Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SM Energy CoSM · Entity 3577 | Vice President - Controller | July 24, 2026 | July 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 July 24, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,288 |
Reported balance
After 2026-07-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-24 · Grant · Acquired 7,288 · Balance 7,288 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 24, 2026 Filed Jul 24, 2026 20:19 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 7,288 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-26-000111 · wk-form4_1784924365.xml · derivative · entry 1 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,288 Underlying: Common Stock, $.01 Par Value · 7,288 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, 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. 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, 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. 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, 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 01, 2026 Filed Jul 2, 2026 20:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,919 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-26-000099 · wk-form4_1783023347.xml · derivative · entry 9 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,841 Underlying: Common Stock, $.01 Par Value · 1,919 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, 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. 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, 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. 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, 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. 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, 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 20:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 630 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-26-000099 · wk-form4_1783023347.xml · derivative · entry 8 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 631 Underlying: Common Stock, $.01 Par Value · 630 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, 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. 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, 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. 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, 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. 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, 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 20:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 948 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-26-000099 · wk-form4_1783023347.xml · derivative · entry 7 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 948 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 vested in three equal annual installments beginning on July 1, 2024. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares lapsed. F1 · 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 were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares lapsed. F1 · 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 were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares lapsed. F1 · 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 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, 2026 Filed Jul 2, 2026 20:15 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 802 | $26.10 | $20,932.20 |
DisclosureSEC source: 0000893538-26-000099 · wk-form4_1783023347.xml · nonDerivative · entry 6 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,686 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,919 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-26-000099 · wk-form4_1783023347.xml · nonDerivative · entry 5 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,488 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, 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 20:15 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 264 | $26.10 | $6,890.40 |
DisclosureSEC source: 0000893538-26-000099 · wk-form4_1783023347.xml · nonDerivative · entry 4 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,569 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 630 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-26-000099 · wk-form4_1783023347.xml · nonDerivative · entry 3 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,833 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, 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 20:15 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 396 | $26.10 | $10,335.60 |
DisclosureSEC source: 0000893538-26-000099 · wk-form4_1783023347.xml · nonDerivative · entry 2 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,203 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 948 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-26-000099 · wk-form4_1783023347.xml · nonDerivative · entry 1 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,599 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 three equal annual installments beginning on July 1, 2024. 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 25, 2025 Filed Jul 25, 2025 20:38 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 5,760 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-25-000098 · wk-form4_1753475895.xml · derivative · entry 1 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,760 Underlying: Common Stock, $.01 Par Value · 5,760 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 17:26 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 629 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000080 · wk-form4_1751563590.xml · derivative · entry 9 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,261 Underlying: Common Stock, $.01 Par Value · 629 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 17:26 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 948 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000080 · wk-form4_1751563590.xml · derivative · entry 8 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 948 Underlying: Common Stock, $.01 Par Value · 948 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 17:26 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 742 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000080 · wk-form4_1751563590.xml · derivative · entry 7 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 742 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 vested in three equal annual installments beginning on July 1, 2023. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares lapsed. F1 · 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, 2023. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares lapsed. F1 · 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, 2023. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares lapsed. F1 · 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, 2023. 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, 2025 Filed Jul 3, 2025 17:26 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 181 | $24.71 | $4,472.51 |
DisclosureSEC source: 0000893538-25-000080 · wk-form4_1751563590.xml · nonDerivative · entry 6 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,651 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:26 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 629 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000080 · wk-form4_1751563590.xml · nonDerivative · entry 5 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,832 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 17:26 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 273 | $24.71 | $6,745.83 |
DisclosureSEC source: 0000893538-25-000080 · wk-form4_1751563590.xml · nonDerivative · entry 4 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,203 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:26 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 948 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000080 · wk-form4_1751563590.xml · nonDerivative · entry 3 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,476 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 |
| July 01, 2025 Filed Jul 3, 2025 17:26 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 214 | $24.71 | $5,287.94 |
DisclosureSEC source: 0000893538-25-000080 · wk-form4_1751563590.xml · nonDerivative · entry 2 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 528 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:26 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 742 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000080 · wk-form4_1751563590.xml · nonDerivative · entry 1 Bennett Alan D · CIK 0002059838 · Vice President - Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 742 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 three equal annual installments beginning on July 1, 2023. 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.