Comparable stake leader
Heritage Group
SEC ownership of Calumet, Inc. /DE
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002013745.
Disclosed value leader
Heritage Group
Comparable rows
50/50
Latest evidence
09 Jul 2026
- Public ticker
- CLMT on Nasdaq
- Parsed ownership sources
-
3/4/5, 13D/G, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Heritage Group
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Heritage Group
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
09 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002013745
- Issuer location
- Indianapolis, IN
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Calumet, Inc. /DE (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Heritage Group
Disclosed value leader
Heritage Group
Comparable rows
50/50
Latest evidence
09 Jul 2026
3/4/5
13D/G
13F
Lead comparable stake: 17%
13D/G row: Heritage Group
Showing 1-8 of 50 holder rows.
Quick read
Heritage Group leads the comparable SEC ownership view at 17%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Heritage Group's linked filing trail.
Comparable ownership
Top 5
Heritage Group
17%
Two Seas Capital LP
9.3%
Wasserstein Debt Opportunities Fu...
7.1%
Wasserstein Management, L.P.
7%
BlackRock, Inc.
5.4%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Heritage Group |
3/4/5
13D/G
13(d) 10% Group Member, 10%+ Owner · The Heritage Group
|
17%
from 13D/G
|
$478,302,340
13,323,185 shares
|
-$20,400,007 | 05 Jun 2026 |
| Two Seas Capital LP |
13F
13D/G
Company
|
9.3%
from 13D/G
|
$213,974,483
5,960,292 shares
|
— | 31 Mar 2026 |
| Wasserstein Debt Opportunities Fund, LP |
13D/G
Rajay Bagaria
|
7.1%
|
$66,225,192
6,098,084 shares
|
$0 | 31 Dec 2024 |
| Wasserstein Management, L.P. |
13F
13D/G
Company · Bagaria Rajay
|
7%
from 13D/G
|
$164,183,732
4,573,363 shares
|
— | 31 Mar 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
5.4%
from 13D/G
|
$178,800,955
4,980,528 shares
|
— | 31 Mar 2026 |
| Adams Asset Advisors, LLC |
13F
13D/G
Company
|
4.7%
from 13D/G
|
$114,960,129
3,202,232 shares
|
— | 31 Mar 2026 |
| Jennifer Straumins |
3/4/5
Director
|
1.1%
|
$18,189,484
943,438 shares
|
— | 04 Dec 2025 |
| Daniel J. Sajkowski |
3/4/5
Director
|
0.09%
|
$2,952,102
81,958 shares
|
-$267,381 | 09 Jul 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$20,667,388.
Buys
$0
Insiders: 0
Sells
$20,667,388
Insiders: 2
Net
-$20,667,388
Shares: -634,548
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 634,548
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 631,238 | $0 | $20,553,325 | -$20,553,325 |
| 3-6 | 0 | 3,310 | $0 | $114,063 | -$114,063 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 20 reporting-owner rows connected to Calumet, Inc. /DE. Open a relationship link for the CIK-to-CIK filing trail.
Rows
20
Largest Forms 3/4/5 holder
Heritage Group
Net 12M change
-$20,667,388
Latest report
09 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Heritage Group | 13(d) 10% Group Member, 10%+ Owner | $478,302,340 | -$20,400,007 | -4.1% | Mixed | 05 Jun 2026 |
| Jennifer Straumins | Director | $18,189,484 | Mixed | 04 Dec 2025 | ||
| Bruce A. Fleming | Evp Montana Renewables | $14,288,038 | Mixed | 31 Mar 2026 | ||
| Stephen P. Mawer | Director | $11,222,946 | Median | 09 Jul 2026 | ||
| Amy M. Schumacher | Director | $9,298,845 | Median | 09 Jul 2026 | ||
| James S. Carter | Director | $8,453,017 | Mixed | 09 Jun 2025 | ||
| Louis Todd Borgmann | Chief Executive Officer | $6,852,017 | Mixed | 31 Mar 2026 | ||
| Scott Obermeier | Evp Specialties | $6,174,302 | Mixed | 09 Mar 2026 | ||
| Daniel J. Sajkowski | Director | $2,952,102 | -$267,381 | -8.3% | Median | 09 Jul 2026 |
| Gregory J. Morical | Svp, General Counsel | $1,242,129 | Mixed | 31 Mar 2026 | ||
| John G. Boss | Director | $1,189,838 | Median | 09 Jul 2026 | ||
| Paul C. Raymond | Director | $1,043,598 | Median | 09 Jul 2026 | ||
| Karen A. Twitchell | Director | $482,267 | Median | 09 Jul 2026 | ||
| Daniel L. Sheets | Director | $369,902 | Filing P/S | 09 Jun 2025 | ||
| Karen G. Narwold | Director | $254,551 | Median | 09 Jul 2026 | ||
| Julio M. Quintana | Director | $254,551 | Median | 09 Jul 2026 | ||
| Vincent Donargo | Chief Accounting Officer | $177,023 | Mixed | 11 Mar 2025 | ||
| David Lunin | Evp Cfo | $32,625 | Filing P/S | 24 Feb 2026 | ||
| John Robert Krutz | Chief Accounting Officer | $7,700 | Mixed | 31 Mar 2026 | ||
| Bradford Timothy Sanders | Director | Mixed | 02 Jun 2026 |
Recent insider transactions for Calumet, Inc. /DE
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| John G. Boss | CLMT | Common Stock, par value $0.01 per share | Tax liability | -7.88% | -2,827 | 33,033 | 09 Jul 2026 | Direct | ||
| John G. Boss | CLMT | Common Stock, par value $0.01 per share | Options Exercise | 24.5% | 7,067 | 35,860 | 09 Jul 2026 | Direct | ||
| John G. Boss | CLMT | Restricted Stock Unit | Options Exercise | -100% | -7,067 | 0 | 09 Jul 2026 | Direct | ||
| Stephen P. Mawer | CLMT | Common Stock, par value $0.01 per share | Tax liability | -1.74% | -5,512 | 311,578 | 09 Jul 2026 | Direct | ||
| Stephen P. Mawer | CLMT | Common Stock, par value $0.01 per share | Options Exercise | 4.54% | 13,780 | 317,090 | 09 Jul 2026 | Direct | ||
| Stephen P. Mawer | CLMT | Restricted Stock Unit | Options Exercise | -100% | -13,780 | 0 | 09 Jul 2026 | Direct | ||
| Paul C. Raymond | CLMT | Common Stock, par value $0.01 per share | Tax liability | -8.89% | -2,827 | 28,973 | 09 Jul 2026 | Direct | ||
| Paul C. Raymond | CLMT | Common Stock, par value $0.01 per share | Options Exercise | 28.6% | 7,067 | 31,800 | 09 Jul 2026 | Direct | ||
| Paul C. Raymond | CLMT | Restricted Stock Unit | Options Exercise | -100% | -7,067 | 0 | 09 Jul 2026 | Direct | ||
| Daniel J. Sajkowski | CLMT | Common Stock, par value $0.01 per share | Tax liability | -3.33% | -2,827 | 81,958 | 09 Jul 2026 | Direct | ||
| Daniel J. Sajkowski | CLMT | Common Stock, par value $0.01 per share | Options Exercise | 9.09% | 7,067 | 84,785 | 09 Jul 2026 | Direct | ||
| Daniel J. Sajkowski | CLMT | Restricted Stock Unit | Options Exercise | -100% | -7,067 | 0 | 09 Jul 2026 | Direct | ||
| Amy M. Schumacher | CLMT | Common Stock, par value $0.01 per share | Options Exercise | 2.81% | 7,067 | 258,160 | 09 Jul 2026 | Direct | ||
| Amy M. Schumacher | CLMT | Restricted Stock Unit | Options Exercise | -100% | -7,067 | 0 | 09 Jul 2026 | Direct | ||
| Julio M. Quintana | CLMT | Common Stock, par value $0.01 per share | Options Exercise | 7,067 | 7,067 | 09 Jul 2026 | Direct | |||
| Julio M. Quintana | CLMT | Restricted Stock Unit | Options Exercise | -100% | -7,067 | 0 | 09 Jul 2026 | Direct | ||
| Karen G. Narwold | CLMT | Common Stock, par value $0.01 per share | Options Exercise | 7,067 | 7,067 | 09 Jul 2026 | Direct | |||
| Karen G. Narwold | CLMT | Restricted Stock Unit | Options Exercise | -100% | -7,067 | 0 | 09 Jul 2026 | Direct | ||
| Karen A. Twitchell | CLMT | Common Stock, par value $0.01 per share | Options Exercise | 111.8% | 7,067 | 13,389 | 09 Jul 2026 | Direct | ||
