Heritage Group - 05 Jun 2026 Form 4 Insider Report for Calumet, Inc. /DE (CLMT)

Reporting relationship: 13(d) 10% Group Member, 10%+ Owner
Issuer ticker: CLMT
Reported as of: 05 Jun 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 05 Jun 2026, 16:30:03 UTC
Prior SEC filing: 19 May 2026
Source filing: View source filing
Reporting owner signature: /s/ Amy Schumacher, CEO

Key filing fact

Heritage Group filed Form 4 for Calumet, Inc. /DE (CLMT) on 05 Jun 2026.

Key facts

This page summarizes Heritage Group's Form 4 filing for Calumet, Inc. /DE (CLMT).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 05 Jun 2026, 16:30.

Change

Previous filing in this sequence was filed on 19 May 2026.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001350750 Primary reporting owner

Heritage Group

Relationship: 13(d) 10% Group Member, 10%+ Owner
Address: 6640 INTECH BLVD, SUITE 200, INDIANAPOLIS
Signature: /s/ Amy Schumacher, CEO
Signature date: 05 Jun 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

CLMT transaction

Common Stock

Gift

Transaction value
Shares: -540,000
Change %: -4.2%
Price: $0.000000^*
Shares after: 12,440,211
Date: 05 Jun 2026
Ownership: Direct
Footnotes: F1

CLMT holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 1,200,000
Date: 05 Jun 2026
Ownership: See Footnote
Footnotes: F2

CLMT holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 882,974
Date: 05 Jun 2026
Ownership: See Footnote
Footnotes: F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

The reported transaction represents a charitable donation of shares of Common Stock by the Reporting Person to The J.E. Fehsenfeld Family Foundation, Inc., a tax-qualified private foundation.

Footnote F2

The Reporting Person beneficially owns 1,200,000 shares of Common Stock that are owned directly by The Heritage Group Investment Company, LLC, an Indiana manager-managed limited liability company ("Investment LLC"), for which the Reporting Person serves as the Manager. The Reporting Person disclaims beneficial ownership of the Common Stock directly held by Investment LLC, except to the extent of any pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose.

Footnote F3

The reported securities are directly held by Lumet Investments, Inc. (f/k/a Calumet, Incorporated), an Indiana corporation ("Lumet Investments"). The Reporting Person is an indirect shareholder of Lumet Investments through Asphalt Materials, Inc. ("AMI"). The Reporting Person does not control AMI and therefore disclaims beneficial ownership of the Common Stock directly held by Lumet Investments, except to the extent of any pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose.