Welcome to our dedicated page for Sm Energy SEC filings (Ticker: SM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SM Energy Company (NYSE: SM) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, along with AI-assisted context to help interpret complex documents. As an independent oil and gas producer focused on crude oil, natural gas, and NGLs in Texas and Utah, SM Energy uses its SEC filings to report financial performance, operating results, capital structure changes, and material corporate events.
Investors will find current reports on Form 8-K detailing significant developments such as quarterly and annual financial results, leadership changes, amendments to the company’s credit agreement, and the entry into and progression of its Agreement and Plan of Merger with Civitas Resources, Inc. These 8-K filings describe the structure of the planned mergers, the exchange ratio for Civitas shares, expected governance arrangements for the combined company, and key closing conditions.
Through this page, users can also monitor transaction-related filings connected to the Civitas combination, including the planned registration statement on Form S-4 and joint proxy statement/prospectus referenced in SM Energy’s 8-K disclosures. These documents are intended to provide detailed information about the proposed mergers, pro forma descriptions of the combined company, and the matters to be voted on by SM Energy and Civitas stockholders.
In addition, SM Energy’s SEC record includes filings that address its capital structure and credit facility, such as amendments to its Seventh Amended and Restated Credit Agreement and related exhibits. These materials explain changes to terms like springing maturity provisions and conditions tied to senior notes and borrowing availability.
Stock Titan enhances this raw filing data with AI-powered summaries that highlight the main points of lengthy documents, helping readers quickly understand what changed, which sections relate to production, leverage, or mergers, and how new terms compare with prior disclosures. Real-time updates from EDGAR mean that new 8-Ks, registration statements, and other forms appear on this page shortly after filing, giving investors a timely view of SM Energy’s regulatory communications.
SM Energy Company reports the expiration and final results of its cash tender offer to purchase up to $1,000,000,000 aggregate principal amount of 8.375% Senior Notes due 2028, originally issued by Civitas Resources and assumed in their merger.
The company accepted $110,390,000 of notes tendered after the early tender date, in addition to $783,605,000 accepted on March 19, 2026, for a total of $893,995,000 aggregate principal amount of notes repurchased. Settlement for the later tenders is scheduled for April 3, 2026, under the terms of the Offer to Purchase.
SM Energy Co ownership update: The Vanguard Group filed Amendment No. 15 to a Schedule 13G/A stating it beneficially owns 0 shares of common stock, representing 0% of the class. The filing explains an internal realignment effective January 12, 2026 that disaggregated certain subsidiaries' holdings, and it is signed on March 27, 2026.
SM filed a Form 144 notifying the sale of 100,000 shares with an aggregate amount of $3,256,000.00. The filing lists 238,359,166 (a related figure) with an associated date of 03/26/2026.
The notice itemizes prior acquisitions by date and source (stock awards, ESPP, open market purchases) including a 82,769-share stock award dated 09/01/2022. The filing is a routine affiliate resale notice under Form 144.
SM Energy Company increased the size of its cash tender offer to purchase up to $1,000,000,000 aggregate principal amount of 8.375% Senior Notes due 2028, originally issued by Civitas Resources and assumed in their merger.
By the early tender deadline of March 17, 2026, holders had validly tendered $783,605,000 of these notes, representing 58.04% of the $1,350,000,000 aggregate principal amount outstanding. SM Energy is paying total consideration of $1,031.75 per $1,000 principal amount, including a $50 Early Tender Premium, and has extended this total consideration to all notes tendered through the April 1, 2026 expiration, subject to the offer’s terms and conditions.
SM Energy Co EVP & CFO A. Wade Pursell reported two non-market transactions in company stock. On March 12, 2026, he made a bona fide gift of 7,500 shares of common stock with no sale proceeds, leaving him with 398,110 shares held directly afterward.
Earlier, on December 31, 2025, he purchased 184 shares of common stock at $15.96 per share through the company’s Employee Stock Purchase Plan, after which he held 405,610 shares directly.
SM Energy Company has issued and sold $1.0 billion of 6.625% Senior Notes due 2034. The notes were placed with institutional investors under Rule 144A and Regulation S and are not registered under the Securities Act.
The notes mature on April 15, 2034, pay 6.625% interest semi-annually starting October 15, 2026, and are guaranteed by certain subsidiaries. The indenture includes restrictions on additional debt, dividends, asset sales, liens, affiliate transactions, and mergers, and sets out detailed events of default and optional redemption terms.
SM Energy Company announced that it has priced an upsized private offering of $1.0 billion aggregate principal amount of 6.625% senior notes due 2034, to be issued at par. The offering is expected to close on March 9, 2026, subject to customary conditions.
SM Energy plans to use the net proceeds mainly to fund a previously announced cash tender offer for up to $750 million of its outstanding $1.350 billion 8.375% senior notes due 2028, and for general corporate purposes, including additional repayment of the 2028 notes. The notes are being sold in a private placement under exemptions from registration.
SM Energy Company ownership update: BlackRock, Inc. reports beneficial ownership of 33,455,147 shares, representing 14.0% of SM Energy Company common stock as reported on this amendment.
BlackRock discloses sole voting power of 33,100,271 shares and sole dispositive power of 33,455,147 shares. The filing identifies iShares Core S&P Small-Cap ETF as a holder with more than 5% of outstanding common stock. The amendment is signed by Spencer Fleming on 03/04/2026.
SM Energy Company plans a private offering of $750,000,000 aggregate principal amount of senior notes due 2034 and has launched a cash tender offer for up to $750,000,000 of its 8.375% senior notes due 2028, of which $1.350 billion is outstanding. The notes offering is limited to qualified institutional buyers under Rule 144A and non‑U.S. persons under Regulation S and will be issued without Securities Act registration under available exemptions. SM Energy expects to use the new notes’ net proceeds, together with cash on hand and/or borrowings under its revolving credit facility, to fund the tender offer for the 2028 notes under an Offer to Purchase dated March 4, 2026. The company also filed as exhibits Civitas Resources’ audited 2024–2025 financial statements, pro forma combined financial information and a Civitas reserve report following their completed merger.
SM Energy Company reports on a transformative 2025, highlighting a completed Uinta Basin integration, a pending merger with Civitas Resources that closed in early 2026, and a sharper focus on high-return oil development. Net proved reserves were 673.0 MMBOE at December 31, 2025, down slightly from 678.3 MMBOE as production of 75.5 MMBOE and reserve removals under the five-year development rule slightly exceeded extensions and positive revisions.
Average net daily production rose 21% to 206.8 MBOE, driven by a full year from the Uinta Basin, and oil grew to 53% of total volumes. Production revenue increased to $3.1 billion and net derivative gains to $178 million, supported by stronger gas pricing. PV-10 of total proved reserves was $6.847 billion, below 2024 due to lower commodity prices and reserve mix.
The company emphasizes disciplined capital allocation, sustainability, and balance sheet strength. For 2026, it plans a $2.65–$2.85 billion capital program funded mainly with operating cash flow, prioritizing integration of Civitas, divestiture of selected South Texas assets, debt reduction, and increased shareholder returns through a higher $0.88 per-share base dividend and share repurchases.