Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SM Energy CoSM · Entity 3577 | EVP & General Counsel | September 09, 2022 | September 12, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SM Energy Co
Report date September 09, 2022 · Filed September 12, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 228,543 |
Ending reported balance
After 2022-09-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-09-09 · Gift · Disposed 7,481 · Balance 238,543 Row 2 · 2022-09-09 · Sale · Disposed 10,000 · Balance 228,543 F1: The shares were sold in multiple transactions at prices ranging from $46.13 to $46.33, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were sold in multiple transactions at prices ranging from $46.13 to $46.33, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 09, 2022 Filed Sep 12, 2022 20:31 UTC | SM Energy Co SM · Entity 3577 | SaleCommon Stock, $.01 Par Value | 10,000 | $46.23 | $462,300.00 |
DisclosureSEC source: 0000893538-22-000133 · wf-form4_166301469586595.xml · nonDerivative · entry 2 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,543 F1 · price: The shares were sold in multiple transactions at prices ranging from $46.13 to $46.33, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| September 09, 2022 Filed Sep 12, 2022 20:31 UTC | SM Energy Co SM · Entity 3577 | GiftCommon Stock, $.01 Par Value | 7,481 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-22-000133 · wf-form4_166301469586595.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,543 Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 22:08 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 24,518 | $44.07 | $1,080,508.26 |
DisclosureSEC source: 0000893538-22-000119 · wf-form4_166215646827560.xml · nonDerivative · entry 2 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,024 Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 22:08 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 62,296 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000119 · wf-form4_166215646827560.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,542 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: On September 1, 2022, the Compensation Committee of the Board of Directors of the Issuer determined that 62,296 shares of the Issuer's common stock had been earned by the Reporting Person under the terms of a grant of performance share units ("PSUs"), based on the achievement of specific performance criteria that were not tied solely to the market price of the Issuer's common stock. The PSUs were granted to the Reporting Person on July 1, 2019, and represent the right to receive, upon the settlement of the PSUs, the determined number of earned shares of the Issuer's common stock based on the achievement of the performance criteria over a three-year performance period (with the determined number of earned shares being within a range of zero to two times the number of PSUs granted on the award date), to the extent that the PSUs have vested under separate employment service vesting provisions. The PSUs were fully vested on July 1, 2022. Read SEC document |
| August 02, 2022 Filed Aug 2, 2022 20:41 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 18,339 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-22-000102 · wf-form4_165947286617027.xml · derivative · entry 1 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,339 Underlying: Common Stock, $.01 Par Value · 18,339 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2023. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2023. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2023. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 7,513 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000086 · wf-form4_165714212549411.xml · derivative · entry 10 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,027 Underlying: Common Stock, $.01 Par Value · 7,513 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2022. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F4 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2022. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F4 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2022. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F4 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2022. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 13,238 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000086 · wf-form4_165714212549411.xml · derivative · entry 9 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,240 Underlying: Common Stock, $.01 Par Value · 13,238 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal installments on July 1, 2021, December 14, 2021, January 1, 2022, July 1, 2022, January 1, 2023 and July 1, 2023. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F3 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal installments on July 1, 2021, December 14, 2021, January 1, 2022, July 1, 2022, January 1, 2023 and July 1, 2023. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F3 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal installments on July 1, 2021, December 14, 2021, January 1, 2022, July 1, 2022, January 1, 2023 and July 1, 2023. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F3 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal installments on July 1, 2021, December 14, 2021, January 1, 2022, July 1, 2022, January 1, 2023 and July 1, 2023. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 6,922 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000086 · wf-form4_165714212549411.xml · derivative · entry 8 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 6,922 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vested in six equal biannual installments beginning January 1, 2020. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F2 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vested in six equal biannual installments beginning January 1, 2020. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F2 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vested in six equal biannual installments beginning January 1, 2020. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F2 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vested in six equal biannual installments beginning January 1, 2020. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:15 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 2,957 | $34.19 | $101,099.83 |
DisclosureSEC source: 0000893538-22-000086 · wf-form4_165714212549411.xml · nonDerivative · entry 7 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,246 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 7,513 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000086 · wf-form4_165714212549411.xml · nonDerivative · entry 6 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,203 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2022. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:15 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 4,354 | $34.19 | $148,863.26 |
