James Barker Lebeck - 01 Jul 2025 Form 4 Insider Report for SM Energy Co (SM)

Role
EVP Corp Development & GC
Signature
Andrew T. Fiske (Attorney-in-Fact)
Issuer symbol
SM
Transactions as of
01 Jul 2025
Net transactions value
-$113,981
Form type
4
Filing time
03 Jul 2025, 13:28:11 UTC
Previous filing
20 Aug 2024
Next filing
25 Jul 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Lebeck James Barker EVP Corp Development & GC 1700 LINCOLN STREET, SUITE 3200, DENVER Andrew T. Fiske (Attorney-in-Fact) 01 Jul 2025 0001963802

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SM Common Stock, $.01 Par Value Other $9,025 +276 +108% $32.70 532 31 Dec 2024 Direct F1
transaction SM Common Stock, $.01 Par Value Options Exercise +5,269 +990% 5,801 01 Jul 2025 Direct F2
transaction SM Common Stock, $.01 Par Value Tax liability $56,981 -2,306 -40% $24.71 3,495 01 Jul 2025 Direct
transaction SM Common Stock, $.01 Par Value Options Exercise +6,107 +175% 9,602 01 Jul 2025 Direct F3
transaction SM Common Stock, $.01 Par Value Tax liability $66,025 -2,672 -28% $24.71 6,930 01 Jul 2025 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 -5,269 -50% 5,269 01 Jul 2025 Common Stock, $.01 Par Value 5,269 Direct F2
transaction SM Restricted Stock Units Options Exercise -6,107 -33% 12,216 01 Jul 2025 Common Stock, $.01 Par Value 6,107 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 276 shares of the Issuer's common stock on December 31, 2024, through the Issuer's Employee Stock Purchase Plan.
F2 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.
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, 2025. 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.