SM Insider Trading
SM Energy Co | Crude Petroleum & Natural Gas
Comprehensive Trading Performance Summary
The investment history of corporate insiders at SM Energy Co provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Crude Petroleum & Natural Gas sector.
Transactions on Chart
Open Full Chart| Filing Date | Trade Date | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|
| 2017-03-16 00:26 | 2017-03-13 | Vogel Herbert S | Officer - EVP - Operations | BUY | $21.84 | 1,000 | $21,835 | 32,037 | +3.2% |
| 2017-03-10 19:56 | 2017-03-08 | Vogel Herbert S | Officer - EVP - Operations | BUY | $23.10 | 2,000 | $46,190 | 31,037 | +6.9% |
| 2017-03-10 19:52 | 2017-03-08 | Quintana Julio M | Director | BUY | $24.59 | 20,000 | $491,800 | 48,429 | +70.4% |
| 2017-03-11 00:48 | 2017-03-08 | ROBESON ROSE M | Director | BUY | $23.36 | 1,000 | $23,355 | 17,381 | +6.1% |
| 2017-03-10 22:25 | 2017-03-08 | SULLIVAN WILLIAM D | Director | BUY | $24.31 | 5,000 | $121,561 | 75,479 | +7.1% |
| 2017-03-10 19:54 | 2017-03-08 | PERU RAMIRO G | Director | BUY | $23.40 | 1,500 | $35,094 | 18,205 | +9.0% |
| 2017-03-10 20:33 | 2017-03-08 | LEIKER LOREN M | Director | BUY | $24.57 | 20,000 | $491,472 | 44,527 | +81.5% |
| 2017-03-02 01:32 | 2017-02-27 | Vogel Herbert S | Officer - EVP - Operations | BUY | $25.70 | 1,000 | $25,696 | 29,037 | +3.6% |
| 2017-03-01 02:30 | 2017-02-27 | Copeland David W | Officer - EVP, GC & Corp. Sec. | BUY | $25.22 | 10,000 | $252,200 | 86,451 | +13.1% |
| 2017-03-01 02:31 | 2017-02-27 | Ottoson Javan D | Director, Officer - President & CEO | BUY | $25.22 | 5,000 | $126,100 | 143,102 | +3.6% |
| 2017-03-01 02:28 | 2017-02-27 | SULLIVAN WILLIAM D | Director | BUY | $25.69 | 10,000 | $256,902 | 70,479 | +16.5% |
| 2017-03-01 02:33 | 2017-02-27 | PERU RAMIRO G | Director | BUY | $25.42 | 1,000 | $25,422 | 16,705 | +6.4% |
| 2016-10-03 23:03 | 2016-09-29 | Knott Kenneth J. | Officer - SVP-Bus Dv & Land & Asst Sec | SELL | $40.00 | 661 | $26,440 | 43,417 | -1.5% |
| 2016-03-02 02:19 | 2016-02-26 | Vogel Herbert S | Officer - EVP - Operations | BUY | $8.64 | 6,000 | $51,836 | 21,445 | +38.8% |
| 2016-03-02 02:18 | 2016-02-29 | Ottoson Javan D | Director, Officer - President & CEO | BUY | $9.00 | 2,500 | $22,500 | 131,301 | +1.9% |
| 2016-03-01 01:50 | 2016-02-25 | Ottoson Javan D | Director, Officer - President & CEO | BUY | $7.95 | 5,000 | $39,730 | 128,801 | +4.0% |
| 2015-12-10 01:33 | 2015-12-08 | Copeland David W | Officer - EVP, GC & Corp. Sec. | BUY | $23.04 | 10,000 | $230,417 | 72,279 | +16.1% |
| 2015-06-11 01:05 | 2015-06-08 | Vogel Herbert S | Officer - EVP - Operations | BUY | $48.28 | 2,000 | $96,566 | 8,737 | +29.7% |
| 2015-03-03 19:14 | 2015-03-02 | SEIDL JOHN M | Director | SELL | $46.78 | 3,500 | $163,745 | 3,010 | -53.8% |
| 2014-11-21 19:01 | 2014-11-19 | Vogel Herbert S | Officer - EVP - Operations | BUY | $50.55 | 1,000 | $50,550 | 6,542 | +18.0% |
| 2014-11-21 00:14 | 2014-11-18 | GARDINER WILLIAM J | Director | OPT+S | $50.84 | 9,772 | $496,789 | 56,135 | 0.0% |
| 2014-11-18 00:12 | 2014-11-14 | Copeland David W | Officer - EVP, GC & Corp. Sec. | BUY | $51.54 | 5,000 | $257,685 | 54,561 | +10.1% |
| 2014-11-18 00:12 | 2014-11-13 | PERU RAMIRO G | Director | BUY | $51.41 | 5,000 | $257,040 | 6,752 | +285.4% |
| 2014-08-05 23:28 | 2014-08-01 | SEIDL JOHN M | Director | SELL | $77.77 | 2,020 | $157,100 | 6,510 | -23.7% |
| 2014-07-18 19:48 | 2014-07-16 | Leyendecker Gregory T | Officer - Sr. VP & Regional Manager | SELL | $78.13 | 1,933 | $151,025 | 42,779 | -4.3% |
