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 | March 13, 2020 | March 17, 2020 |
| Celanese CorpCE · Entity 3922 | Director | November 12, 2025 | November 13, 2025 |
| HF Sinclair CorpDINO · Entity 3289 | Director · CEO and President | November 11, 2025 | January 06, 2026 |
| HollyFrontier CorpHFC · Entity 132880 | President and COO | December 01, 2021 | December 03, 2021 |
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 March 13, 2020 · Filed March 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 232,620 |
Reported balance
After 2020-03-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-03-13 · Grant · Acquired 232,620 · Balance 232,620 F1: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2: Phantom Units represent 50% of Timothy Go's annual cash incentive award in lieu of cash. The Phantom Units are 100% vested. The Phantom Units will be settled in Common Units within 30 days of the first to occur of (i) a Change of Control that also constitutes a "change in control" within the meaning of Section 409A and any Internal Revenue Service guidance promulgated with respect to Section 409A and (ii) the fourth anniversary of the grant date. |
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 represent 50% of Timothy Go's annual cash incentive award in lieu of cash. The Phantom Units are 100% vested. The Phantom Units will be settled in Common Units within 30 days of the first to occur of (i) a Change of Control that also constitutes a "change in control" within the meaning of Section 409A and any Internal Revenue Service guidance promulgated with respect to Section 409A and (ii) the fourth anniversary of the grant date.
Celanese Corp
Report date November 12, 2025 · Filed November 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 1,115.57 |
Reported balance
After 2025-11-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-11-12 · Grant · Acquired 0.86 · Balance 1,115.57 F1: Each share of phantom stock represents the right to receive one share of Common Stock. F2: The reported phantom stock represents dividend equivalents on compensation deferred under the Company's 2008 Deferred Compensation Plan (the "Plan"). The shares of phantom stock become payable in shares of Common Stock, as provided in the Plan, following the termination of the reporting person's service as a director of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock represents the right to receive one share of Common Stock.
F2: The reported phantom stock represents dividend equivalents on compensation deferred under the Company's 2008 Deferred Compensation Plan (the "Plan"). The shares of phantom stock become payable in shares of Common Stock, as provided in the Plan, following the termination of the reporting person's service as a director of the Company.
HF Sinclair Corp
Report date November 11, 2025 · Filed January 06, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 196,652 |
Reported balance
After 2025-11-11 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2025-11-11 · Grant · Acquired 63,615 · Balance 196,652 F1: Due to an administrative error, the reporting person filed a Form 4 which reported a grant of 56,616 Restricted Stock Unit awards ("RSUs") granted pursuant to the HF Sinclair Corporation Amended and Restated 2020 Long Term Incentive Plan ("LTIP"). This amendment is intended to report that the reporting person received a grant of 63,615 RSUs on the original transaction date. F2: Restricted stock units granted under the LTIP. The restricted stock units vest in three equal annual installments beginning December 1, 2026 (or on the first business day thereafter if such date falls on a weekend), provided that the reporting person remains in the employ of the Issuer from the grant date through each such vesting date. The vested restricted stock units will be paid within 30 days following the vesting date in the form of the Issuer's common stock equal to the number of vested restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 179,423 |
Reported balance
Holding disclosure · report date 2025-11-11 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 179,423 |
Filing footnotes · ownership attribution and instrument terms
F1: Due to an administrative error, the reporting person filed a Form 4 which reported a grant of 56,616 Restricted Stock Unit awards ("RSUs") granted pursuant to the HF Sinclair Corporation Amended and Restated 2020 Long Term Incentive Plan ("LTIP"). This amendment is intended to report that the reporting person received a grant of 63,615 RSUs on the original transaction date.
F2: Restricted stock units granted under the LTIP. The restricted stock units vest in three equal annual installments beginning December 1, 2026 (or on the first business day thereafter if such date falls on a weekend), provided that the reporting person remains in the employ of the Issuer from the grant date through each such vesting date. The vested restricted stock units will be paid within 30 days following the vesting date in the form of the Issuer's common stock equal to the number of vested restricted stock units.
