Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SM Energy CoSM · Entity 3577 | Director · President & CEO | 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 | 536,077 |
Ending reported balance
After 2025-07-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-07-24 · Exercise / conversion · Acquired 28,721 · Balance 548,643 F1: On July 24, 2025, 28,721 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 12,566 · Balance 536,077 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 84,485 |
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 84,485 · Balance 84,485 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, 28,721 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 01, 2019 Filed Jul 2, 2019 20:35 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 4,452 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000078 · wf-form4_156209974003498.xml · derivative · entry 8 Vogel Herbert S · CIK 0001544288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,452 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, 2017. 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, 2017. 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, 2017. 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, 2017. 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, 2019 Filed Jul 2, 2019 20:35 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 1,880 | $12.52 | $23,537.60 |
DisclosureSEC source: 0000893538-19-000078 · wf-form4_156209974003498.xml · nonDerivative · entry 7 Vogel Herbert S · CIK 0001544288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,647 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:35 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 6,487 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000078 · wf-form4_156209974003498.xml · nonDerivative · entry 6 Vogel Herbert S · CIK 0001544288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,527 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, 2019. 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, 2019 Filed Jul 2, 2019 20:35 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 3,361 | $12.52 | $42,079.72 |
DisclosureSEC source: 0000893538-19-000078 · wf-form4_156209974003498.xml · nonDerivative · entry 5 Vogel Herbert S · CIK 0001544288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,040 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:35 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 11,595 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000078 · wf-form4_156209974003498.xml · nonDerivative · entry 4 Vogel Herbert S · CIK 0001544288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,401 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, 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 01, 2019 Filed Jul 2, 2019 20:35 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 1,291 | $12.52 | $16,163.32 |
DisclosureSEC source: 0000893538-19-000078 · wf-form4_156209974003498.xml · nonDerivative · entry 3 Vogel Herbert S · CIK 0001544288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,806 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:35 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 4,452 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000078 · wf-form4_156209974003498.xml · nonDerivative · entry 2 Vogel Herbert S · CIK 0001544288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,097 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, 2017. 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, 2019 Filed Jul 2, 2019 20:35 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 1,614 | $10.64 | $17,176.19 |
DisclosureSEC source: 0000893538-19-000078 · wf-form4_156209974003498.xml · nonDerivative · entry 1 Vogel Herbert S · CIK 0001544288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,645 F1 · kind: The reporting person purchased 1,614 shares of the issuer's common stock on June 28, 2019, through the issuer's Employee Stock Purchase Plan. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-19-000041 · wf-form4_156037168076671.xml · derivative · entry 1 Vogel Herbert S · CIK 0001544288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 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 on July 1, 2022. The vested shares will be issued to the reporting person on the vesting date, 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 on July 1, 2022. The vested shares will be issued to the reporting person on the vesting date, 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 on July 1, 2022. The vested shares will be issued to the reporting person on the vesting date, at which time all restrictions on the vested shares will lapse. Read SEC document |
| May 29, 2019 Filed May 30, 2019 23:06 UTC | SM Energy Co SM · Entity 3577 | PurchaseCommon Stock; $.01 Par Value | 2,000 | $12.41 | $24,813.00 |
DisclosureSEC source: 0000893538-19-000036 · wf-form4_155925756890775.xml · nonDerivative · entry 2 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,031 Read SEC document |
| December 31, 2018 Filed May 30, 2019 23:06 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 229 | $13.16 | $3,013.18 |
DisclosureSEC source: 0000893538-19-000036 · wf-form4_155925756890775.xml · nonDerivative · entry 1 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,031 F1 · kind: The reporting person purchased 229 shares of the issuer's common stock on December 31, 2018, through the issuer's Employee Stock Purchase Plan. Read SEC document |
| July 30, 2018 Filed Jul 30, 2018 22:49 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 19,463 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-18-000095 · wf-form4_153299095597454.xml · derivative · entry 1 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,463 Underlying: Common Stock · 19,463 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, 2019. 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, 2019. 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, 2019. 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 16:54 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 11,595 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000072 · wf-form4_153080966506213.xml · derivative · entry 9 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,190 Underlying: Common Stock · 11,595 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, 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. 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, 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. 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, 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. 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, 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 02, 2018 Filed Jul 5, 2018 16:54 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 4,452 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000072 · wf-form4_153080966506213.xml · derivative · entry 8 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,452 Underlying: Common Stock · 4,452 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, 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. 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. 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, 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. 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, 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 16:54 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 3,098 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000072 · wf-form4_153080966506213.xml · derivative · entry 7 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,098 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, 2016. 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, 2016. 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, 2016. 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, 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 |
| July 02, 2018 Filed Jul 5, 2018 16:54 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 3,361 | $25.69 | $86,344.09 |
DisclosureSEC source: 0000893538-18-000072 · wf-form4_153080966506213.xml · nonDerivative · entry 6 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,802 Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 16:54 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 11,595 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000072 · wf-form4_153080966506213.xml · nonDerivative · entry 5 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,163 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, 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 02, 2018 Filed Jul 5, 2018 16:54 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 1,291 | $25.69 | $33,165.79 |
