Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SM Energy CoSM · Entity 3577 | SVP - Operations | 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 | 158,551 |
Ending reported balance
After 2022-09-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-09-01 · Exercise / conversion · Acquired 37,704 · Balance 173,383 F1: On September 1, 2022, the Compensation Committee of the Board of Directors of the Issuer determined that 37,704 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 14,832 · Balance 158,551 |
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 37,704 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 |
|---|---|---|---|---|---|---|
| September 01, 2022 Filed Sep 2, 2022 22:21 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 14,832 | $44.07 | $653,646.24 |
DisclosureSEC source: 0000893538-22-000129 · wf-form4_166215725493800.xml · nonDerivative · entry 2 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,551 Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 22:21 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 37,704 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000129 · wf-form4_166215725493800.xml · nonDerivative · entry 1 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,383 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 37,704 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 20:47 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 9,536 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-22-000106 · wf-form4_165947322302345.xml · derivative · entry 2 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,536 Underlying: Common Stock, $.01 Par Value · 9,536 shares Expires not disclosed 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 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. 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 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. 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 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 21:23 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 3,756 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000090 · wf-form4_165714260738224.xml · derivative · entry 10 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,514 Underlying: Common Stock, $.01 Par Value · 3,756 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 21:23 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 8,012 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000090 · wf-form4_165714260738224.xml · derivative · entry 9 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,014 Underlying: Common Stock, $.01 Par Value · 8,012 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 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 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 vested 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 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 vested 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 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 vested 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 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 21:23 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 4,190 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000090 · wf-form4_165714260738224.xml · derivative · entry 8 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 4,190 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 21:23 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 916 | $34.19 | $31,318.04 |
DisclosureSEC source: 0000893538-22-000090 · wf-form4_165714260738224.xml · nonDerivative · entry 7 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,299 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:23 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 3,756 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000090 · wf-form4_165714260738224.xml · nonDerivative · entry 6 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,215 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 21:23 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 1,952 | $34.19 | $66,738.88 |
DisclosureSEC source: 0000893538-22-000090 · wf-form4_165714260738224.xml · nonDerivative · entry 5 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,459 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:23 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 8,012 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000090 · wf-form4_165714260738224.xml · nonDerivative · entry 4 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,411 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 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 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 21:23 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 1,022 | $34.19 | $34,942.18 |
DisclosureSEC source: 0000893538-22-000090 · wf-form4_165714260738224.xml · nonDerivative · entry 3 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,399 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:23 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 4,190 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000090 · wf-form4_165714260738224.xml · nonDerivative · entry 2 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,421 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 21:23 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 848 | $25.06 | $21,250.88 |
DisclosureSEC source: 0000893538-22-000090 · wf-form4_165714260738224.xml · nonDerivative · entry 1 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,231 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 |
| December 31, 2021 Filed Aug 2, 2022 20:47 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 380 | $21.68 | $8,238.40 |
DisclosureSEC source: 0000893538-22-000106 · wf-form4_165947322302345.xml · nonDerivative · entry 1 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,679 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 22:07 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 8,012 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000142 · wf-form4_163969240608587.xml · derivative · entry 3 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,026 Underlying: Common Stock, $.01 Par Value · 8,012 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 22:07 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 1,952 | $30.18 | $58,911.36 |
DisclosureSEC source: 0000893538-21-000142 · wf-form4_163969240608587.xml · nonDerivative · entry 2 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,383 Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:07 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 8,012 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000142 · wf-form4_163969240608587.xml · nonDerivative · entry 1 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,335 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 |
| September 01, 2021 Filed Sep 3, 2021 22:13 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 3,922 | $19.10 | $74,910.20 |
DisclosureSEC source: 0000893538-21-000107 · wf-form4_163070721806092.xml · nonDerivative · entry 2 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,323 Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 22:13 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 16,104 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000107 · wf-form4_163070721806092.xml · nonDerivative · entry 1 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,245 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 16,104 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 20:54 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 11,270 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-21-000095 · wf-form4_162802401153709.xml · derivative · entry 1 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,270 Underlying: Common Stock, $.01 Par Value · 11,270 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 22:06 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 4,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000054 · wf-form4_162560917358913.xml · derivative · entry 7 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,190 Underlying: Common Stock, $.01 Par Value · 4,189 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 22:06 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,703 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000054 · wf-form4_162560917358913.xml · derivative · entry 6 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 1,703 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 six equal biannual installments beginning January 1, 2019. 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. F2 · 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, 2019. 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. 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 six equal biannual installments beginning January 1, 2019. 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. 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 six equal biannual installments beginning January 1, 2019. 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 22:06 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 1,021 | $24.63 | $25,147.23 |
