Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SM Energy CoSM · Entity 3577 | Senior VP - Finance | July 24, 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 24, 2025 · Filed July 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 12,796 |
Ending reported balance
After 2025-07-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-07-24 · Exercise / conversion · Acquired 1,331 · Balance 13,353 F1: On July 24, 2025, 1,331 shares 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, 2022, 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, 2025. Row 2 · 2025-07-24 · Tax withholding · Disposed 557 · Balance 12,796 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,561 |
Reported balance
After 2025-07-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-07-25 · Grant · Acquired 10,561 · Balance 10,561 F2: 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: On July 24, 2025, 1,331 shares 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, 2022, 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, 2025.
F2: 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 20:42 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 10,561 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-25-000102 · wk-form4_1753476132.xml · derivative · entry 3 Lytle Patrick A · CIK 0001767858 · Senior VP - Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,561 Underlying: Common Stock, $.01 Par Value · 10,561 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, 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. 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, 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. 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, 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 24, 2025 Filed Jul 25, 2025 20:42 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 557 | $24.71 | $13,763.47 |
DisclosureSEC source: 0000893538-25-000102 · wk-form4_1753476132.xml · nonDerivative · entry 2 Lytle Patrick A · CIK 0001767858 · Senior VP - Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,796 Read SEC document |
| July 24, 2025 Filed Jul 25, 2025 20:42 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,331 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000102 · wk-form4_1753476132.xml · nonDerivative · entry 1 Lytle Patrick A · CIK 0001767858 · Senior VP - Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,353 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 24, 2025, 1,331 shares 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, 2022, 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, 2025. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:20 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,813 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000074 · wk-form4_1751563228.xml · derivative · entry 11 Lytle Patrick A · CIK 0001767858 · Senior VP - Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,627 Underlying: Common Stock, $.01 Par Value · 1,813 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. F5 · 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. F5 · 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. F5 · 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. F5 · 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 17:20 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 2,371 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000074 · wk-form4_1751563228.xml · derivative · entry 10 Lytle Patrick A · CIK 0001767858 · Senior VP - Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,371 Underlying: Common Stock, $.01 Par Value · 2,371 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, 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. 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, 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. 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, 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. 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, 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 17:20 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000074 · wk-form4_1751563228.xml · derivative · entry 9 Lytle Patrick A · CIK 0001767858 · Senior VP - Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 1,223 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 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. F3 · 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. 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 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. 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 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 17:20 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 757 | $24.71 | $18,705.47 |
DisclosureSEC source: 0000893538-25-000074 · wk-form4_1751563228.xml · nonDerivative · entry 8 Lytle Patrick A · CIK 0001767858 · Senior VP - Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,022 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:20 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,813 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000074 · wk-form4_1751563228.xml · nonDerivative · entry 7 Lytle Patrick A · CIK 0001767858 · Senior VP - Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,779 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: 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 17:20 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 990 | $24.71 | $24,462.90 |
DisclosureSEC source: 0000893538-25-000074 · wk-form4_1751563228.xml · nonDerivative · entry 6 Lytle Patrick A · CIK 0001767858 · Senior VP - Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,966 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:20 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 2,371 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000074 · wk-form4_1751563228.xml · nonDerivative · entry 5 Lytle Patrick A · CIK 0001767858 · Senior VP - Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,956 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, 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 17:20 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 511 | $24.71 | $12,626.81 |
DisclosureSEC source: 0000893538-25-000074 · wk-form4_1751563228.xml · nonDerivative · entry 4 Lytle Patrick A · CIK 0001767858 · Senior VP - Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,585 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:20 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-25-000074 · wk-form4_1751563228.xml · nonDerivative · entry 3 Lytle Patrick A · CIK 0001767858 · Senior VP - Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,096 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 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 17:20 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 644 | $21.34 | $13,742.96 |
DisclosureSEC source: 0000893538-25-000074 · wk-form4_1751563228.xml · nonDerivative · entry 2 Lytle Patrick A · CIK 0001767858 · Senior VP - Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,873 F2 · kind: The Reporting Person purchased 644 shares of the Issuer's common stock on June 30, 2025, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| December 31, 2024 Filed Jul 3, 2025 17:20 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 224 | $32.70 | $7,324.80 |
DisclosureSEC source: 0000893538-25-000074 · wk-form4_1751563228.xml · nonDerivative · entry 1 Lytle Patrick A · CIK 0001767858 · Senior VP - Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,229 F1 · kind: The Reporting Person purchased 224 shares of the Issuer's common stock on December 31, 2024, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| August 27, 2024 Filed Aug 28, 2024 20:17 UTC | SM Energy Co SM · Entity 3577 | GiftCommon Stock, $.01 Par Value | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-24-000121 · wk-form4_1724876224.xml · nonDerivative · entry 2 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,005 Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 20:17 UTC | SM Energy Co SM · Entity 3577 | SaleCommon Stock, $.01 Par Value | 6,059 | $47.45 | $287,499.55 |
