Data spanning the past 90 days through January 13, 2026 reveals that Calumet's three principal insider shareholders consist of TenPercentOwner Group Heritage (12.59Mn shares), Director Jennifer Straumins (943.44K shares), Evp Montana Renewables Bruce A Fleming (537.50K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Group Heritage | 12,587,209 | 12 Jul, 2024 | |
| Jennifer Straumins | 943,438 | 05 Dec, 2025 | |
| Bruce A Fleming | Evp Montana Renewables | 537,498 | 19 Dec, 2025 |
| James S Carter | 394,632 | 21 Jan, 2025 | |
| Stephen P Mawer | 283,652 | 24 Apr, 2025 | |
| Amy M Schumacher | 251,093 | 05 Dec, 2025 | |
| Louis Todd Borgmann | Chief Executive Officer | 235,566 | 13 Mar, 2025 |
| Scott Obermeier | Evp Specialties | 224,150 | 13 Mar, 2025 |
| Daniel J Sajkowski | 167,268 | 05 Dec, 2025 | |
| Gregory J Morical | Svp And General Counsel | 39,415 | 16 Jun, 2025 |
| John G. Boss | 28,793 | 05 Dec, 2025 | |
| Daniel L Sheets | 26,824 | 15 May, 2025 | |
| Paul C Raymond | 24,733 | 05 Dec, 2025 | |
| Vincent Donargo | Chief Accounting Officer | 14,005 | 13 Mar, 2025 |
| Karen A. Twitchell | 6,322 | 05 Dec, 2025 | |
| David Lunin | Evp Cfo | 2,500 | 05 Mar, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 17 Dec, 2025 | Bruce A Fleming | Common Stock, par value $0.01 per share | D | 50,000 | $0.00 | 537,498 | D | G |
| 04 Dec, 2025 | Paul C Raymond | Common Stock, par value $0.01 per share | A | 5,053 | $0.00 | 24,733 | D | M |
| 04 Dec, 2025 | Jennifer Straumins | Common Stock, par value $0.01 per share | A | 5,053 | $0.00 | 943,438 | D | M |
| 04 Dec, 2025 | Karen A. Twitchell | Common Stock, par value $0.01 per share | A | 2,526 | $0.00 | 6,322 | D | M |
| 04 Dec, 2025 | Daniel J Sajkowski | Common Stock, par value $0.01 per share | A | 5,053 | $0.00 | 169,290 | D | M |
| 04 Dec, 2025 | Daniel J Sajkowski | Common Stock, par value $0.01 per share | D | 2,022 | $0.00 | 167,268 | D | S |
| 04 Dec, 2025 | Amy M Schumacher | Common Stock, par value $0.01 per share | A | 5,053 | $0.00 | 251,093 | D | M |
| 04 Dec, 2025 | John G. Boss | Common Stock, par value $0.01 per share | A | 2,526 | $0.00 | 29,804 | D | M |
| 04 Dec, 2025 | John G. Boss | Common Stock, par value $0.01 per share | D | 1,011 | $0.00 | 28,793 | D | S |
| 16 Jun, 2025 | Jennifer Straumins | Common Stock, par value $0.01 per share | D | 100,000 | $16.23 | 934,589 | D | S |
| 16 Jun, 2025 | Gregory J Morical | - | - | 39,415 | D | |||
| 16 Jun, 2025 | Gregory J Morical | Common Stock, par value $0.01 per share | D | 25,123 | $16.69 | 39,415 | D | S |
| 13 Jun, 2025 | Jennifer Straumins | Common Stock, par value $0.01 per share | D | 50,000 | $15.08 | 1,034,589 | D | S |
| 05 Jun, 2025 | Jennifer Straumins | Common Stock, par value $0.01 per share | D | 100,000 | $13.17 | 1,084,589 | D | S |
| 14 May, 2025 | Daniel L Sheets | - | - | 26,824 | D | |||
| 14 May, 2025 | Daniel L Sheets | Common Stock, par value $0.01 per share | D | 10,000 | $13.79 | 26,824 | D | S |
| 13 May, 2025 | Daniel L Sheets | Common Stock, par value $0.01 per share | D | 10,000 | $13.81 | 46,824 | D | S |
| 13 May, 2025 | Daniel L Sheets | - | - | 56,824 | D | |||
| 13 May, 2025 | Daniel L Sheets | - | - | 46,824 | D | |||
| 13 May, 2025 | Daniel L Sheets | - | - | 36,824 | D |