SM Energy SM Insider Ownership

NYSE SM
$33.12 -0.43 (-1.30%)
As of: Sep 29, 2026 · 3:59 PM EDT

Insider Holdings by Owner

2.84Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
1.20%
▲+0.019% pp QoQ
Shares Held by Insiders
2.86Mn
filed for Sep 2026
▲+1.62% QoQ
Shares Outstanding
239.00Mn
239,000,000 shares
Direct Holdings
2.84Mn
Indirect: 15.59K
Net Shares Traded (QoQ)
+45.59K
net buying in Sep 2026
Insiders Holding Shares
28
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

Quarter ending 30 Sep, 2026

SM Energy's top three insider shareholders as of September 29, 2026 are Herbert S Vogel (President Ceo, 536.08K shares), A Wade Pursell (Evp Cfo, 426.53K shares), David W Copeland (Evp General Counsel, 228.54K shares).

Form 4 Holdings

Insiders Holding SM

Insiders 28
Shares held 2.84Mn
Of outstanding 1.19%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Herbert S Vogel President Ceo 536,077 0 536,077 18.9% 25 Jul, 2025
2 A Wade Pursell Evp Cfo 426,531 0 426,531 15.0% 24 Aug, 2026
3 David W Copeland Evp General Counsel 228,543 0 228,543 8.0% 12 Sep, 2022
4 Lehman E Iii Newton Svp Operations 158,551 0 158,551 5.6% 02 Sep, 2022
5 Kempen Wouter T. Van Director 141,551 0 141,551 5.0% 23 Jun, 2026
6 Kenneth J. Knott Svp Bus Dev Land 134,235 0 134,235 4.7% 25 Jul, 2025
7 Mary Ellen Lutey Svp Expl., Development Ehs 123,831 0 123,831 4.4% 22 Aug, 2024
8 Julio M Quintana Director 120,191 0 120,191 4.2% 23 Jun, 2026
9 Carla Jean Bailo Director 106,830 0 106,830 3.8% 11 Jun, 2025
10 William D Sullivan Director 105,088 0 105,088 3.7% 11 Jun, 2025
11 Stephen R Brand Director 103,341 0 103,341 3.6% 21 Jun, 2024
12 Carrie M Fox Director 98,046 0 98,046 3.5% 23 Jun, 2026
13 Howard A. Willard Director 81,986 0 81,986 2.9% 23 Jun, 2026
14 Ramiro G Peru Director 72,130 0 72,130 2.5% 23 Jun, 2026
15 Morris R Clark Director 68,978 0 68,978 2.4% 23 Jun, 2026
16 David J. Whitcomb Vp Marketing 60,861 0 60,861 2.1% 02 Sep, 2022
17 Rose M Robeson Director 47,529 0 47,529 1.7% 23 Jun, 2026
18 Barton R Jr Brookman Director 35,771 0 35,771 1.3% 23 Jun, 2026
19 Julie Gray Vice President Marketing 34,869 0 34,869 1.2% 03 Jul, 2024
20 Anita M. Powers Director 33,890 0 33,890 1.2% 11 Jun, 2025
21 Richard A. Jenkins Senior Vice President Utah 27,925 0 27,925 1.0% 03 Jul, 2025
22 Lloyd W Jr Helms Director 26,564 0 26,564 0.9% 23 Jun, 2026
23 Elizabeth Anne Mcdonald President Ceo 21,401 0 21,401 0.8% 02 Jul, 2026
24 James Barker Lebeck Evp, Gc Corp Secretary 14,705 0 14,705 0.5% 24 Aug, 2026
25 Patrick A Lytle Senior Vp Finance 12,796 0 12,796 0.5% 25 Jul, 2025
26 Ashwin Venkatraman Director 12,525 0 12,525 0.4% 11 Sep, 2026
27 Alan D Bennett Vice President Controller 3,686 0 3,686 0.1% 02 Jul, 2026
28 Blake Douglas Mckenna Evp And Coo 2,964 0 2,964 0.1% 02 Jul, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

3,311 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
10 Sep, 2026 Ashwin Venkatraman Director Disposed S 3,650 $38.28 $139.72K 12,525 Direct
21 Aug, 2026 A Wade Pursell Evp Cfo Disposed G 5,000 $0.00 $0 426,531 Direct
21 Aug, 2026 James Barker Lebeck Evp, Gc Corp Secretary Disposed S 17,500 $37.02 $647.85K 14,705 Direct
24 Jul, 2026 Blake Douglas Mckenna Evp And Coo Acquired A 46,639 $0.00 $0 46,639 Direct
24 Jul, 2026 Alan D Bennett Vice President Controller Acquired A 7,288 $0.00 $0 7,288 Direct
24 Jul, 2026 Elizabeth Anne Mcdonald President Ceo Acquired A 90,168 $0.00 $0 90,168 Direct
24 Jul, 2026 James Barker Lebeck Evp, Gc Corp Secretary Acquired M 7,520 — — 35,496 Direct
24 Jul, 2026 A Wade Pursell Evp Cfo Acquired M 16,917 — — 438,934 Direct
24 Jul, 2026 James Barker Lebeck Evp, Gc Corp Secretary Disposed F 3,291 $26.10 $85.90K 32,205 Direct
24 Jul, 2026 A Wade Pursell Evp Cfo Disposed F 7,403 $26.10 $193.22K 431,531 Direct
24 Jul, 2026 James Barker Lebeck Evp, Gc Corp Secretary Acquired A 42,752 $0.00 $0 42,752 Direct
24 Jul, 2026 A Wade Pursell Evp Cfo Acquired A 54,412 $0.00 $0 54,412 Direct
30 Jun, 2026 A Wade Pursell Evp Cfo Acquired J 190 $15.90 $3.02K 398,300 Direct
30 Jun, 2026 James Barker Lebeck Evp, Gc Corp Secretary Acquired J 622 $15.90 $9.89K 15,459 Direct
31 Dec, 2025 Elizabeth Anne Mcdonald President Ceo Acquired J 912 $15.96 $14.56K 6,362 Direct
01 Jul, 2026 Blake Douglas Mckenna Evp And Coo Acquired M 4,160 — — 4,160 Direct
01 Jul, 2026 Alan D Bennett Vice President Controller Acquired M 948 — — 2,599 Direct
30 Jun, 2026 Elizabeth Anne Mcdonald President Ceo Acquired J 1,309 $15.90 $20.81K 7,671 Direct
01 Jul, 2026 Alan D Bennett Vice President Controller Disposed F 396 $26.10 $10.34K 2,203 Direct
01 Jul, 2026 A Wade Pursell Evp Cfo Acquired M 11,855 — — 410,155 Direct