Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SM Energy CoSM · Entity 3577 | Director | June 21, 2024 | June 21, 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 June 21, 2024 · Filed June 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 103,341 |
Reported balance
After 2024-06-21 transaction · row 1
1 source rowRow 1 · 2024-06-21 · Grant · Acquired 3,850 · Balance 103,341 F1: On June 21, 2024, the reporting person was granted 3,850 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 21, 2024, the reporting person was granted 3,850 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2024.
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 |
|---|---|---|---|---|---|---|
| June 21, 2024 Filed Jun 21, 2024 20:31 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 3,850 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-24-000056 · wk-form4_1719001874.xml · nonDerivative · entry 1 Brand Stephen R · CIK 0001516382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,341 F1 · kind: On June 21, 2024, the reporting person was granted 3,850 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2024. Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 20:37 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 6,541 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-23-000050 · wk-form4_1686775045.xml · nonDerivative · entry 1 Brand Stephen R · CIK 0001516382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,491 F1 · kind: On June 13, 2023, the reporting person was granted 6,541 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2023. Read SEC document |
| June 14, 2022 Filed Jun 14, 2022 21:06 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 3,621 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-22-000069 · wf-form4_165524080002256.xml · nonDerivative · entry 1 Brand Stephen R · CIK 0001516382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,950 F1 · kind: On June 14, 2022, the reporting person was granted 3,621 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2022. Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 20:53 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 8,041 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-21-000048 · wf-form4_162448161783561.xml · nonDerivative · entry 1 Brand Stephen R · CIK 0001516382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,329 F1 · kind: On June 21, 2021, the reporting person was granted 8,041 shares of the issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2021. Read SEC document |
| June 09, 2020 Filed Jun 10, 2020 21:04 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 27,028 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-20-000085 · wf-form4_159182303871922.xml · nonDerivative · entry 1 Brand Stephen R · CIK 0001516382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,288 F1 · kind: On June 9, 2020, the reporting person was granted 27,028 shares of the issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2020. Read SEC document |
| June 21, 2019 Filed Jun 24, 2019 21:27 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock; $.01 Par Value | 10,345 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-19-000051 · wf-form4_156141161244165.xml · nonDerivative · entry 1 Brand Stephen R · CIK 0001516382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,260 F1 · kind: On June 21, 2019, the reporting person was granted 10,345 shares of the issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2019. Read SEC document |
| June 25, 2018 Filed Jun 25, 2018 22:18 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock; $.01 Par Value | 6,780 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-18-000054 · wf-form4_152996509314255.xml · nonDerivative · entry 1 Brand Stephen R · CIK 0001516382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,915 F1 · kind: On June 25, 2018, the reporting person was granted 6,780 shares of the issuer's common stock for compensation as a board member. These shares are restricted stock and will be 100% vested on December 31, 2018. Read SEC document |
| June 15, 2017 Filed Jun 15, 2017 19:49 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock; $.01 Par Value | 13,191 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-17-000066 · wf-form4_149755614413417.xml · nonDerivative · entry 1 Brand Stephen R · CIK 0001516382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,135 F1 · kind: On June 15, 2017, the reporting person was granted 13,191 shares of the issuer's common stock for compensation as a board member. These shares are restricted stock and will be 100% vested on December 31, 2017. 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.