary of this filing
Exelon (EXC) Director Lillie Charisse Receives Award
What Happened
Lillie Charisse R, a director of Exelon Corporation (EXC), received equity awards on 2026-03-31. The filing shows an award of 878 shares of common stock at $49.82 per share (value $43,742) and 5 phantom share equivalents at $49.02 each (value $245), for a combined acquisition value of approximately $43,987. These entries are coded A (grant/award).
Key Details
- Transaction date: 2026-03-31; filing date (Accession 0001972789-26-000004): 2026-04-01 (filed promptly).
- Awarded: 878 shares of common stock @ $49.82 (total $43,742) and 5 phantom share equivalents @ $49.02 (total $245).
- Total newly acquired units: 883 (878 actual shares + 5 phantom equivalents); combined value ≈ $43,987.
- Footnotes:
- F1: Balance includes 98 additional shares acquired via automatic dividend reinvestment.
- F2: The 5 units are phantom share equivalents held in a multi-fund non-qualified deferred compensation plan and will be settled for cash on a 1-for-1 basis upon termination of service.
- F3: Balance includes 32 additional phantom share equivalents accrued through automatic dividend reinvestment.
- Transaction code: A = award/grant (not an open-market buy or sale). No late filing indicated.
Context
This was an equity award (compensation/retainer-related grant), which is routine for board members and not the same as an open-market purchase (a more direct bullish signal) or a sale. The small number of phantom units are derivative, representing cash-settled deferred compensation rather than immediate stock ownership.
Insider Transaction Report
- Award
Common stock- deferred stock units
[F1]2026-03-31$49.82/sh+878$43,742→ 12,554 total(indirect: By Exelon Corp. Directors Deferred Stock Unit Plan) - Award
Deferred phantom share equivalents
[F2][F3]2026-03-31$49.02/sh+5$245→ 3,855 total→ Common Stock (5 underlying)
- 7,246
Common Stock
Footnotes (3)
- [F1]Balance includes 98 additional shares acquired through automatic dividend reinvestment.
- [F2]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. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors.
- [F3]Balance includes 32 additional phantom share equivalents accrued to the account through automatic dividend reinvestment.