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SM Energy Co SEC Filings

SM NYSE

Welcome to our dedicated page for SM Energy Co SEC filings (Ticker: SM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on SM Energy Co's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into SM Energy Co's regulatory disclosures and financial reporting.

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SM Energy Co EVP & CFO A. Wade Pursell received a grant of 54,412 restricted stock units, each representing one share of common stock and vesting in six equal biannual installments beginning January 1, 2027, with shares issued upon retirement or each July 1. He also acquired 16,917 shares of common stock upon settlement of a prior performance share unit award after full vesting and performance certification. On the same date, 7,403 shares were withheld at $26.10 per share to satisfy exercise price or tax liability obligations.

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SM Energy Co EVP, GC & Corp Secretary James Barker Lebeck reported equity awards and related share movements. He received 42,752 restricted stock units, vesting in three equal annual installments beginning July 1, 2027. A prior PSU grant settled with 7,520 common shares issued, and 3,291 shares were delivered or withheld at $26.1000 per share to pay the exercise price or tax liability. The filing does not indicate use of a Rule 10b5-1 trading plan.

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McDonald Elizabeth Anne reported acquisition or exercise transactions in this Form 4 filing.

SM Energy Co granted its President & CEO, Elizabeth Anne McDonald, 90,168 restricted stock units on July 24, 2026. Each unit represents a contingent right to receive one share of common stock and vests in three equal annual installments beginning on July 1, 2027. Vested shares will be issued to McDonald on each vesting date, when all restrictions on those shares lapse, leaving her with 90,168 RSUs directly held, subject to vesting.

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Bennett Alan D reported acquisition or exercise transactions in this Form 4 filing.

SM Energy Co reported that Vice President - Controller Alan D Bennett received a grant of 7,288 restricted stock units on July 24, 2026. Each unit represents a contingent right to receive one share of common stock and vests in three equal annual installments beginning July 1, 2027; vested shares will be issued on each vesting date as restrictions lapse.

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McKenna Blake Douglas reported acquisition or exercise transactions in this Form 4 filing.

SM Energy Co granted EVP and COO McKenna Blake Douglas 46,639 restricted stock units. Each unit represents a contingent right to one share of common stock. The award vests in three equal annual installments beginning July 1, 2027, with shares delivered and restrictions lapsing at each vesting date.

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SM Energy Company provided a preliminary update on factors affecting results for the second quarter of 2026, focused on realized commodity prices and hedging impacts for the three months ended June 30, 2026.

Average realized prices before the effect of net derivative settlements were $96.85 per Bbl for oil, $0.17 per Mcf for gas, and $24.69 per Bbl for NGLs. Including the effect of net derivative settlements, average realized prices were $80.62 per Bbl for oil, $1.54 per Mcf for gas, and $24.83 per Bbl for NGLs, presented as a non‑GAAP metric.

For the second quarter of 2026, the company anticipates a net derivative settlement loss of approximately $220 million. Management emphasizes that this information is preliminary, not a full earnings estimate, and remains subject to completion of normal financial reporting processes and the risks described in its prior SEC reports.

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SM Energy Co executive James Barker Lebeck reported compensation-related equity activity, not open-market trading. On July 1, he exercised a total of 22,257 restricted stock units into common shares and used 9,740 shares, valued at $26.10 each, to cover tax obligations via share withholding. These events are recorded as derivative exercises and tax-withholding dispositions rather than market sales. A separate June 30 entry shows he acquired 622 common shares at $15.90 per share through SM Energy’s Employee Stock Purchase Plan, increasing his direct equity exposure.

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SM Energy Co President & CEO Elizabeth Anne McDonald reported several equity compensation transactions. On July 1, 2026, she exercised derivative awards to acquire a total of 24,410 shares of common stock and, in separate transactions, 10,680 shares were disposed of at $26.10 per share to satisfy tax obligations through share withholding rather than open-market sales.

The filing also notes purchases of 912 shares on December 31, 2025 at $15.96 per share and 1,309 shares on June 30, 2026 at $15.90 per share through the company’s Employee Stock Purchase Plan. Following these transactions, one reported line shows McDonald holding 27,841 shares of common stock directly.

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SM Energy Co Vice President - Controller Alan D. Bennett reported routine equity compensation activity involving restricted stock units that settled into common shares. On July 1, 2026, he exercised awards covering 3,497 shares of common stock, classified as derivative exercises/conversions.

To cover tax obligations, the filing shows tax-withholding dispositions totaling 1,462 shares of common stock at $26.10 per share. These dispositions were payments of tax liability by delivering shares, not open-market sales, and the filing reports no open-market purchases or sales of SM Energy stock.

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SM Energy executive vice president and CFO A. Wade Pursell reported several compensation-related stock movements. On July 1, 2026, he exercised restricted stock units that delivered a total of 37,398 shares of common stock. To cover tax obligations, the company withheld 13,681 shares at a price of $26.10 per share, which were reported as dispositions but were not open-market sales.

The filing also shows that on June 30, 2026, Pursell purchased 190 shares of common stock through the company’s Employee Stock Purchase Plan at $15.90 per share. After these transactions, he directly held 406,450 shares of SM Energy common stock.

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FAQ

How many SM Energy Co (SM) SEC filings are available on StockTitan?

StockTitan tracks 97 SEC filings for SM Energy Co (SM), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for SM Energy Co (SM)?

The most recent SEC filing for SM Energy Co (SM) was filed on July 24, 2026.