Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SM Energy CoSM · Entity 3577 | SVP - Bus Dev & Land | 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 | 134,235 |
Ending reported balance
After 2025-07-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-07-24 · Exercise / conversion · Acquired 3,458 · Balance 135,078 F1: On July 24, 2025, 3,458 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 843 · Balance 134,235 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,361 |
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 15,361 · Balance 15,361 F2: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2026. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 24, 2025, 3,458 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 six equal biannual installments beginning January 1, 2026. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, 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 02, 2018 Filed Jul 5, 2018 16:42 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock: $.01 Par Value | 831 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000060 · wf-form4_153080892480037.xml · nonDerivative · entry 4 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,866 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, 2017. 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 02, 2018 Filed Jul 5, 2018 16:42 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock: $.01 Par Value | 140 | $25.69 | $3,596.60 |
DisclosureSEC source: 0000893538-18-000060 · wf-form4_153080892480037.xml · nonDerivative · entry 3 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,035 Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 16:42 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock: $.01 Par Value | 572 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000060 · wf-form4_153080892480037.xml · nonDerivative · entry 2 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,175 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2016. 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 29, 2018 Filed Jul 5, 2018 16:42 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock: $.01 Par Value | 1,039 | $18.77 | $19,499.95 |
DisclosureSEC source: 0000893538-18-000060 · wf-form4_153080892480037.xml · nonDerivative · entry 1 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,603 F1 · kind: The reporting person purchased 1,039 shares of the issuer's common stock on June 29, 2018, through the issuer's Employee Stock Purchase Plan. Read SEC document |
| August 02, 2017 Filed Aug 2, 2017 21:56 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 6,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-17-000108 · wf-form4_150171099553478.xml · derivative · entry 1 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,050 Underlying: Common Stock · 6,050 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 July 1, 2018. 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 July 1, 2018. 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 July 1, 2018. 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, 2017 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 831 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000089 · wf-form4_149937270383533.xml · derivative · entry 11 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,662 Underlying: Common Stock · 831 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, 2017. 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, 2017. 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, 2017. 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, 2017. 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, 2017 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 572 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000089 · wf-form4_149937270383533.xml · derivative · entry 10 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 572 Underlying: Common Stock · 572 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, 2016. 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, 2016. 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, 2016. 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, 2016. 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, 2017 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 341 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000089 · wf-form4_149937270383533.xml · derivative · entry 9 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 341 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, 2015. 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, 2015. 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, 2015. 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, 2015. 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, 2017 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock: $.01 Par Value | 228 | $16.53 | $3,768.84 |
DisclosureSEC source: 0000893538-17-000089 · wf-form4_149937270383533.xml · nonDerivative · entry 8 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,564 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock: $.01 Par Value | 831 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000089 · wf-form4_149937270383533.xml · nonDerivative · entry 7 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,792 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, 2017. 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, 2017 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock: $.01 Par Value | 157 | $16.53 | $2,595.21 |
DisclosureSEC source: 0000893538-17-000089 · wf-form4_149937270383533.xml · nonDerivative · entry 6 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,961 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock: $.01 Par Value | 572 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000089 · wf-form4_149937270383533.xml · nonDerivative · entry 5 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,118 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, 2016. 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, 2017 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock: $.01 Par Value | 94 | $16.53 | $1,553.82 |
DisclosureSEC source: 0000893538-17-000089 · wf-form4_149937270383533.xml · nonDerivative · entry 4 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,546 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock: $.01 Par Value | 341 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000089 · wf-form4_149937270383533.xml · nonDerivative · entry 3 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,640 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, 2015. 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, 2017 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock: $.01 Par Value | 725 | $14.05 | $10,186.25 |
DisclosureSEC source: 0000893538-17-000089 · wf-form4_149937270383533.xml · nonDerivative · entry 2 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,299 F2 · kind: The reporting person purchased 725 shares of the issuer's common stock on June 30, 2017, through the issuer's Employee Stock Purchase Plan. Read SEC document |
| December 30, 2016 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock: $.01 Par Value | 157 | $23.87 | $3,747.28 |
DisclosureSEC source: 0000893538-17-000089 · wf-form4_149937270383533.xml · nonDerivative · entry 1 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,574 F1 · kind: The reporting person purchased 157 shares of the issuer's common stock on December 30, 2016, through the issuer's Employee Stock Purchase Plan. Read SEC document |
| September 29, 2016 Filed Oct 3, 2016 20:03 UTC | SM Energy Co SM · Entity 3577 | SaleCommon Stock: $.01 Par Value | 661 | $40.00 | $26,440.00 |
DisclosureSEC source: 0000893538-16-000208 · wf-form4_147552498821536.xml · nonDerivative · entry 1 Knott Kenneth J. · CIK 0001442846 · SVP-Bus Dv & Land & Asst Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,417 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on August 24, 2016. 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.