DisclosureSEC source: 0000893538-18-000072 · wf-form4_153080966506213.xml · nonDerivative · entry 4 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,568 Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 16:54 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 4,452 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000072 · wf-form4_153080966506213.xml · nonDerivative · entry 3 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,859 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 16:54 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 3,098 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-18-000072 · wf-form4_153080966506213.xml · nonDerivative · entry 2 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,407 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 16:54 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 865 | $18.77 | $16,234.32 |
DisclosureSEC source: 0000893538-18-000072 · wf-form4_153080966506213.xml · nonDerivative · entry 1 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,309 F1 · kind: The reporting person purchased 865 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 21:58 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 34,785 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-17-000113 · wf-form4_150171107873259.xml · derivative · entry 1 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,785 Underlying: Common Stock · 34,785 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 20:27 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 4,451 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000095 · wf-form4_149937282324562.xml · derivative · entry 10 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,904 Underlying: Common Stock · 4,451 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, 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. 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, 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. 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, 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. 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, 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 20:27 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 3,097 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000095 · wf-form4_149937282324562.xml · derivative · entry 9 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,098 Underlying: Common Stock · 3,097 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, 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. 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, 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. 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, 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. 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, 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 20:27 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 808 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000095 · wf-form4_149937282324562.xml · derivative · entry 8 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 808 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, 2015. 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, 2015. 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, 2015. 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, 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 20:27 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 1,424 | $16.53 | $23,538.72 |
DisclosureSEC source: 0000893538-17-000095 · wf-form4_149937282324562.xml · nonDerivative · entry 7 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,444 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:27 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 4,451 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000095 · wf-form4_149937282324562.xml · nonDerivative · entry 6 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,868 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, 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 20:27 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 991 | $16.53 | $16,381.23 |
DisclosureSEC source: 0000893538-17-000095 · wf-form4_149937282324562.xml · nonDerivative · entry 5 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,417 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:27 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 3,097 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000095 · wf-form4_149937282324562.xml · nonDerivative · entry 4 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,408 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, 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 20:27 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 259 | $16.53 | $4,281.27 |
DisclosureSEC source: 0000893538-17-000095 · wf-form4_149937282324562.xml · nonDerivative · entry 3 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,311 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:27 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 808 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000095 · wf-form4_149937282324562.xml · nonDerivative · entry 2 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,570 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, 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 20:27 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 725 | $14.05 | $10,186.25 |
DisclosureSEC source: 0000893538-17-000095 · wf-form4_149937282324562.xml · nonDerivative · entry 1 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,762 F1 · 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 |
| June 08, 2017 Filed Jun 9, 2017 20:24 UTC | SM Energy Co SM · Entity 3577 | PurchaseCommon Stock; $.01 Par Value | 1,000 | $16.20 | $16,199.00 |
DisclosureSEC source: 0000893538-17-000060 · wf-form4_149703986902494.xml · nonDerivative · entry 3 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,037 Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 20:24 UTC | SM Energy Co SM · Entity 3577 | PurchaseCommon Stock; $.01 Par Value | 1,400 | $16.81 | $23,527.00 |
DisclosureSEC source: 0000893538-17-000060 · wf-form4_149703986902494.xml · nonDerivative · entry 2 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,037 Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 20:24 UTC | SM Energy Co SM · Entity 3577 | PurchaseCommon Stock; $.01 Par Value | 600 | $16.80 | $10,080.06 |
DisclosureSEC source: 0000893538-17-000060 · wf-form4_149703986902494.xml · nonDerivative · entry 1 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,637 Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 21:26 UTC | SM Energy Co SM · Entity 3577 | PurchaseCommon Stock; $.01 Par Value | 1,000 | $21.84 | $21,835.40 |
DisclosureSEC source: 0000893538-17-000040 · wf-form4_148961317610546.xml · nonDerivative · entry 1 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,037 Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 16:56 UTC | SM Energy Co SM · Entity 3577 | PurchaseCommon Stock; $.01 Par Value | 2,000 | $23.10 | $46,190.00 |
DisclosureSEC source: 0000893538-17-000029 · wf-form4_148916497780959.xml · nonDerivative · entry 1 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,037 Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:32 UTC | SM Energy Co SM · Entity 3577 | PurchaseCommon Stock; $.01 Par Value | 600 | $25.69 | $15,414.00 |
DisclosureSEC source: 0000893538-17-000023 · wf-form4_148840753915086.xml · nonDerivative · entry 3 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,037 Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:32 UTC | SM Energy Co SM · Entity 3577 | PurchaseCommon Stock; $.01 Par Value | 400 | $25.71 | $10,282.00 |
DisclosureSEC source: 0000893538-17-000023 · wf-form4_148840753915086.xml · nonDerivative · entry 2 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,437 Read SEC document |
| December 31, 2016 Filed Mar 1, 2017 22:32 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 173 | $23.87 | $4,129.16 |
DisclosureSEC source: 0000893538-17-000023 · wf-form4_148840753915086.xml · nonDerivative · entry 1 Vogel Herbert S · CIK 0001544288 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,037 F1 · kind: The reporting person purchased 173 shares of the issuer's common stock on December 31, 2016, through the issuer's Employee Stock Purchase Plan. 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.