Public ownership evidence

SM Energy Company (SM) Ownership Disclosures

Read SM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

SM Energy Company: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-11
Trade date
2026-09-10
Reporting owners
Venkatraman Ashwin
Code
S
Shares
3,650
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0000893538-26-000130
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity
2026-09-112026-09-10Venkatraman AshwinS3,650Not reported
2026-08-252026-08-21Lebeck James BarkerS17,500Not reported
2026-07-252026-07-24PURSELL A WADEA54,412Not reported
2026-07-252026-07-24Lebeck James BarkerA42,752Not reported
2026-07-252026-07-24McDonald Elizabeth AnneA90,168Not reported
2026-07-252026-07-24Bennett Alan DA7,288Not reported
2026-07-252026-07-24McKenna Blake DouglasA46,639Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Cornerstone Financial Management LLC2026-06-302026-08-29104$2,714None
Cornerstone Financial Management LLC2026-03-312026-08-2989$2,775None
Corient Private Wealth LP2026-06-302026-08-28175,161$4,571,705None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-2640,100$1,250,318None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-26113,600$2,964,960None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25278,055$7,257,236None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-257,257,236$278,055,000None
Advisors Asset Management, Inc.2025-12-312026-08-22881$16,475None
Kingsview Wealth Management, LLC2026-06-302026-08-2084,725$2,211,323None
Kingsview Wealth Management, LLC2026-06-302026-08-2039,812$1,039,099None
Archer Investment Corp2026-06-302026-08-20183$4,776None
Expect Equity LLC2026-03-312026-08-2095,806$2,987,231None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20115,759$3,021,318None
Sankala Group LLC2026-06-302026-08-193,000$106,441None
Ensign Peak Advisors, Inc2026-03-312026-08-197,621$237,623None
Ensign Peak Advisors, Inc2025-12-312026-08-197,621$142,513None
Ensign Peak Advisors, Inc2025-09-302026-08-1920,071$501,173None
Fulcrum Asset Management LLP2026-06-302026-08-1951,348$1,342,237None
Caitlin John, LLC2026-06-302026-08-181,818$47,450None
Caitlin John, LLC2026-06-302026-08-188,215$214,412None
Ruggaard & Associates LLC2026-06-302026-08-188,610$224,721None
Corient Private Wealth LP2026-06-302026-08-18144,150$3,762,318None
Redwood Investment Management, LLC2026-06-302026-08-1882,815$2,161,000None
Empowered Funds, LLC2026-06-302026-08-1874,187$1,936,281None
Empowered Funds, LLC2026-06-302026-08-18196$5,116None
Transamerica Financial Advisors, LLC2026-06-302026-08-18108$2,818None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-185,874$153,311None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1514,453$377,223None
DARK FOREST CAPITAL MANAGEMENT LP2026-06-302026-08-1583,078$2,168,336None
AMERIFLEX GROUP, INC.2026-06-302026-08-15305$7,961None
SummitTX Capital, L.P.2026-06-302026-08-1557,738$1,506,962None
Graham Capital Management, L.P.2026-06-302026-08-1526,787$699,141None
SEI INVESTMENTS CO2026-06-302026-08-15199,244$5,200,276None
SEI INVESTMENTS CO2026-06-302026-08-1527,038$705,820None
Advisors Asset Management, Inc.2026-06-302026-08-1555,737$1,454,736None
Rafferty Asset Management, LLC2026-06-302026-08-15120,168$3,136,385None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-1536$941None
Susquehanna Portfolio Strategies, LLC2026-06-302026-08-15536,124$13,992,836None
Quarry LP2026-06-302026-08-15131$3,419None
FEARNLEY ASSET MANAGEMENT AS2026-06-302026-08-151,496,537$39,059,616None
CSM Advisors, LLC2026-06-302026-08-15250,767$6,545,000None
XTX Topco Ltd2026-06-302026-08-15138,993$3,627,717None
Webs Creek Capital Management LP2026-06-302026-08-152,040,529$53,257,807None
Prestige Wealth Management Group LLC2026-06-302026-08-15147$3,837None
Sagefield Capital LP2026-06-302026-08-1519,075$497,858None
Sagefield Capital LP2026-06-302026-08-15633,288$16,528,817None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-152,893,103$75,509,988None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-152,893,103$75,509,988None
Qube Research & Technologies Ltd2026-06-302026-08-151,691,744$44,154,518None
Caption Management, LLC2026-06-302026-08-1580,000$2,088,000None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗Advisors Asset Management, Inc. ↗Kingsview Wealth Management, LLC ↗Kingsview Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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