Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SM Energy CoSM · Entity 3577 | EVP, GC & Corp Secretary | August 21, 2026 | August 24, 2026 |
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 August 21, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 14,705 |
Reported balance
After 2026-08-21 transaction · row 1
1 source rowRow 1 · 2026-08-21 · Sale · Disposed 17,500 · Balance 14,705 F1: The shares were purchased in multiple transactions at prices ranging from $36.85 to $37.15, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth herein. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were purchased in multiple transactions at prices ranging from $36.85 to $37.15, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth herein.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 21, 2026 Filed Aug 24, 2026 20:16 UTC | SM Energy Co SM · Entity 3577 | SaleCommon Stock, $.01 Par Value | 17,500 | $37.02 | $647,850.00 |
DisclosureSEC source: 0000893538-26-000124 · wk-form4_1787602558.xml · nonDerivative · entry 1 Lebeck James Barker · CIK 0001963802 · EVP, GC & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,705 F1 · price: The shares were purchased in multiple transactions at prices ranging from $36.85 to $37.15, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth herein. Read SEC document |
| July 24, 2026 Filed Jul 24, 2026 20:19 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 42,752 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-26-000113 · wk-form4_1784924379.xml · derivative · entry 3 Lebeck James Barker · CIK 0001963802 · EVP, GC & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,752 Underlying: Common Stock, $.01 Par Value · 42,752 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 three equal annual installments beginning on July 1, 2027. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F2 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2027. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F2 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2027. 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 24, 2026 Filed Jul 24, 2026 20:19 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 3,291 | $26.10 | $85,895.10 |
DisclosureSEC source: 0000893538-26-000113 · wk-form4_1784924379.xml · nonDerivative · entry 2 Lebeck James Barker · CIK 0001963802 · EVP, GC & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,205 Read SEC document |
| July 24, 2026 Filed Jul 24, 2026 20:19 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 7,520 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-26-000113 · wk-form4_1784924379.xml · nonDerivative · entry 1 Lebeck James Barker · CIK 0001963802 · EVP, GC & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,496 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 July 23, 2026, 7,520 shares of the Issuer's common stock were issued to the Reporting Person under the terms of a performance share unit ("PSU") award, based on the determination by the Compensation Committee of the Board of Directors of the Issuer regarding achievement of time-based vesting provisions and 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, 2023, and represented the contingent right to receive between 0% to 200% of that number of shares of the Issuer's common stock based on the achievement of the vesting and performance criteria over a three-year performance period. The PSUs were fully vested on July 1, 2026. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 10,880 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-26-000101 · wk-form4_1783023362.xml · derivative · entry 10 Lebeck James Barker · CIK 0001963802 · EVP, GC & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,762 Underlying: Common Stock, $.01 Par Value · 10,880 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, 2026. 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, 2026. 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, 2026. 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, 2026. 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, 2026 Filed Jul 2, 2026 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 6,108 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-26-000101 · wk-form4_1783023362.xml · derivative · entry 9 Lebeck James Barker · CIK 0001963802 · EVP, GC & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,108 Underlying: Common Stock, $.01 Par Value · 6,108 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, 2025. 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, 2025. 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, 2025. 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, 2025. 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, 2026 Filed Jul 2, 2026 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 5,269 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-26-000101 · wk-form4_1783023362.xml · derivative · entry 8 Lebeck James Barker · CIK 0001963802 · EVP, GC & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 5,269 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, 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. 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, 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. 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, 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. 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, 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, 2026 Filed Jul 2, 2026 20:16 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 4,761 | $26.10 | $124,262.10 |
DisclosureSEC source: 0000893538-26-000101 · wk-form4_1783023362.xml · nonDerivative · entry 7 Lebeck James Barker · CIK 0001963802 · EVP, GC & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,976 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 10,880 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-26-000101 · wk-form4_1783023362.xml · nonDerivative · entry 6 Lebeck James Barker · CIK 0001963802 · EVP, GC & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,737 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, 2026. 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, 2026 Filed Jul 2, 2026 20:16 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 2,673 | $26.10 | $69,765.30 |