| 2014-02-25 20:32 | 2014-02-25 | Vogel Herbert S | Officer - Sr VP Portf Dev & Tech Servs | BUY | $71.50 | 1,000 | $71,500 | 3,118 | +47.2% |
| 2014-02-21 20:35 | 2014-02-21 | Copeland David W | Officer - Exec. VP and General Counsel | BUY | $72.13 | 3,500 | $252,441 | 46,069 | +8.2% |
| 2014-02-21 20:03 | 2014-02-21 | Ottoson Javan D | Officer - President & COO | BUY | $71.94 | 1,000 | $71,940 | 94,362 | +1.1% |
| 2014-01-06 21:28 | 2014-01-02 | Knott Kenneth J. | Officer - VP- Land & Asst. Secretary | SELL | $83.48 | 883 | $73,713 | 34,018 | -2.5% |
| 2013-12-05 00:11 | 2013-12-03 | Lutey Mary Ellen | Officer - VP & Regional Manager | SELL | $90.64 | 7,294 | $661,141 | 21,376 | -25.4% |
| 2013-12-05 00:08 | 2013-12-02 | Quintana Julio M | Director | SELL | $88.64 | 3,218 | $285,245 | 15,384 | -17.3% |
| 2013-11-27 23:39 | 2013-11-25 | Quintana Julio M | Director | SELL | $88.69 | 15,017 | $1,331,850 | 18,602 | -44.7% |
| 2013-11-27 23:33 | 2013-11-26 | SULLIVAN WILLIAM D | Director | SELL | $91.90 | 15,000 | $1,378,553 | 44,620 | -25.2% |
| 2013-11-23 00:29 | 2013-11-21 | SEIDL JOHN M | Director | SELL | $90.00 | 2,286 | $205,740 | 7,007 | -24.6% |
| 2013-11-19 21:10 | 2013-11-15 | MUELLER MARK D | Officer - Sr. VP & Regional Manager | SELL | $91.67 | 5,658 | $518,669 | 42,386 | -11.8% |
| 2013-11-07 01:45 | 2013-11-04 | MUELLER MARK D | Officer - Sr. VP & Regional Manager | SELL | $90.12 | 5,009 | $451,411 | 48,044 | -9.4% |
| 2013-10-17 00:00 | 2013-10-14 | Knott Kenneth J. | Officer - VP- Land & Ass Sec | SELL | $80.80 | 1,523 | $123,058 | 34,799 | -4.2% |
| 2013-08-14 17:34 | 2013-08-12 | GARDINER WILLIAM J | Director | OPT+S | $67.95 | 11,428 | $776,545 | 52,674 | 0.0% |
| 2013-08-06 18:44 | 2013-08-02 | Solomon Mark T | Officer - VP, Controller & Asst. Sec. | SELL | $69.95 | 7,000 | $489,675 | 6,992 | -50.0% |
| 2013-08-06 18:47 | 2013-08-02 | SEIDL JOHN M | Director | SELL | $70.15 | 4,500 | $315,658 | 9,293 | -32.6% |
| 2013-08-06 18:40 | 2013-08-02 | BAUMANN BARBARA M | Director | OPT+S | $70.12 | 11,428 | $801,344 | 39,674 | 0.0% |
| 2013-08-06 18:43 | 2013-08-02 | PURSELL A WADE | Officer - EVP & CFO | SELL | $70.28 | 3,600 | $252,993 | 68,875 | -5.0% |
| 2013-03-11 23:13 | 2013-03-07 | Solomon Mark T | Officer - VP & Controller | SELL | $58.50 | 1,173 | $68,621 | 8,969 | -11.6% |
| 2012-12-14 20:56 | 2012-12-13 | BAUMANN BARBARA M | Director | OPT+S | $47.05 | 4,462 | $209,933 | 36,024 | 0.0% |
| 2012-11-08 02:42 | 2012-11-05 | PURSELL A WADE | Officer - EVP & CFO | SELL | $57.52 | 3,400 | $195,575 | 53,708 | -6.0% |
| 2012-10-03 20:10 | 2012-10-01 | BAUMANN BARBARA M | Director | OPT+S | $54.70 | 4,462 | $244,089 | 36,024 | 0.0% |
| 2012-06-05 19:51 | 2012-06-01 | BAUMANN BARBARA M | Director | OPT+S | $52.06 | 4,462 | $232,295 | 36,024 | 0.0% |
| 2012-06-01 23:19 | 2012-05-30 | Copeland David W | Officer - Senior VP and General Counsel | BUY | $53.37 | 10,000 | $533,685 | 36,093 | +38.3% |
| 2012-05-04 18:46 | 2012-05-03 | BICKLE LARRY W | Director | OPT+S | $65.00 | 3,346 | $217,490 | 105,286 | 0.0% |
| 2012-04-06 00:00 | 2012-04-03 | BICKLE LARRY W | Director | OPT+S | $70.53 | 3,346 | $235,993 | 105,286 | 0.0% |
How to Interpret $SM Trades
Not every insider transaction in SM Energy Co is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $SM shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.
Data Source & Accuracy for SM
Insider activity data for SM Energy Co is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $SM, allowing you to follow the capital of those with the most intimate knowledge of the company.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.