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 |
|---|---|---|---|---|---|---|
| July 01, 2019 Filed Jul 2, 2019 20:33 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 3,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000071 · wf-form4_156209960217116.xml · derivative · entry 6 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,529 Underlying: Common Stock · 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. 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, 2018. 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, 2018. 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, 2018. 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, 2018. 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 | 1,558 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000071 · wf-form4_156209960217116.xml · derivative · entry 5 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,558 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 three equal annual installments beginning on July 1, 2017. 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 represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2017. 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 represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2017. 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 represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2017. 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, 2019 Filed Jul 2, 2019 20:33 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 2,757 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000071 · wf-form4_156209960217116.xml · nonDerivative · entry 4 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,912 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 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, 2019 Filed Jul 2, 2019 20:33 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 3,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000071 · wf-form4_156209960217116.xml · nonDerivative · entry 3 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,155 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, 2018. 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 / conversionCommon Stock; $.01 Par Value | 1,558 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000071 · wf-form4_156209960217116.xml · nonDerivative · entry 2 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,626 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 three equal annual installments beginning on July 1, 2017. 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 28, 2019 Filed Jul 2, 2019 20:33 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 1,614 | $10.64 | $17,176.19 |
DisclosureSEC source: 0000893538-19-000071 · wf-form4_156209960217116.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,068 F1 · kind: The reporting person purchased 1,614 shares of the issuer's common stock on June 28, 2019, through the issuer's Employee Stock Purchase Plan. Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:03 UTC | SM Energy Co SM · Entity 3577 | PurchaseCommon Stock; $.01 Par Value | 10,000 | $12.71 | $127,121.00 |
DisclosureSEC source: 0000893538-19-000034 · wf-form4_155907376504243.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,454 F1 · price: The shares were acquired in multiple transactions at prices from $12.695 to $12.72, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares acquired at each separate price within the range set forth herein. Read SEC document |
| July 30, 2018 Filed Jul 30, 2018 22:46 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 8,272 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-18-000089 · wf-form4_153299078989018.xml · derivative · entry 1 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,272 Underlying: Common Stock · 8,272 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, 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. 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, 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. 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, 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 02, 2018 Filed Jul 5, 2018 16:48 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 3,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000066 · wf-form4_153080926926751.xml · derivative · entry 10 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,058 Underlying: Common Stock · 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. 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, 2018. 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, 2018. 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, 2018. 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, 2018. 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 02, 2018 Filed Jul 5, 2018 16:48 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,558 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000066 · wf-form4_153080926926751.xml · derivative · entry 9 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,558 Underlying: Common Stock · 1,558 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, 2017. 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, 2017. 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, 2017. 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, 2017. 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 02, 2018 Filed Jul 5, 2018 16:48 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,335 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000066 · wf-form4_153080926926751.xml · derivative · entry 8 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,335 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 three equal annual installments beginning on July 1, 2016. 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 represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2016. 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 represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2016. 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 represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2016. 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 02, 2018 Filed Jul 5, 2018 16:48 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 1,023 | $25.69 | $26,280.87 |
DisclosureSEC source: 0000893538-18-000066 · wf-form4_153080926926751.xml · nonDerivative · entry 7 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,454 Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 16:48 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 3,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000066 · wf-form4_153080926926751.xml · nonDerivative · entry 6 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,477 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 three equal annual installments beginning on July 1, 2018. 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 02, 2018 Filed Jul 5, 2018 16:48 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 452 | $25.69 | $11,611.88 |
DisclosureSEC source: 0000893538-18-000066 · wf-form4_153080926926751.xml · nonDerivative · entry 5 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,948 Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 16:48 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 1,558 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000066 · wf-form4_153080926926751.xml · nonDerivative · entry 4 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,400 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, 2017. 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 02, 2018 Filed Jul 5, 2018 16:48 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 387 | $25.69 | $9,942.03 |
DisclosureSEC source: 0000893538-18-000066 · wf-form4_153080926926751.xml · nonDerivative · entry 3 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,842 Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 16:48 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 1,335 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000066 · wf-form4_153080926926751.xml · nonDerivative · entry 2 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,229 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 three equal annual installments beginning on July 1, 2016. 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 29, 2018 Filed Jul 5, 2018 16:48 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 1,132 | $18.77 | $21,245.38 |
DisclosureSEC source: 0000893538-18-000066 · wf-form4_153080926926751.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,894 F1 · kind: The reporting person purchased 1,132 shares of the issuer's common stock on June 29, 2018, through the issuer's Employee Stock Purchase Plan. Read SEC document |
| August 02, 2017 Filed Aug 2, 2017 21:56 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 10,587 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-17-000107 · wf-form4_150171097940327.xml · derivative · entry 1 Copeland David W · CIK 0001396395 · EVP, GC & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,587 Underlying: Common Stock · 10,587 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, 2018. 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, 2018. 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, 2018. 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 03, 2017 Filed Jul 6, 2017 20:24 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,558 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000088 · wf-form4_149937268067795.xml · derivative · entry 7 Copeland David W · CIK 0001396395 · EVP, GC & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,116 Underlying: Common Stock · 1,558 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, 2017. 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, 2017. 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, 2017. 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, 2017. 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 03, 2017 Filed Jul 6, 2017 20:24 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000088 · wf-form4_149937268067795.xml · derivative · entry 6 Copeland David W · CIK 0001396395 · EVP, GC & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,335 Underlying: Common Stock · 1,334 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, 2016. 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, 2016. 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, 2016. 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, 2016. 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 03, 2017 Filed Jul 6, 2017 20:24 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 694 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000088 · wf-form4_149937268067795.xml · derivative · entry 5 Copeland David W · CIK 0001396395 · EVP, GC & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 694 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 three equal annual installments beginning on July 1, 2015. 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 represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2015. 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 represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2015. 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 represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2015. 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 03, 2017 Filed Jul 6, 2017 20:24 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 1,558 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000088 · wf-form4_149937268067795.xml · nonDerivative · entry 4 Copeland David W · CIK 0001396395 · EVP, GC & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,762 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 three equal annual installments beginning on July 1, 2017. 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 03, 2017 Filed Jul 6, 2017 20:24 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 1,334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000088 · wf-form4_149937268067795.xml · nonDerivative · entry 3 Copeland David W · CIK 0001396395 · EVP, GC & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,204 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, 2016. 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 03, 2017 Filed Jul 6, 2017 20:24 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 694 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000088 · wf-form4_149937268067795.xml · nonDerivative · entry 2 Copeland David W · CIK 0001396395 · EVP, GC & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,870 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 three equal annual installments beginning on July 1, 2015. 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, 2017 Filed Jul 6, 2017 20:24 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 725 | $14.05 | $10,186.25 |
DisclosureSEC source: 0000893538-17-000088 · wf-form4_149937268067795.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP, GC & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,176 F1 · kind: The reporting person purchased 725 shares of the issuer's common stock on June 30, 2017, through the issuer's Employee Stock Purchase Plan. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 23:30 UTC | SM Energy Co SM · Entity 3577 | PurchaseCommon Stock; $.01 Par Value | 10,000 | $25.22 | $252,200.00 |
DisclosureSEC source: 0000893538-17-000017 · wf-form4_148832458786073.xml · nonDerivative · entry 1 Copeland David W · CIK 0001396395 · EVP, GC & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,451 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.