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Lutey Mary Ellen

Disclosed activity across 1 company

Tapewire entity
88097
SEC CIK
0001563908

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
SM Energy CoSM · Entity 3577SVP - Expl., Development & EHSAugust 20, 2024August 22, 2024

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 August 20, 2024 · Filed August 22, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, $.01 Par ValueSEC Table I · non-derivativeDirect123,831 Reported balance After 2024-08-20 transaction · row 1
1 source row

Row 1 · 2024-08-20 · Gift · Disposed 1,000 · Balance 123,831

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
August 20, 2024 Filed Aug 22, 2024 20:17 UTC SM Energy Co SM · Entity 3577 GiftCommon Stock, $.01 Par Value 1,000 $0.00 $0.00
Disclosure

SEC source: 0000893538-24-000116 · wk-form4_1724357871.xml · nonDerivative · entry 1

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 123,831

Read SEC document
July 26, 2024 Filed Jul 26, 2024 20:17 UTC SM Energy Co SM · Entity 3577 GrantRestricted Stock Units · Derivative 3,436 $0.00 $0.00
Disclosure

SEC source: 0000893538-24-000099 · wk-form4_1722025059.xml · derivative · entry 2

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 3,436

Underlying: Common Stock, $.01 Par Value · 3,436 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, 2025. The vested shares will be issued to the Reporting Person's spouse 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, 2025. The vested shares will be issued to the Reporting Person's spouse 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, 2025. The vested shares will be issued to the Reporting Person's spouse on the vesting dates, at which time all restrictions on the vested shares will lapse.

F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer and is eligible to earn grants of restricted stock units.

Read SEC document
July 26, 2024 Filed Jul 26, 2024 20:17 UTC SM Energy Co SM · Entity 3577 GrantRestricted Stock Units · Derivative 9,162 $0.00 $0.00
Disclosure

SEC source: 0000893538-24-000099 · wk-form4_1722025059.xml · derivative · entry 1

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,162

Underlying: Common Stock, $.01 Par Value · 9,162 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 1,318 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · derivative · entry 20

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 2,634

Underlying: Common Stock, $.01 Par Value · 1,318 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.

F9 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares will lapse.

F9 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares will lapse.

F9 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares will lapse.

F9 · 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's spouse 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 3,952 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · derivative · entry 19

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,904

Underlying: Common Stock, $.01 Par Value · 3,952 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.

F8 · 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.

F8 · 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.

F8 · 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.

F8 · 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
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · derivative · entry 18

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

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.

F7 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares will lapse.

F7 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares will lapse.

F7 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares will lapse.

F7 · 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's spouse 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 3,179 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · derivative · entry 17

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,179

Underlying: Common Stock, $.01 Par Value · 3,179 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.

F6 · 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.

F6 · 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.

F6 · 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.

F6 · 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
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · derivative · entry 16

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

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.

F5 · 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 July 1, 2022. The vested shares were issued to the Reporting Person's spouse on the vesting dates, at which time all restrictions on the vested shares lapsed.

F5 · 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 July 1, 2022. The vested shares were issued to the Reporting Person's spouse on the vesting dates, at which time all restrictions on the vested shares lapsed.

F5 · 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 July 1, 2022. The vested shares were issued to the Reporting Person's spouse on the vesting dates, at which time all restrictions on the vested shares lapsed.

F5 · 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 July 1, 2022. The vested shares were issued to the Reporting Person's spouse 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 Exercise / conversionRestricted Stock Units · Derivative 3,757 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · derivative · entry 15

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $.01 Par Value · 3,757 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 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.

F4 · 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.

F4 · 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.

F4 · 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 379 $43.23 $16,384.17
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · nonDerivative · entry 14

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 15,587

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 1,318 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · nonDerivative · entry 13

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 15,966

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.

F9 · 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's spouse 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 1,137 $43.23 $49,152.51
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · nonDerivative · entry 12

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,831

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 3,952 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · nonDerivative · entry 11

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 125,968

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.

F8 · 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
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · nonDerivative · entry 10

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 14,648

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
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · nonDerivative · entry 9

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 15,000

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.

F7 · 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's spouse 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 914 $43.23 $39,512.22
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · nonDerivative · entry 8

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,016

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 3,179 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · nonDerivative · entry 7

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,930

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.

F6 · 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
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · nonDerivative · entry 6

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 13,777

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
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · nonDerivative · entry 5

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 14,210

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 vested in three equal annual installments beginning July 1, 2022. The vested shares were issued to the Reporting Person's spouse 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 1,081 $43.23 $46,731.63
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · nonDerivative · entry 4

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,751

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 3,757 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · nonDerivative · entry 3

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 120,832

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 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 235 $32.91 $7,733.85
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · nonDerivative · entry 2

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 12,707

F2 · kind: The Reporting Person's spouse purchased 235 shares of the Issuer's common stock on June 28, 2024, through the Issuer's Employee Stock Purchase Plan.