| Karen A. Twitchell | CLMT | Restricted Stock Unit | Options Exercise | -100% | -7,067 | 0 | 09 Jul 2026 | Direct | ||
| Daniel J. Sajkowski | CLMT | Common Stock, par value $0.01 per share | Sale | -5.17% | $153,318 | $36.16 | -4,240 | 77,718 | 01 Jul 2026 | Direct |
| Heritage Group | CLMT | Common Stock | Gift | -4.16% | -540,000 | 12,440,211 | 05 Jun 2026 | Direct | ||
| Bradford Timothy Sanders | CLMT | Restricted Stock Unit | Award | 3,461 | 3,461 | 02 Jun 2026 | Direct | |||
| Paul C. Raymond | CLMT | Restricted Stock Unit | Award | 3,461 | 3,461 | 02 Jun 2026 | Direct | |||
| Karen A. Twitchell | CLMT | Restricted Stock Unit | Award | 3,461 | 3,461 | 02 Jun 2026 | Direct | |||
| John G. Boss | CLMT | Restricted Stock Unit | Award | 3,461 | 3,461 | 02 Jun 2026 | Direct | |||
| Julio M. Quintana | CLMT | Restricted Stock Unit | Award | 3,461 | 3,461 | 02 Jun 2026 | Direct | |||
| Stephen P. Mawer | CLMT | Restricted Stock Unit | Award | 6,092 | 6,092 | 02 Jun 2026 | Direct | |||
| Amy M. Schumacher | CLMT | Restricted Stock Unit | Award | 3,461 | 3,461 | 02 Jun 2026 | Direct | |||
| Daniel J. Sajkowski | CLMT | Restricted Stock Unit | Award | 3,461 | 3,461 | 02 Jun 2026 | Direct | |||
| Karen G. Narwold | CLMT | Restricted Stock Unit | Award | 3,461 | 3,461 | 02 Jun 2026 | Direct | |||
| Amy M. Schumacher | CLMT | Restricted Stock Units | Award | 214 | 214 | 28 May 2026 | Direct | |||
| Amy M. Schumacher | CLMT | Restricted Stock Unit | Award | 644 | 644 | 28 May 2026 | Direct | |||
| Stephen P. Mawer | CLMT | Restricted Stock Units | Award | 322 | 322 | 28 May 2026 | Direct | |||
| Stephen P. Mawer | CLMT | Restricted Stock Unit | Award | 968 | 968 | 28 May 2026 | Direct | |||
| John G. Boss | CLMT | Restricted Stock Units | Award | 70 | 70 | 28 May 2026 | Direct | |||
| John G. Boss | CLMT | Restricted Stock Unit | Award | 211 | 211 | 28 May 2026 | Direct | |||
| Paul C. Raymond | CLMT | Restricted Stock Units | Award | 234 | 234 | 28 May 2026 | Direct | |||
| Paul C. Raymond | CLMT | Restricted Stock Unit | Award | 704 | 704 | 28 May 2026 | Direct | |||
| Heritage Group | CLMT | Common Stock, par value $0.01 per share | Sale | -4.61% | $20,400,007 | $32.54 | -626,998 | 12,980,211 | 15 May 2026 | Direct |
| Heritage Group | CLMT | Common Stock, par value $0.01 per share | Exercise of in-the-money or at-the-money derivative security | 8.1% | 1,020,000 | 13,607,209 | 15 May 2026 | Direct | ||
| Heritage Group | CLMT | Warrants to purchase Common Stock | Exercise of in-the-money or at-the-money derivative security | -100% | -1,020,000 | 0 | 15 May 2026 | Direct | ||
| Daniel J. Sajkowski | CLMT | Common Stock, par value $0.01 per share | Sale | -3.88% | $114,063 | $34.46 | -3,310 | 81,958 | 01 Apr 2026 | Direct |
| Gregory J. Morical | CLMT | Restricted Stock Units | Award | 334 | 334 | 31 Mar 2026 | Direct | |||
| Gregory J. Morical | CLMT | Restricted Stock Unit | Award | 1,002 | 1,002 | 31 Mar 2026 | Direct | |||
| Bruce A. Fleming | CLMT | Restricted Stock Units | Award | 4,349 | 4,349 | 31 Mar 2026 | Direct | |||
| Bruce A. Fleming | CLMT | Restricted Stock Unit | Award | 13,047 | 13,047 | 31 Mar 2026 | Direct | |||
| Louis Todd Borgmann | CLMT | Restricted Stock Units | Award | 2,391 | 2,391 | 31 Mar 2026 | Direct | |||
| Louis Todd Borgmann | CLMT | Restricted Stock Unit | Award | 7,173 | 7,173 | 31 Mar 2026 | Direct | |||
| John Robert Krutz | CLMT | Restricted Stock Units | Award | 310 | 310 | 31 Mar 2026 | Direct |
* marks a reported price that did not pass the local price check.