Charisse R Lillie
CIK 1972789 · View on SEC EDGAR ↗
Insider
First SEC filing: May 1, 2023 · Latest: May 1, 2023
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 11 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| June 30, 2026 | EXC | A | 5 | $46.62 | $233 | 3,896 Direct | +0.13% | Acquired | -3.8% (price as of 2026-08-21) |
| June 30, 2025 | EXC | A | 954 | $43.25 | $41,260 | 9,505 Indirect | +11.16% | Acquired | 3.7% (price as of 2026-08-21) |
| March 31, 2025 | EXC | A | 933 | $44.19 | $41,229 | 8,473 Indirect | +12.37% | Acquired | 1.5% (price as of 2026-08-21) |
| Dec. 31, 2024 | EXC | A | 1,119 | $36.87 | $41,258 | 7,472 Indirect | +17.61% | Acquired | 21.7% (price as of 2026-08-21) |
| Sept. 30, 2024 | EXC | A | 1,025 | $40.23 | $41,236 | 6,288 Indirect | +19.48% | Acquired | 11.5% (price as of 2026-08-21) |
| June 30, 2024 | EXC | A | 1,161 | $35.54 | $41,262 | 5,213 Indirect | +28.65% | Acquired | 26.2% (price as of 2026-08-21) |
| March 31, 2024 | EXC | A | 1,131 | $36.48 | $41,259 | 4,010 Indirect | +39.28% | Acquired | 23.0% (price as of 2026-08-21) |
| Dec. 31, 2023 | EXC | A | 1,052 | $39.21 | $41,249 | 2,849 Indirect | +58.54% | Acquired | 14.4% (price as of 2026-08-21) |
| Sept. 30, 2023 | EXC | A | 1,017 | $40.58 | $41,270 | 1,781 Indirect | +133.12% | Acquired | 10.5% (price as of 2026-08-21) |
| June 30, 2023 | EXC | A | 25 | $40.74 | $1,018 | 3,483 Direct | +0.72% | Acquired | 10.1% (price as of 2026-08-21) |
| June 30, 2023 | EXC | A | 758 | $40.08 | $30,381 | 758 Indirect | — | Acquired | 11.9% (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | EXC | Deferred phantom share equivalents | Common Stock (5) | — | — | 5 | Acquired |
| June 30, 2023 | EXC | Deferred Compensation - Phantom Share Equivalents | Common Stock (25) | — | — | 25 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 2 holdings
Securities held when first becoming an insider, per SEC Form 3.