F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer and purchases the Issuers's common stock through the Issuer's Employment Stock Purchase Plan.

Read SEC document
June 28, 2024 Filed Jul 3, 2024 20:16 UTC SM Energy Co SM · Entity 3577 OtherCommon Stock, $.01 Par Value 239 $32.91 $7,865.49
Disclosure

SEC source: 0000893538-24-000072 · wk-form4_1720037804.xml · nonDerivative · entry 1

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 117,075

F1 · kind: The Reporting Person purchased 239 shares of the Issuer's common stock on June 28, 2024, through the Issuer's Employee Stock Purchase Plan.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:26 UTC SM Energy Co SM · Entity 3577 SaleCommon Stock, $.01 Par Value 43,506 $44.50 $1,936,017.00
Disclosure

SEC source: 0000893538-24-000014 · wk-form4_1709673954.xml · nonDerivative · entry 3

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 12,472

F4 · price: The shares were sold in multiple transactions at prices ranging from $44.48 to $44.55, inclusive. The spouse of 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 sold at each separate price within the ranges set forth herein.

Read SEC document
December 29, 2023 Filed Mar 5, 2024 21:26 UTC SM Energy Co SM · Entity 3577 OtherCommon Stock, $.01 Par Value 282 $26.89 $7,582.98
Disclosure

SEC source: 0000893538-24-000014 · wk-form4_1709673954.xml · nonDerivative · entry 2

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 55,978

F2 · kind: The Reporting Person's spouse purchased 282 shares of the Issuer's common stock on December 29, 2023, through the Issuer's Employee Stock Purchase Plan.

F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer and purchases the Issuers's common stock through the Issuer's Employee Stock Purchase Plan.

Read SEC document
December 29, 2023 Filed Mar 5, 2024 21:26 UTC SM Energy Co SM · Entity 3577 OtherCommon Stock, $.01 Par Value 285 $26.89 $7,663.65
Disclosure

SEC source: 0000893538-24-000014 · wk-form4_1709673954.xml · nonDerivative · entry 1

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,836

F1 · kind: The Reporting Person purchased 285 shares of the Issuer's common stock on December 29, 2023, through the Issuer's Employee Stock Purchase Plan.

Read SEC document
July 24, 2023 Filed Jul 24, 2023 20:27 UTC SM Energy Co SM · Entity 3577 GrantRestricted Stock Units · Derivative 3,952 $0.00 $0.00
Disclosure

SEC source: 0000893538-23-000074 · wk-form4_1690230388.xml · derivative · entry 2

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 3,952

Underlying: Common Stock, $.01 Par Value · 3,952 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, 2024. The vested shares will be issued to the Reporting Person's spouse 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, 2024. The vested shares will be issued to the Reporting Person's spouse 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, 2024. The vested shares will be issued to the Reporting Person's spouse on the vesting dates, at which time all restrictions on the vested shares will lapse.

F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer and is eligible to earn grants of restricted stock units.

Read SEC document
July 24, 2023 Filed Jul 24, 2023 20:27 UTC SM Energy Co SM · Entity 3577 GrantRestricted Stock Units · Derivative 11,856 $0.00 $0.00
Disclosure

SEC source: 0000893538-23-000074 · wk-form4_1690230388.xml · derivative · entry 1

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,856

Underlying: Common Stock, $.01 Par Value · 11,856 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 20:26 UTC SM Energy Co SM · Entity 3577 Exercise / conversionRestricted Stock Units · Derivative 1,222 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · derivative · entry 22

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

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.

F11 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares will lapse.

F11 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares will lapse.

F11 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares will lapse.

F11 · 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's spouse 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 20:26 UTC SM Energy Co SM · Entity 3577 Exercise / conversionRestricted Stock Units · Derivative 3,178 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · derivative · entry 21

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,358

Underlying: Common Stock, $.01 Par Value · 3,178 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.

F10 · 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.

F10 · 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.

F10 · 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.

F10 · 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 20:26 UTC SM Energy Co SM · Entity 3577 Exercise / conversionRestricted Stock Units · Derivative 1,503 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · derivative · entry 20

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

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.

F9 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares will lapse.

F9 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares will lapse.

F9 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares will lapse.

F9 · 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's spouse 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 20:26 UTC SM Energy Co SM · Entity 3577 Exercise / conversionRestricted Stock Units · Derivative 3,757 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · derivative · entry 19

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,757

Underlying: Common Stock, $.01 Par Value · 3,757 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.

F8 · 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.

F8 · 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.

F8 · 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.

F8 · 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 20:26 UTC SM Energy Co SM · Entity 3577 Exercise / conversionRestricted Stock Units · Derivative 3,205 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · derivative · entry 18

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 0

Underlying: Common Stock, $.01 Par Value · 3,205 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.

F7 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares lapsed.

F7 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares lapsed.

F7 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares lapsed.

F7 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares lapsed.

