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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 2026-11-07T14:03:26.246Z

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2026-09-112026-09-10Venkatraman AshwinS3,650Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-09-10 and its public availability date is 2026-09-11. Subtracting those calendar dates gives 1 day of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0000893538-26-000130 ↗SEC 0000893538-26-000124 ↗13F 0002110329-26-000015 ↗

Recent Form 4 activity

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2026-09-112026-09-10Venkatraman AshwinS3,650Not reported
2026-08-252026-08-21Lebeck James BarkerS17,500Not reported

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

Recent institutional filing receipts

Inspect all 50 displayed rows: 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.

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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.

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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.