Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SM Energy CoSM · Entity 3577 | SVP - Expl., Development & EHS | August 20, 2024 | August 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 123,831 |
Reported balance
After 2024-08-20 transaction · row 1
1 source rowRow 1 · 2024-08-20 · Gift · Disposed 1,000 · Balance 123,831 |
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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.