Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Calumet Specialty Products Partners, L.P.CLMT · Entity 91042 | CHIEF EXECUTIVE OFFICER | April 04, 2024 | April 08, 2024 |
| Calumet, Inc. /DECLMT · Entity 3988 | CHIEF EXECUTIVE OFFICER | September 25, 2026 | September 28, 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 April 04, 2024 · Filed April 08, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitSEC Table I · non-derivative | Direct | 161,413 |
Ending reported balance
After 2024-04-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-04-04 · Exercise / conversion · Acquired 97,279 · Balance 203,892 Row 2 · 2024-04-04 · Tax withholding · Disposed 42,479 · Balance 161,413 F1: The reporting person elected to surrender 42,479 common units to satisfy tax withholding liabilities upon delivery of common units in accordance with Rule 16b-3. |
| Phantom UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-04-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-04-04 · Exercise / conversion · Disposed 97,279 · Balance 0 F2: 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. Phantom Units are 100% vested. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person elected to surrender 42,479 common units to satisfy tax withholding liabilities upon delivery of common units in accordance with Rule 16b-3.
F2: 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. Phantom Units are 100% vested.
Calumet, Inc. /DE
Report date September 25, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 324,269 |
Ending reported balance
After 2026-09-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-25 · Exercise / conversion · Acquired 107,428 · Balance 371,170 Row 2 · 2026-09-25 · Tax withholding · Disposed 46,901 · Balance 324,269 F1: The reporting person elected to surrender 46,901 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 2026-09-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-25 · Exercise / conversion · Disposed 107,428 · 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 August 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person elected to surrender 46,901 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 August 1, 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 |
|---|---|---|---|---|---|---|
| September 25, 2026 Filed Sep 28, 2026 20:39 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Exercise / conversionRestricted Stock Unit · Derivative | 107,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001823742-26-000005 · wk-form4_1790627961.xml · derivative · entry 3 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 107,428 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. F2 · derivative.exercise_price: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share. F3 · derivative.exercise_date: 100% of the Restricted Stock Units vested on August 1, 2026. F3 · derivative.expiration_date: 100% of the Restricted Stock Units vested on August 1, 2026. Read SEC document |
| September 25, 2026 Filed Sep 28, 2026 20:39 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Tax withholdingCommon Stock, par value $0.01 per share | 46,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001823742-26-000005 · wk-form4_1790627961.xml · nonDerivative · entry 2 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 324,269 F1 · shares: The reporting person elected to surrender 46,901 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. Read SEC document |
| September 25, 2026 Filed Sep 28, 2026 20:39 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Exercise / conversionCommon Stock, par value $0.01 per share | 107,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001823742-26-000005 · wk-form4_1790627961.xml · nonDerivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 371,170 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 31, 2026 Filed Apr 2, 2026 20:13 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Units · Derivative | 2,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001823742-26-000003 · form4-04022026_080412.xml · derivative · entry 2 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,391 Underlying: Common Stock, par value $0.01 per share · 2,391 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:13 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Unit · Derivative | 7,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001823742-26-000003 · form4-04022026_080412.xml · derivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,173 Underlying: Common Stock, par value $0.01 per share · 7,173 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 23:43 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Exercise / conversionRestricted Stock Unit · Derivative | 49,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001823742-26-000002 · form4-03112026_110325.xml · derivative · entry 3 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 49,974 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. F2 · derivative.exercise_price: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share. F3 · derivative.exercise_date: 100% of the Restricted Stock Units vested on February 21, 2026. F3 · derivative.expiration_date: 100% of the Restricted Stock Units vested on February 21, 2026. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 23:43 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Tax withholdingCommon Stock, par value $0.01 per share | 21,798 | $0.00 | $0.00 |
DisclosureSEC source: 0001823742-26-000002 · form4-03112026_110325.xml · nonDerivative · entry 2 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 263,742 F1 · shares: The reporting person elected to surrender 21,798 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. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 23:43 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Exercise / conversionCommon Stock, par value $0.01 per share | 49,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001823742-26-000002 · form4-03112026_110325.xml · nonDerivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,540 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 24, 2026 Filed Feb 27, 2026 01:37 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Unit · Derivative | 64,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001823742-26-000001 · form4-02272026_010257.xml · derivative · entry 2 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,102 Underlying: Common Stock, par value $0.01 per share · 64,102 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share. F3 · derivative.exercise_date: These Restricted Stock Units vest on February 24, 2029. F3 · derivative.expiration_date: These Restricted Stock Units vest on February 24, 2029. Read SEC document |
