Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SM Energy CoSM · Entity 3577 | Senior Vice President - Utah | July 25, 2025 | July 25, 2025 |
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 25, 2025 · Filed July 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,481 |
Reported balance
After 2025-07-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-07-25 · Grant · Acquired 12,481 · Balance 12,481 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, 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. |
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, 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.
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 25, 2025 Filed Jul 25, 2025 20:36 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 12,481 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-25-000096 · wk-form4_1753475806.xml · derivative · entry 1 Jenkins Richard A. · CIK 0002059036 · Senior Vice President - Utah 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,481 Underlying: Common Stock, $.01 Par Value · 12,481 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 17:23 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,908 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000076 · wk-form4_1751563406.xml · derivative · entry 10 Jenkins Richard A. · CIK 0002059036 · Senior Vice President - Utah 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,818 Underlying: Common Stock, $.01 Par Value · 1,908 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, 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. 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, 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. 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, 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. 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, 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 17:23 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,581 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000076 · wk-form4_1751563406.xml · derivative · entry 9 Jenkins Richard A. · CIK 0002059036 · Senior Vice President - Utah 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,580 Underlying: Common Stock, $.01 Par Value · 1,581 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, 2025 Filed Jul 3, 2025 17:23 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,379 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000076 · wk-form4_1751563406.xml · derivative · entry 8 Jenkins Richard A. · CIK 0002059036 · Senior Vice President - Utah 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 1,379 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, 2023. 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, 2023. 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, 2023. 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, 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 17:23 UTC | SM Energy Co SM · Entity 3577 | Disposition to issuerCommon Stock, $.01 Par Value | 465 | $24.71 | $11,490.15 |
DisclosureSEC source: 0000893538-25-000076 · wk-form4_1751563406.xml · nonDerivative · entry 7 Jenkins Richard A. · CIK 0002059036 · Senior Vice President - Utah 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,925 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:23 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 1,908 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000076 · wk-form4_1751563406.xml · nonDerivative · entry 6 Jenkins Richard A. · CIK 0002059036 · Senior Vice President - Utah 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,390 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, 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 17:23 UTC | SM Energy Co SM · Entity 3577 | Disposition to issuerCommon Stock, $.01 Par Value | 385 | $24.71 | $9,513.35 |
DisclosureSEC source: 0000893538-25-000076 · wk-form4_1751563406.xml · nonDerivative · entry 5 Jenkins Richard A. · CIK 0002059036 · Senior Vice President - Utah 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,482 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:23 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 1,581 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000076 · wk-form4_1751563406.xml · nonDerivative · entry 4 Jenkins Richard A. · CIK 0002059036 · Senior Vice President - Utah 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,867 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 |
| July 01, 2025 Filed Jul 3, 2025 17:23 UTC | SM Energy Co SM · Entity 3577 | Disposition to issuerCommon Stock, $.01 Par Value | 336 | $24.71 | $8,302.56 |
DisclosureSEC source: 0000893538-25-000076 · wk-form4_1751563406.xml · nonDerivative · entry 3 Jenkins Richard A. · CIK 0002059036 · Senior Vice President - Utah 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,286 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:23 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 1,379 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000076 · wk-form4_1751563406.xml · nonDerivative · entry 2 Jenkins Richard A. · CIK 0002059036 · Senior Vice President - Utah 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,622 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, 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 |
| June 30, 2025 Filed Jul 3, 2025 17:23 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 575 | $21.34 | $12,270.50 |
DisclosureSEC source: 0000893538-25-000076 · wk-form4_1751563406.xml · nonDerivative · entry 1 Jenkins Richard A. · CIK 0002059036 · Senior Vice President - Utah 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,243 F1 · kind: The Reporting Person purchased 575 shares of the Issuer's common stock on June 30, 2025, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| June 17, 2025 Filed Jun 18, 2025 20:14 UTC | SM Energy Co SM · Entity 3577 | SaleCommon Stock, $.01 Par Value | 7,726 | $28.49 | $220,113.74 |
DisclosureSEC source: 0000893538-25-000067 · wk-form4_1750277662.xml · nonDerivative · entry 1 Jenkins Richard A. · CIK 0002059036 · Senior Vice President - Utah 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,668 F1 · price: The shares were sold in multiple transactions at prices ranging from $28.45 to $28.50, inclusive. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the ranges set forth herein. 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.