Heritage Group

CIK: 0001350750

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)1 (33.3%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)0 (0.0%)

Compensation grants

Other (G, F, J, C, D, …)2 (66.7%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

CLMT

Calumet, Inc. /DE

10% Owner

Discretionary Trading P&L

Holdings

Transaction History (3 total)

CLMT
Calumet, Inc. /DE
Jun 5, 2026
Gift(G)
Direct
540K shares-
CLMT
Calumet, Inc. /DE
May 15, 2026
In-the-Money(X)
Direct
1M shares at avg. $20.00$20.4M
CLMT
Calumet, Inc. /DE
May 15, 2026
Sale(S)
Direct
627K shares at avg. $32.54$20.4M

		Type	Shares	Price		Ownership
Jun 5, 2026	CLMT Calumet, Inc. /DE	Gift(G)	540,000	-	$0	Direct
May 15, 2026	CLMT Calumet, Inc. /DE	In-the-Money(X)	1,020,000	$20.00	$20,400,000	Direct
May 15, 2026	CLMT Calumet, Inc. /DE	Sale(S)	626,998	$32.54	$20,400,007	Direct

1-3 of 3 transactions

About Heritage Group

Heritage Group (SEC CIK 0001350750) files insider reports with the SEC as 10% Owner of Calumet, Inc. /DE (CLMT).

Signal8 holds 2 ownership filings by Heritage Group, all Form 4s, filed between May 19, 2026 and Jun 5, 2026. Those filings report 3 transactions, from May 15, 2026 to Jun 5, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Heritage Group's filings is in INDIANAPOLIS, IN.

Recent filings by Heritage Group

Jun 5, 2026: Gift of CLMT shares (Form 4, code G).
May 15, 2026: Option exercise of CLMT shares (Form 4, code X).
May 15, 2026: Open-market sale of CLMT shares (Form 4, code S).

Other insiders filing for Calumet, Inc. /DE (CLMT)

Lunin David, EVP - CFO
Borgmann Louis Todd, CHIEF EXECUTIVE OFFICER
Fleming Bruce A, EVP - MONTANA RENEWABLES
Morical Gregory J, SVP, GENERAL COUNSEL
Mawer Stephen P, Director
Raymond Paul C, Director

How to read Form 4 transaction codes