DisclosureSEC source: 0000893538-26-000101 · wk-form4_1783023362.xml · nonDerivative · entry 5 Lebeck James Barker · CIK 0001963802 · EVP, GC & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,857 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 6,108 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-26-000101 · wk-form4_1783023362.xml · nonDerivative · entry 4 Lebeck James Barker · CIK 0001963802 · EVP, GC & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,530 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, 2025. 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, 2026 Filed Jul 2, 2026 20:16 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 2,306 | $26.10 | $60,186.60 |
DisclosureSEC source: 0000893538-26-000101 · wk-form4_1783023362.xml · nonDerivative · entry 3 Lebeck James Barker · CIK 0001963802 · EVP, GC & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,422 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 5,269 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-26-000101 · wk-form4_1783023362.xml · nonDerivative · entry 2 Lebeck James Barker · CIK 0001963802 · EVP, GC & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,728 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, 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 |
| June 30, 2026 Filed Jul 2, 2026 20:16 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 622 | $15.90 | $9,889.80 |
DisclosureSEC source: 0000893538-26-000101 · wk-form4_1783023362.xml · nonDerivative · entry 1 Lebeck James Barker · CIK 0001963802 · EVP, GC & Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,459 F1 · kind: The Reporting Person purchased 622 shares of the Issuer's common stock on June 30, 2026, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| January 23, 2026 Filed Jan 26, 2026 21:39 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 6,791 | $18.75 | $127,331.25 |
DisclosureSEC source: 0000893538-26-000001 · wk-form4_1769463543.xml · nonDerivative · entry 2 Lebeck James Barker · CIK 0001963802 · EVP Corp Development & GC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,837 Read SEC document |
| January 23, 2026 Filed Jan 26, 2026 21:39 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 14,698 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-26-000001 · wk-form4_1769463543.xml · nonDerivative · entry 1 Lebeck James Barker · CIK 0001963802 · EVP Corp Development & GC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,628 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. F1 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vested in one installment and was issued to the Reporting Person on January 23, 2026, at which time all restrictions on the vested shares lapsed. Read SEC document |
| July 25, 2025 Filed Jul 25, 2025 20:35 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 32,642 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-25-000094 · wk-form4_1753475703.xml · derivative · entry 1 Lebeck James Barker · CIK 0001963802 · EVP Corp Development & GC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,642 Underlying: Common Stock, $.01 Par Value · 32,642 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 on July 1, 2026. 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 on July 1, 2026. 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 on July 1, 2026. 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, 2025 Filed Jul 3, 2025 17:28 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 6,107 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000082 · wk-form4_1751563685.xml · derivative · entry 7 Lebeck James Barker · CIK 0001963802 · EVP Corp Development & GC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,216 Underlying: Common Stock, $.01 Par Value · 6,107 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, 2025. 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, 2025. 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, 2025. 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, 2025. 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, 2025 Filed Jul 3, 2025 17:28 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 5,269 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000082 · wk-form4_1751563685.xml · derivative · entry 6 Lebeck James Barker · CIK 0001963802 · EVP Corp Development & GC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,269 Underlying: Common Stock, $.01 Par Value · 5,269 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 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. F2 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 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. F2 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 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. F2 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 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, 2025 Filed Jul 3, 2025 17:28 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 2,672 | $24.71 | $66,025.12 |
DisclosureSEC source: 0000893538-25-000082 · wk-form4_1751563685.xml · nonDerivative · entry 5 Lebeck James Barker · CIK 0001963802 · EVP Corp Development & GC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,930 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:28 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 6,107 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000082 · wk-form4_1751563685.xml · nonDerivative · entry 4 Lebeck James Barker · CIK 0001963802 · EVP Corp Development & GC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,602 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, 2025. 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, 2025 Filed Jul 3, 2025 17:28 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 2,306 | $24.71 | $56,981.26 |
