X0202 SCHEDULE 13G 0001080171 XXXXXXXX LIVE Common stock, $0.01 par value 06/30/2026 0000893538 SM Energy Company 78454L100 1700 Lincoln Street, Suite 3200 Denver CO 80203 Rule 13d-1(b) Aristeia Capital, L.L.C. DE 13000649.00 0.00 13000649.00 0.00 13000649.00 N 5.47 IA OO SM Energy Company 1700 Lincoln Street, Suite 3200, Denver, Colorado 80203 Aristeia Capital, L.L.C. One Greenwich Plaza, Suite 300, Greenwich, CT 06830 Delaware N IA 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. 5.47% 13,000,649 0 13,000,649 0 Y Y Y Y Y N 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. Aristeia Capital, L.L.C. /s/ Andrew B. David 08/14/2026