Exelon (EXC) director receives deferred stock units and phantom share awards
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Lillie Charisse R reported acquisition or exercise transactions in this Form 4 filing.
Exelon Corp director Charisse R. Lillie reported routine equity-based compensation awards. She received 5 deferred phantom share equivalents tied to Exelon common stock at $49.02 per equivalent, bringing her phantom share balance to 3,855 equivalents. She was also credited with 878 common stock deferred stock units at $49.82 per unit through the Exelon Corp Directors Deferred Stock Unit Plan, increasing that plan balance to 12,554 units. Separately, she holds 7,246 shares of common stock directly, with both the share and phantom equivalent balances including amounts added through automatic dividend reinvestment. The phantom share equivalents are part of a non-qualified deferred compensation plan and will be settled for cash on a one-for-one basis when her board service ends.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Lillie Charisse R
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Deferred phantom share equivalents | 5 | $49.02 | $245.10 |
| Grant/Award | Common stock- deferred stock units | 878 | $49.82 | $44K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Deferred phantom share equivalents — 3,855 shares (Direct);
Common stock- deferred stock units — 12,554 shares (Indirect, By Exelon Corp. Directors Deferred Stock Unit Plan);
Common Stock — 7,246 shares (Direct)
Footnotes (1)
- Balance includes 98 additional shares acquired through automatic dividend reinvestment. 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. Balance includes 32 additional phantom share equivalents accrued to the account through automatic dividend reinvestment.
Key Figures
Deferred phantom share award: 5 phantom share equivalents
Phantom share balance: 3,855 phantom share equivalents
Deferred stock unit grant: 878 deferred stock units
+3 more
6 metrics
Deferred phantom share award
5 phantom share equivalents
Grant at $49.02 per equivalent on March 31, 2026
Phantom share balance
3,855 phantom share equivalents
Balance after grant, includes 32 from dividend reinvestment
Deferred stock unit grant
878 deferred stock units
Indirectly held via Exelon Corp Directors Deferred Stock Unit Plan
Deferred stock unit balance
12,554 deferred stock units
Plan balance following the March 31, 2026 award
Reference prices
$49.02 and $49.82 per unit
Prices for phantom share equivalents and deferred stock units
Direct common stock holding
7,246 shares
Includes 98 shares from automatic dividend reinvestment
Key Terms
Deferred phantom share equivalents, non-qualified deferred compensation plan, deferred stock units, automatic dividend reinvestment, +1 more
5 terms
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.
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.
automatic dividend reinvestment financial
"Balance includes 98 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"
FAQ
What insider transactions did Exelon (EXC) director Charisse R. Lillie report?
Charisse R. Lillie reported equity-based compensation awards, not open-market trades. She received 5 deferred phantom share equivalents and 878 deferred stock units tied to Exelon common stock, plus updated balances that include additional amounts from automatic dividend reinvestment.
What is the size of the new deferred stock unit grant for Exelon (EXC) director Lillie?
Lillie was credited with 878 common stock deferred stock units at a reference price of about $49.82 per unit. Following this grant, her indirect balance in the Exelon Corp Directors Deferred Stock Unit Plan totals 12,554 deferred stock units.