| February 24, 2026 Filed Feb 27, 2026 01:37 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Units · Derivative | 67,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001823742-26-000001 · form4-02272026_010257.xml · derivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,882 Underlying: Common Stock, par value $0.01 per share · 67,882 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share. F2 · derivative.exercise_date: Reflects 2025 performance-based restricted stock units, for which performance was certified by the Company's Board of Directors on the transaction date. These Restricted Stock Units remain subject to service based vesting requirements through February 25, 2028. F2 · derivative.expiration_date: Reflects 2025 performance-based restricted stock units, for which performance was certified by the Company's Board of Directors on the transaction date. These Restricted Stock Units remain subject to service based vesting requirements through February 25, 2028. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 19:55 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Units · Derivative | 3,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009613 · form4-04022025_070438.xml · derivative · entry 2 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,090 Underlying: Common Stock, par value $0.01 per share · 3,090 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share. F3 · derivative.exercise_date: 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, 2026. F3 · derivative.expiration_date: 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, 2026. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 19:55 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Unit · Derivative | 9,271 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009613 · form4-04022025_070438.xml · derivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,271 Underlying: Common Stock, par value $0.01 per share · 9,271 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document |
| March 11, 2025 Filed Mar 14, 2025 00:35 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Exercise / conversionRestricted Stock Unit · Derivative | 114,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008022 · form4-03142025_120304.xml · derivative · entry 3 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 114,120 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. F2 · derivative.exercise_price: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share. F3 · derivative.exercise_date: 100% of the Restricted Stock Units vested on February 22, 2025. F3 · derivative.expiration_date: 100% of the Restricted Stock Units vested on February 22, 2025. Read SEC document |
| March 11, 2025 Filed Mar 14, 2025 00:35 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Tax withholdingCommon Stock, par value $0.01 per share | 49,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008022 · form4-03142025_120304.xml · nonDerivative · entry 2 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235,566 F1 · shares: The reporting person elected to surrender 49,967 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. Read SEC document |
| March 11, 2025 Filed Mar 14, 2025 00:35 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Exercise / conversionCommon Stock, par value $0.01 per share | 114,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008022 · form4-03142025_120304.xml · nonDerivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,533 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 25, 2025 Filed Feb 27, 2025 23:42 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Unit · Derivative | 189,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005907 · form4-02272025_110234.xml · derivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,472 Underlying: Common Stock, par value $0.01 per share · 189,472 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share. F2 · derivative.exercise_date: Restricted Stock Units vest on February 25, 2028. Restricted Stock Units will be settled upon vesting. F2 · derivative.expiration_date: Restricted Stock Units vest on February 25, 2028. Restricted Stock Units will be settled upon vesting. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 02:49 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantCommon Stock, par value $0.01 per share | 10,000 | $21.78 | $217,800.00 |
DisclosureSEC source: 0001415889-24-027677 · form4-11262024_021117.xml · nonDerivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,413 Read SEC document |
| November 21, 2024 Filed Nov 26, 2024 02:49 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | SaleCall Option (right to buy) · Derivative | 900 | $280.00 Strike: $20.00 | $252,000.00 |
DisclosureSEC source: 0001415889-24-027677 · form4-11262024_021117.xml · derivative · entry 2 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 90,000 shares Expires 2025-01-17 F1 · kind: On November 21, 2024, the reporting person sold 900 call options, which were options to buy 90,000 shares of Calumet, Inc. common stock, at an exercise price of $20 per share and with an expiration date of January 17, 2025. The reporting person received total proceeds of $252,003 from the sale of the call options, of which $217,800 was used to fund the purchase of 10,000 shares of Calumet, Inc. common stock reported herein, and the remaining proceeds are intended to satisfy certain tax obligations that were incurred in connection with the sale of the call options. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 17:06 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Unit · Derivative | 97,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-010498 · form4-04082024_090439.xml · derivative · entry 3 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Unit · 97,279 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. F2 · 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. Phantom Units are 100% vested. 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. Phantom Units are 100% vested. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 17:06 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Tax withholdingCommon Unit | 42,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-010498 · form4-04082024_090439.xml · nonDerivative · entry 2 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,413 F1 · shares: The reporting person elected to surrender 42,479 common units to satisfy tax withholding liabilities upon delivery of common units in accordance with Rule 16b-3. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 17:06 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Unit | 97,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-010498 · form4-04082024_090439.xml · nonDerivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,892 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 |
| January 18, 2024 Filed Jan 22, 2024 17:31 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 24,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-001642 · form4-01222024_100127.xml · derivative · entry 3 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 24,497 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. F2 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F3 · derivative.exercise_date: 100% of the Phantom Units vested on December 31, 2023. F3 · derivative.expiration_date: 100% of the Phantom Units vested on December 31, 2023. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 17:31 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Tax withholdingCommon Units | 11,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-001642 · form4-01222024_100127.xml · nonDerivative · entry 2 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,613 F1 · shares: The reporting person elected to surrender 11,018 common units to satisfy tax withholding liabilities upon delivery of common units in accordance with Rule 16b-3. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 17:31 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 24,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-001642 · form4-01222024_100127.xml · nonDerivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,631 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 16, 2023 Filed Nov 20, 2023 09:14 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCall Option (right to buy) · Derivative | 200 | $175.00 Strike: $20.00 | $35,000.00 |
