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 |
|---|---|---|---|---|---|---|
| September 01, 2022 Filed Sep 2, 2022 22:06 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 5,319 | $44.07 | $234,408.33 |
DisclosureSEC source: 0000893538-22-000117 · wf-form4_166215634989620.xml · nonDerivative · entry 4 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 50,950 F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer and is eligible to receive grants of performance share units. Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 22:06 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 16,206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000117 · wf-form4_166215634989620.xml · nonDerivative · entry 3 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 56,269 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: On September 1, 2022, the Compensation Committee of the Board of Directors of the Issuer determined that 16,206 shares of the Issuer's common stock had been earned by the Reporting Person's spouse under the terms of a grant of PSUs, based on the achievement of specific performance criteria that were not tied solely to the market price of the Issuer's common stock. The PSUs were granted to the Reporting Person's spouse on July 1, 2019, and represent the right to receive, upon the settlement of the PSUs, the determined number of earned shares of the Issuer's common stock based on the achievement of the performance criteria over a three-year performance period (with the determined number of earned shares being within a range of zero to two times the number of PSUs granted on the award date), to the extent that the PSUs have vested under separate employment service vesting provisions. The PSUs were fully vested on July 1, 2022. F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer and is eligible to receive grants of performance share units. Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 22:06 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 16,536 | $44.07 | $728,741.52 |
DisclosureSEC source: 0000893538-22-000117 · wf-form4_166215634989620.xml · nonDerivative · entry 2 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,371 Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 22:06 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 37,704 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000117 · wf-form4_166215634989620.xml · nonDerivative · entry 1 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,907 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: On September 1, 2022, the Compensation Committee of the Board of Directors of the Issuer determined that 37,704 shares of the Issuer's common stock had been earned by the Reporting Person under the terms of a grant of performance share units ("PSUs"), based on the achievement of specific performance criteria that were not tied solely to the market price of the Issuer's common stock. The PSUs were granted to the Reporting Person on July 1, 2019, and represent the right to receive, upon the settlement of the PSUs, the determined number of earned shares of the Issuer's common stock based on the achievement of the performance criteria over a three-year performance period (with the determined number of earned shares being within a range of zero to two times the number of PSUs granted on the award date), to the extent that the PSUs have vested under separate employment service vesting provisions. The PSUs were fully vested on July 1, 2022. Read SEC document |
| August 02, 2022 Filed Aug 2, 2022 20:44 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 3,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-22-000104 · wf-form4_165947303327104.xml · derivative · entry 2 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 3,668 Underlying: Common Stock, $.01 Par Value · 3,668 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, 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. 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, 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. 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, 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. 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 |
| August 02, 2022 Filed Aug 2, 2022 20:44 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 9,536 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-22-000104 · wf-form4_165947303327104.xml · derivative · entry 1 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,536 Underlying: Common Stock, $.01 Par Value · 9,536 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2023. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2023. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2023. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,502 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · derivative · entry 20 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 3,006 Underlying: Common Stock, $.01 Par Value · 1,502 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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. F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuer's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive awards under the Issuer's equity incentive compensation plan. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 3,756 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · derivative · entry 19 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,514 Underlying: Common Stock, $.01 Par Value · 3,756 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 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 3,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · derivative · entry 18 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 3,205 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 vests in three equal installments on December 14, 2021, July 1, 2022 and July 1, 2023. The vested shares will be issued to the Reporting Person'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 installments on December 14, 2021, July 1, 2022 and 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 installments on December 14, 2021, July 1, 2022 and 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 installments on December 14, 2021, July 1, 2022 and 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. F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuer's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive awards under the Issuer's equity incentive compensation plan. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 8,013 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · derivative · entry 17 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,013 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 vests in three equal installments on December 14, 2021, July 1, 2022 and July 1, 2023. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. 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 installments on December 14, 2021, July 1, 2022 and July 1, 2023. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. 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 installments on December 14, 2021, July 1, 2022 and July 1, 2023. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. 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 installments on December 14, 2021, July 1, 2022 and July 1, 2023. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,801 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · derivative · entry 16 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 1,801 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 on July 1, 2020. 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. 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 on July 1, 2020. 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. 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 on July 1, 2020. 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. 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 on July 1, 2020. 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, purchases the Issuer's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive awards under the Issuer's equity incentive compensation plan. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 4,190 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · derivative · entry 15 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 4,190 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, 2020. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. 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, 2020. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. 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, 2020. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. 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, 2020. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 435 | $34.19 | $14,872.65 |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · nonDerivative · entry 14 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 40,063 F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuer's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive awards under the Issuer's equity incentive compensation plan. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,502 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · nonDerivative · entry 13 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 40,498 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. F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuer's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive awards under the Issuer's equity incentive compensation plan. