MarketPeel
Insider Trading Intelligence
BB

Barton R. JR Brookman

SM
DIRECTOR · SM ENERGY CO · CIK 0001234638
FILING MIX · LIFETIME100%/0%
BUYS
5
SELLS
0
TOTAL VALUE
$226.5K
COMPANIES
1
ACTIVE SINCE
Mar 2024
HOLDINGS NOW
35,771
AVG SELL PX
TRADE KIND
SHOWING 5 / 5
Trades · vs SPY
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Performance · forward returns vs SPY
1 backtested trades · 8 horizons · 1 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Barton R. JR Brookman, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d1+0.00%-14.98%-1.93%-13.05%-13.05%
14d1+0.00%-8.00%-6.00%-2.00%-2.00%
30d1+0.00%-9.18%-6.26%-2.92%-2.92%
60d1+0.00%-27.09%-7.07%-20.02%-20.02%
90d1+0.00%-26.38%-0.27%-26.11%-26.11%
180d1+0.00%-12.36%+8.39%-20.74%-20.74%
1y1+0.00%-34.72%+16.29%-51.01%-51.01%
2y1(1 pending)
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
SM · 35,771 shares · as of Jun 22, 2026
08,94317,88626,82835,77120252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 5 buys / 0 sellsCOVERAGE · 10 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
SM
SM ENERGY CO
PURCHASEGRANT
Stock grant
9,02435,771Jun 22, 2026Jun 23, 2026View →
SM
SM ENERGY CO
PURCHASEGRANT
Stock grant
12,08126,747Jun 10, 2025Jun 11, 2025View →
SM
SM ENERGY CO
PURCHASE
7,000$32.36$226.5K14,666Feb 26, 2025Feb 27, 2025View →
SM
SM ENERGY CO
PURCHASEGRANT
Stock grant
5,8277,666Jun 21, 2024Jun 21, 2024View →
SM
SM ENERGY CO
PURCHASEGRANT
Stock grant
1,8391,839Mar 21, 2024Mar 21, 2024View →
Other insiders · SM
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About this filer
CIK 0001234638
ROLE
Director
PRIMARY
SM
COMPANIES
1
ACTIVE SINCE
Mar 2024
MARKETPEEL · /INSIDER/0001234638DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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