DisclosureSEC source: 0001415889-23-015271 · form4-11202023_021138.xml · derivative · entry 3 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 900 Underlying: Common Units · 20,000 shares Expires 2025-01-17 Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 09:14 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCall Option (right to buy) · Derivative | 500 | $170.00 Strike: $20.00 | $85,000.00 |
DisclosureSEC source: 0001415889-23-015271 · form4-11202023_021138.xml · derivative · entry 2 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 700 Underlying: Common Units · 50,000 shares Expires 2025-01-17 Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 09:14 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCall Option (right to buy) · Derivative | 200 | $165.00 Strike: $20.00 | $33,000.00 |
DisclosureSEC source: 0001415889-23-015271 · form4-11202023_021138.xml · derivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200 Underlying: Common Units · 20,000 shares Expires 2025-01-17 Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 17:51 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 107,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-23-000068 · wf-form4_169109945543649.xml · derivative · entry 4 Borgmann Louis Todd · CIK 0001823742 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,428 Underlying: Common Unit · 107,428 shares Expires not disclosed F2 · 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 August 1, 2026. Phantom Units will be settled upon vesting. F4 · derivative.expiration_date: Phantom Units vest on August 1, 2026. Phantom Units will be settled upon vesting. Read SEC document |
| April 20, 2023 Filed Aug 3, 2023 17:51 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Unit · Derivative | 42,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-23-000068 · wf-form4_169109945543649.xml · derivative · entry 3 Borgmann Louis Todd · CIK 0001823742 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 42,135 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. F2 · 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. Phantom Units are 100% vested. 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. Phantom Units are 100% vested. Read SEC document |
| April 20, 2023 Filed Aug 3, 2023 17:51 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Tax withholdingCommon Units | 18,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-23-000068 · wf-form4_169109945543649.xml · nonDerivative · entry 2 Borgmann Louis Todd · CIK 0001823742 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,133.7 F1 · shares: The reporting person elected to surrender 18,392 common units to satisfy tax withholding liabilities upon delivery of common units in accordance with Rule 16b-3. Read SEC document |
| April 20, 2023 Filed Aug 3, 2023 17:51 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 42,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-23-000068 · wf-form4_169109945543649.xml · nonDerivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,525.7 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 21, 2023 Filed Feb 23, 2023 17:15 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Unit · Derivative | 49,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-23-000015 · wf-form4_167719051113205.xml · derivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,974 Underlying: Common Units · 49,974 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 February 21, 2026. Phantom Units will be settled upon vesting. F2 · derivative.expiration_date: Phantom Units vest on February 21, 2026. Phantom Units will be settled upon vesting. Read SEC document |
| August 29, 2022 Filed Aug 30, 2022 16:35 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCommon Units | 2,837.68 | $17.62 | $49,999.92 |
DisclosureSEC source: 0001340122-22-000102 · wf-form4_166189168170360.xml · nonDerivative · entry 3 Borgmann Louis Todd · CIK 0001823742 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,390.7 Read SEC document |
| August 29, 2022 Filed Aug 30, 2022 16:35 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCommon Units | 2,554.89 | $17.61 | $45,000.04 |
DisclosureSEC source: 0001340122-22-000102 · wf-form4_166189168170360.xml · nonDerivative · entry 2 Borgmann Louis Todd · CIK 0001823742 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,553.02 Read SEC document |
| August 29, 2022 Filed Aug 30, 2022 16:35 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCommon Units | 1,702.13 | $17.63 | $30,000.04 |
DisclosureSEC source: 0001340122-22-000102 · wf-form4_166189168170360.xml · nonDerivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,998.13 Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 21:32 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 25,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-22-000052 · wf-form4_165050474951921.xml · derivative · entry 3 Borgmann Louis Todd · CIK 0001823742 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Unit · 25,227 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. F2 · 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. Phantom Units are 100% vested. 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. Phantom Units are 100% vested. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 21:32 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Tax withholdingCommon Units | 10,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-22-000052 · wf-form4_165050474951921.xml · nonDerivative · entry 2 Borgmann Louis Todd · CIK 0001823742 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,296 F1 · shares: The reporting person elected to surrender 10,925 common units to satisfy tax withholding liabilities upon delivery of common units in accordance with Rule 16b-3. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 21:32 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 25,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-22-000052 · wf-form4_165050474951921.xml · nonDerivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,221 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, 2022 Filed Feb 24, 2022 17:38 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 114,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-22-000016 · wf-form4_164574226536583.xml · derivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,120 Underlying: Common Unit · 114,120 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 February 22, 2025. Phantom Units will be settled upon vesting. F2 · derivative.expiration_date: Phantom Units vest on February 22, 2025. Phantom Units will be settled upon vesting. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 19:42 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 24,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-21-000013 · wf-form4_161430011279912.xml · derivative · entry 1 Borgmann Louis Todd · CIK 0001823742 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,497 Underlying: Common Unit · 24,497 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 February 23, 2024. Phantom Units will be settled upon vesting. F2 · derivative.expiration_date: Phantom Units vest on February 23, 2024. Phantom Units will be settled upon vesting. 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.