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PL

Patrick A. Lytle

SM
VP - CHIEF ACCOUNTING OFFICER · SM ENERGY CO · CIK 0001767858
FILING MIX · LIFETIME45%/55%
BUYS
35
SELLS
42
TOTAL VALUE
$2.17M
COMPANIES
1
ACTIVE SINCE
Dec 2019
HOLDINGS NOW
10,561
AVG SELL PX
$36.74
TRADE KIND
SHOWING 77 / 77
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
5 backtested trades · 8 horizons · 1 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Patrick A. Lytle, 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
7d5+60.00%-3.47%-0.67%-2.80%-0.96%—
14d5+80.00%-7.91%-0.86%-7.05%-11.23%—
30d5+60.00%-5.90%-0.59%-5.31%-7.57%—
60d5+80.00%-5.48%-0.83%-4.65%-1.53%—
90d5+60.00%-0.96%-0.26%-0.70%-7.73%—
180d5+80.00%-13.37%+0.48%-13.86%-18.42%—
1y5+60.00%-10.87%+4.95%-15.82%-20.44%—
2y5(1 pending)+50.00%-4.89%+26.49%-31.38%-33.98%—
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 · 10,561 shares · as of Jul 25, 2025
06,71813,43720,15526,873202020212022202320242025SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2019
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
FLOW · 35 buys / 42 sellsCOVERAGE · 24 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
SM
SM ENERGY CO
PURCHASEGRANT
Stock grant
10,561——10,561Jul 25, 2025Jul 25, 2025 ↗View →
SM
SM ENERGY CO
SALE
Senior VP - Finance
557$24.71$13.8K12,796Jul 24, 2025Jul 25, 2025 ↗View →
SM
SM ENERGY CO
PURCHASE
Senior VP - Finance
1,331——13,353Jul 24, 2025Jul 25, 2025 ↗View →
SM
SM ENERGY CO
SALE
Senior VP - Finance
1,223——0Jul 1, 2025Jul 3, 2025 ↗View →
SM
SM ENERGY CO
PURCHASE
Senior VP - Finance
2,371——11,956Jul 1, 2025Jul 3, 2025 ↗View →
SM
SM ENERGY CO
SALE
Senior VP - Finance
990$24.71$24.5K10,966Jul 1, 2025Jul 3, 2025 ↗View →
SM
SM ENERGY CO
SALE
Senior VP - Finance
2,371——2,371Jul 1, 2025Jul 3, 2025 ↗View →
SM
SM ENERGY CO
SALE
Senior VP - Finance
1,813——3,627Jul 1, 2025Jul 3, 2025 ↗View →
SM
SM ENERGY CO
PURCHASE
Senior VP - Finance
1,223——10,096Jul 1, 2025Jul 3, 2025 ↗View →
SM
SM ENERGY CO
PURCHASE
Senior VP - Finance
1,813——12,779Jul 1, 2025Jul 3, 2025 ↗View →
SM
SM ENERGY CO
SALE
Senior VP - Finance
757$24.71$18.7K12,022Jul 1, 2025Jul 3, 2025 ↗View →
SM
SM ENERGY CO
SALE
Senior VP - Finance
511$24.71$12.6K9,585Jul 1, 2025Jul 3, 2025 ↗View →
SM
SM ENERGY CO
PURCHASE
Senior VP - Finance
644$21.34$13.7K8,873Jun 30, 2025Jul 3, 2025 ↗View →
SM
SM ENERGY CO
PURCHASE
Senior VP - Finance
224$32.70$7.3K8,229Dec 31, 2024Jul 3, 2025 ↗View →
SM
SM ENERGY CO
SALEGRANT
Gift
350——8,005Aug 27, 2024Aug 28, 2024 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
6,059$47.45$287.5K8,355Aug 26, 2024Aug 28, 2024 ↗View →
SM
SM ENERGY CO
PURCHASEGRANT
Stock grant
5,440——5,440Jul 26, 2024Jul 26, 2024 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
352$43.23$15.2K12,725Jul 1, 2024Jul 3, 2024 ↗View →
SM
SM ENERGY CO
PURCHASE
VP - Chief Accounting Officer
