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SM Energy Company filings document the regulatory disclosures of an independent upstream oil and gas company producing crude oil, natural gas, and NGLs across Colorado, New Mexico, Texas, and Utah. Its 8-K reports furnish operating and financial results, realized commodity prices, derivative activity, share data, and related earnings materials.
The filing record also covers capital-structure and financing matters, including senior note issuances, purchase agreements, subsidiary guarantees, and tender offer disclosures for outstanding notes. Proxy materials and related filings address shareholder voting, governance matters, executive and board oversight, and other public-company disclosure topics.
BlackRock, Inc. filed Amendment No. 21 to a Schedule 13G reporting its beneficial ownership of 22,635,921 shares of ENERGY COMPANY common stock, representing 9.5% of the outstanding class as of 01/31/2026.
BlackRock has sole power to vote 22,316,204 shares and sole power to dispose of 22,635,921 shares, with no shared voting or dispositive power. The shares are held by various clients and other persons, with no single client owning more than five percent of the company’s common stock. BlackRock certifies the holdings are in the ordinary course of business and not for the purpose of changing or influencing control.
SM Energy Company director Helms Lloyd W Jr has filed an initial statement of beneficial ownership, showing he holds 17,540 shares of SM Energy common stock directly. These holdings reflect the completion of SM Energy’s merger with Civitas Resources.
Under the merger agreement, each outstanding Civitas common share was converted into 1.45 shares of SM Energy common stock, and each Civitas deferred stock unit (DSU) fully vested and converted into an SM Energy DSU on the same 1.45-for-1 basis. The reported amount includes vested DSUs that will be settled in SM Energy stock when the director leaves the board.
SM Energy Company director Clark R. Morris has filed an initial ownership report showing beneficial ownership of 62,812 shares of common stock, held directly. This reflects his position following SM Energy’s acquisition of Civitas Resources.
Under the merger agreement among SM Energy, Cars Merger Sub, Inc. and Civitas Resources, each Civitas common share was converted into 1.45 SM Energy common shares. Each Civitas deferred stock unit (DSU) also fully vested and was converted into an SM Energy DSU using the same 1.45 conversion ratio, rounded up to the nearest whole share. The reported amount includes vested DSUs that will be settled in SM Energy stock when Morris leaves the board.
SM Energy Company director Wouter T. van Kempen reports initial ownership of 210,602 shares of SM Energy common stock as of January 30, 2026. These shares reflect conversion of his Civitas Resources equity in connection with the merger between SM Energy, Cars Merger Sub, Inc. and Civitas.
Each Civitas common share was converted into 1.45 SM Energy common shares, and each Civitas RSU or DSU became an SM Energy RSU on the same 1.45-for-1 basis, rounded up to the nearest whole share. In connection with his termination of employment at closing, all converted RSUs fully vested. The reported amount includes vested DSUs that will be settled in SM Energy shares when he leaves the board, as well as vested RSUs that will settle within 60 days of closing.
SM Energy Company filed an initial ownership report for director Carrie M. Fox. The Form 3 shows she beneficially owns 89,022 shares of SM Energy common stock directly, including vested deferred stock units that will be settled in stock when she leaves the board.
These holdings arose from the merger of Civitas Resources, Inc. into SM Energy, where each Civitas common share and related deferred stock unit was converted into 1.45 shares or units of SM Energy.
SM Energy Company director Willard Howard A. has filed an initial Form 3 showing his beneficial ownership following the Civitas Resources merger. He reports beneficial ownership of 72,962 shares of SM Energy common stock, held directly.
This amount reflects the merger mechanics where each share of Civitas common stock was converted into 1.45 shares of SM Energy common stock. In addition, each Civitas deferred stock unit (DSU) award fully vested and was converted into an SM Energy DSU award using the same 1.45 conversion factor, rounded up to the nearest whole share. The reported total includes vested DSUs that will be settled in SM Energy common stock when the director leaves the board.
Energy Company completed its previously announced merger with Civitas Resources, making Civitas a wholly owned subsidiary and issuing Energy common stock at a 1.45-for-1 exchange ratio for each Civitas share. The company simultaneously amended its revolving credit facility, extending the maturity to January 30, 2031, increasing elected commitments from $2.0 billion to $2.5 billion and raising the borrowing base from $3.0 billion to $5.0 billion.
Energy also assumed Civitas’ outstanding senior notes, including $400 million of 5.000% notes due 2026 and additional higher-coupon notes maturing between 2028 and 2033, with customary redemption, covenant and change-of-control terms. In connection with the transaction, authorized Energy common shares were doubled from 200 million to 400 million to support the combination and related issuances.
Energy Company reported that its stockholders approved two proposals related to its pending merger with Civitas Resources, Inc. at a special meeting held on January 27, 2026. The merger is governed by a previously announced Agreement and Plan of Merger among Energy, Civitas and a merger subsidiary.
The first merger-related proposal received 86,811,927 votes in favor, 453,043 against and 361,226 abstentions. A second proposal received 86,363,965 votes in favor, 896,440 against and 365,791 abstentions, with no broker non-votes on either item. Energy and Civitas also issued a joint press release announcing the results of their stockholder meetings and the expected closing date of the proposed transaction.
Energy Company reported the results of a special stockholder meeting held on January 27, 2026 to vote on proposals related to its pending merger with Civitas Resources, Inc. under a previously announced Merger Agreement.
Stockholders strongly supported the merger-related items, including one proposal that received 86,811,927 votes for, 453,043 against and 361,226 abstentions, and another with 86,363,965 votes for, 896,440 against and 365,791 abstentions, with no broker non-votes reported for either. Energy and Civitas also issued a joint press release announcing the outcomes of their meetings and the expected closing date of the proposed combination.
Energy Co executive James Barker, EVP Corp Development & GC, reported equity compensation activity in company common stock. On January 23, 2026, a grant of 14,698 restricted stock units vested in one installment, with each unit converting into one share of common stock at an exercise price of $0.00, increasing his directly held shares to 21,628.
On the same date, 6,791 shares were disposed of at $18.75 per share under code "F", indicating shares were withheld to cover taxes associated with the vesting. Following these transactions, Barker directly owned 14,837 shares of Energy Co common stock.