DisclosureSEC source: 0000893538-25-000082 · wk-form4_1751563685.xml · nonDerivative · entry 3 Lebeck James Barker · CIK 0001963802 · EVP Corp Development & GC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,495 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:28 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 5,269 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000082 · wk-form4_1751563685.xml · nonDerivative · entry 2 Lebeck James Barker · CIK 0001963802 · EVP Corp Development & GC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,801 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 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 |
| December 31, 2024 Filed Jul 3, 2025 17:28 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 276 | $32.70 | $9,025.20 |
DisclosureSEC source: 0000893538-25-000082 · wk-form4_1751563685.xml · nonDerivative · entry 1 Lebeck James Barker · CIK 0001963802 · EVP Corp Development & GC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 532 F1 · kind: The Reporting Person purchased 276 shares of the Issuer's common stock on December 31, 2024, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 20:18 UTC | SM Energy Co SM · Entity 3577 | SaleCommon Stock, $.01 Par Value | 4,487 | $45.43 | $203,844.41 |
DisclosureSEC source: 0000893538-24-000111 · wk-form4_1724185073.xml · nonDerivative · entry 1 Lebeck James Barker · CIK 0001963802 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256 F1 · price: The shares were purchased in multiple transactions at prices ranging from $45.42 to $45.47, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth herein. Read SEC document |
| July 26, 2024 Filed Jul 26, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 18,323 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-24-000094 · wk-form4_1722025007.xml · derivative · entry 1 Lebeck James Barker · CIK 0001963802 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,323 Underlying: Common Stock, $.01 Par Value · 18,323 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 on July 1, 2025. 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 on July 1, 2025. 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 on July 1, 2025. 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, 2024 Filed Jul 3, 2024 20:17 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 5,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-24-000073 · wk-form4_1720037815.xml · derivative · entry 5 Lebeck James Barker · CIK 0001963802 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,538 Underlying: Common Stock, $.01 Par Value · 5,270 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, 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. 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, 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. 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, 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. 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, 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, 2024 Filed Jul 3, 2024 20:17 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 1,516 | $43.23 | $65,536.68 |
DisclosureSEC source: 0000893538-24-000073 · wk-form4_1720037815.xml · nonDerivative · entry 4 Lebeck James Barker · CIK 0001963802 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,743 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:17 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 5,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-24-000073 · wk-form4_1720037815.xml · nonDerivative · entry 3 Lebeck James Barker · CIK 0001963802 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,259 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, 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 |
| June 28, 2024 Filed Jul 3, 2024 20:17 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 334 | $32.91 | $10,991.94 |
DisclosureSEC source: 0000893538-24-000073 · wk-form4_1720037815.xml · nonDerivative · entry 2 Lebeck James Barker · CIK 0001963802 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 989 F2 · kind: The Reporting Person purchased 334 shares of the Issuer's common stock on June 28, 2024, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| December 29, 2023 Filed Jul 3, 2024 20:17 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 399 | $26.89 | $10,729.11 |
DisclosureSEC source: 0000893538-24-000073 · wk-form4_1720037815.xml · nonDerivative · entry 1 Lebeck James Barker · CIK 0001963802 · EVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 655 F1 · kind: The Reporting Person purchased 399 shares of the Issuer's common stock on December 29, 2023, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| July 24, 2023 Filed Jul 24, 2023 20:23 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 15,808 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-23-000072 · wk-form4_1690230215.xml · derivative · entry 1 Lebeck James Barker · CIK 0001963802 · SVP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,808 Underlying: Common Stock, $.01 Par Value · 15,808 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 on 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 annual installments beginning on 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 annual installments beginning on 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 |
| January 27, 2023 Filed Jan 31, 2023 22:33 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 14,698 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-23-000008 · wf-form4_167520441444054.xml · derivative · entry 1 Lebeck James Barker · CIK 0001963802 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,698 Underlying: Common Stock, $.01 Par Value · 14,698 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 one installment on January 23, 2026. The vested shares will be issued to the Reporting Person on the vesting date, 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 one installment on January 23, 2026. The vested shares will be issued to the Reporting Person on the vesting date, 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 one installment on January 23, 2026. The vested shares will be issued to the Reporting Person on the vesting date, at which time all restrictions on the vested shares will lapse. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.