HERITAGE GROUP

PrivateCIK: 1350750
Location

INDIANAPOLIS, IN

HERITAGE GROUP reported 1 transaction at CALUMET, INC. /DE

Review the transaction codes below to understand the nature of each event.

InsiderHERITAGE GROUPCIK 1350750
IssuerCALUMET, INC. /DECIK 2013745
10% OwnerOther
Since Jul 2024
-540K
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
1
Total transactions
540K disposed
Non-Derivative Transactions1

Common Stock

Direct
G · Gift

Shares

540K

Price / share

Trade value

% of position

4.2%
6/5/2026
12.98M12.44M
Total

Net shares

540K

Net value

$0.00

Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)2

Common Stock

Indirect
Shares owned882.97K

Common Stock

Indirect
Shares owned1.20M
Total
2.08M indirect2.08M
Derivative Holdings (Post-Transaction)0
No derivative holdings reported
HERITAGE GROUP — Insider Transaction (Form 4) Filed Jun 5, 2026 | Finecho