Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Calumet Specialty Products Partners, L.P.CLMT · Entity 91042 | Director | May 07, 2024 | May 09, 2024 |
| Calumet, Inc. /DECLMT · Entity 3988 | Director | August 20, 2026 | August 21, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Calumet Specialty Products Partners, L.P.
Report date May 07, 2024 · Filed May 09, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom UnitSEC Table II · derivative / convertible security | Direct | 1,325 |
Reported balance
After 2024-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-05-07 · Grant · Acquired 1,325 · Balance 1,325 F1: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date. Phantom Units are 100% vested. |
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 441 |
Reported balance
After 2024-05-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-07 · Grant · Acquired 441 · Balance 441 F1: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F3: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit.
F2: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date. Phantom Units are 100% vested.
F3: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2025.
Calumet, Inc. /DE
Report date August 20, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 488 |
Reported balance
After 2026-08-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 488 · Balance 488 F1: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share. F2: Each Restricted Stock Unit will become settled upon the earlier of the date specified by the reporting person or the reporting person's termination date. Restricted Stock Units are 100% vested. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 162 |
Reported balance
After 2026-08-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-20 · Grant · Acquired 162 · Balance 162 F1: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share. F3: Each Restricted Stock Unit will be settled upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. 25% of the Restricted Stock Units vest on July 1 of each year beginning on July 1, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share.
F2: Each Restricted Stock Unit will become settled upon the earlier of the date specified by the reporting person or the reporting person's termination date. Restricted Stock Units are 100% vested.
F3: Each Restricted Stock Unit will be settled upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. 25% of the Restricted Stock Units vest on July 1 of each year beginning on July 1, 2027.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 15, 2019 Filed Feb 20, 2019 06:41 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 1,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-19-000023 · wf-form4_155066287808576.xml · derivative · entry 5 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 1,322 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2 · derivative.exercise_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2016. F2 · derivative.expiration_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2016. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 06:41 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 5,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-19-000023 · wf-form4_155066287808576.xml · nonDerivative · entry 4 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,413 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 06:41 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 2,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-19-000023 · wf-form4_155066287808576.xml · nonDerivative · entry 3 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,205 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 06:41 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 7,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-19-000023 · wf-form4_155066287808576.xml · nonDerivative · entry 2 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,531 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 06:41 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 1,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-19-000023 · wf-form4_155066287808576.xml · nonDerivative · entry 1 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,594 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 17:34 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 11,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-19-000004 · wf-form4_154646846292811.xml · derivative · entry 1 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,299 Underlying: Common Unit · 11,915 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2 · derivative.exercise_date: Phantom Units vest on December 31, 2021. Phantom Units will be settled upon vesting. F2 · derivative.expiration_date: Phantom Units vest on December 31, 2021. Phantom Units will be settled upon vesting. Read SEC document |
| December 10, 2018 Filed Dec 10, 2018 16:37 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 5,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000178 · wf-form4_154447781923257.xml · derivative · entry 2 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,625 Underlying: Common Unit · 5,208 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2 · derivative.exercise_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2018. Phantom Units will be settled upon vesting. F2 · derivative.expiration_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2018. Phantom Units will be settled upon vesting. Read SEC document |
| December 10, 2018 Filed Dec 10, 2018 16:37 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 5,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000178 · wf-form4_154447781923257.xml · nonDerivative · entry 1 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,272 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 07, 2018 Filed Nov 9, 2018 18:05 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000167 · wf-form4_154180471248465.xml · derivative · entry 2 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,833 Underlying: Common Unit · 20,833 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F3 · derivative.exercise_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2018. Phantom units will be settled upon vesting. F3 · derivative.expiration_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2018. Phantom units will be settled upon vesting. Read SEC document |