1,223——13,077Jul 1, 2024Jul 3, 2024 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
682$43.23$29.5K14,414Jul 1, 2024Jul 3, 2024 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
1,223——1,223Jul 1, 2024Jul 3, 2024 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
2,371——4,742Jul 1, 2024Jul 3, 2024 ↗View →
SM
SM ENERGY CO
PURCHASE
VP - Chief Accounting Officer
1,503——12,287Jul 1, 2024Jul 3, 2024 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
1,503——0Jul 1, 2024Jul 3, 2024 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
433$43.23$18.7K11,854Jul 1, 2024Jul 3, 2024 ↗View →
SM
SM ENERGY CO
PURCHASE
VP - Chief Accounting Officer
2,371——15,096Jul 1, 2024Jul 3, 2024 ↗View →
SM
SM ENERGY CO
PURCHASE
VP - Chief Accounting Officer
393$32.91$12.9K10,784Jun 28, 2024Jul 3, 2024 ↗View →
SM
SM ENERGY CO
PURCHASE
VP - Chief Accounting Officer
293$26.89$7.9K10,391Dec 29, 2023Jul 3, 2024 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
6,494$38.46$249.8K10,098Aug 7, 2023Aug 9, 2023 ↗View →
SM
SM ENERGY CO
PURCHASEGRANT
Stock grant
7,113——7,113Jul 24, 2023Jul 24, 2023 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
8,658$45.61$394.9K12,463Sep 9, 2022Sep 12, 2022 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
3,520$44.07$155.1K21,121Sep 1, 2022Sep 2, 2022 ↗View →
SM
SM ENERGY CO
PURCHASE
VP - Chief Accounting Officer
12,178——24,641Sep 1, 2022Sep 2, 2022 ↗View →
SM
SM ENERGY CO
PURCHASEGRANT
Stock grant
3,668——3,668Aug 2, 2022Aug 2, 2022 ↗View →
SM
SM ENERGY CO
PURCHASE
VP - Chief Accounting Officer
1,502——12,898Jul 1, 2022Jul 6, 2022 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
1,353——0Jul 1, 2022Jul 6, 2022 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
2,090——2,091Jul 1, 2022Jul 6, 2022 ↗View →
SM
SM ENERGY CO
PURCHASE
VP - Chief Accounting Officer
1,353——10,303Jul 1, 2022Jul 6, 2022 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
392$34.19$13.4K9,911Jul 1, 2022Jul 6, 2022 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
605$34.19$20.7K11,396Jul 1, 2022Jul 6, 2022 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
1,502——3,006Jul 1, 2022Jul 6, 2022 ↗View →
SM
SM ENERGY CO
PURCHASE
VP - Chief Accounting Officer
2,090——12,001Jul 1, 2022Jul 6, 2022 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
435$34.19$14.9K12,463Jul 1, 2022Jul 6, 2022 ↗View →
SM
SM ENERGY CO
PURCHASE
VP - Chief Accounting Officer
560$25.06$14.0K8,950Jun 30, 2022Jul 6, 2022 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
6,776$42.01$284.7K8,390Mar 8, 2022Mar 10, 2022 ↗View →
SM
SM ENERGY CO
PURCHASE
VP - Chief Accounting Officer
380$21.68$8.2K15,166Dec 31, 2021Mar 10, 2022 ↗View →
SM
SM ENERGY CO
PURCHASE
VP - Chief Accounting Officer
2,090——15,391Dec 14, 2021Dec 16, 2021 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
605$30.18$18.3K14,786Dec 14, 2021Dec 16, 2021 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
