SM Energy Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:SJL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
26 Aug 24	Sell€257,456	Patrick Lytle	Individual	6,059	€42.49
16 Aug 24	Sell€185,458	James Lebeck	Individual	4,487	€41.33
16 Aug 24	Sell€413,959	Rose Robeson	Individual	10,000	€41.40
21 May 24	Sell€740,926	Kenneth Knott	Individual	16,000	€46.31
20 May 24	Sell€2,724,535	William Sullivan	Individual	60,000	€45.41
01 Mar 24	Sell€1,788,299	Mary Lutey	Individual	43,506	€41.10

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SJL?
Owner Type	Number of Shares	Ownership Percentage
State or Government	70,927	0.0586%
Individual Insiders	2,096,558	1.73%
Institutions	118,950,190	98.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 71.92% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.7%	BlackRock, Inc.	17,929,228	€765.7m	-9.04%	0.01%
13.3%	The Vanguard Group, Inc.	15,167,824	€647.7m	5.75%	0.01%
5.71%	Dimensional Fund Advisors LP	6,536,728	€279.1m	3.07%	0.04%
5.5%	State Street Global Advisors, Inc.	6,287,815	€268.5m	1.86%	0.01%
3.9%	Pacer Advisors, Inc.	4,463,443	€190.6m	122,000%	0.43%
3.19%	JP Morgan Asset Management	3,654,150	€156.0m	-9.96%	0.02%
2.96%	American Century Investment Management Inc	3,385,492	€144.6m	43.4%	0.07%
2.35%	Geode Capital Management, LLC	2,693,372	€115.0m	1.12%	0.01%
1.81%	Westwood Management Corp.	2,076,000	€88.7m	21.4%	0.66%
1.75%	Macquarie Investment Management Business Trust	2,001,146	€85.5m	-10.8%	0.1%
1.67%	First Trust Advisors LP	1,915,352	€81.8m	44%	0.07%
1.57%	River Road Asset Management, LLC	1,792,573	€76.6m	0.71%	0.95%
1.25%	Voloridge Investment Management, LLC	1,424,827	€60.8m	283%	0.22%
1.14%	Northern Trust Global Investments	1,309,255	€55.9m	-0.05%	0.01%
1.07%	Frontier Capital Management Co LLC	1,225,465	€52.3m	1.55%	0.44%
1.07%	Charles Schwab Investment Management, Inc.	1,223,038	€52.2m	1.84%	0.01%
1.04%	BNY Asset Management	1,187,930	€50.7m	-9.88%	0.01%
0.96%	Channing Capital Management, LLC	1,098,259	€46.9m	1.52%	1.16%
0.95%	Congress Asset Management Company, LLP	1,090,635	€46.6m	5.93%	0.31%
0.95%	Columbia Management Investment Advisers, LLC	1,089,948	€46.5m	-7.4%	0.01%
0.89%	Aventail Capital Group, LP	1,015,138	€43.4m	0%	2.42%
0.87%	Arrowstreet Capital, Limited Partnership	994,358	€42.5m	-54.1%	0.03%
0.86%	William Blair Investment Management, LLC	988,445	€42.2m	-2.91%	0.05%
0.77%	T. Rowe Price Group, Inc.	878,134	€37.5m	-64.4%	no data
0.76%	Goldman Sachs Asset Management, L.P.	864,181	€36.9m	19.5%	0.01%