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 1,086 | $34.19 | $37,130.34 |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · nonDerivative · entry 12 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,203 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 3,756 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · nonDerivative · entry 11 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,289 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 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 927 | $34.19 | $31,694.13 |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · nonDerivative · entry 10 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 38,996 F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuer's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive awards under the Issuer's equity incentive compensation plan. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 3,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · nonDerivative · entry 9 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 39,923 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 installments on December 14, 2021, July 1, 2022 and 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. F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuer's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive awards under the Issuer's equity incentive compensation plan. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 2,316 | $34.19 | $79,184.04 |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · nonDerivative · entry 8 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,533 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 8,013 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · nonDerivative · entry 7 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,849 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 installments on December 14, 2021, July 1, 2022 and July 1, 2023. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 521 | $34.19 | $17,812.99 |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · nonDerivative · entry 6 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 36,718 F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuer's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive awards under the Issuer's equity incentive compensation plan. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,801 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · nonDerivative · entry 5 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 37,239 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 on July 1, 2020. 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, purchases the Issuer's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive awards under the Issuer's equity incentive compensation plan. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 1,211 | $34.19 | $41,404.09 |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · nonDerivative · entry 4 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,836 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 4,190 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · nonDerivative · entry 3 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,047 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, 2020. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| June 30, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 280 | $25.06 | $7,016.80 |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · nonDerivative · entry 2 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 35,438 F2 · kind: The Reporting Person's spouse purchased 280 shares of the Issuer's common stock on June 30, 2022, through the Issuer's Employee Stock Purchase Plan. F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuer's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive awards under the Issuer's equity incentive compensation plan. Read SEC document |
| June 30, 2022 Filed Jul 6, 2022 21:22 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 284 | $25.06 | $7,117.04 |
DisclosureSEC source: 0000893538-22-000089 · wf-form4_165714252887806.xml · nonDerivative · entry 1 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,857 F1 · kind: The Reporting Person purchased 284 shares of the Issuer's common stock on June 30, 2022, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| March 21, 2022 Filed Mar 23, 2022 20:22 UTC | SM Energy Co SM · Entity 3577 | SaleCommon Stock, $.01 Par Value | 9,999 | $39.22 | $392,160.78 |
DisclosureSEC source: 0000893538-22-000028 · wf-form4_164806694757965.xml · nonDerivative · entry 1 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,573 Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 21:55 UTC | SM Energy Co SM · Entity 3577 | SaleCommon Stock, $.01 Par Value | 9,533 | $39.97 | $381,034.01 |
DisclosureSEC source: 0000893538-22-000026 · wf-form4_164694928652326.xml · nonDerivative · entry 3 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 35,158 F4 · price: The shares were sold in multiple transactions at prices ranging from $39.97 to $40.00, 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 31, 2021 Filed Mar 10, 2022 21:55 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 317 | $21.68 | $6,872.56 |
DisclosureSEC source: 0000893538-22-000026 · wf-form4_164694928652326.xml · nonDerivative · entry 2 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 44,691 F2 · kind: The Reporting Person's spouse purchased 317 shares of the Issuer's common stock on December 31, 2021, 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 31, 2021 Filed Mar 10, 2022 21:55 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 321 | $21.68 | $6,959.28 |
DisclosureSEC source: 0000893538-22-000026 · wf-form4_164694928652326.xml · nonDerivative · entry 1 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,572 F1 · kind: The Reporting Person purchased 321 shares of the Issuer's common stock on December 31, 2021, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:12 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 3,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000146 · wf-form4_163969272727410.xml · derivative · entry 6 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 6,410 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. 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 installments beginning on December 14, 2021. 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 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal installments beginning on December 14, 2021. 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 installments beginning on December 14, 2021. 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 installments beginning on December 14, 2021. 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 receive grants of restricted stock units. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:12 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 8,012 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000146 · wf-form4_163969272727410.xml · derivative · entry 5 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,026 Underlying: Common Stock, $.01 Par Value · 8,012 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. 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 installments beginning on December 14, 2021. 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 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal installments beginning on December 14, 2021. 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 installments beginning on December 14, 2021. 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 installments beginning on December 14, 2021. 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 |
| December 14, 2021 Filed Dec 16, 2021 22:12 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 927 | $30.18 | $27,976.86 |
DisclosureSEC source: 0000893538-21-000146 · wf-form4_163969272727410.xml · nonDerivative · entry 4 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 44,374 F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer and is eligible to receive grants of restricted stock units. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:12 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 3,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000146 · wf-form4_163969272727410.xml · nonDerivative · entry 3 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 45,301 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal installments beginning on December 14, 2021. 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 receive grants of restricted stock units. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:12 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 2,316 | $30.18 | $69,896.88 |
DisclosureSEC source: 0000893538-21-000146 · wf-form4_163969272727410.xml · nonDerivative · entry 2 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,251 Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:12 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 8,012 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000146 · wf-form4_163969272727410.xml · nonDerivative · entry 1 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,567 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal installments beginning on December 14, 2021. 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 |
