Heritage Group — SEC Form 4 filings
SEC reporting owner CIK 1350750. 3 Form 4 filings on record with FilingPulse; latest filed 2026-06-05.
Transaction summary — filings shown
Covers all 3 filings on record, filed 2024-07-12 to 2026-06-05. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 1 leg across 1 filing — 626,998 shares, $20,400,007 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 5.
- Largest priced transaction: sale of 626,998 shares @ $32.54 ($20,400,007) in Calumet, Inc. /DE, filed 2026-05-19.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Calumet, Inc. /DE (CLMT) | 10% owner | 3 | — | 1 leg · 626,998 sh · $20,400,007 | 5 |
Form 4 filings — Heritage Group
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-06-05 | 4 | Calumet, Inc. /DE (CLMT) | Gift (G): 540,000 @ $0 | EDGAR |
| 2026-05-19 | 4 | Calumet, Inc. /DE (CLMT) | Option exercise/expiry (X): 1,020,000 @ $20 · Sale (S): 626,998 @ $32.54 · Option exercise/expiry (X): 1,020,000 (derivative) | EDGAR |
| 2024-07-12 | 4 | Calumet, Inc. /DE (CLMT) | Other (J): 2,805,000 · Other (J): 1,020,000 (derivative) | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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