James Barker Lebeck - 01 Jul 2024 Form 4 Insider Report for SM Energy Co (SM)

Signature
Andrew T. Fiske (Attorney-in-Fact)
Issuer symbol
SM
Transactions as of
01 Jul 2024
Net transactions value
-$43,816
Form type
4
Filing time
03 Jul 2024, 16:17:01 UTC
Previous filing
24 Jul 2023
Next filing
26 Jul 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SM Common Stock, $.01 Par Value Other $10,729 +399 +156% $26.89 655 29 Dec 2023 Direct F1
transaction SM Common Stock, $.01 Par Value Other $10,992 +334 +51% $32.91 989 28 Jun 2024 Direct F2
transaction SM Common Stock, $.01 Par Value Options Exercise +5,270 +533% 6,259 01 Jul 2024 Direct F3
transaction SM Common Stock, $.01 Par Value Tax liability $65,537 -1,516 -24% $43.23 4,743 01 Jul 2024 Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SM Restricted Stock Units Options Exercise -5,270 -33% 10,538 01 Jul 2024 Common Stock, $.01 Par Value 5,270 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The Reporting Person purchased 399 shares of the Issuer's common stock on December 29, 2023, through the Issuer's Employee Stock Purchase Plan.
F2 The Reporting Person purchased 334 shares of the Issuer's common stock on June 28, 2024, through the Issuer's Employee Stock Purchase Plan.
F3 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, 2024. The vested shares will be issued to the Reporting Person on the vesting dates, at which time all restrictions on the vested shares will lapse.