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 - CFO | February 21, 2024 | February 23, 2024 |
| Calumet, Inc. /DECLMT · Entity 3988 | EVP - CFO | February 24, 2026 | February 27, 2026 |
| Medalist Diversified, Inc.MDRR · Entity 7509 | Director | January 28, 2026 | January 30, 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 February 21, 2024 · Filed February 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 22,478 |
Reported balance
After 2024-02-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-02-21 · Grant · Acquired 22,478 · Balance 22,478 F1: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2: Phantom Units vest on February 21, 2027. 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 February 21, 2027. Phantom Units will be settled upon vesting.
Calumet, Inc. /DE
Report date February 24, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,786 |
Reported balance
After 2026-02-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-24 · Grant · Acquired 9,786 · Balance 9,786 F1: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share. F2: 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. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 7,080 |
Reported balance
After 2026-02-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-24 · Grant · Acquired 7,080 · Balance 7,080 F1: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share. F3: These Restricted Stock Units vest on February 24, 2029. |
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: 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.
F3: These Restricted Stock Units vest on February 24, 2029.
Medalist Diversified, Inc.
Report date January 28, 2026 · Filed January 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 6,066 |
Reported balance
After 2026-01-28 transaction · row 1
1 source rowRow 1 · 2026-01-28 · Grant · Acquired 2,500 · Balance 6,066 |
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 24, 2026 Filed Feb 27, 2026 01:43 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Unit · Derivative | 7,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001995487-26-000003 · form4-02272026_010255.xml · derivative · entry 2 Lunin David · CIK 0001995487 · EVP - CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,080 Underlying: Common Stock, par value $0.01 per share · 7,080 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 01:43 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Units · Derivative | 9,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001995487-26-000003 · form4-02272026_010255.xml · derivative · entry 1 Lunin David · CIK 0001995487 · EVP - CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,786 Underlying: Common Stock, par value $0.01 per share · 9,786 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 |
| January 28, 2026 Filed Jan 30, 2026 21:05 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | GrantCommon | 2,500 | $12.12 | $30,300.00 |
DisclosureSEC source: 0001995487-26-000002 · form4-01302026_040107.xml · nonDerivative · entry 1 Lunin David · CIK 0001995487 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,066 Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 19:53 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Units · Derivative | 630 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009609 · form4-04022025_070436.xml · derivative · entry 2 Lunin David · CIK 0001995487 · EVP - CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 630 Underlying: Common Stock, par value $0.01 per share · 630 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 19:53 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Unit · Derivative | 1,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009609 · form4-04022025_070436.xml · derivative · entry 1 Lunin David · CIK 0001995487 · EVP - CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,890 Underlying: Common Stock, par value $0.01 per share · 1,890 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 04, 2025 Filed Mar 5, 2025 18:57 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | PurchaseCommon Stock, par value $0.01 per share | 2,500 | $13.05 | $32,625.00 |
DisclosureSEC source: 0001415889-25-006902 · form4-03052025_060304.xml · nonDerivative · entry 1 Lunin David · CIK 0001995487 · EVP - CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 23:25 UTC | Calumet, Inc. /DE CLMT · Entity 3988 | GrantRestricted Stock Unit · Derivative | 37,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005896 · form4-02272025_110237.xml · derivative · entry 1 Lunin David · CIK 0001995487 · EVP - CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,463 Underlying: Common Stock, par value $0.01 per share · 37,463 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 |
| January 22, 2025 Filed Jan 24, 2025 21:42 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | GrantCommon | 1,039 | $12.03 | $12,499.17 |
DisclosureSEC source: 0001415889-25-002031 · form4-01242025_090159.xml · nonDerivative · entry 1 Lunin David · CIK 0001995487 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,566 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 14:33 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 22,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004992 · form4-02232024_070251.xml · derivative · entry 1 Lunin David · CIK 0001995487 · EVP - CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,478 Underlying: Common Units · 22,478 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, 2027. Phantom Units will be settled upon vesting. F2 · derivative.expiration_date: Phantom Units vest on February 21, 2027. Phantom Units will be settled upon vesting. Read SEC document |
| January 18, 2024 Filed Jan 24, 2024 20:00 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | GrantCommon | 3,055 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-001743 · form4-01242024_080119.xml · nonDerivative · entry 1 Lunin David · CIK 0001995487 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,055 F1 · price: 3,055 shares of common stock were issued to Mr. Lunin on January 23, 2024 pursuant to the Medalist Diversified REIT, Inc. 2018 Equity Incentive Plan. Read SEC document |
| December 11, 2023 Filed Dec 11, 2023 23:48 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon | 1,401 | $5.25 | $7,355.25 |
DisclosureSEC source: 0001415889-23-016257 · form4-12112023_111250.xml · nonDerivative · entry 3 Lunin David · CIK 0001995487 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 23:48 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon | 595 | $5.25 | $3,123.75 |
DisclosureSEC source: 0001415889-23-016257 · form4-12112023_111250.xml · nonDerivative · entry 2 Lunin David · CIK 0001995487 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 599 Read SEC document |
| December 07, 2023 Filed Dec 11, 2023 23:48 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon | 4 | $5.25 | $21.00 |
DisclosureSEC source: 0001415889-23-016257 · form4-12112023_111250.xml · nonDerivative · entry 1 Lunin David · CIK 0001995487 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 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.