Heritage Group
SEC CIK 1350750 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| CLMT | Calumet, Inc. /DE | 10%, 13(d) 10% Group Member | 12.44M | — | $20.40M | 4 | 2024-07-10 | 2026-06-05 |
Most active insiders at CLMT, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Heritage Group | 10%, 13(d) 10% Group Member | — | $20.40M |
| 2 | Sajkowski Daniel J | Dir | — | $267.4K |
| 3 | Morical Gregory J | SVP, GC | — | — |
| 4 | Borgmann Louis Todd | CEO | — | — |
| 5 | Obermeier Scott | EVP - SPECIALTIES | — | — |
| 6 | Boss John G. | Dir | — | — |
| 7 | Fleming Bruce A | EVP - MONTANA RENEWABLES | — | — |
| 8 | Mawer Stephen P | Dir | — | — |
| 9 | Schumacher Amy M | Dir | — | — |
| 10 | Twitchell Karen A. | Dir | — | — |
Transactions 4
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-06-05 16:30 | 2026-06-05 | CLMT | Calumet, Inc. /DE | Heritage Group | 10%, 13(d) 10% Group Member | G - Gift | $0.00 | -540.0K | 12.44M | -4% | $0 | |
| D | 2026-05-19 16:30 | 2026-05-15 | CLMT | Calumet, Inc. /DE | Heritage Group | 10%, 13(d) 10% Group Member | X - OptEx | $20.00 | +1.02M | 13.61M | +8% | +$20.40M |
| D | 2026-05-19 16:30 | 2026-05-15 | CLMT | Calumet, Inc. /DE | Heritage Group | 10%, 13(d) 10% Group Member | S - Sale+OE | $32.54 | -627.0K | 12.98M | -5% | -$20.40M |
| D | 2024-07-12 | 2024-07-10 | CLMT | Calumet, Inc. /DE | Heritage Group | 10%, 13(d) 10% Group Member | J - Other | — | +2.81M | 12.59M | +29% | — |
Purchase Sale Sale after option exercise All abbreviations