HERITAGE GROUP sold 4.6% of their position (627K shares) of CALUMET, INC. /DE on the open market
Open‑market sale worth $20.40M — a minor trim. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 5/19/2026ACC: 0001193125-26-230885
-627K
Net shares
Net seller
$20.40M
Total sold
1
Open market trades
0B · 1S
3
Total transactions
1.02M acquired · 1.65M disposed
Non-Derivative Transactions2
Common Stock, par value $0.01 per share
Direct
Shares
+1.02M
Price / share
$20.00
Trade value
$20.40M
% of position
8.1%
5/15/2026
12.59M→13.61M
Common Stock, par value $0.01 per share
Direct
Shares
−627K
Price / share
$32.54
Trade value
$20.40M
% of position
4.6%
5/15/2026
13.61M→12.98M
Total
Net shares
+393K
Net value
-$6.93
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock, par value $0.01 per share Direct | 5/15/2026 | X · X | +1.02M | $20.00 | $20.40M | 8.1% | 12.59M | 13.61M |
| Common Stock, par value $0.01 per share Direct | 5/15/2026 | S · Sale | −627K | $32.54 | $20.40M | 4.6% | 13.61M | 12.98M |
| Total | +393K | -$6.93 | ||||||
Derivative Transactions1
Warrants to purchase Common Stock
Direct
Converts to
Common Stock, par value $0.01 per share
1.02M shares
Shares
−1.02M
Strike price
20
Held after
0.00
Exercisable
—
5/15/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Warrants to purchase Common Stock Direct | Common Stock, par value $0.01 per share1.02M shares | 5/15/2026 | X · X | −1.02M | 20 | — | 0.00 |
Non-Derivative Holdings (Post-Transaction)2
Common Stock, par value $0.01 per share
IndirectShares owned1.20M
Common Stock, par value $0.01 per share
IndirectShares owned882.97K
Total
2.08M indirect2.08M
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock, par value $0.01 per share | 1.20M | Indirect |
| Common Stock, par value $0.01 per share | 882.97K | Indirect |
| Total | 2.08M | 2.08M indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported