Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SM Energy CoSM · Entity 3577 | Director | September 10, 2026 | September 11, 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 September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 12,525 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Sale · Disposed 3,650 · Balance 12,525 F1: The shares were purchased in multiple transactions at prices ranging from $38.14 to 38.46, 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 $38.14 to 38.46, 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 |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 11, 2026 20:32 UTC | SM Energy Co SM · Entity 3577 | SaleCommon Stock, $.01 Par Value | 3,650 | $38.28 | $139,722.00 |
DisclosureSEC source: 0000893538-26-000130 · wk-form4_1789158738.xml · nonDerivative · entry 1 Venkatraman Ashwin · CIK 0002047678 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,525 F1 · price: The shares were purchased in multiple transactions at prices ranging from $38.14 to 38.46, 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 |
| June 22, 2026 Filed Jun 23, 2026 20:38 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 6,166 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-26-000091 · wk-form4_1782247107.xml · nonDerivative · entry 1 Venkatraman Ashwin · CIK 0002047678 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,175 F1 · kind: On June 22, 2026, the Reporting Person was granted 6,166 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2026. Read SEC document |
| June 10, 2025 Filed Jun 11, 2025 20:31 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 7,982 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-25-000060 · wk-form4_1749673868.xml · nonDerivative · entry 1 Venkatraman Ashwin · CIK 0002047678 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,009 F1 · kind: On June 10, 2025, the Reporting Person was granted 7,982 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2025. Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 21:12 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 2,027 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-24-000150 · wk-form4_1734124350.xml · nonDerivative · entry 1 Venkatraman Ashwin · CIK 0002047678 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,027 F1 · kind: On December 11, 2024, the reporting person was granted 2,027 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2024. 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.