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SM Energy Co — Investor Relations & Filings

Ticker · SM ISIN · US78454L1008 LEI · 84BUTVXV5ODI6BXNMH43 US Mining and quarrying
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Filings indexed 1,437 across all filing types
Latest filing 2021-06-10 Capital/Financing Update
Country US United States of America
Listing US SM

About SM Energy Co

https://www.sm-energy.com/

SM Energy Co is an independent energy company engaged in the acquisition, exploration, development, and production of crude oil, natural gas, and natural gas liquids. The company's strategy is to operate as a premier operator of top-tier assets, with current operations focused in the Midland Basin, South Texas, and the Uinta Basin. It emphasizes technological innovation, safety, and environmental stewardship in its business practices. The company has announced a planned merger with Civitas Resources.

Recent filings

Filing Released Lang Actions
FORM 8-K
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated June 9, 2021, by SM Energy Company. It reports the entry into a material definitive agreement related to a $400 million senior notes offering and a concurrent tender offer. The document includes details about the underwriting agreement, the use of proceeds, and a press release announcing the pricing of the offering. There are no financial statements or comprehensive financial data presented; rather, it is an announcement of a financing transaction and related agreements. This fits the category of Capital/Financing Update (CAP), which covers updates on company fundraising and capital structure changes. The document length is 9151 characters, sufficient to provide substantive detail about the financing event. Therefore, the appropriate classification is CAP with high confidence.
2021-06-10 English
424B5
Capital/Financing Update Classification · 95% confidence The document is a prospectus supplement filed pursuant to Rule 424(b)(5) under the Securities Act of 1933, related to the offering of $400 million aggregate principal amount of 6.500% Senior Notes due 2028 by SM Energy Company. It includes detailed terms of the offering, underwriting information, risk factors, use of proceeds, and legal matters. The document is a registration and offering prospectus supplement, which is a type of capital raising disclosure. It is not an annual or quarterly report, audit report, earnings release, or any other type of financial or governance report. It clearly relates to a financing activity and capital structure update. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length is substantial (15,000 characters), and it contains detailed offering information, not just an announcement or a brief notice, so it is not a Report Publication Announcement or Regulatory Filing. Confidence is high given the explicit nature of the document and its content.
2021-06-10 English
FWP
Capital/Financing Update Classification · 100% confidence The document is an Issuer Free Writing Prospectus (FWP) dated June 9, 2021, filed pursuant to Rule 433 under the Securities Act of 1933. It includes detailed information about a new debt offering (6.500% Senior Notes due 2028) by SM Energy Company, including terms, use of proceeds, redemption options, underwriters, and registration statement references. This type of document is a prospectus supplement or offering document related to capital raising activities. It is not a financial report, earnings release, or management discussion. It is a capital/financing update providing detailed terms of a debt issuance. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length (5288 characters) and content confirm it is not merely an announcement but a detailed term sheet and prospectus supplement information.
2021-06-09 English
FORM 8-K
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a Current Report used to announce major events that shareholders should know about. The content describes the entry into a material definitive agreement (a Sixth Amendment to a Credit Agreement) and the commencement of a tender offer for certain senior notes. It includes references to exhibits such as the amendment and a press release. There are no financial statements or detailed financial analysis present, only announcements of financing activities and related agreements. This fits the category of Capital/Financing Update (CAP), which covers updates on company fundraising, financing activities, or capital structure changes. The document length is 6983 characters, sufficient to contain substantive information but it is not an annual or quarterly report, nor an earnings release or other categories. Therefore, the best classification is CAP with high confidence.
2021-06-09 English
424B5
Capital/Financing Update Classification · 95% confidence The document is titled as a "Prospectus Supplement" and includes detailed sections such as "The Offering," "Use of Proceeds," "Capitalization," "Description of Notes," and legal and tax considerations. It references filings with the SEC, including an Annual Report on Form 10-K and Quarterly Reports on Form 10-Q, but this document itself is a prospectus supplement related to a securities offering. Prospectuses and prospectus supplements are related to capital raising and financing activities, describing terms of securities offerings to investors. This aligns with the definition of Capital/Financing Update (CAP), which covers updates on company fundraising and financing activities. The document is not an annual or quarterly report, audit report, or earnings release, nor is it a regulatory filing or announcement. Therefore, the correct classification is CAP with high confidence.
2021-06-09 English
FORM 4
Director's Dealing
2021-06-03 English

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