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Company Analysis

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.

Last 7 Days
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Last 30 Days Trend
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Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2012-03-17 01:53 2012-03-14 BAUMANN BARBARA M Director OPT+S $80.24 13,080 $1,049,539 32,148 0.0%
2012-03-01 00:01 2012-02-27 Veatch Paul M Officer - Sr. VP & Regional Manager SELL $82.83 16,305 $1,350,509 0 -100.0%
2012-02-18 01:55 2012-02-15 GARDINER WILLIAM J Director OPT+S $79.58 13,386 $1,065,226 45,148 0.0%
2011-11-23 02:35 2011-11-18 GARDINER WILLIAM J Director OPT+S $78.58 13,084 $1,028,194 45,148 0.0%
2011-11-10 02:58 2011-11-08 SEIDL JOHN M Director SELL $82.41 10,000 $824,126 8,370 -54.4%
2011-08-09 20:46 2011-08-05 PURSELL A WADE Officer - EVP & CFO SELL $78.88 2,667 $210,373 18,876 -12.4%
2011-08-09 20:43 2011-08-05 Copeland David W Officer - Senior VP and General Counsel BUY $76.81 15,000 $1,152,200 26,093 +135.2%
2011-08-05 18:24 2011-08-04 Solomon Mark T Officer - VP & Controller SELL $82.46 2,176 $179,433 3,358 -39.3%
2011-03-15 17:47 2011-03-11 SEIDL JOHN M Director SELL $70.21 6,000 $421,238 15,975 -27.3%
2011-03-09 02:32 2011-03-04 Copeland David W Officer - Senior VP and General Counsel BUY $72.93 2,500 $182,325 10,000 +33.3%
2011-03-09 02:29 2011-03-04 Zubieta Dennis A. Officer - VP-Engineering & Evaluation OPT+S $73.05 9,562 $698,504 14,088 0.0%
2011-03-08 01:51 2011-03-03 Zubieta Dennis A. Officer - VP-Engineering & Evaluation OPT+S $71.25 14,092 $1,004,055 14,088 0.0%
2011-03-08 01:48 2011-03-03 SULLIVAN WILLIAM D Director OPT+S $70.20 9,772 $685,994 46,034 0.0%
2011-03-03 20:22 2011-03-01 Copeland David W Officer - Senior VP and General Counsel BUY $70.66 7,500 $529,979 7,500 +100.0%
2011-03-03 20:20 2011-03-01 Solomon Mark T Officer - Controller OPT+S $71.52 11,446 $818,610 2,995 0.0%
2011-03-03 20:12 2011-03-01 Veatch Paul M Officer - Sr. VP & Regional Manager OPT+S $72.43 13,912 $1,007,646 11,763 0.0%
2011-01-05 23:12 2011-01-03 Knott Kenneth J. Officer - VP- Bus Dev & Land & Ass Sec OPT+S $60.00 3,248 $194,880 10,595 0.0%
2010-12-15 00:49 2010-12-13 Knott Kenneth J. Officer - VP- Bus Dev & Land & Ass Sec OPT+S $55.00 2,364 $130,020 10,049 0.0%
2010-11-19 19:28 2010-11-05 Solomon Mark T Officer - Controller SELL $47.39 3,735 $177,002 2,023 -64.9%
2010-11-10 02:04 2010-11-05 Solomon Mark T Officer - Controller SELL $47.38 4,774 $226,202 1,923 -71.3%
2010-08-17 22:14 2010-08-13 BICKLE LARRY W Director OPT+S $37.10 3,350 $124,268 95,526 0.0%
2010-08-12 23:22 2010-08-11 Pugh Stephen C Officer - Sr. VP & Regional Manager SELL $38.30 1,800 $68,940 5,287 -25.4%
2010-05-12 22:26 2010-05-10 Zubieta Dennis A. Officer - VP-Engineering & Evaluation OPT+S $41.60 15,644 $650,790 12,299 0.0%
2010-04-27 02:54 2010-04-23 Solomon Mark T Officer - Controller OPT+S $40.00 3,000 $120,000 6,242 0.0%