DisclosureSEC source: 0000893538-21-000054 · wf-form4_162560917358913.xml · nonDerivative · entry 5 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,141 Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:06 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 4,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000054 · wf-form4_162560917358913.xml · nonDerivative · entry 4 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,162 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 22:06 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 416 | $24.63 | $10,246.08 |
DisclosureSEC source: 0000893538-21-000054 · wf-form4_162560917358913.xml · nonDerivative · entry 3 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,973 Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:06 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,703 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000054 · wf-form4_162560917358913.xml · nonDerivative · entry 2 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,389 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 six equal biannual installments beginning January 1, 2019. 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 |
| June 30, 2021 Filed Jul 6, 2021 22:06 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 2,500 | $5.20 | $13,000.00 |
DisclosureSEC source: 0000893538-21-000054 · wf-form4_162560917358913.xml · nonDerivative · entry 1 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,686 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 22:02 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 24,038 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-20-000155 · wf-form4_160867454067506.xml · derivative · entry 1 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,038 Underlying: Common Stock, $.01 Par Value · 24,038 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 23:17 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 4,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000110 · wf-form4_159407745289873.xml · derivative · entry 12 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,379 Underlying: Common Stock, $.01 Par Value · 4,189 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 23:17 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,703 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000110 · wf-form4_159407745289873.xml · derivative · entry 11 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,703 Underlying: Common Stock, $.01 Par Value · 1,703 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, 2019. 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, 2019. 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, 2019. 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, 2019. 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 23:17 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 2,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000110 · wf-form4_159407745289873.xml · derivative · entry 10 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 2,647 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 23:17 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 5,442 | $3.75 | $20,407.50 |
DisclosureSEC source: 0000893538-20-000110 · wf-form4_159407745289873.xml · nonDerivative · entry 9 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,186 Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:17 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 22,345 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000110 · wf-form4_159407745289873.xml · nonDerivative · entry 8 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,628 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 22,345 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 23:17 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 1,021 | $3.75 | $3,828.75 |
DisclosureSEC source: 0000893538-20-000110 · wf-form4_159407745289873.xml · nonDerivative · entry 7 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,283 Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:17 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 4,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000110 · wf-form4_159407745289873.xml · nonDerivative · entry 6 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,304 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 23:17 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 416 | $3.75 | $1,560.00 |
DisclosureSEC source: 0000893538-20-000110 · wf-form4_159407745289873.xml · nonDerivative · entry 5 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,115 Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:17 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,703 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000110 · wf-form4_159407745289873.xml · nonDerivative · entry 4 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,531 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, 2019. 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 23:17 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 645 | $3.75 | $2,418.75 |
DisclosureSEC source: 0000893538-20-000110 · wf-form4_159407745289873.xml · nonDerivative · entry 3 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,828 Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:17 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 2,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000110 · wf-form4_159407745289873.xml · nonDerivative · entry 2 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,473 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 23:17 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 2,224 | $3.19 | $7,094.56 |
DisclosureSEC source: 0000893538-20-000110 · wf-form4_159407745289873.xml · nonDerivative · entry 1 Newton Lehman E III · CIK 0001403099 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,826 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 |
| August 05, 2019 Filed Aug 7, 2019 22:14 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 12,568 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-19-000095 · wf-form4_156521602678536.xml · derivative · entry 1 Newton Lehman E III · CIK 0001403099 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,568 Underlying: Common Stock · 12,568 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 20:34 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,703 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000075 · wf-form4_156209968097983.xml · derivative · entry 10 Newton Lehman E III · CIK 0001403099 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,406 Underlying: Common Stock · 1,703 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, 2019. 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, 2019. 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, 2019. 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, 2019. 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, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 2,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000075 · wf-form4_156209968097983.xml · derivative · entry 9 Newton Lehman E III · CIK 0001403099 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,647 Underlying: Common Stock · 2,647 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 20:34 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,009 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000075 · wf-form4_156209968097983.xml · derivative · entry 8 Newton Lehman E III · CIK 0001403099 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,009 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 20:34 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 416 | $12.52 | $5,208.32 |
DisclosureSEC source: 0000893538-19-000075 · wf-form4_156209968097983.xml · nonDerivative · entry 7 Newton Lehman E III · CIK 0001403099 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,602 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 1,703 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000075 · wf-form4_156209968097983.xml · nonDerivative · entry 6 Newton Lehman E III · CIK 0001403099 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,018 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, 2019. 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, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 645 | $12.52 | $8,075.40 |
DisclosureSEC source: 0000893538-19-000075 · wf-form4_156209968097983.xml · nonDerivative · entry 5 Newton Lehman E III · CIK 0001403099 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,315 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 2,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000075 · wf-form4_156209968097983.xml · nonDerivative · entry 4 Newton Lehman E III · CIK 0001403099 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,960 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 20:34 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 246 | $12.52 | $3,079.92 |
DisclosureSEC source: 0000893538-19-000075 · wf-form4_156209968097983.xml · nonDerivative · entry 3 Newton Lehman E III · CIK 0001403099 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,313 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 1,009 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000075 · wf-form4_156209968097983.xml · nonDerivative · entry 2 Newton Lehman E III · CIK 0001403099 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,559 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.