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 |
|---|---|---|---|---|---|---|
| July 01, 2021 Filed Jul 6, 2021 22:11 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 338 | $24.63 | $8,324.94 |
DisclosureSEC source: 0000893538-21-000056 · wf-form4_162560948879449.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: 36,891 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 | 1,168 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000056 · wf-form4_162560948879449.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: 37,229 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 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 | Tax withholdingCommon Stock, $.01 Par Value | 493 | $24.63 | $12,142.59 |
DisclosureSEC source: 0000893538-21-000056 · wf-form4_162560948879449.xml · nonDerivative · entry 4 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,128 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 | 1,703 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-21-000056 · wf-form4_162560948879449.xml · nonDerivative · entry 3 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,621 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning on July 1, 2019. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| June 30, 2021 Filed Jul 6, 2021 22:11 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 1,224 | $5.20 | $6,364.80 |
DisclosureSEC source: 0000893538-21-000056 · wf-form4_162560948879449.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: 36,061 F2 · kind: The Reporting Person's spouse purchased 1,224 shares of the Issuer's common stock on June 30, 2021, 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, 2021 Filed Jul 6, 2021 22:11 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 1,278 | $5.20 | $6,645.60 |
DisclosureSEC source: 0000893538-21-000056 · wf-form4_162560948879449.xml · nonDerivative · entry 1 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,918 F1 · kind: The Reporting Person purchased 1,278 shares of the Issuer's common stock on June 30, 2021, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| December 21, 2020 Filed Dec 22, 2020 22:03 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 9,615 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-20-000157 · wf-form4_160867457265801.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: 9,615 Underlying: Common Stock, $.01 Par Value · 9,615 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 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. 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 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. 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 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 and is eligible to earn grants of restricted stock units. Read SEC document |
| December 21, 2020 Filed Dec 22, 2020 22:03 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 24,038 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-20-000157 · wf-form4_160867457265801.xml · derivative · entry 1 Lutey Mary Ellen · CIK 0001563908 · SVP - Expl., Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,038 Underlying: Common Stock, $.01 Par Value · 24,038 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 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. 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 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. 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 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, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,800 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · derivative · entry 26 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 3,602 Underlying: Common Stock, $.01 Par Value · 1,800 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, 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. 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, 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. 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, 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. 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, 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 Issuers's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive grants of restricted stock units and performance share units. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 4,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · derivative · entry 25 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,379 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. 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, 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. 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, 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. 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, 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. 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, 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, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,168 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · derivative · entry 24 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,168 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. 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, 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. 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, 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. 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, 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. 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, 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 Issuers's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive grants of restricted stock units and performance share units. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,703 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · derivative · entry 23 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,703 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. 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, 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. 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, 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. 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, 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. 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, 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, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,109 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · derivative · entry 22 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 1,109 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 represented a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2018. 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 represented a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2018. 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 represented a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2018. 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 represented a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2018. 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. F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuers's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive grants of restricted stock units and performance share units. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 2,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · derivative · entry 21 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 2,647 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 represented a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2018. 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 represented a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2018. 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 represented a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2018. 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 represented a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2018. 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, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 2,281 | $3.75 | $8,553.75 |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 20 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 34,837 F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuers's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive grants of restricted stock units and performance share units. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 9,364 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 19 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 37,118 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F13 · price: On July 1, 2020, the Compensation Committee of the Board of Directors of the Issuer determined that 9,364 shares of the Issuer's common stock had been earned by the Reporting Person's spouse 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's spouse on July 1, 2017, 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, 2020. F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuers's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive grants of restricted stock units and performance share units. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 5,442 | $3.75 | $20,407.50 |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 18 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,640 Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 22,345 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 17 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,082 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. F12 · price: On July 1, 2020, the Compensation Committee of the Board of Directors of the Issuer determined that 22,345 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, 2017, 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, 2020. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 439 | $3.75 | $1,646.25 |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 16 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 27,754 F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuers's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive grants of restricted stock units and performance share units. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,800 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 15 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 28,193 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, 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 Issuers's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive grants of restricted stock units and performance share units. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 1,021 | $3.75 | $3,828.75 |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 14 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,737 Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 4,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 13 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,758 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, 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, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 285 | $3.75 | $1,068.75 |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 12 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 26,393 F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuers's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive grants of restricted stock units and performance share units. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,168 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 11 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 26,678 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. 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, 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 Issuers's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive grants of restricted stock units and performance share units. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 415 | $3.75 | $1,556.25 |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 10 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,569 Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,703 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 9 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,984 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, 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, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 271 | $3.75 | $1,016.25 |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 8 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 25,510 F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuers's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive grants of restricted stock units and performance share units. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,109 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 7 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 25,781 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 represented a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2018. 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. F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuers's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive grants of restricted stock units and performance share units. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 645 | $3.75 | $2,418.75 |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 6 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,281 Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 2,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 5 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,926 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 represented a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2018. 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, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 2,224 | $3.19 | $7,094.56 |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 4 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 24,672 F5 · kind: The Reporting Person's spouse purchased 2,224 shares of the Issuer's common stock on June 30, 2020, through the Issuer's Employee Stock Purchase Plan. F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuers's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive grants of restricted stock units and performance share units. Read SEC document |
| June 30, 2020 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 2,224 | $3.19 | $7,094.56 |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 3 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,279 F4 · kind: The Reporting Person purchased 2,224 shares of the Issuer's common stock on June 30, 2020, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| December 31, 2019 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 951 | $9.55 | $9,082.05 |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 2 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 22,448 F2 · kind: The Reporting Person's spouse purchased 951 shares of the Issuer's common stock on December 31, 2019, through the Issuer's Employee Stock Purchase Plan. F3 · ownership.direct: The Reporting Person's spouse is also employed by the Issuer, purchases the Issuers's common stock through the Issuer's Employee Stock Purchase Plan, and is eligible to receive grants of restricted stock units and performance share units. Read SEC document |
| December 31, 2019 Filed Jul 6, 2020 23:15 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 912 | $9.55 | $8,709.60 |
DisclosureSEC source: 0000893538-20-000108 · wf-form4_159407729059719.xml · nonDerivative · entry 1 Lutey Mary Ellen · CIK 0001563908 · SVP - Development & EHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,055 F1 · kind: The Reporting Person purchased 912 shares of the Issuer's common stock on December 31, 2019, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| August 05, 2019 Filed Aug 7, 2019 22:25 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 5,402 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-19-000107 · wf-form4_156521671127627.xml · derivative · entry 2 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Indirect · By husband Disclosed balance after: 5,402 Underlying: Common Stock · 5,402 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 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. 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 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. 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 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. F3 · ownership.direct: The reporting person's husband is also employed by the issuer, purchases the issuers's common stock through the issuer's Employee Stock Purchase Plan, and receives grants of restricted stock units and performance share awards. Read SEC document |
| August 05, 2019 Filed Aug 7, 2019 22:25 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 12,568 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-19-000107 · wf-form4_156521671127627.xml · derivative · entry 1 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,568 Underlying: Common Stock · 12,568 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning July 1, 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. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning July 1, 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. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in three equal annual installments beginning July 1, 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, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,167 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000073 · wf-form4_156209964386339.xml · derivative · entry 22 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Indirect · By husband Disclosed balance after: 2,336 Underlying: Common Stock · 1,167 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, 2019. The vested shares will be issued to the reporting person's husband 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, 2019. The vested shares will be issued to the reporting person's husband 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, 2019. The vested shares will be issued to the reporting person's husband 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, 2019. The vested shares will be issued to the reporting person's husband on the vesting dates, at which time all restrictions on the vested shares will lapse. F3 · ownership.direct: The reporting person's husband is also employed by the issuer, purchases the issuers's common stock through the issuer's Employee Stock Purchase Plan, and receives grants of restricted stock units and performance share awards. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,703 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000073 · wf-form4_156209964386339.xml · derivative · entry 21 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,406 Underlying: Common Stock · 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. 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 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. 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 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. 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 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. 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 July 1, 2019. The vested shares will be issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,109 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000073 · wf-form4_156209964386339.xml · derivative · entry 20 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Indirect · By husband Disclosed balance after: 1,109 Underlying: Common Stock · 1,109 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, 2018. The vested shares will be issued to the reporting person's husband 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, 2018. The vested shares will be issued to the reporting person's husband 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, 2018. The vested shares will be issued to the reporting person's husband 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, 2018. The vested shares will be issued to the reporting person's husband on the vesting dates, at which time all restrictions on the vested shares will lapse. F3 · ownership.direct: The reporting person's husband is also employed by the issuer, purchases the issuers's common stock through the issuer's Employee Stock Purchase Plan, and receives grants of restricted stock units and performance share awards. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 2,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000073 · wf-form4_156209964386339.xml · derivative · entry 19 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,647 Underlying: Common Stock · 2,647 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, 2018. The vested shares will be issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares will lapse. 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, 2018. The vested shares will be issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares will lapse. 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, 2018. The vested shares will be issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares will lapse. 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, 2018. The vested shares will be issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 535 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000073 · wf-form4_156209964386339.xml · derivative · entry 18 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Indirect · By husband Disclosed balance after: 0 Underlying: Common Stock · 535 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 annual installments beginning on July 1, 2017. The vested shares were issued to the reporting person's husband 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 annual installments beginning on July 1, 2017. The vested shares were issued to the reporting person's husband 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 annual installments beginning on July 1, 2017. The vested shares were issued to the reporting person's husband 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 annual installments beginning on July 1, 2017. The vested shares were issued to the reporting person's husband on the vesting dates, at which time all restrictions on the vested shares lapsed. F3 · ownership.direct: The reporting person's husband is also employed by the issuer, purchases the issuers's common stock through the issuer's Employee Stock Purchase Plan, and receives grants of restricted stock units and performance share awards. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,009 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000073 · wf-form4_156209964386339.xml · derivative · entry 17 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,009 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 annual installments beginning on July 1, 2017. The vested shares were issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares lapsed. 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 annual installments beginning on July 1, 2017. The vested shares were issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares lapsed. 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 annual installments beginning on July 1, 2017. The vested shares were issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares lapsed. 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 annual installments beginning on July 1, 2017. The vested shares were issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares lapsed. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 285 | $12.52 | $3,568.20 |
DisclosureSEC source: 0000893538-19-000073 · wf-form4_156209964386339.xml · nonDerivative · entry 16 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Indirect · By husband Disclosed balance after: 21,497 F3 · ownership.direct: The reporting person's husband is also employed by the issuer, purchases the issuers's common stock through the issuer's Employee Stock Purchase Plan, and receives grants of restricted stock units and performance share awards. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 1,167 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000073 · wf-form4_156209964386339.xml · nonDerivative · entry 15 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Indirect · By husband Disclosed balance after: 21,782 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, 2019. The vested shares will be issued to the reporting person's husband on the vesting dates, at which time all restrictions on the vested shares will lapse. F3 · ownership.direct: The reporting person's husband is also employed by the issuer, purchases the issuers's common stock through the issuer's Employee Stock Purchase Plan, and receives grants of restricted stock units and performance share awards. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 415 | $12.52 | $5,195.80 |
DisclosureSEC source: 0000893538-19-000073 · wf-form4_156209964386339.xml · nonDerivative · entry 14 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,143 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 1,703 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000073 · wf-form4_156209964386339.xml · nonDerivative · entry 13 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,558 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 July 1, 2019. The vested shares will be issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 271 | $12.52 | $3,392.92 |
DisclosureSEC source: 0000893538-19-000073 · wf-form4_156209964386339.xml · nonDerivative · entry 12 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Indirect · By husband Disclosed balance after: 20,615 F3 · ownership.direct: The reporting person's husband is also employed by the issuer, purchases the issuers's common stock through the issuer's Employee Stock Purchase Plan, and receives grants of restricted stock units and performance share awards. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 1,109 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000073 · wf-form4_156209964386339.xml · nonDerivative · entry 11 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Indirect · By husband Disclosed balance after: 20,886 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, 2018. The vested shares will be issued to the reporting person's husband on the vesting dates, at which time all restrictions on the vested shares will lapse. F3 · ownership.direct: The reporting person's husband is also employed by the issuer, purchases the issuers's common stock through the issuer's Employee Stock Purchase Plan, and receives grants of restricted stock units and performance share awards. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 645 | $12.52 | $8,075.40 |
DisclosureSEC source: 0000893538-19-000073 · wf-form4_156209964386339.xml · nonDerivative · entry 10 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,855 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:34 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 2,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-19-000073 · wf-form4_156209964386339.xml · nonDerivative · entry 9 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,500 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, 2018. The vested shares will be issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.