Read SEC document
July 03, 2023 Filed Jul 6, 2023 20:26 UTC SM Energy Co SM · Entity 3577 Exercise / conversionRestricted Stock Units · Derivative 8,013 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · derivative · entry 17

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $.01 Par Value · 8,013 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.

F6 · 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.

F6 · 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.

F6 · 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.

F6 · 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 20:26 UTC SM Energy Co SM · Entity 3577 Tax withholdingCommon Stock, $.01 Par Value 352 $31.63 $11,133.76
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · nonDerivative · entry 16

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 55,696

Read SEC document
July 03, 2023 Filed Jul 6, 2023 20:26 UTC SM Energy Co SM · Entity 3577 Exercise / conversionCommon Stock, $.01 Par Value 1,222 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · nonDerivative · entry 15

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 56,048

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.

F11 · 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's spouse 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 20:26 UTC SM Energy Co SM · Entity 3577 Tax withholdingCommon Stock, $.01 Par Value 914 $31.63 $28,909.82
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · nonDerivative · entry 14

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,551

Read SEC document
July 03, 2023 Filed Jul 6, 2023 20:26 UTC SM Energy Co SM · Entity 3577 Exercise / conversionCommon Stock, $.01 Par Value 3,178 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · nonDerivative · entry 13

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 117,465

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.

F10 · 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 20:26 UTC SM Energy Co SM · Entity 3577 Tax withholdingCommon Stock, $.01 Par Value 433 $31.63 $13,695.79
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · nonDerivative · entry 12

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 54,826

Read SEC document
July 03, 2023 Filed Jul 6, 2023 20:26 UTC SM Energy Co SM · Entity 3577 Exercise / conversionCommon Stock, $.01 Par Value 1,503 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · nonDerivative · entry 11

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 55,259

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.

F9 · 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's spouse 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 20:26 UTC SM Energy Co SM · Entity 3577 Tax withholdingCommon Stock, $.01 Par Value 1,081 $31.63 $34,192.03
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · nonDerivative · entry 10

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,287

Read SEC document
July 03, 2023 Filed Jul 6, 2023 20:26 UTC SM Energy Co SM · Entity 3577 Exercise / conversionCommon Stock, $.01 Par Value 3,757 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · nonDerivative · entry 9

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 115,368

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.

F8 · 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 20:26 UTC SM Energy Co SM · Entity 3577 Tax withholdingCommon Stock, $.01 Par Value 922 $31.63 $29,162.86
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · nonDerivative · entry 8

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 53,756

Read SEC document
July 03, 2023 Filed Jul 6, 2023 20:26 UTC SM Energy Co SM · Entity 3577 Exercise / conversionCommon Stock, $.01 Par Value 3,205 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · nonDerivative · entry 7

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 54,678

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.

F7 · 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's spouse on the vesting dates, at which time all restrictions on the vested shares lapsed.

Read SEC document
July 03, 2023 Filed Jul 6, 2023 20:26 UTC SM Energy Co SM · Entity 3577 Tax withholdingCommon Stock, $.01 Par Value 2,304 $31.63 $72,875.52
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · nonDerivative · entry 6

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,611

Read SEC document
July 03, 2023 Filed Jul 6, 2023 20:26 UTC SM Energy Co SM · Entity 3577 Exercise / conversionCommon Stock, $.01 Par Value 8,013 Not disclosed Not disclosed
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · nonDerivative · entry 5

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,915

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.

F6 · 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 20:26 UTC SM Energy Co SM · Entity 3577 OtherCommon Stock, $.01 Par Value 276 $26.61 $7,344.36
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · nonDerivative · entry 4

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 51,473

F5 · kind: The Reporting Person's spouse purchased 276 shares of the Issuer's common stock on June 30, 2023, through the Issuer's Employee Stock Purchase Plan.

F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer and purchases the Issuers's common stock through the Issuer's Employment Stock Purchase Plan.

Read SEC document
June 30, 2023 Filed Jul 6, 2023 20:26 UTC SM Energy Co SM · Entity 3577 OtherCommon Stock, $.01 Par Value 280 $26.61 $7,450.80
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · nonDerivative · entry 3

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,902

F4 · kind: The Reporting Person purchased 280 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 20:26 UTC SM Energy Co SM · Entity 3577 OtherCommon Stock, $.01 Par Value 247 $28.97 $7,155.59
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · nonDerivative · entry 2

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 51,197

F2 · kind: The Reporting Person's spouse purchased 247 shares of the Issuer's common stock on December 30, 2022, through the Issuer's Employee Stock Purchase Plan.

F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer and purchases the Issuers's common stock through the Issuer's Employment Stock Purchase Plan.

Read SEC document
December 30, 2022 Filed Jul 6, 2023 20:26 UTC SM Energy Co SM · Entity 3577 OtherCommon Stock, $.01 Par Value 251 $28.97 $7,271.47
Disclosure

SEC source: 0000893538-23-000064 · wk-form4_1688675186.xml · nonDerivative · entry 1

Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,622

F1 · kind: The Reporting Person purchased 251 shares of the Issuer's common stock on December 30, 2022, 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.