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 | 1,417 |
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 1,417 · Balance 1,417 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 | 472 |
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 472 · Balance 472 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 | 534 |
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 534 · Balance 534 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 | 178 |
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 178 · Balance 178 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 |
|---|---|---|---|---|---|---|
| August 02, 2022 Filed Aug 4, 2022 20:26 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 1,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-22-000082 · wf-form4_165964471399019.xml · derivative · entry 1 Raymond Paul C · CIK 0001316627 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,890 Underlying: Common Unit · 1,531 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, 2022 Filed May 6, 2022 01:51 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-22-000057 · wf-form4_165180189567218.xml · derivative · entry 2 Raymond Paul C · CIK 0001316627 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453 Underlying: Common Units · 453 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, 2023. 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, 2023. Read SEC document |
| May 03, 2022 Filed May 6, 2022 01:51 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 1,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-22-000057 · wf-form4_165180189567218.xml · derivative · entry 1 Raymond Paul C · CIK 0001316627 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,359 Underlying: Common Unit · 1,359 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 |
| February 22, 2022 Filed Feb 24, 2022 22:49 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 469 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-22-000019 · wf-form4_164574293364568.xml · derivative · entry 2 Raymond Paul C · CIK 0001316627 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 469 Underlying: Common Units · 469 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, 2023. 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, 2023. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 22:49 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 1,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-22-000019 · wf-form4_164574293364568.xml · derivative · entry 1 Raymond Paul C · CIK 0001316627 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,408 Underlying: Common Unit · 1,408 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 |
| November 03, 2021 Filed Nov 6, 2021 00:48 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Unit · Derivative | 8,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-21-000104 · wf-form4_163615967186093.xml · derivative · entry 3 Raymond Paul C · CIK 0001316627 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,921 Underlying: Common Unit · 8,921 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: Phantom Units vest on December 31, 2023. Phantom Units will be settled upon vesting. F4 · derivative.expiration_date: Phantom Units vest on December 31, 2023. Phantom Units will be settled upon vesting. Read SEC document |
| November 03, 2021 Filed Nov 6, 2021 00:48 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 613 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-21-000104 · wf-form4_163615967186093.xml · derivative · entry 2 Raymond Paul C · CIK 0001316627 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613 Underlying: Common Unit · 613 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, 2022. 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, 2022. Read SEC document |
| November 03, 2021 Filed Nov 6, 2021 00:48 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 1,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-21-000104 · wf-form4_163615967186093.xml · derivative · entry 1 Raymond Paul C · CIK 0001316627 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,840 Underlying: Common Units · 1,840 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 03, 2021 Filed Aug 5, 2021 20:49 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 1,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-21-000080 · wf-form4_162819649851563.xml · derivative · entry 2 Raymond Paul C · CIK 0001316627 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,023 Underlying: Common Unit · 1,023 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, 2022. 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, 2022. Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 20:49 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 3,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-21-000080 · wf-form4_162819649851563.xml · derivative · entry 1 Raymond Paul C · CIK 0001316627 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,069 Underlying: Common Units · 3,069 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 05, 2021 Filed May 7, 2021 19:17 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-21-000070 · wf-form4_162041502260386.xml · derivative · entry 2 Raymond Paul C · CIK 0001316627 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100 Underlying: Common Unit · 1,100 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, 2022. 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, 2022. Read SEC document |
| May 05, 2021 Filed May 7, 2021 19:17 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 3,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-21-000070 · wf-form4_162041502260386.xml · derivative · entry 1 Raymond Paul C · CIK 0001316627 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,300 Underlying: Common Unit · 3,300 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 |
| February 23, 2021 Filed Feb 26, 2021 01:10 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Unit · Derivative | 1,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-21-000020 · wf-form4_161430183024280.xml · derivative · entry 2 Raymond Paul C · CIK 0001316627 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,466 Underlying: Common Unit · 1,466 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 terminationdate pursuant to the Deferred Compensation Plan. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2022. 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 terminationdate pursuant to the Deferred Compensation Plan. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2022. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 01:10 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 4,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-21-000020 · wf-form4_161430183024280.xml · derivative · entry 1 Raymond Paul C · CIK 0001316627 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,397 Underlying: Common Unit · 4,397 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 terminationdate. 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 terminationdate. 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.