Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SM Energy CoSM · Entity 3577 | Vice President Marketing | July 26, 2024 | July 26, 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 July 26, 2024 · Filed July 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,436 |
Reported balance
After 2024-07-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-07-26 · Grant · Acquired 3,436 · Balance 3,436 F1: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2025. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vests in six equal biannual installments beginning January 1, 2025. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse.
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 26, 2024 Filed Jul 26, 2024 20:17 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 3,436 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-24-000095 · wk-form4_1722025018.xml · derivative · entry 1 Gray Julie · CIK 0001984069 · Vice President Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,436 Underlying: Common Stock, $.01 Par Value · 3,436 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 six equal biannual installments beginning January 1, 2025. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, 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 six equal biannual installments beginning January 1, 2025. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, 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 six equal biannual installments beginning January 1, 2025. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,318 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-24-000069 · wk-form4_1720037771.xml · derivative · entry 11 Gray Julie · CIK 0001984069 · Vice President Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,634 Underlying: Common Stock, $.01 Par Value · 1,318 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 six equal biannual installments beginning on January 1, 2024. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, 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 six equal biannual installments beginning on January 1, 2024. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, 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 six equal biannual installments beginning on January 1, 2024. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, 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 six equal biannual installments beginning on January 1, 2024. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 758 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-24-000069 · wk-form4_1720037771.xml · derivative · entry 10 Gray Julie · CIK 0001984069 · Vice President Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 758 Underlying: Common Stock, $.01 Par Value · 758 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 six equal biannual installments beginning on January 1, 2023. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, 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 six equal biannual installments beginning on January 1, 2023. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, 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 six equal biannual installments beginning on January 1, 2023. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, 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 six equal biannual installments beginning on January 1, 2023. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionRestricted Stock Units · Derivative | 1,013 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-24-000069 · wk-form4_1720037771.xml · derivative · entry 9 Gray Julie · CIK 0001984069 · Vice President Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 1,013 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2022. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F3 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2022. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F3 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2022. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. F3 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2022. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 380 | $43.23 | $16,427.40 |
DisclosureSEC source: 0000893538-24-000069 · wk-form4_1720037771.xml · nonDerivative · entry 8 Gray Julie · CIK 0001984069 · Vice President Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,869 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,318 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-24-000069 · wk-form4_1720037771.xml · nonDerivative · entry 7 Gray Julie · CIK 0001984069 · Vice President Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,249 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 six equal biannual installments beginning on January 1, 2024. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 218 | $43.23 | $9,424.14 |
DisclosureSEC source: 0000893538-24-000069 · wk-form4_1720037771.xml · nonDerivative · entry 6 Gray Julie · CIK 0001984069 · Vice President Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,931 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 758 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-24-000069 · wk-form4_1720037771.xml · nonDerivative · entry 5 Gray Julie · CIK 0001984069 · Vice President Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,149 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 six equal biannual installments beginning on January 1, 2023. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, at which time all restrictions on the vested shares will lapse. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 292 | $43.23 | $12,623.16 |
DisclosureSEC source: 0000893538-24-000069 · wk-form4_1720037771.xml · nonDerivative · entry 4 Gray Julie · CIK 0001984069 · Vice President Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,391 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | Exercise / conversionCommon Stock, $.01 Par Value | 1,013 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000893538-24-000069 · wk-form4_1720037771.xml · nonDerivative · entry 3 Gray Julie · CIK 0001984069 · Vice President Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,683 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. F3 · price: Each restricted stock unit represents a contingent right to receive one share of stock. The restricted stock unit grant vested in three equal annual installments beginning on July 1, 2022. The vested shares were issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse. Read SEC document |
| June 28, 2024 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 82 | $32.91 | $2,698.62 |
DisclosureSEC source: 0000893538-24-000069 · wk-form4_1720037771.xml · nonDerivative · entry 2 Gray Julie · CIK 0001984069 · Vice President Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,670 F2 · kind: The Reporting Person purchased 82 shares of the Issuer's common stock on June 28, 2024, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| December 29, 2023 Filed Jul 3, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | OtherCommon Stock, $.01 Par Value | 221 | $26.89 | $5,942.69 |
DisclosureSEC source: 0000893538-24-000069 · wk-form4_1720037771.xml · nonDerivative · entry 1 Gray Julie · CIK 0001984069 · Vice President Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,588 F1 · kind: The Reporting Person purchased 221 shares of the Issuer's common stock on December 29, 2023, through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| July 24, 2023 Filed Jul 24, 2023 20:49 UTC | SM Energy Co SM · Entity 3577 | GrantRestricted Stock Units · Derivative | 3,952 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-23-000082 · wk-form4_1690231779.xml · derivative · entry 1 Gray Julie · CIK 0001984069 · Vice President Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,952 Underlying: Common Stock, $.01 Par Value · 3,952 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 six equal biannual installments beginning January 1, 2024. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, 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 six equal biannual installments beginning January 1, 2024. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, 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 six equal biannual installments beginning January 1, 2024. The vested shares will be issued to the Reporting Person on the earlier of such Reporting Person's retirement from the Issuer or July 1 of the applicable year, 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.