| November 07, 2018 Filed Nov 9, 2018 18:05 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 11,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000167 · wf-form4_154180471248465.xml · derivative · entry 1 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,384 Underlying: Common Unit · 11,384 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2 · derivative.exercise_date: Phantom Units vest on December 31, 2021. Phantom Units will be settled upon vesting. F2 · derivative.expiration_date: Phantom Units vest on December 31, 2021. Phantom Units will be settled upon vesting. Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 17:23 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 2,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000081 · wf-form4_152469141814244.xml · derivative · entry 8 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,021 Underlying: Common Units · 2,674 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F5 · derivative.exercise_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2018. F5 · derivative.expiration_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2018. Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 17:23 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 7,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000081 · wf-form4_152469141814244.xml · derivative · entry 7 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,872 Underlying: Common Units · 7,937 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F4 · derivative.exercise_date: 25% of the Phantom Units vest on December 31 of each year beginning on December 31, 2016. F4 · derivative.expiration_date: 25% of the Phantom Units vest on December 31 of each year beginning on December 31, 2016. Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 17:23 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 1,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000081 · wf-form4_152469141814244.xml · derivative · entry 6 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,322 Underlying: Common Units · 1,322 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F3 · derivative.exercise_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2016. F3 · derivative.expiration_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2016. Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 17:23 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 186 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000081 · wf-form4_152469141814244.xml · derivative · entry 5 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 186 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2 · derivative.exercise_date: 25% of the Phantom Units vest on December 31 of each year beginning on December 31, 2014. F2 · derivative.expiration_date: 25% of the Phantom Units vest on December 31 of each year beginning on December 31, 2014. Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 17:23 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 2,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000081 · wf-form4_152469141814244.xml · nonDerivative · entry 4 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,064 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 17:23 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 7,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000081 · wf-form4_152469141814244.xml · nonDerivative · entry 3 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,390 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 17:23 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 1,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000081 · wf-form4_152469141814244.xml · nonDerivative · entry 2 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,453 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 17:23 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 186 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000081 · wf-form4_152469141814244.xml · nonDerivative · entry 1 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,131 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 17:56 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 19,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000028 · wf-form4_152063617800452.xml · derivative · entry 2 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,698 Underlying: Common Units · 19,698 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F3 · derivative.exercise_date: Phantom Units vest on March 7, 2021. Phantom Units will be settled upon vesting. F3 · derivative.expiration_date: Phantom Units vest on March 7, 2021. Phantom Units will be settled upon vesting. F4 · balance_after: Number reflects correction of clerical error from previous Form 4 filings. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 17:56 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 10,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000028 · wf-form4_152063617800452.xml · derivative · entry 1 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,695 Underlying: Common Units · 10,695 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2 · derivative.exercise_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2018. Phantom Units will be settled upon vesting. F2 · derivative.expiration_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2018. Phantom Units will be settled upon vesting. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 17:52 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 736 | $8.95 | $6,587.20 |
DisclosureSEC source: 0001340122-17-000183 · wf-form4_150974596208930.xml · derivative · entry 2 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,458 Underlying: Common Units · 736 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F3 · derivative.exercise_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2018. F3 · derivative.expiration_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2018. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 17:52 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 2,207 | $8.95 | $19,752.65 |
DisclosureSEC source: 0001340122-17-000183 · wf-form4_150974596208930.xml · derivative · entry 1 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,958 Underlying: Common Units · 2,207 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2 · derivative.exercise_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date. Phantom Units are 100% vested. F2 · derivative.expiration_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date. Phantom Units are 100% vested. Read SEC document |
| August 02, 2017 Filed Aug 4, 2017 17:12 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 1,278 | $5.15 | $6,581.70 |
DisclosureSEC source: 0001340122-17-000150 · wf-form4_150188112928335.xml · derivative · entry 2 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,722 Underlying: Common Units · 1,278 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F3 · derivative.exercise_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2018. F3 · derivative.expiration_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2018. Read SEC document |
| August 02, 2017 Filed Aug 4, 2017 17:12 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 3,835 | $5.15 | $19,750.25 |
DisclosureSEC source: 0001340122-17-000150 · wf-form4_150188112928335.xml · derivative · entry 1 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,751 Underlying: Common Units · 3,835 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2 · derivative.exercise_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date. Phantom Units are 100% vested. F2 · derivative.expiration_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date. Phantom Units are 100% vested. Read SEC document |
| May 03, 2017 Filed May 5, 2017 17:04 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 1,642 | $3.50 | $5,747.00 |
DisclosureSEC source: 0001340122-17-000096 · wf-form4_149401826439653.xml · derivative · entry 2 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,205 Underlying: Common Units · 1,642 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F3 · derivative.exercise_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2018. F3 · derivative.expiration_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2018. Read SEC document |
| May 03, 2017 Filed May 5, 2017 17:04 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 4,925 | $3.50 | $17,237.50 |
DisclosureSEC source: 0001340122-17-000096 · wf-form4_149401826439653.xml · derivative · entry 1 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,198 Underlying: Common Units · 4,925 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2 · derivative.exercise_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date. Phantom Units are 100% vested. F2 · derivative.expiration_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date. Phantom Units are 100% vested. Read SEC document |
| May 03, 2017 Filed Aug 4, 2017 16:52 UTC Amendment | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 1,881 | $3.50 | $6,583.50 |
DisclosureSEC source: 0001340122-17-000144 · wf-form4a_150187993387023.xml · derivative · entry 2 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,444 Underlying: Common Units · 1,881 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F3 · derivative.exercise_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2018. F3 · derivative.expiration_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2018. Read SEC document |
| May 03, 2017 Filed Aug 4, 2017 16:52 UTC Amendment | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 5,643 | $3.50 | $19,750.50 |
DisclosureSEC source: 0001340122-17-000144 · wf-form4a_150187993387023.xml · derivative · entry 1 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,916 Underlying: Common Units · 5,643 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2 · derivative.exercise_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date. Phantom Units are 100% vested. F2 · derivative.expiration_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date. Phantom Units are 100% vested. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:52 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 7,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000070 · wf-form4_148858152613971.xml · derivative · entry 9 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,809 Underlying: Common Units · 7,937 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F4 · derivative.exercise_date: 25% of the Phantom Units vest on December 31 of each year beginning on December 31, 2016. F4 · derivative.expiration_date: 25% of the Phantom Units vest on December 31 of each year beginning on December 31, 2016. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:52 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 1,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000070 · wf-form4_148858152613971.xml · derivative · entry 8 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,644 Underlying: Common Units · 1,322 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F3 · derivative.exercise_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2016. F3 · derivative.expiration_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2016. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:52 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000070 · wf-form4_148858152613971.xml · derivative · entry 7 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186 Underlying: Common Units · 188 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2 · derivative.exercise_date: 25% of the Phantom Units vest on December 31 of each year beginning on December 31, 2014. F2 · derivative.expiration_date: 25% of the Phantom Units vest on December 31 of each year beginning on December 31, 2014. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:52 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 7,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000070 · wf-form4_148858152613971.xml · nonDerivative · entry 3 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,945 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:52 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 1,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000070 · wf-form4_148858152613971.xml · nonDerivative · entry 2 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,008 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:52 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000070 · wf-form4_148858152613971.xml · nonDerivative · entry 1 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,686 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 17:59 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 1,563 | $4.00 | $6,252.00 |
DisclosureSEC source: 0001340122-17-000031 · wf-form4_148797713626557.xml · derivative · entry 2 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,563 Underlying: Common Units · 1,563 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F3 · derivative.exercise_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2018. F3 · derivative.expiration_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2018. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 17:59 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 4,688 | $4.00 | $18,752.00 |
DisclosureSEC source: 0001340122-17-000031 · wf-form4_148797713626557.xml · derivative · entry 1 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,273 Underlying: Common Units · 4,688 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2 · derivative.exercise_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. Phantom Units are 100% vested. F2 · derivative.expiration_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. Phantom Units are 100% vested. Read SEC document |
| November 03, 2016 Filed Nov 4, 2016 18:15 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 31,746 | $3.15 | $99,999.90 |
DisclosureSEC source: 0001340122-16-000286 · wf-form4_147829770967018.xml · derivative · entry 3 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,746 Underlying: Common Units · 31,746 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F4 · derivative.exercise_date: 25% of the Phantom Units vest on December 31 of each year beginning on December 31, 2016. F4 · derivative.expiration_date: 25% of the Phantom Units vest on December 31 of each year beginning on December 31, 2016. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 18:15 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 1,761 | $3.55 | $6,251.55 |
DisclosureSEC source: 0001340122-16-000286 · wf-form4_147829770967018.xml · derivative · entry 2 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,011 Underlying: Common Units · 1,761 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F3 · derivative.exercise_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2017. F3 · derivative.expiration_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date pursuant to the Deferred Compensation Plan. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2017. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 18:15 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 5,282 | $3.55 | $18,751.10 |
DisclosureSEC source: 0001340122-16-000286 · wf-form4_147829770967018.xml · derivative · entry 1 Schumacher Amy M · CIK 0001619679 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,585 Underlying: Common Units · 5,282 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2 · derivative.exercise_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date. Phantom Units are 100% vested. F2 · derivative.expiration_date: Each Phantom Unit becomes payable either in the form of a Common Unit or the cash value thereof upon the earlier of the date specified by the reporting person or the reporting person's termination date. Phantom Units are 100% vested. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.