Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SM Energy CoSM · Entity 3577 | VP - Marketing | September 01, 2022 | September 02, 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 01, 2022 · Filed September 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 60,861 |
Ending reported balance
After 2022-09-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-09-01 · Exercise / conversion · Acquired 22,108 · Balance 68,739 F1: On September 1, 2022, the Compensation Committee of the Board of Directors of the Issuer determined that 22,108 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. Row 2 · 2022-09-01 · Tax withholding · Disposed 7,878 · Balance 60,861 |
Filing footnotes · ownership attribution and instrument terms
F1: On September 1, 2022, the Compensation Committee of the Board of Directors of the Issuer determined that 22,108 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.
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 20:36 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 1,557 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000079 · wf-form4_156209976062138.xml · nonDerivative · entry 7 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,912 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. F5 · 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 20:36 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 439 | $12.52 | $5,496.28 |
DisclosureSEC source: 0000893538-19-000079 · wf-form4_156209976062138.xml · nonDerivative · entry 6 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,355 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:36 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 1,512 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000079 · wf-form4_156209976062138.xml · nonDerivative · entry 5 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,794 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 01, 2019 Filed Jul 2, 2019 20:36 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 198 | $12.52 | $2,478.96 |
DisclosureSEC source: 0000893538-19-000079 · wf-form4_156209976062138.xml · nonDerivative · entry 4 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,282 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:36 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000079 · wf-form4_156209976062138.xml · nonDerivative · entry 3 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,480 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 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 20:36 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 853 | $10.64 | $9,077.63 |
DisclosureSEC source: 0000893538-19-000079 · wf-form4_156209976062138.xml · nonDerivative · entry 2 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,797 F2 · kind: The reporting person purchased 853 shares of the issuer's common stock on June 28, 2019, through the issuer's Employee Stock Purchase Plan. Read SEC document |
| December 31, 2018 Filed Jul 2, 2019 20:36 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 569 | $13.16 | $7,486.90 |
DisclosureSEC source: 0000893538-19-000079 · wf-form4_156209976062138.xml · nonDerivative · entry 1 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,944 F1 · kind: The reporting person purchased 569 shares of the issuer's common stock on December 31, 2018 through the issuer's Employee Stock Purchase Plan. Read SEC document |
| July 30, 2018 Filed Jul 30, 2018 22:49 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 4,671 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-18-000096 · wf-form4_153299098315400.xml · derivative · entry 1 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,671 Underlying: Common Stock · 4,671 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 16:56 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,512 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000074 · wf-form4_153080977131355.xml · derivative · entry 11 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,025 Underlying: Common Stock · 1,512 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. F5 · 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. F5 · 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. F5 · 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. F5 · 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 16:56 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000074 · wf-form4_153080977131355.xml · derivative · entry 10 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 683 Underlying: Common Stock · 683 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 02, 2018 Filed Jul 5, 2018 16:56 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000074 · wf-form4_153080977131355.xml · derivative · entry 9 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 477 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 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. F3 · 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. F3 · 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. F3 · 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 16:56 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 439 | $25.69 | $11,277.91 |
DisclosureSEC source: 0000893538-18-000074 · wf-form4_153080977131355.xml · nonDerivative · entry 8 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,375 Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 16:56 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 1,512 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000074 · wf-form4_153080977131355.xml · nonDerivative · entry 7 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,814 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: 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 16:56 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 198 | $25.69 | $5,086.62 |
DisclosureSEC source: 0000893538-18-000074 · wf-form4_153080977131355.xml · nonDerivative · entry 6 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,302 Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 16:56 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000074 · wf-form4_153080977131355.xml · nonDerivative · entry 5 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,500 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 02, 2018 Filed Jul 5, 2018 16:56 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 139 | $25.69 | $3,570.91 |
DisclosureSEC source: 0000893538-18-000074 · wf-form4_153080977131355.xml · nonDerivative · entry 4 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,817 Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 16:56 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000074 · wf-form4_153080977131355.xml · nonDerivative · entry 3 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,956 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 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 16:56 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 470 | $18.77 | $8,820.96 |
DisclosureSEC source: 0000893538-18-000074 · wf-form4_153080977131355.xml · nonDerivative · entry 2 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,479 F2 · kind: The reporting person purchased 470 shares of the issuer's common stock on June 29, 2018, through the issuer's Employee Stock Purchase Plan. Read SEC document |
| December 29, 2017 Filed Jul 5, 2018 16:56 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 206 | $14.05 | $2,894.30 |
DisclosureSEC source: 0000893538-18-000074 · wf-form4_153080977131355.xml · nonDerivative · entry 1 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,009 F1 · kind: The reporting person purchased 206 shares of the issuer's common stock on December 29, 2017 through the issuer's Employee Stock Purchase Plan. Read SEC document |
| August 02, 2017 Filed Aug 2, 2017 21:58 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 4,537 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-17-000114 · wf-form4_150171109455416.xml · derivative · entry 1 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,537 Underlying: Common Stock · 4,537 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 20:27 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 682 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000096 · wf-form4_149937283930644.xml · derivative · entry 11 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,366 Underlying: Common Stock · 682 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. F5 · 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. F5 · 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. F5 · 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. F5 · 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 20:27 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000096 · wf-form4_149937283930644.xml · derivative · entry 10 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 477 Underlying: Common Stock · 477 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, 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. 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, 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. 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, 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. 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, 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 20:27 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 288 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000096 · wf-form4_149937283930644.xml · derivative · entry 9 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 288 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 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. F3 · 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. F3 · 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. F3 · 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 20:27 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 219 | $16.53 | $3,620.07 |
DisclosureSEC source: 0000893538-17-000096 · wf-form4_149937283930644.xml · nonDerivative · entry 8 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,803 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:27 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 682 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000096 · wf-form4_149937283930644.xml · nonDerivative · entry 7 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,022 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: 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 20:27 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 153 | $16.53 | $2,529.09 |
DisclosureSEC source: 0000893538-17-000096 · wf-form4_149937283930644.xml · nonDerivative · entry 6 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,340 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:27 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000096 · wf-form4_149937283930644.xml · nonDerivative · entry 5 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,493 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, 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 20:27 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 93 | $16.53 | $1,537.29 |
DisclosureSEC source: 0000893538-17-000096 · wf-form4_149937283930644.xml · nonDerivative · entry 4 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,016 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:27 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 288 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000096 · wf-form4_149937283930644.xml · nonDerivative · entry 3 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,109 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 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 20:27 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 203 | $14.05 | $2,852.15 |
DisclosureSEC source: 0000893538-17-000096 · wf-form4_149937283930644.xml · nonDerivative · entry 2 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,821 F2 · kind: The reporting person purchased 203 shares of the issuer's common stock on June 30, 2017, through the issuer's Employee Stock Purchase Plan. Read SEC document |
| December 30, 2016 Filed Jul 6, 2017 20:27 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 75 | $23.87 | $1,790.10 |
DisclosureSEC source: 0000893538-17-000096 · wf-form4_149937283930644.xml · nonDerivative · entry 1 Whitcomb David J. · CIK 0001442781 · VP-Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,618 F1 · kind: The reporting person purchased 75 shares of the issuer's common stock on December 30, 2016 through the issuer's Employee Stock Purchase Plan. 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.