Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Calumet, Inc. /DECLMT · Entity 3988 | Chief Accounting Officer | March 31, 2026 | April 02, 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, Inc. /DE
Report date March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 931 |
Reported balance
After 2026-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-31 · Grant · Acquired 931 · Balance 931 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 | 310 |
Reported balance
After 2026-03-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-31 · Grant · Acquired 310 · Balance 310 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 |
|---|---|---|---|---|---|---|
| March 31, 2026 Filed Apr 2, 2026 16:11 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Units · Derivative | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0002071094-26-000002 · form4-04022026_080439.xml · derivative · entry 2 Krutz John Robert · CIK 0002071094 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310 Underlying: Common Stock, par value $0.01 per share · 310 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 16:11 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Unit · Derivative | 931 | $0.00 | $0.00 |
DisclosureSEC source: 0002071094-26-000002 · form4-04022026_080439.xml · derivative · entry 1 Krutz John Robert · CIK 0002071094 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 931 Underlying: Common Stock, par value $0.01 per share · 931 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 |
| February 24, 2026 Filed Feb 26, 2026 20:45 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Unit · Derivative | 2,365 | $0.00 | $0.00 |
DisclosureSEC source: 0002071094-26-000001 · form4-02272026_010251.xml · derivative · entry 1 Krutz John Robert · CIK 0002071094 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,365 Underlying: Common Stock, par value $0.01 per share · 2,365 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: These Restricted Stock Units vest on February 24, 2029. F2 · derivative.expiration_date: These Restricted Stock Units vest on February 24, 2029. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:30 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Unit · Derivative | 5,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-015068 · form4-05312025_120527.xml · derivative · entry 1 Krutz John Robert · CIK 0002071094 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,660 Underlying: Common Stock, par value $0.01 per share · 5,660 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 May 21, 2028. Restricted Stock Units will be settled upon vesting. F2 · derivative.expiration_date: Restricted Stock Units vest on May 21, 2028. Restricted Stock 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.