schemaVersion:
78454L100
1Names of Reporting Persons
Aristeia Capital, L.L.C.
2Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3Sec Use Only4Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:5Sole Voting Power
13,000,649.00
6Shared Voting Power
0.00
7Sole Dispositive Power
13,000,649.00
8Shared Dispositive Power
0.00
9Aggregate Amount Beneficially Owned by Each Reporting Person
13,000,649.00
10Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11Percent of class represented by amount in row (9)
5.47 %
12Type of Reporting Person (See Instructions)
IA, OO
SM Energy Company
(b)Address of issuer’s principal executive offices:
1700 Lincoln Street, Suite 3200, Denver, Colorado 80203
Item 2. (a)Name of person filing:
Aristeia Capital, L.L.C.
(b)Address or principal business office or, if none, residence:
One Greenwich Plaza, Suite 300, Greenwich, CT 06830
(c)Citizenship:
Delaware
(d)Title of class of securities:
Common stock, $0.01 par value
(e)CUSIP Number(s):
78454L100
Item 3.If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:(a) Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b) Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c) Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d) Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e) An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f) An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g) A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h) A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i) A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j) A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k) Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.Ownership(a)Amount beneficially owned:
13,000,649
The Reporting Person may be deemed the beneficial owner of 13,000,649 shares of Common stock, which is approximately 5.47% of the outstanding shares. This percentage was determined by dividing 13,000,649 by 239,748,701, which is the number of shares outstanding as of July 23, 2026, as reported in the Issuer’s 10-Q filed with the SEC on August 6, 2026.
(b)Percent of class:
5.47%
(c)Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
13,000,649
(ii) Shared power to vote or to direct the vote:
0
(iii) Sole power to dispose or to direct the disposition of:
13,000,649
(iv) Shared power to dispose or to direct the disposition of:
0
Item 5.Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.Identification and Classification of Members of the Group.
Not Applicable
Item 9.Notice of Dissolution of Group.
Not Applicable
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
Signature:/s/ Andrew B. DavidName/Title:Andrew B. David / Chief Operating Officer, Aristeia Capital, L.L.C.Date:08/14/2026