Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Calumet Specialty Products Partners, L.P.CLMT · Entity 91042 | SVP, GENERAL COUNSEL | May 15, 2024 | May 15, 2024 |
| Calumet, Inc. /DECLMT · Entity 3988 | SVP, GENERAL COUNSEL | 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 May 15, 2024 · Filed May 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 33,845 |
Reported balance
After 2024-05-15 transaction · row 1
1 source rowRow 1 · 2024-05-15 · Sale · Disposed 11,111 · Balance 33,845 |
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 | 64,945 |
Ending reported balance
After 2026-09-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-25 · Exercise / conversion · Acquired 30,694 · Balance 78,505 Row 2 · 2026-09-25 · Tax withholding · Disposed 13,560 · Balance 64,945 F1: The reporting person elected to surrender 13,560 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 30,694 · 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 13,560 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 20:36 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Exercise / conversionRestricted Stock Unit · Derivative | 30,694 | $0.00 | $0.00 |
DisclosureSEC source: 0002003802-26-000005 · wk-form4_1790627793.xml · derivative · entry 3 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 30,694 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 20:36 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Tax withholdingCommon Stock, par value $0.01 per share | 13,560 | $0.00 | $0.00 |
DisclosureSEC source: 0002003802-26-000005 · wk-form4_1790627793.xml · nonDerivative · entry 2 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,945 F1 · shares: The reporting person elected to surrender 13,560 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 20:36 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Exercise / conversionCommon Stock, par value $0.01 per share | 30,694 | $0.00 | $0.00 |
DisclosureSEC source: 0002003802-26-000005 · wk-form4_1790627793.xml · nonDerivative · entry 1 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,505 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 20:16 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Units · Derivative | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0002003802-26-000003 · form4-04022026_080421.xml · derivative · entry 2 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 334 Underlying: Common Stock, par value $0.01 per share · 334 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 20:16 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Unit · Derivative | 1,002 | $0.00 | $0.00 |
DisclosureSEC source: 0002003802-26-000003 · form4-04022026_080421.xml · derivative · entry 1 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,002 Underlying: Common Stock, par value $0.01 per share · 1,002 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 23:46 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Exercise / conversionRestricted Stock Unit · Derivative | 15,348 | $0.00 | $0.00 |
DisclosureSEC source: 0002003802-26-000002 · form4-03112026_110359.xml · derivative · entry 3 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 15,348 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 23:46 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Tax withholdingCommon Stock, par value $0.01 per share | 6,952 | $0.00 | $0.00 |
DisclosureSEC source: 0002003802-26-000002 · form4-03112026_110359.xml · nonDerivative · entry 2 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,811 F1 · shares: The reporting person elected to surrender 6,952 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 23:46 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Exercise / conversionCommon Stock, par value $0.01 per share | 15,348 | $0.00 | $0.00 |
DisclosureSEC source: 0002003802-26-000002 · form4-03112026_110359.xml · nonDerivative · entry 1 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,763 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 01:41 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantCommon Stock Unit · Derivative | 4,432 | $0.00 | $0.00 |
DisclosureSEC source: 0002003802-26-000001 · form4-02272026_010254.xml · derivative · entry 2 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,432 Underlying: Common Stock, par value $0.01 per share · 4,432 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 01:41 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Units · Derivative | 6,197 | $0.00 | $0.00 |
DisclosureSEC source: 0002003802-26-000001 · form4-02272026_010254.xml · derivative · entry 1 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,197 Underlying: Common Stock, par value $0.01 per share · 6,197 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 |
| June 16, 2025 Filed Jun 17, 2025 00:44 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | SaleCommon Stock, par value $0.01 per share | 25,123 | $16.69 | $419,302.87 |
DisclosureSEC source: 0001415889-25-017450 · form4-06172025_120603.xml · nonDerivative · entry 1 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,415 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.68 per share to $16.80 per share. The reporting person undertakes to provide to Calumet, Inc., any security holder of Calumet, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 19:54 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Units · Derivative | 1,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009611 · form4-04022025_070426.xml · derivative · entry 2 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,198 Underlying: Common Stock, par value $0.01 per share · 1,198 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 19:54 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Unit · Derivative | 3,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009611 · form4-04022025_070426.xml · derivative · entry 1 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,595 Underlying: Common Stock, par value $0.01 per share · 3,595 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 00:42 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Exercise / conversionRestricted Stock Unit · Derivative | 55,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008027 · form4-03142025_120323.xml · derivative · entry 3 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 55,634 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 00:42 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Tax withholdingCommon Stock, par value $0.01 per share | 24,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008027 · form4-03142025_120323.xml · nonDerivative · entry 2 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,538 F1 · shares: The reporting person elected to surrender 24,941 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 00:42 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | Exercise / conversionCommon Stock, par value $0.01 per share | 55,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008027 · form4-03142025_120323.xml · nonDerivative · entry 1 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,479 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 23:52 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Unit · Derivative | 22,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005919 · form4-02272025_110228.xml · derivative · entry 1 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,766 Underlying: Common Stock, par value $0.01 per share · 22,766 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 |
| May 15, 2024 Filed May 15, 2024 16:32 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | SaleCommon Units | 11,111 | $15.04 | $167,109.44 |
DisclosureSEC source: 0001415889-24-013239 · form4-05152024_080523.xml · nonDerivative · entry 1 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,845 Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 17:24 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 20,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-001636 · form4-01222024_100152.xml · derivative · entry 3 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Unit · 20,601 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 17:24 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Tax withholdingCommon Units | 9,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-001636 · form4-01222024_100152.xml · nonDerivative · entry 2 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,956 F1 · shares: The reporting person elected to surrender 9,490 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 17:24 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 20,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-001636 · form4-01222024_100152.xml · nonDerivative · entry 1 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,446 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 |
| August 01, 2023 Filed Dec 28, 2023 18:56 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 30,694 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016996 · form4-12282023_111237.xml · derivative · entry 1 Morical Gregory J · CIK 0002003802 · SVP, GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,694 Underlying: Common Units · 30,694 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 August 1, 2026. Phantom Units will be settled upon vesting. F2 · derivative.expiration_date: Phantom Units vest on August 1, 2026. 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.