Key facts
- This page summarizes Julie Gray's Form 4 filing for SM Energy Co (SM).
- 11 reported transactions and 3 derivative rows are listed below.
- Accepted by SEC: 03 Jul 2024, 16:16.
Julie Gray - 01 Jul 2024 Form 4 Insider Report for SM Energy Co (SM)
- Reporting relationship
- Vice President Marketing
- Issuer ticker
- SM
- Reported as of
- 01 Jul 2024
- Net transaction value
- -$29,833
- SEC form
- 4
- Accepted by SEC
- 03 Jul 2024, 16:16:20 UTC
- Prior SEC filing
- 24 Jul 2023
- Next SEC filing
- 26 Jul 2024
- Source filing
- View source filing
- Reporting owner signature
- Andrew T. Fiske (Attorney-in-Fact)
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Julie Gray filed Form 4 for SM Energy Co (SM) on 03 Jul 2024.
Change
- Previous filing in this sequence was filed on 24 Jul 2023.
- Current net transaction value: -$29,833.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
SM
transaction
Common Stock, $.01 Par Value
Other
- Transaction value
- $5,943
- Shares
- +221
- Change %
- +0.68%
- Price
- $26.89
- Shares after
- 32,588
- Date
- 29 Dec 2023
- Ownership
- Direct
- Footnotes
- F1
SM
transaction
Common Stock, $.01 Par Value
Other
- Transaction value
- $2,699
- Shares
- +82
- Change %
- +0.25%
- Price
- $32.91
- Shares after
- 32,670
- Date
- 28 Jun 2024
- Ownership
- Direct
- Footnotes
- F2
SM
transaction
Common Stock, $.01 Par Value
Options Exercise
- Transaction value
- Shares
- +1,013
- Change %
- +3.1%
- Price
- Shares after
- 33,683
- Date
- 01 Jul 2024
- Ownership
- Direct
- Footnotes
- F3
SM
transaction
Common Stock, $.01 Par Value
Tax liability
- Transaction value
- $12,623
- Shares
- -292
- Change %
- -0.87%
- Price
- $43.23
- Shares after
- 33,391
- Date
- 01 Jul 2024
- Ownership
- Direct
SM
transaction
Common Stock, $.01 Par Value
Options Exercise
- Transaction value
- Shares
- +758
- Change %
- +2.3%
- Price
- Shares after
- 34,149
- Date
- 01 Jul 2024
- Ownership
- Direct
- Footnotes
- F4
SM
transaction
Common Stock, $.01 Par Value
Tax liability
- Transaction value
- $9,424
- Shares
- -218
- Change %
- -0.64%
- Price
- $43.23
- Shares after
- 33,931
- Date
- 01 Jul 2024
- Ownership
- Direct
SM
transaction
Common Stock, $.01 Par Value
Options Exercise
- Transaction value
- Shares
- +1,318
- Change %
- +3.9%
- Price
- Shares after
- 35,249
- Date
- 01 Jul 2024
- Ownership
- Direct
- Footnotes
- F5
SM
transaction
Common Stock, $.01 Par Value
Tax liability
- Transaction value
- $16,427
- Shares
- -380
- Change %
- -1.1%
- Price
- $43.23
- Shares after
- 34,869
- Date
- 01 Jul 2024
- Ownership
- Direct
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
SM
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- Shares
- -1,013
- Change %
- -100%
- Price
- Shares after
- 0
- Date
- 01 Jul 2024
- Ownership
- Direct
- Underlying class
- Common Stock, $.01 Par Value
- Underlying amount
- 1,013
- Exercise price
- Footnotes
- F3
SM
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- Shares
- -758
- Change %
- -50%
- Price
- Shares after
- 758
- Date
- 01 Jul 2024
- Ownership
- Direct
- Underlying class
- Common Stock, $.01 Par Value
- Underlying amount
- 758
- Exercise price
- Footnotes
- F4
SM
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- Shares
- -1,318
- Change %
- -33%
- Price
- Shares after
- 2,634
- Date
- 01 Jul 2024
- Ownership
- Direct
- Underlying class
- Common Stock, $.01 Par Value
- Underlying amount
- 1,318
- Exercise price
- Footnotes
- F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 footnotes
Footnote F1
The Reporting Person purchased 221 shares of the Issuer's common stock on December 29, 2023, through the Issuer's Employee Stock Purchase Plan.
Footnote F2
The Reporting Person purchased 82 shares of the Issuer's common stock on June 28, 2024, through the Issuer's Employee Stock Purchase Plan.
Footnote F3
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.
Footnote F4
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.
Footnote F5
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.