Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Calumet Specialty Products Partners, L.P.CLMT · Entity 91042 | EVP - MONTANA RENEWABLES | April 04, 2024 | April 08, 2024 |
| Calumet, Inc. /DECLMT · Entity 3988 | EVP - MONTANA RENEWABLES | 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 | 482,627 |
Ending reported balance
After 2024-04-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-04-04 · Exercise / conversion · Acquired 182,072 · Balance 554,037 Row 2 · 2024-04-04 · Tax withholding · Disposed 71,410 · Balance 482,627 F1: he reporting person elected to surrender 71,410 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 182,072 · 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: he reporting person elected to surrender 71,410 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 | 615,201 |
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 657,391 Row 2 · 2026-09-25 · Tax withholding · Disposed 42,190 · Balance 615,201 F1: The reporting person elected to surrender 42,190 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 42,190 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 |
|---|---|---|---|---|---|---|
| March 01, 2017 Filed Mar 3, 2017 17:17 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 35,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000052 · wf-form4_148857945653179.xml · nonDerivative · entry 1 Fleming Bruce A · CIK 0001670422 · EVP - Strategy & Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,799 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 23, 2017 Filed Feb 27, 2017 18:57 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 93,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000039 · wf-form4_148823984694622.xml · derivative · entry 1 Fleming Bruce A · CIK 0001670422 · EVP - Strategy & Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,750 Underlying: Common Units · 93,750 shares Expires 2020-12-31 F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F1 · price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2 · derivative.exercise_date: 33.3% of the Phantom Units will vest at such time, if at all, that the average daily closing price of Calumet Specialty Products Partners, L.P. (the "Partnership") Common Units on the NASDAQ Stock Market LLC ("NASDAQ") during any 120 consecutive calendar day period averages $8 per Common Unit. An additional 66.7% of the Phantom Units will vest at such time, if at all, that the average daily closing price of the Partnership's Common Units on the NASDAQ during any 120 consecutive calendar day period averages $16 per Common Unit. Settlement will occur on the first to occur of the second anniversary of the reporting person's separation from service, or the issuer's change in control. F2 · derivative.expiration_date: 33.3% of the Phantom Units will vest at such time, if at all, that the average daily closing price of Calumet Specialty Products Partners, L.P. (the "Partnership") Common Units on the NASDAQ Stock Market LLC ("NASDAQ") during any 120 consecutive calendar day period averages $8 per Common Unit. An additional 66.7% of the Phantom Units will vest at such time, if at all, that the average daily closing price of the Partnership's Common Units on the NASDAQ during any 120 consecutive calendar day period averages $16 per Common Unit. Settlement will occur on the first to occur of the second anniversary of the reporting person's separation from service, or the issuer's change in control. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 18:04 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 143,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000002 · wf-form4_148348468107179.xml · derivative · entry 1 Fleming Bruce A · CIK 0001670422 · EVP - Strategy & Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,039 Underlying: Common Units · 143,039 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2 · derivative.exercise_date: 25% of the Phantom Units vest on December 31 of each year beginning on December 31, 2016. F2 · derivative.expiration_date: 25% of the Phantom Units vest on December 31 of each year beginning on December 31, 2016. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 08:35 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCommon Units | 40 | $4.33 | $173.00 |
DisclosureSEC source: 0001340122-16-000308 · wf-form4_147930330877887.xml · nonDerivative · entry 1 Fleming Bruce A · CIK 0001670422 · EVP - Strategy & Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,039 Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 17:39 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCommon Units | 57,999 | $3.39 | $196,616.61 |
DisclosureSEC source: 0001340122-16-000300 · wf-form4_147881756809836.xml · nonDerivative · entry 1 Fleming Bruce A · CIK 0001670422 · EVP - Strategy & Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,999 F1 · acquired: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.35 to $3.45, inclusive. The reporting person undertakes to provide to Calumet Specialty Products Parnters, L.P., any security holder of Calumet Specialty Products Partners, L.P., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnote (1) to this Form 4. 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.