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 03, 2017 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock; $.01 Par Value | 102 | $16.53 | $1,686.06 |
DisclosureSEC source: 0000893538-17-000090 · wf-form4_149937272724153.xml · nonDerivative · entry 6 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,336 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock; $.01 Par Value | 372 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-17-000090 · wf-form4_149937272724153.xml · nonDerivative · entry 5 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,438 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2015. The vested shares were issued to the reporting person on the vesting dates, at which time all restrictions on the vested shares lapsed. Read SEC document |
| June 30, 2017 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 585 | $14.05 | $8,219.25 |
DisclosureSEC source: 0000893538-17-000090 · wf-form4_149937272724153.xml · nonDerivative · entry 4 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Indirect · By husband Disclosed balance after: 14,862 F5 · kind: The reporting person's husband purchased 585 shares of the issuer's common stock on June 30, 2017, through the issuer's Employee Stock Purchase Plan. 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 |
| June 30, 2017 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 575 | $14.05 | $8,078.75 |
DisclosureSEC source: 0000893538-17-000090 · wf-form4_149937272724153.xml · nonDerivative · entry 3 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,066 F4 · kind: The reporting person purchased 575 shares of the issuer's common stock on June 30, 2017, through the issuer's Employee Stock Purchase Plan. Read SEC document |
| December 30, 2016 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 362 | $23.87 | $8,640.22 |
DisclosureSEC source: 0000893538-17-000090 · wf-form4_149937272724153.xml · nonDerivative · entry 2 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Indirect · By husband Disclosed balance after: 14,277 F2 · kind: The reporting person's husband purchased 362 shares of the issuer's common stock on December 30, 2016, through the issuer's Employee Stock Purchase Plan. 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 |
| December 30, 2016 Filed Jul 6, 2017 20:25 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock; $.01 Par Value | 356 | $23.87 | $8,497.01 |
DisclosureSEC source: 0000893538-17-000090 · wf-form4_149937272724153.xml · nonDerivative · entry 1 Lutey Mary Ellen · CIK 0001563908 · Sr. VP & Regional Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,491 F1 · kind: The reporting person purchased 356 shares of the issuer's common stock on December 30, 2016, through the issuer's Employee Stock Purchase Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.