HollyFrontier Corp
Report date December 01, 2021 · Filed December 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 115,692 |
Reported balance
After 2021-12-01 transaction · row 1
1 source rowRow 1 · 2021-12-01 · Tax withholding · Disposed 6,059 · Balance 115,692 F1: These shares were deemed surrendered to satisfy the reporting person's tax liability incident to the vesting of restricted stock unit grants previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were deemed surrendered to satisfy the reporting person's tax liability incident to the vesting of restricted stock unit grants previously reported.
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 |
|---|---|---|---|---|---|---|
| August 21, 2018 Filed Aug 22, 2018 17:37 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCommon Units | 800 | $6.70 | $5,360.00 |
DisclosureSEC source: 0001340122-18-000128 · wf-form4_153497382572461.xml · nonDerivative · entry 1 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,474 Read SEC document |
| May 08, 2018 Filed May 10, 2018 09:09 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 7,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000089 · wf-form4_152595777448457.xml · derivative · entry 7 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,192 Underlying: Common Units · 7,596 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. F5 · derivative.exercise_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2016. F5 · derivative.expiration_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2016. Read SEC document |
| May 08, 2018 Filed May 10, 2018 09:09 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 3,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000089 · wf-form4_152595777448457.xml · derivative · entry 6 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,830 Underlying: Common Units · 3,830 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. F4 · derivative.exercise_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2016. Tax withholding liabilities will be deducted at a later date when such vested units are issued and delivered. F4 · derivative.expiration_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2016. Tax withholding liabilities will be deducted at a later date when such vested units are issued and delivered. Read SEC document |
| May 08, 2018 Filed May 10, 2018 09:09 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 35,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000089 · wf-form4_152595777448457.xml · derivative · entry 5 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,464 Underlying: Common Units · 35,997 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: 40,529 of the Phantom Units vested immediately, 35,997 of the Phantom Units vest on December 31, 2017, 35,997 of the Phantom Units vest on December 31, 2018 and 31,467 of the Phantom Units vest on December 31, 2019. Tax withholding liabilities will be deducted at a later date when such vested units are issued and delivered. F3 · derivative.expiration_date: 40,529 of the Phantom Units vested immediately, 35,997 of the Phantom Units vest on December 31, 2017, 35,997 of the Phantom Units vest on December 31, 2018 and 31,467 of the Phantom Units vest on December 31, 2019. Tax withholding liabilities will be deducted at a later date when such vested units are issued and delivered. Read SEC document |
| May 08, 2018 Filed May 10, 2018 09:09 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Tax withholdingCommon Units | 19,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000089 · wf-form4_152595777448457.xml · nonDerivative · entry 4 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,674 F1 · shares: The reporting person elected to surrender 19,668 common units to satisfy tax withholding liabilities upon delivery of common units in accordance with Rule 16b-3. Read SEC document |
| May 08, 2018 Filed May 10, 2018 09:09 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 7,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000089 · wf-form4_152595777448457.xml · nonDerivative · entry 3 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,342 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 |
| May 08, 2018 Filed May 10, 2018 09:09 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 3,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000089 · wf-form4_152595777448457.xml · nonDerivative · entry 2 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,746 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 |
| May 08, 2018 Filed May 10, 2018 09:09 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 35,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000089 · wf-form4_152595777448457.xml · nonDerivative · entry 1 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,916 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 15, 2018 Filed Mar 16, 2018 18:16 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 56,818 | $7.70 | $437,498.60 |
DisclosureSEC source: 0001340122-18-000049 · wf-form4_152123857161388.xml · derivative · entry 1 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,818 Underlying: Common Units · 56,818 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 represent 50% of Timothy Go's annual cash incentive award in lieu of cash. The Phantom Units are 100% vested. The Phantom Units will be settled in Common Units within 30 days of the first to occur of (i) a Change of Control that also constitutes a "change in control" within the meaning of Section 409A and any Internal Revenue Service guidance promulgated with respect to Section 409A and (ii) the fourth anniversary of the grant date. F2 · derivative.expiration_date: Phantom Units represent 50% of Timothy Go's annual cash incentive award in lieu of cash. The Phantom Units are 100% vested. The Phantom Units will be settled in Common Units within 30 days of the first to occur of (i) a Change of Control that also constitutes a "change in control" within the meaning of Section 409A and any Internal Revenue Service guidance promulgated with respect to Section 409A and (ii) the fourth anniversary of the grant date. Read SEC document |