DisclosureSEC source: 0000893538-22-000086 · wf-form4_165714212549411.xml · nonDerivative · entry 5 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,690 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 13,238 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000086 · wf-form4_165714212549411.xml · nonDerivative · entry 4 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,044 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal installments on July 1, 2021, December 14, 2021, January 1, 2022, July 1, 2022, January 1, 2023 and July 1, 2023. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:15 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 1,686 | $34.19 | $57,644.34 |
DisclosureSEC source: 0000893538-22-000086 · wf-form4_165714212549411.xml · nonDerivative · entry 3 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,806 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 6,922 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000086 · wf-form4_165714212549411.xml · nonDerivative · entry 2 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,492 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vested in six equal biannual installments beginning January 1, 2020. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| June 30, 2022 Filed Jul 6, 2022 21:15 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 848 | $25.06 | $21,250.88 |
DisclosureSEC source: 0000893538-22-000086 · wf-form4_165714212549411.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,570 F1 · kind: The Reporting Person purchased 848 shares of the Issuer's common stock on June 30, 2022, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| May 31, 2022 Filed Jun 1, 2022 20:28 UTC | SM Energy Co SM · Entity 3577 | SaleCommon Stock, $.01 Par Value | 5,000 | $51.23 | $256,150.00 |
DisclosureSEC source: 0000893538-22-000054 · wf-form4_165411526279925.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,722 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on March 18, 2022. F2 · price: The shares were sold in multiple transactions at prices ranging from $50.86 to $51.41, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| May 26, 2022 Filed May 27, 2022 20:17 UTC | SM Energy Co SM · Entity 3577 | SaleCommon Stock, $.01 Par Value | 20,000 | $45.07 | $901,400.00 |
DisclosureSEC source: 0000893538-22-000050 · wf-form4_165368266148347.xml · nonDerivative · entry 3 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,722 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on March 18, 2022. F3 · price: The shares were sold in multiple transactions at prices ranging from $45.00 to $45.11, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| May 25, 2022 Filed May 27, 2022 20:17 UTC | SM Energy Co SM · Entity 3577 | SaleCommon Stock, $.01 Par Value | 20,000 | $43.00 | $860,000.00 |
DisclosureSEC source: 0000893538-22-000050 · wf-form4_165368266148347.xml · nonDerivative · entry 2 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,722 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on March 18, 2022. F2 · price: The shares were sold in multiple transactions at prices ranging from $43.00 to $43.04, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| March 07, 2022 Filed May 27, 2022 20:17 UTC | SM Energy Co SM · Entity 3577 | GiftCommon Stock, $.01 Par Value | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-22-000050 · wf-form4_165368266148347.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,722 Read SEC document |
| December 31, 2021 Filed Jan 18, 2022 21:56 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 380 | $21.68 | $8,238.40 |
DisclosureSEC source: 0000893538-22-000003 · wf-form5_164254297932467.xml · nonDerivative · entry 2 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,222 F1 · kind: The Reporting Person purchased 380 shares of the Issuer's common stock on December 31, 2021, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:14 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 13,238 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000148 · wf-form4_163969287189796.xml · derivative · entry 3 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,478 Underlying: Common Stock, $.01 Par Value · 13,238 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal installments beginning July 1, 2021. The vested shares will be issued to the reporting person on the earlier of such person's retirement from the issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F1 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal installments beginning July 1, 2021. The vested shares will be issued to the reporting person on the earlier of such person's retirement from the issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal installments beginning July 1, 2021. The vested shares will be issued to the reporting person on the earlier of such person's retirement from the issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal installments beginning July 1, 2021. The vested shares will be issued to the reporting person on the earlier of such person's retirement from the issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:14 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 5,077 | $30.18 | $153,223.86 |
DisclosureSEC source: 0000893538-21-000148 · wf-form4_163969287189796.xml · nonDerivative · entry 2 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,842 Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:14 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 13,238 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000148 · wf-form4_163969287189796.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,919 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal installments beginning July 1, 2021. The vested shares will be issued to the reporting person on the earlier of such person's retirement from the issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| November 02, 2021 Filed Jan 18, 2022 21:56 UTC | SM Energy Co SM · Entity 3577 | GiftCommon Stock, $.01 Par Value | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-22-000003 · wf-form5_164254297932467.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,842 Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 22:04 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 6,350 | $19.10 | $121,285.00 |
