Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Calumet Specialty Products Partners, L.P.CLMT · Entity 91042 | Director | May 07, 2024 | May 09, 2024 |
| Calumet, Inc. /DECLMT · Entity 3988 | Director | June 09, 2025 | June 12, 2025 |
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 07, 2024 · Filed May 09, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom UnitSEC Table II · derivative / convertible security | Direct | 1,594 |
Reported balance
After 2024-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-05-07 · Grant · Acquired 1,594 · Balance 1,594 F1: Each Phantom Unit is the economic equivalent of a Calumet Specialty Products Partners, L.P. Common Unit. F2: 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. Phantom Units are 100% vested. |
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 531 |
Reported balance
After 2024-05-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-07 · Grant · Acquired 531 · Balance 531 F1: 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. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2025. |
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: 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. Phantom Units are 100% vested.
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. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2025.
Calumet, Inc. /DE
Report date June 09, 2025 · Filed June 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 3,796 |
Reported balance
After 2025-06-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-06-09 · Grant · Acquired 3,796 · Balance 3,796 F1: Each Restricted Stock Unit is the economic equivalent of one share of Calumet, Inc. common stock, par value $0.01 per share. F2: Restricted Stock Units are 100% vested. Restricted Stock Units will be settled upon vesting. |
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: Restricted Stock Units are 100% vested. Restricted Stock Units will be settled upon vesting.
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 17:37 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionPhantom Units · Derivative | 2,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000061 · wf-form4_148858060843488.xml · derivative · entry 7 Carter James S · CIK 0001351915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,586 Underlying: Common Units · 2,737 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. 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: 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. Phantom Units are 100% vested. F2 · derivative.expiration_date: 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. Phantom Units are 100% vested. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:37 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 7,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000061 · wf-form4_148858060843488.xml · nonDerivative · entry 6 Carter James S · CIK 0001351915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,402 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 17:37 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 1,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000061 · wf-form4_148858060843488.xml · nonDerivative · entry 5 Carter James S · CIK 0001351915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,465 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 17:37 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000061 · wf-form4_148858060843488.xml · nonDerivative · entry 4 Carter James S · CIK 0001351915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,143 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 17:37 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000061 · wf-form4_148858060843488.xml · nonDerivative · entry 3 Carter James S · CIK 0001351915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,593 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 17:37 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 865 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000061 · wf-form4_148858060843488.xml · nonDerivative · entry 2 Carter James S · CIK 0001351915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,043 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 17:37 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | Exercise / conversionCommon Units | 2,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001340122-17-000061 · wf-form4_148858060843488.xml · nonDerivative · entry 1 Carter James S · CIK 0001351915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,178 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 22, 2017 Filed Feb 24, 2017 17:51 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 1,750 | $4.00 | $7,000.00 |
DisclosureSEC source: 0001340122-17-000026 · wf-form4_148797667777700.xml · derivative · entry 2 Carter James S · CIK 0001351915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 Underlying: Common Units · 1,750 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. F3 · derivative.exercise_date: 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. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2018. F3 · derivative.expiration_date: 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. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2018. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 17:51 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 5,250 | $4.00 | $21,000.00 |
DisclosureSEC source: 0001340122-17-000026 · wf-form4_148797667777700.xml · derivative · entry 1 Carter James S · CIK 0001351915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,323 Underlying: Common Units · 5,250 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: 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. F2 · derivative.expiration_date: 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. Read SEC document |
| November 03, 2016 Filed Nov 4, 2016 18:13 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 31,746 | $3.15 | $99,999.90 |
DisclosureSEC source: 0001340122-16-000284 · wf-form4_147829761445743.xml · derivative · entry 3 Carter James S · CIK 0001351915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,746 Underlying: Common Units · 31,746 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. 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 |
| November 02, 2016 Filed Nov 4, 2016 18:13 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 1,972 | $3.55 | $7,000.60 |
DisclosureSEC source: 0001340122-16-000284 · wf-form4_147829761445743.xml · derivative · entry 2 Carter James S · CIK 0001351915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,642 Underlying: Common Units · 1,972 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. F3 · derivative.exercise_date: 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 of service. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2017. F3 · derivative.expiration_date: 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 of service. 25% of the Phantom Units vest on July 1 of each year beginning on July 1, 2017. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 18:13 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | GrantPhantom Units · Derivative | 5,915 | $3.55 | $20,998.25 |
DisclosureSEC source: 0001340122-16-000284 · wf-form4_147829761445743.xml · derivative · entry 1 Carter James S · CIK 0001351915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,073 Underlying: Common Units · 5,915 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: 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. Phantom Units are 100% vested. F2 · derivative.expiration_date: 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. Phantom Units are 100% vested. Read SEC document |
| May 26, 2016 Filed Mar 1, 2017 18:20 UTC | Calumet Specialty Products Partners, L.P. CLMT · Entity 91042 | PurchaseCommon Units | 13,600 | $3.70 | $50,320.00 |
DisclosureSEC source: 0001340122-17-000043 · wf-form4_148841041535144.xml · nonDerivative · entry 1 Carter James S · CIK 0001351915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,441 F1 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.69 to $3.70, inclusive. The reporting person undertakes to provide to Calumet Specialty Products Partners, 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.