DisclosureSEC source: 0000893538-24-000121 · wk-form4_1724876224.xml · nonDerivative · entry 1 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,355 F1 · price: The shares were purchased in multiple transactions at prices ranging from $47.43 to $47.50, 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 | 5,440 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-24-000093 · wk-form4_1722024997.xml · derivative · entry 1 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,440 Underlying: Common Stock, $.01 Par Value · 5,440 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 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 2,371 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-24-000070 · wk-form4_1720037783.xml · derivative · entry 11 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,742 Underlying: Common Stock, $.01 Par Value · 2,371 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. F5 · 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. F5 · 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. F5 · 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. F5 · 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 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-24-000070 · wk-form4_1720037783.xml · derivative · entry 10 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,223 Underlying: Common Stock, $.01 Par Value · 1,223 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, 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. 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, 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. 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, 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. 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, 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, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,503 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-24-000070 · wk-form4_1720037783.xml · derivative · entry 9 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 1,503 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 three equal annual installments beginning on July 1, 2022. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares lapsed. F3 · 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, 2022. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares lapsed. 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 three equal annual installments beginning on July 1, 2022. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares lapsed. 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 three equal annual installments beginning on July 1, 2022. 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, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 682 | $43.23 | $29,482.86 |
DisclosureSEC source: 0000893538-24-000070 · wk-form4_1720037783.xml · nonDerivative · entry 8 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,414 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 2,371 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-24-000070 · wk-form4_1720037783.xml · nonDerivative · entry 7 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,096 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: 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 20:16 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 352 | $43.23 | $15,216.96 |
DisclosureSEC source: 0000893538-24-000070 · wk-form4_1720037783.xml · nonDerivative · entry 6 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,725 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-24-000070 · wk-form4_1720037783.xml · nonDerivative · entry 5 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,077 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, 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, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 433 | $43.23 | $18,718.59 |
DisclosureSEC source: 0000893538-24-000070 · wk-form4_1720037783.xml · nonDerivative · entry 4 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,854 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,503 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-24-000070 · wk-form4_1720037783.xml · nonDerivative · entry 3 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,287 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 three equal annual installments beginning on July 1, 2022. 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 28, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 393 | $32.91 | $12,933.63 |
DisclosureSEC source: 0000893538-24-000070 · wk-form4_1720037783.xml · nonDerivative · entry 2 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,784 F2 · kind: The Reporting Person purchased 393 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 20:16 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 293 | $26.89 | $7,878.77 |
DisclosureSEC source: 0000893538-24-000070 · wk-form4_1720037783.xml · nonDerivative · entry 1 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,391 F1 · kind: The Reporting Person purchased 293 shares of the Issuer's common stock on December 29, 2023, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| August 07, 2023 Filed Aug 9, 2023 20:22 UTC | SM Energy Co SM · Entity 3577 | SaleCommon Stock, $.01 Par Value | 6,494 | $38.46 | $249,759.24 |
DisclosureSEC source: 0000893538-23-000090 · wk-form4_1691612511.xml · nonDerivative · entry 1 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,098 Read SEC document |
| July 24, 2023 Filed Jul 24, 2023 20:30 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 7,113 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-23-000076 · wk-form4_1690230609.xml · derivative · entry 1 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,113 Underlying: Common Stock, $.01 Par Value · 7,113 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 |
| July 03, 2023 Filed Jul 6, 2023 20:29 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,222 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-23-000066 · wk-form4_1688675380.xml · derivative · entry 11 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,446 Underlying: Common Stock, $.01 Par Value · 1,222 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. F5 · 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, 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. F5 · 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, 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. F5 · 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, 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. F5 · 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, 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 03, 2023 Filed Jul 6, 2023 20:29 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,503 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-23-000066 · wk-form4_1688675380.xml · derivative · entry 10 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,503 Underlying: Common Stock, $.01 Par Value · 1,503 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, 2022. 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, 2022. 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, 2022. 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, 2022. 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 03, 2023 Filed Jul 6, 2023 20:29 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 2,091 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-23-000066 · wk-form4_1688675380.xml · derivative · entry 9 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 2,091 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 three equal installments on December 14, 2021, July 1, 2022 and 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. F3 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal installments on December 14, 2021, July 1, 2022 and 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. 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 three equal installments on December 14, 2021, July 1, 2022 and 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. 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 three equal installments on December 14, 2021, July 1, 2022 and 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 03, 2023 Filed Jul 6, 2023 20:29 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 352 | $31.63 | $11,133.76 |