| September 01, 2021 Filed Sep 3, 2021 22:09 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 1,596 | $19.10 | $30,483.60 |
DisclosureSEC source: 0000893538-21-000103 · wf-form4_163070696080875.xml · nonDerivative · entry 4 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 42,096 F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer and is eligible to receive grants of performance share units. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 22:09 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 5,521 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000103 · wf-form4_163070696080875.xml · nonDerivative · entry 3 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 43,692 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: On September 1, 2021, the Compensation Committee of the Board of Directors of the Issuer determined that 5,521 shares of the Issuer's common stock had been earned by the Reporting Person's spouse under the terms of a grant of PSUs, based on the achievement of specific performance criteria that were not tied solely to the market price of the Issuer's common stock. The PSUs were granted to the Reporting Person's spouse on July 1, 2018, and represent the right to receive, upon the settlement of the PSUs, the determined number of earned shares of the Issuer's common stock based on the achievement of the performance criteria over a three-year performance period (with the determined number of earned shares being within a range of zero to two times the number of PSUs granted on the award date), to the extent that the PSUs have vested under separate employment service vesting provisions. The PSUs were fully vested on July 1, 2021. F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer and is eligible to receive grants of performance share units. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 22:09 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 4,655 | $19.10 | $88,910.50 |
DisclosureSEC source: 0000893538-21-000103 · wf-form4_163070696080875.xml · nonDerivative · entry 2 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,555 Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 22:09 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 16,104 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000103 · wf-form4_163070696080875.xml · nonDerivative · entry 1 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,210 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. F1 · price: On September 1, 2021, the Compensation Committee of the Board of Directors of the Issuer determined that 16,104 shares of the Issuer's common stock had been earned by the Reporting Person under the terms of a grant of performance share units ("PSUs"), based on the achievement of specific performance criteria that were not tied solely to the market price of the Issuer's common stock. The PSUs were granted to the Reporting Person on July 1, 2018, and represent the right to receive, upon the settlement of the PSUs, the determined number of earned shares of the Issuer's common stock based on the achievement of the performance criteria over a three-year performance period (with the determined number of earned shares being within a range of zero to two times the number of PSUs granted on the award date), to the extent that the PSUs have vested under separate employment service vesting provisions. The PSUs were fully vested on July 1, 2021. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 20:45 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 4,508 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-21-000089 · wf-form4_162802346920738.xml · derivative · entry 2 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 4,508 Underlying: Common Stock, $.01 Par Value · 4,508 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 installments on July 1, 2022, July 1, 2023, and 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 installments on July 1, 2022, July 1, 2023, and 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 installments on July 1, 2022, July 1, 2023, and 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 |
| August 02, 2021 Filed Aug 3, 2021 20:45 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 11,270 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-21-000089 · wf-form4_162802346920738.xml · derivative · entry 1 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,270 Underlying: Common Stock, $.01 Par Value · 11,270 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 installments on July 1, 2022, July 1, 2023, and 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 installments on July 1, 2022, July 1, 2023, and 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 installments on July 1, 2022, July 1, 2023, and 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, 2021 Filed Jul 6, 2021 22:11 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,801 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000056 · wf-form4_162560948879449.xml · derivative · entry 14 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,801 Underlying: Common Stock, $.01 Par Value · 1,801 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, 2020. 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, 2020. 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, 2020. 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, 2020. 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, purchases the Issuer's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive awards under the Issuer's equity incentive compensation plan. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:11 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 4,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000056 · wf-form4_162560948879449.xml · derivative · entry 13 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,190 Underlying: Common Stock, $.01 Par Value · 4,189 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, 2020. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. 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, 2020. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. 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, 2020. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. 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, 2020. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:11 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,168 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000056 · wf-form4_162560948879449.xml · derivative · entry 12 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 1,168 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. 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. F5 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. 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. F5 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. 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. F5 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. 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, purchases the Issuer's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive awards under the Issuer's equity incentive compensation plan. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:11 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,703 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000056 · wf-form4_162560948879449.xml · derivative · entry 11 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 1,703 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F4 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F4 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F4 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:11 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 521 | $24.63 | $12,832.23 |
DisclosureSEC source: 0000893538-21-000056 · wf-form4_162560948879449.xml · nonDerivative · entry 10 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 38,171 F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuer's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive awards under the Issuer's equity incentive compensation plan. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:11 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,801 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000056 · wf-form4_162560948879449.xml · nonDerivative · entry 9 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 38,692 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, 2020. 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, purchases the Issuer's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive awards under the Issuer's equity incentive compensation plan. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:11 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 1,211 | $24.63 | $29,826.93 |
DisclosureSEC source: 0000893538-21-000056 · wf-form4_162560948879449.xml · nonDerivative · entry 8 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,106 Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 22:11 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 4,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000056 · wf-form4_162560948879449.xml · nonDerivative · entry 7 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,317 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, 2020. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.