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SM · Sm Energy Co
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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475
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SM

SM Energy Co
ENERGY · CRUDE PETROLEUM & NATURAL GAS · CIK 0000893538
FORM 144 · 1☆ WATCH
INSIDER NET · 180D
-$1.5M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
278
13F, latest reported quarter
REVENUE GROWTH
+17.5%
XBRL, annual
NET MARGIN
20.7%
CONVERSIONS · 180D
14
codes C/M, not in net · no price filed
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$1.5M over 180 days
-$647.9K over 90 days
more than 52% of Energy
CONGRESS
no member of Congress has reported trading it
FUNDS
278 funds added or opened last quarter
more than 83% of Energy
REVENUE
+17.5% year over year
more than 77% of Energy
MARGIN
20.7% net margin
more than 86% of Energy
BUYBACKS
$87.0M repurchased, FY to 2026-06-30
more than 69% of Energy
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
278 funds added or opened positions in the latest 13F quarter, of 500 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +36.9%
+36.9%12M
-38%-13%+12%+37%2025-092025-102025-122026-032026-052026-072026-09 2026-05-21 · PERU RAMIRO G sold $834.3K2026-08-21 · Lebeck James Barker sold $647.9K2026-08-21 · JAMES LEBECK filed to sell $647.9K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $1.5M sold by insiders over 180 days, 278 funds added last quarter, $647.9K in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, SM Energy Co insiders sold a net $1.5M of stock across 40 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER
FILED
SHARES
VALUE
Lebeck James Barker
EVP, GC & Corp Secretary
SELL
2026-08-21
17,500.0
$647.9K
PERU RAMIRO G
Director
SELL
2026-05-21
24,553.0
$834.3K
Jenkins Richard A.
Senior Vice President - Utah
SELL
2025-06-17
7,726.0
$220.1K
Vogel Herbert S
President & CEO
BUY
2025-05-06
1,000.0
$21.3K
PERU RAMIRO G
Director
BUY
2025-03-04
5,000.0
$143.6K
40 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 35 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
39,280,818.0 sh
$1.0B
VANGUARD PORTFOLIO MANAGEMENT LLC
15,425,423.0 sh
$402.6M
CANADA PENSION PLAN INVESTMENT BOARD
14,493,791.0 sh
$378.3M
ARISTEIA CAPITAL, L.L.C.
13,000,649.0 sh
$339.3M
STATE STREET CORP
11,705,860.0 sh
$305.5M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
JAMES LEBECK
FILED 2026-08-21
$647.9K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Invesco S&P SmallCap Energy ETF
$6.3M POSITION · AS OF 2026-02-28
6.0%
Catalyst/SMH Total Return Income Fund
$1.1M POSITION · AS OF 2026-03-31
5.2%
TEXAS CAPITAL TEXAS OIL INDEX ETF
$806.7K POSITION · AS OF 2026-03-31
5.1%
Modern Capital Tactical Income Fund
$3.5M POSITION · AS OF 2026-03-31
4.9%
StockSnips AI-Powered Sentiment US All Cap ETF
$764.6K POSITION · AS OF 2026-04-30
4.0%
Intelligent Alpha Atlas ETF
$726.0K POSITION · AS OF 2026-03-31
3.5%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Corporate PAC
FEC · the company-connected political action committee's own receipts and spending — committee totals only, never individual donors
Sm Energy Company Political Action Committee
CYCLE 2026 · $23K SPENT
$39.5K
FEDERAL ELECTION COMMISSION · MATCHED BY THE PAC'S CONNECTED ORGANISATION
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$3.1B$2.7B$2.4B$3.3B
OPERATING INCOME$1.0B$1.1B$987.0M$1.6B
NET INCOME$648.0M$770.0M$818.0M$1.1B
EPS (DILUTED)5.646.676.868.96
OPERATING CASH FLOW$2.0B$1.8B$1.6B$1.7B
CASH$368.0M$0$616.2M$445.0M
BUYBACKS$13.0M$86.0M$228.0M$57.2M
DIVIDENDS PAID$92.0M$85.0M$72.0M$19.6M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-04 ALL SYSTEMS LIVE FOR MACHINES →