| December 20, 2017 Filed Jan 18, 2018 18:36 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 20,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000007 · wf-form4_151631856869927.xml · derivative · entry 5 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 20,526 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. F4 · derivative.exercise_date: Phantom units vest on September 14,2017. F4 · derivative.expiration_date: Phantom units vest on September 14,2017. Read SEC document |
| December 20, 2017 Filed Jan 18, 2018 18:36 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 40,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000007 · wf-form4_151631856869927.xml · derivative · entry 4 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,461 Underlying: Common Units · 40,529 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: 40,529 of the Phantom Units vested immediately, 35,997 of the Phantom Units vest on December 31, 2017, 35,997 of the Phantom Units vest on December 31, 2018 and 31,467 of the Phantom Units vest on December 31, 2019. Tax withholding liabilities will be deducted at a later date when such vested units are issued and delivered. F3 · derivative.expiration_date: 40,529 of the Phantom Units vested immediately, 35,997 of the Phantom Units vest on December 31, 2017, 35,997 of the Phantom Units vest on December 31, 2018 and 31,467 of the Phantom Units vest on December 31, 2019. Tax withholding liabilities will be deducted at a later date when such vested units are issued and delivered. Read SEC document |
| December 20, 2017 Filed Jan 18, 2018 18:36 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Tax withholdingCommon Units | 28,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000007 · wf-form4_151631856869927.xml · nonDerivative · entry 3 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,919 F1 · price: The reporting person elected to surrender 28,337 common units to satisfy tax withholding liabilities upon delivery of common units in accordance with Rule 16b-3. Read SEC document |
| December 20, 2017 Filed Jan 18, 2018 18:36 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 20,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000007 · wf-form4_151631856869927.xml · nonDerivative · entry 2 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,256 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 |
| December 20, 2017 Filed Jan 18, 2018 18:36 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 40,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-18-000007 · wf-form4_151631856869927.xml · nonDerivative · entry 1 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,730 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 03, 2017 Filed Aug 7, 2017 16:50 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000163 · wf-form4_150213899363246.xml · derivative · entry 1 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,000 Underlying: Common Units · 500,000 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: 40% of the Phantom Units will vest on January 1, 2018. An additional, 20% 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 $7 per Common Unit. An additional 20% 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 $10 per Common Unit. An additional 20% 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 $18 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: 40% of the Phantom Units will vest on January 1, 2018. An additional, 20% 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 $7 per Common Unit. An additional 20% 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 $10 per Common Unit. An additional 20% 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 $18 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 |
| May 04, 2017 Filed May 5, 2017 16:54 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 143,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000091 · wf-form4_149401765470858.xml · derivative · entry 1 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,990 Underlying: Common Units · 143,990 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: 40,529 of the Phantom Units vested immediately, 35,997 of the Phantom Units vest on December 31, 2017, 35,997 of the Phantom Units vest on December 31, 2018 and 31,467 of the Phantom Units vest on December 31, 2019. Tax withholding liabilities will be deducted at a later date when such vested units are issued and delivered. F2 · derivative.expiration_date: 40,529 of the Phantom Units vested immediately, 35,997 of the Phantom Units vest on December 31, 2017, 35,997 of the Phantom Units vest on December 31, 2018 and 31,467 of the Phantom Units vest on December 31, 2019. Tax withholding liabilities will be deducted at a later date when such vested units are issued and delivered. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:24 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 7,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000055 · wf-form4_148857987331273.xml · derivative · entry 5 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,788 Underlying: Common Units · 7,596 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. F4 · derivative.exercise_date: 25% of the Phantom Units vest on December 31 of each year beginning on December 31, 2016. F4 · derivative.expiration_date: 25% of the Phantom Units vest on December 31 of each year beginning on December 31, 2016. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:24 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 3,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000055 · wf-form4_148857987331273.xml · derivative · entry 4 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,660 Underlying: Common Units · 3,830 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: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2016. Tax withholding liabilities will be deducted at a later date when such vested units are issued and delivered. F3 · derivative.expiration_date: 25% of the Phantom Units vested immediately and the remaining vest ratably over three years on December 31 of each year beginning on December 31, 2016. Tax withholding liabilities will be deducted at a later date when such vested units are issued and delivered. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:24 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Tax withholdingCommon Units | 3,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000055 · wf-form4_148857987331273.xml · nonDerivative · entry 3 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,201 F1 · price: The reporting person elected to surrender 3,907 common units to satisfy tax withholding liabilities upon delivery of common units in accordance with Rule 16b-3. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:24 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 7,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000055 · wf-form4_148857987331273.xml · nonDerivative · entry 2 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,108 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 01, 2017 Filed Mar 3, 2017 17:24 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantCommon Units | 3,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000055 · wf-form4_148857987331273.xml · nonDerivative · entry 1 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,512 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 07:19 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCommon Units | 20,000 | $3.94 | $78,800.00 |
DisclosureSEC source: 0001340122-17-000045 · wf-form4_148845718224645.xml · nonDerivative · entry 1 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,682 Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 18:51 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 375,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000037 · wf-form4_148823945025030.xml · derivative · entry 1 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,000 Underlying: Common Units · 375,000 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 · balance_after: 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 31, 2016 Filed Jan 5, 2017 19:04 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 30,384 | $20.57 | $624,998.88 |
DisclosureSEC source: 0001340122-17-000008 · wf-form4_148366102562812.xml · derivative · entry 1 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,384 Underlying: Common Units · 30,384 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 25, 2016 Filed Nov 28, 2016 17:37 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCommon Units | 769 | $4.25 | $3,268.25 |
DisclosureSEC source: 0001340122-16-000314 · wf-form4_148037261423855.xml · nonDerivative · entry 1 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,682 Read SEC document |
| November 18, 2016 Filed Nov 21, 2016 17:05 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCommon Units | 5,000 | $4.65 | $23,250.00 |
DisclosureSEC source: 0001340122-16-000312 · wf-form4_147976589522332.xml · nonDerivative · entry 2 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,913 Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 17:05 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCommon Units | 5,000 | $4.85 | $24,245.00 |
DisclosureSEC source: 0001340122-16-000312 · wf-form4_147976589522332.xml · nonDerivative · entry 1 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,913 Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 19:05 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCommon Units | 857 | $4.80 | $4,113.60 |
DisclosureSEC source: 0001340122-16-000310 · wf-form4_147942753631937.xml · nonDerivative · entry 2 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,913 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 19:05 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCommon Units | 100 | $4.45 | $445.00 |
DisclosureSEC source: 0001340122-16-000310 · wf-form4_147942753631937.xml · nonDerivative · entry 1 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,056 Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 08:42 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCommon Units | 5,000 | $4.20 | $20,990.00 |
DisclosureSEC source: 0001340122-16-000302 · wf-form4_147913091907513.xml · nonDerivative · entry 3 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,956 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 08:42 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCommon Units | 5,000 | $4.30 | $21,492.50 |
DisclosureSEC source: 0001340122-16-000302 · wf-form4_147913091907513.xml · nonDerivative · entry 2 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,956 Read SEC document |
| November 08, 2016 Filed Nov 14, 2016 08:42 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCommon Units | 6,604 | $3.37 | $22,237.65 |
DisclosureSEC source: 0001340122-16-000302 · wf-form4_147913091907513.xml · nonDerivative · entry 1 Go Timothy · CIK 0001663266 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,956 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.