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 | November 07, 2023 | November 09, 2023 |
| Calumet, Inc. /DECLMT · Entity 3988 | Director | July 09, 2026 | July 13, 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 November 07, 2023 · Filed November 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 7,490 |
Reported balance
After 2023-11-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-11-07 · Grant · Acquired 7,490 · Balance 7,490 F1: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2: Phantom Units vest on November 7, 2026. Phantom Units will be settled upon vesting. |
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: Phantom Units vest on November 7, 2026. Phantom Units will be settled upon vesting.
Calumet, Inc. /DE
Report date July 09, 2026 · Filed July 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 81,958 |
Ending reported balance
After 2026-07-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-09 · Exercise / conversion · Acquired 7,067 · Balance 84,785 Row 2 · 2026-07-09 · Tax withholding · Disposed 2,827 · Balance 81,958 F1: The reporting person elected to surrender 2,827 shares of Calumet, Inc. common stock, par value $0.01 per share, to satisfy tax withholding liabilities upon delivery of common stock in accordance with Rule 16b-3. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-09 · Exercise / conversion · Disposed 7,067 · Balance 0 F2: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share. F3: 100% of the Restricted Stock Units vested on June 2, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person elected to surrender 2,827 shares of Calumet, Inc. common stock, par value $0.01 per share, to satisfy tax withholding liabilities upon delivery of common stock in accordance with Rule 16b-3.
F2: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share.
F3: 100% of the Restricted Stock Units vested on June 2, 2026.
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 22, 2017 Filed Feb 24, 2017 17:58 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 4,688 | $4.00 | $18,752.00 |
DisclosureSEC source: 0001340122-17-000030 · wf-form4_148797706837097.xml · derivative · entry 1 Sajkowski Daniel J · CIK 0001619678 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,831 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 18:20 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 31,746 | $3.15 | $99,999.90 |
DisclosureSEC source: 0001340122-16-000290 · wf-form4_147829803361532.xml · derivative · entry 3 Sajkowski Daniel J · CIK 0001619678 · 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 18:20 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 1,761 | $3.55 | $6,251.55 |
DisclosureSEC source: 0001340122-16-000290 · wf-form4_147829803361532.xml · derivative · entry 2 Sajkowski Daniel J · CIK 0001619678 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,715 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 18:20 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 5,282 | $3.55 | $18,751.10 |
DisclosureSEC source: 0001340122-16-000290 · wf-form4_147829803361532.xml · derivative · entry 1 Sajkowski Daniel J · CIK 0001619678 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,143 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.