STOCK TITAN

EXC Insider Charisse R. Lillie Adds 954 DSUs in Routine Filing

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

On 06/30/2025, Exelon Corporation (EXC) director Charisse R. Lillie filed a Form 4 disclosing the acquisition of 954 deferred stock units (DSUs) at an implied price of $43.25 each through the company’s Directors Deferred Stock Unit Plan. Her indirect DSU balance increased to 9,505 units. The filing also shows 7,246 shares of common stock held directly and 3,752 phantom share equivalents in a non-qualified deferred compensation plan. The transaction represents routine board compensation rather than an open-market purchase and is unlikely to have a material impact on Exelon’s share count or market perception.

Positive

  • None.

Negative

  • None.

Insights

TL;DR: Routine director DSU accrual; negligible impact on EXC valuation.

The 954 DSUs added by Director Charisse R. Lillie equate to less than 0.001 % of Exelon’s outstanding shares, offering minimal signaling value to investors. Because the units stem from a deferred compensation plan rather than an open-market buy, the filing does not inject capital or convey a clear bullish stance. Combined direct and indirect ownership of roughly 20 k share equivalents remains immaterial relative to the company’s float. Overall, the disclosure is informational with neutral investment impact.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Lillie Charisse R

(Last) (First) (Middle)
10 S DEARBORN STREET
54TH FLOOR

(Street)
CHICAGO IL 60603

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
EXELON CORP [ EXC ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
06/30/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common stock- deferred stock units 06/30/2025 A 954 A $43.25 9,505(1) I By Exelon Corp. Directors Deferred Stock Unit Plan
Common Stock 7,246 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Deferred phantom share equivalents (2) (2) (2) Common Stock 3,752(3) 3,752(3) D
Explanation of Responses:
1. Balance includes 78 additional shares acquired through automatic dividend reinvestment.
2. 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.
3. Balance includes 34 additional phantom share equivalents that were accrued to the account by the plan administrator on the ex-dividend date.
Remarks:
David T. Skinner, attorney-in-fact for Charisse R Lillie 07/01/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

How many deferred stock units did EXC director Charisse R. Lillie acquire?

She acquired 954 deferred stock units on 06/30/2025.

What is the director’s total indirect DSU holding after the transaction?

Her indirect holding via the Directors Deferred Stock Unit Plan is now 9,505 units.

Does the Form 4 show insider buying or selling of EXC common stock?

The filing shows an acquisition of deferred stock units; no common stock was sold.

When was the Form 4 for EXC filed and signed?

The document was signed and filed on 07/01/2025.

What other equity instruments does the director hold?

In addition to DSUs, she holds 7,246 common shares directly and 3,752 phantom share equivalents in a deferred compensation plan.
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