DisclosureSEC source: 0000893538-21-000099 · wf-form4_163070663666655.xml · nonDerivative · entry 2 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,681 Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 22:04 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 26,074 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000099 · wf-form4_163070663666655.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,031 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: On September 1, 2021, the Compensation Committee of the Board of Directors of the Issuer determined that 26,074 shares of the Issuer's common stock had been earned by the Reporting Person under the terms of a grant of performance share units ("PSUs"), based on the achievement of specific performance criteria that were not tied solely to the market price of the Issuer's common stock. The PSUs were granted to the Reporting Person on July 1, 2018, and represent the right to receive, upon the settlement of the PSUs, the determined number of earned shares of the Issuer's common stock based on the achievement of the performance criteria over a three-year performance period (with the determined number of earned shares being within a range of zero to two times the number of PSUs granted on the award date), to the extent that the PSUs have vested under separate employment service vesting provisions. The PSUs were fully vested on July 1, 2021. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 20:40 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 22,540 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-21-000085 · wf-form4_162802321733806.xml · derivative · entry 1 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,540 Underlying: Common Stock, $.01 Par Value · 22,540 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal installments on July 1, 2022, July 1, 2023, and July 1, 2024. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal installments on July 1, 2022, July 1, 2023, and July 1, 2024. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal installments on July 1, 2022, July 1, 2023, and July 1, 2024. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:22 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 6,922 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000064 · wf-form4_162561011092172.xml · derivative · entry 7 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,922 Underlying: Common Stock, $.01 Par Value · 6,922 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2020. The vested shares will be issued to the reporting person on the earlier of such person's retirement from the issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F3 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2020. The vested shares will be issued to the reporting person on the earlier of such person's retirement from the issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F3 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2020. The vested shares will be issued to the reporting person on the earlier of such person's retirement from the issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F3 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2020. The vested shares will be issued to the reporting person on the earlier of such person's retirement from the issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:22 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 2,758 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000064 · wf-form4_162561011092172.xml · derivative · entry 6 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 2,758 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F2 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F2 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F2 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:22 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 1,686 | $24.63 | $41,526.18 |
DisclosureSEC source: 0000893538-21-000064 · wf-form4_162561011092172.xml · nonDerivative · entry 5 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,957 Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:22 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 6,922 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000064 · wf-form4_162561011092172.xml · nonDerivative · entry 4 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,643 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2020. The vested shares will be issued to the reporting person on the earlier of such person's retirement from the issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:22 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 672 | $24.63 | $16,551.36 |
DisclosureSEC source: 0000893538-21-000064 · wf-form4_162561011092172.xml · nonDerivative · entry 3 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,721 Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:22 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 2,758 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000064 · wf-form4_162561011092172.xml · nonDerivative · entry 2 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,393 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| June 30, 2021 Filed Jul 6, 2021 22:22 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 2,500 | $5.20 | $13,000.00 |
DisclosureSEC source: 0000893538-21-000064 · wf-form4_162561011092172.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,635 F1 · kind: The Reporting Person purchased 2,500 shares of the Issuer's common stock on June 30, 2021, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| December 21, 2020 Filed Dec 22, 2020 22:01 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 39,716 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-20-000153 · wf-form4_160867450289394.xml · derivative · entry 1 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,716 Underlying: Common Stock, $.01 Par Value · 39,716 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal installments on December 14, 2021, July 1, 2022 and July 1, 2023. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal installments on December 14, 2021, July 1, 2022 and July 1, 2023. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal installments on December 14, 2021, July 1, 2022 and July 1, 2023. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:33 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 6,921 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000096 · wf-form4_159406756693328.xml · derivative · entry 8 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,844 Underlying: Common Stock, $.01 Par Value · 6,921 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2020. The vested shares will be issued to the reporting person on the earlier of such person's retirement from the issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F4 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2020. The vested shares will be issued to the reporting person on the earlier of such person's retirement from the issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F4 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2020. The vested shares will be issued to the reporting person on the earlier of such person's retirement from the issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. F4 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2020. The vested shares will be issued to the reporting person on the earlier of such person's retirement from the issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:33 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 2,757 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000096 · wf-form4_159406756693328.xml · derivative · entry 7 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,758 Underlying: Common Stock, $.01 Par Value · 2,757 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F3 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F3 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F3 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:33 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 3,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000096 · wf-form4_159406756693328.xml · derivative · entry 6 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 3,529 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represented a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2018. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares lapsed. F2 · price: Each restricted stock unit represented a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2018. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares lapsed. F2 · derivative.exercise_date: Each restricted stock unit represented a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2018. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares lapsed. F2 · derivative.expiration_date: Each restricted stock unit represented a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2018. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares lapsed. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:33 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 29,792 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000096 · wf-form4_159406756693328.xml · nonDerivative · entry 5 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,135 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · price: On July 1, 2020, the Compensation Committee of the Board of Directors of the Issuer determined that 29,792 shares of the Issuer's common stock had been earned by the Reporting Person under the terms of a grant of performance share units ("PSUs"), based on the achievement of specific performance criteria that were not tied solely to the market price of the Issuer's common stock. The PSUs were granted to the Reporting Person on July 1, 2017, and represent the right to receive, upon the settlement of the PSUs, the determined number of earned shares of the Issuer's common stock based on the achievement of the performance criteria over a three-year performance period (with the determined number of earned shares being within a range of zero to two times the number of PSUs granted on the award date), to the extent that the PSUs have vested under separate employment service vesting provisions. The PSUs were fully vested on July 1, 2020. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:33 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 6,921 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000096 · wf-form4_159406756693328.xml · nonDerivative · entry 4 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,343 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2020. The vested shares will be issued to the reporting person on the earlier of such person's retirement from the issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:33 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 2,757 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000096 · wf-form4_159406756693328.xml · nonDerivative · entry 3 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,422 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:33 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 3,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000096 · wf-form4_159406756693328.xml · nonDerivative · entry 2 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,665 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each restricted stock unit represented a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2018. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares lapsed. Read SEC document |
| June 30, 2020 Filed Jul 6, 2020 20:33 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 2,224 | $3.19 | $7,094.56 |
DisclosureSEC source: 0000893538-20-000096 · wf-form4_159406756693328.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,136 F1 · kind: The Reporting Person purchased 2,224 shares of the Issuer's common stock on June 30, 2020, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 20:56 UTC | SM Energy Co SM · Entity 3577 | PurchaseCommon Stock, $.01 Par Value | 10,000 | $1.54 | $15,400.00 |
DisclosureSEC source: 0000893538-20-000024 · wf-form4_158387374614190.xml · nonDerivative · entry 2 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,912 Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 20:56 UTC | SM Energy Co SM · Entity 3577 | PurchaseCommon Stock, $.01 Par Value | 15,000 | $4.26 | $63,900.00 |
DisclosureSEC source: 0000893538-20-000024 · wf-form4_158387374614190.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,912 F1 · price: This transaction was executed in multiple trades at prices ranging from $4.01 to $4.60. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 04, 2020 Filed Mar 6, 2020 21:11 UTC | SM Energy Co SM · Entity 3577 | PurchaseCommon Stock, $.01 Par Value | 5,000 | $5.84 | $29,200.00 |
DisclosureSEC source: 0000893538-20-000022 · wf-form4_158352904356482.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,912 F1 · price: This transaction was executed in multiple trades at prices ranging from $5.84 to $5.85. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 17:34 UTC | SM Energy Co SM · Entity 3577 | PurchaseCommon Stock; $.01 Par Value | 5,000 | $7.00 | $35,000.00 |
DisclosureSEC source: 0000893538-20-000013 · wf-form4_158273846077454.xml · nonDerivative · entry 2 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,912 Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 17:34 UTC | SM Energy Co SM · Entity 3577 | PurchaseCommon Stock; $.01 Par Value | 5,000 | $7.68 | $38,400.00 |
DisclosureSEC source: 0000893538-20-000013 · wf-form4_158273846077454.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,912 Read SEC document |
| August 05, 2019 Filed Aug 7, 2019 22:23 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 20,765 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-19-000105 · wf-form4_156521659348333.xml · derivative · entry 1 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,765 Underlying: Common Stock · 20,765 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning July 1, 2020. The vested shares will be issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares will lapse. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning July 1, 2020. The vested shares will be issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares will lapse. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning July 1, 2020. The vested shares will be issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:33 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 2,757 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000071 · wf-form4_156209960217116.xml · derivative · entry 7 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,515 Underlying: Common Stock · 2,757 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares will lapse. F4 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares will lapse. F4 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares will lapse. F4 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.