Exelon (EXC) director adds deferred stock units and phantom units
Rhea-AI Filing Summary
Exelon Corp director Anna Richo reported a grant of 878 common stock deferred stock units valued at $49.82 per unit. These units were credited under the Exelon Corp. Directors Deferred Stock Unit Plan and are held as an indirect interest, bringing her deferred stock unit balance to 11,337 units, including 87 acquired through automatic dividend reinvestment.
Separately, she holds 7,930 deferred phantom share equivalents in an Exelon stock fund within a multi-fund, non-qualified deferred compensation plan. According to the disclosure, these phantom share equivalents, which include 66 accrued through automatic dividend reinvestment, will be settled for cash on a 1-for-1 basis with Exelon common stock when her service on the board ends.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 878 shares
Net Buy
2 txns
Insider
RICHO ANNA
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common stock- deferred stock units | 878 | $49.82 | $44K |
| holding | Deferred phantom share equivalents | -- | -- | -- |
Holdings After Transaction:
Common stock- deferred stock units — 11,337 shares (Indirect, By Exelon Corp. Directors Deferred Stock Unit Plan);
Deferred phantom share equivalents — 7,930 shares (Direct)
Footnotes (3)
- F1. Balance includes 87 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 66 additional phantom share equivalents accrued to the account through automatic dividend reinvestment.
Key Figures
Deferred stock unit grant: 878 units at $49.82
Deferred stock units held: 11,337 units
Phantom share equivalents held: 7,930 units
+3 more
6 metrics
Deferred stock unit grant
878 units at $49.82
Grant of common stock deferred stock units on 2026-03-31
Deferred stock units held
11,337 units
Total indirect common stock deferred stock units after grant
Phantom share equivalents held
7,930 units
Deferred phantom share equivalents tied to common stock, cash-settled 1-for-1
Dividend reinvestment shares
87 shares
Additional deferred stock units from automatic dividend reinvestment
Dividend reinvestment phantom units
66 units
Additional phantom share equivalents from automatic dividend reinvestment
Phantom equivalents exercise price
$0.0000
Exercise price for deferred phantom share equivalents
Key Terms
Deferred stock units, Deferred phantom share equivalents, non-qualified deferred compensation plan, automatic dividend reinvestment, +1 more
5 terms
Deferred stock units financial
"Common stock- deferred stock units credited under the Exelon Corp. Directors Deferred Stock Unit Plan"
Deferred stock units are promises from a company to give an employee shares of stock at a future date, often after certain conditions are met or after leaving the company. They function like a form of delayed compensation, allowing employees to earn shares over time. For investors, they represent potential future ownership in the company, but do not provide immediate voting rights or dividends until the shares are actually received.
non-qualified deferred compensation plan financial
"part of a multi-fund, non-qualified deferred compensation plan"
An arrangement where an employer agrees to pay part of an employee’s salary or bonus at a later date, often to attract or keep key staff. Think of it as a company IOU or a delayed paycheck held on the company’s books rather than in a protected retirement account; investors care because these promises create future cash obligations that are typically unsecured and depend on the company’s financial health, affecting risk, liabilities, and cash-flow planning.
automatic dividend reinvestment financial
"Balance includes 87 additional shares acquired through automatic dividend reinvestment"
settled for cash on a 1 for 1 basis financial
"Phantom share equivalents will be settled for cash on a 1 for 1 basis"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did Exelon (EXC) director Anna Richo report?
Anna Richo reported receiving 878 common stock deferred stock units valued at $49.82 each. These were granted under Exelon’s Directors Deferred Stock Unit Plan, increasing her total deferred stock unit holdings to 11,337, including shares accumulated through automatic dividend reinvestment.
How many deferred stock units does Exelon director Anna Richo now hold?
After the latest grant, Anna Richo holds 11,337 common stock deferred stock units indirectly. This balance includes the newly granted 878 units and 87 additional shares that were acquired automatically through dividend reinvestment within the directors’ deferred stock unit program.
How were dividends treated in Anna Richo’s Exelon deferred accounts?
Dividends are automatically reinvested into additional units. Her deferred stock unit balance includes 87 extra shares from dividend reinvestment, and her deferred phantom share equivalents include 66 additional units accrued the same way, incrementally increasing her long-term deferred compensation exposure.
Does Anna Richo’s Exelon filing show any open-market stock purchases or sales?
The filing shows a grant of 878 deferred stock units and updated totals for deferred phantom share equivalents, but no open-market purchases or sales. The activity reflects compensation and dividend reinvestment rather than discretionary trading in Exelon common stock.