2009-12-08 20:41 2009-12-04 Solomon Mark T Officer - Controller OPT+S $31.01 3,000 $93,039 5,133 0.0%
2009-05-12 02:16 2009-05-08 Solomon Mark T Officer - Controller SELL $22.85 880 $20,111 4,674 -15.8%
2009-03-11 01:01 2009-03-10 MUELLER MARK D Officer - Sr. VP & Regional Manager BUY $11.76 2,000 $23,520 10,248 +24.2%
2009-03-11 00:59 2009-03-06 BEST ANTHONY JAMES Director, Officer - CEO & President BUY $11.68 1,500 $17,525 39,216 +4.0%
2009-03-06 01:35 2009-03-03 BEST ANTHONY JAMES Director, Officer - CEO & President BUY $12.39 1,500 $18,580 37,716 +4.1%
2009-03-03 02:43 2009-02-27 SULLIVAN WILLIAM D Director BUY $13.63 10,000 $136,300 32,938 +43.6%
2009-03-03 02:07 2009-02-26 BEST ANTHONY JAMES Director, Officer - CEO & President BUY $13.38 3,500 $46,827 33,402 +11.7%
2009-03-03 02:04 2009-02-26 PURSELL A WADE Officer - EVP & CFO BUY $13.81 5,000 $69,043 5,000 +100.0%
2009-02-03 20:29 2009-02-02 GARDINER WILLIAM J Director OPT+S $18.57 15,502 $287,934 29,538 0.0%
2008-12-04 00:20 2008-12-03 SEIDL JOHN M Director SELL $18.60 2,355 $43,803 9,583 -19.7%
2008-07-02 00:22 2008-06-27 BAUMANN BARBARA M Director SELL $61.98 5,470 $339,049 18,468 -22.9%
2008-06-26 17:49 2008-06-24 Hertzler Jerold M Officer - VP- Business Development OPT+S $62.36 29,178 $1,819,593 10,275 0.0%
2008-06-11 18:16 2008-06-10 WILKENING GARRY A Officer - VP-HR & Administration OPT+S $57.70 48,317 $2,788,123 3,306 0.0%
2008-06-04 19:30 2008-06-02 SEIDL JOHN M Director OPT+S $51.68 9,772 $505,039 11,938 0.0%
2008-06-02 23:55 2008-05-30 PHARO MILAM RANDOLPH Officer - VP-Land & Legal & Ass. Sec. OPT+S $50.00 73,046 $3,652,300 27,175 0.0%
2008-05-22 21:27 2008-05-20 HELLERSTEIN MARK A Director SELL $50.89 57,173 $2,909,334 70,246 -44.9%
2008-05-20 02:26 2008-05-19 Veatch Paul M Officer - Sr. VP & Regional Manager OPT+S $50.74 7,433 $377,130 4,934 0.0%
2008-05-08 18:27 2008-05-06 Solomon Mark T Officer - Controller SELL $47.73 1,904 $90,878 3,334 -36.3%
2008-05-08 18:09 2008-05-06 Hertzler Jerold M Officer - VP- Business Development OPT+S $48.16 20,954 $1,009,195 10,275 0.0%
2008-04-08 01:57 2008-04-04 BEST ANTHONY JAMES Director, Officer - CEO & President BUY $38.99 1,000 $38,990 24,079 +4.3%
2008-03-28 00:25 2008-03-25 SEIDL JOHN M Director SELL $36.26 7,000 $253,800 8,804 -44.3%
2008-03-03 20:38 2008-02-29 MUELLER MARK D Officer - Sr. VP & Regional Manager BUY $37.04 3,000 $111,110 4,720 +174.4%
2007-10-22 20:05 2007-10-19 Solomon Mark T Officer - Controller SELL $41.74 2,136 $89,157 2,521 -45.9%
2007-08-14 01:47 2007-08-09 BEST ANTHONY JAMES Director, Officer - CEO & President BUY $32.26 1,000 $32,256 1,000 +100.0%
2007-06-29 19:58 2007-06-28 SEIDL JOHN M Director OPT+S $36.55 11,428 $417,693 13,449 0.0%
2007-06-27 22:41 2007-06-25 NANCE ROBERT L Officer - Senior Vice President OPT+S $37.93 40,024 $1,518,190 126,700 0.0%
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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.