DisclosureSEC source: 0000893538-23-000066 · wk-form4_1688675380.xml · nonDerivative · entry 8 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,592 Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:29 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,222 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-23-000066 · wk-form4_1688675380.xml · nonDerivative · entry 7 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,944 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: 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, 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 03, 2023 Filed Jul 6, 2023 20:29 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 433 | $31.63 | $13,695.79 |
DisclosureSEC source: 0000893538-23-000066 · wk-form4_1688675380.xml · nonDerivative · entry 6 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,722 Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:29 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,503 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-23-000066 · wk-form4_1688675380.xml · nonDerivative · entry 5 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,155 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, 2022. 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 03, 2023 Filed Jul 6, 2023 20:29 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 602 | $31.63 | $19,041.26 |
DisclosureSEC source: 0000893538-23-000066 · wk-form4_1688675380.xml · nonDerivative · entry 4 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,652 Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:29 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 2,091 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-23-000066 · wk-form4_1688675380.xml · nonDerivative · entry 3 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,254 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 three equal installments on December 14, 2021, July 1, 2022 and 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, 2023 Filed Jul 6, 2023 20:29 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 451 | $26.61 | $12,001.11 |
DisclosureSEC source: 0000893538-23-000066 · wk-form4_1688675380.xml · nonDerivative · entry 2 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,163 F2 · kind: The Reporting Person purchased 451 shares of the Issuer's common stock on June 30, 2023, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| December 30, 2022 Filed Jul 6, 2023 20:29 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 249 | $28.97 | $7,213.53 |
DisclosureSEC source: 0000893538-23-000066 · wk-form4_1688675380.xml · nonDerivative · entry 1 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,712 F1 · kind: The Reporting Person purchased 249 shares of the Issuer's common stock on December 30, 2022, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| September 09, 2022 Filed Sep 12, 2022 20:33 UTC | SM Energy Co SM · Entity 3577 | SaleCommon Stock, $.01 Par Value | 8,658 | $45.61 | $394,891.38 |
DisclosureSEC source: 0000893538-22-000135 · wf-form4_166301482128566.xml · nonDerivative · entry 1 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,463 Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 22:13 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 3,520 | $44.07 | $155,126.40 |
DisclosureSEC source: 0000893538-22-000123 · wf-form4_166215681825847.xml · nonDerivative · entry 2 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,121 Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 22:13 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 12,178 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000123 · wf-form4_166215681825847.xml · nonDerivative · entry 1 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,641 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 12,178 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 20:39 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 3,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-22-000101 · wf-form4_165947275038706.xml · derivative · entry 1 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,668 Underlying: Common Stock, $.01 Par Value · 3,668 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, 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 annual installments beginning on 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 annual installments beginning on 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, 2022 Filed Jul 6, 2022 21:19 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,502 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000087 · wf-form4_165714237050858.xml · derivative · entry 10 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,006 Underlying: Common Stock, $.01 Par Value · 1,502 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, 2022. 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, 2022. 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, 2022. 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, 2022. 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, 2022 Filed Jul 6, 2022 21:19 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 2,090 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000087 · wf-form4_165714237050858.xml · derivative · entry 9 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,091 Underlying: Common Stock, $.01 Par Value · 2,090 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 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. 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 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. 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 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. 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 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, 2022 Filed Jul 6, 2022 21:19 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,353 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000087 · wf-form4_165714237050858.xml · derivative · entry 8 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 1,353 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, 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. 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, 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. 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, 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. 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, 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, 2022 Filed Jul 6, 2022 21:19 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 435 | $34.19 | $14,872.65 |
DisclosureSEC source: 0000893538-22-000087 · wf-form4_165714237050858.xml · nonDerivative · entry 7 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,463 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:19 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,502 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000087 · wf-form4_165714237050858.xml · nonDerivative · entry 6 Lytle Patrick A · CIK 0001767858 · VP - Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,898 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, 2022. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.