2,090——4,181Dec 14, 2021Dec 16, 2021 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
12,543$36.74$460.8K13,301Nov 2, 2021Nov 4, 2021 ↗View →
SM
SM ENERGY CO
PURCHASE
VP - Chief Accounting Officer
3,558——26,873Sep 1, 2021Sep 3, 2021 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
1,029$19.10$19.7K25,844Sep 1, 2021Sep 3, 2021 ↗View →
SM
SM ENERGY CO
PURCHASEGRANT
Stock grant
4,508——4,508Aug 2, 2021Aug 3, 2021 ↗View →
SM
SM ENERGY CO
PURCHASE
VP - Chief Accounting Officer
753——22,572Jul 1, 2021Jul 6, 2021 ↗View →
SM
SM ENERGY CO
PURCHASE
VP - Chief Accounting Officer
1,353——23,707Jul 1, 2021Jul 6, 2021 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
753——0Jul 1, 2021Jul 6, 2021 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
392$24.63$9.7K23,315Jul 1, 2021Jul 6, 2021 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
218$24.63$5.4K22,354Jul 1, 2021Jul 6, 2021 ↗View →
SM
SM ENERGY CO
SALE
VP - Chief Accounting Officer
1,353——1,353Jul 1, 2021Jul 6, 2021 ↗View →
SM
SM ENERGY CO
PURCHASE
VP - Chief Accounting Officer
2,500$5.20$13.0K21,819Jun 30, 2021Jul 6, 2021 ↗View →
SM
SM ENERGY CO
PURCHASEGRANT
Stock grant
6,271——6,271Dec 21, 2020Dec 22, 2020 ↗View →
SM
SM ENERGY CO
SALE
Controller & PAO
3,378$2.95$10.0K19,319Aug 1, 2020Aug 4, 2020 ↗View →
SM
SM ENERGY CO
SALE
Controller & PAO
11,655——0Aug 1, 2020Aug 4, 2020 ↗View →
SM
SM ENERGY CO
PURCHASE
Controller & PAO
11,655——22,697Aug 1, 2020Aug 4, 2020 ↗View →
SM
SM ENERGY CO
PURCHASE
Controller & PAO
1,353——10,629Jul 1, 2020Jul 6, 2020 ↗View →
SM
SM ENERGY CO
SALE
Controller & PAO
351$3.75$1.3K8,742Jul 1, 2020Jul 6, 2020 ↗View →
SM
SM ENERGY CO
SALE
Controller & PAO
393$3.75$1.5K10,236Jul 1, 2020Jul 6, 2020 ↗View →
SM
SM ENERGY CO
SALE
Controller & PAO
753——753Jul 1, 2020Jul 6, 2020 ↗View →
SM
SM ENERGY CO
SALE
Controller & PAO
1,210——0Jul 1, 2020Jul 6, 2020 ↗View →
SM
SM ENERGY CO
SALE
Controller & PAO
329$3.75$1.2K11,042Jul 1, 2020Jul 6, 2020 ↗View →
SM
SM ENERGY CO
PURCHASE
Controller & PAO
1,210——9,093Jul 1, 2020Jul 6, 2020 ↗View →
SM
SM ENERGY CO
SALE
Controller & PAO
219$3.75$8219,276Jul 1, 2020Jul 6, 2020 ↗View →
SM
SM ENERGY CO
SALE
Controller & PAO
1,353——2,706Jul 1, 2020Jul 6, 2020 ↗View →
SM
SM ENERGY CO
PURCHASE
Controller & PAO
753——9,495Jul 1, 2020Jul 6, 2020 ↗View →
SM
SM ENERGY CO
PURCHASE
Controller & PAO
1,135——11,371Jul 1, 2020Jul 6, 2020 ↗View →
SM
SM ENERGY CO
PURCHASE
Controller & PAO
2,224$3.19$7.1K7,883Jun 30, 2020Jul 6, 2020 ↗View →
SM
SM ENERGY CO
PURCHASE
Controller & PAO
564$9.55$5.4K5,659Dec 31, 2019Jul 6, 2020 ↗View →
Other insiders · SM
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About this filer
CIK 0001767858
ROLE
VP - Chief Accounting Officer
PRIMARY
SM
COMPANIES
1
ACTIVE SINCE
Dec 2019
MARKETPEEL · /INSIDER/0001767858DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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