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Calumet, Inc. (CLMT) – Form 4 insider filing
Director John G. Boss reported the acquisition of 644 restricted stock units (RSUs) on 05 Aug 2025. The filing lists two grants: 483 fully-vested RSUs that will settle on the earlier of a specified date or the director’s termination, and 161 RSUs issued under the company’s Deferred Compensation Plan, vesting 25 % annually beginning 01 Jul 2026. Each RSU converts 1-for-1 into common stock at $0 cost and is held directly by the director.
No shares were sold or transferred, so Mr. Boss’ beneficial ownership in Calumet increased by the same amount. The award appears to be routine director compensation and does not involve open-market transactions.
Calumet, Inc. (CLMT) Form 4 reports that director Stephen P. Mawer was granted a total of 2,954 restricted stock units (RSUs) on 08/05/2025 at an exercise price of $0.
The award is split into (i) 2,216 fully-vested RSUs that will settle upon the earlier of a date selected by the director or his termination, and (ii) 738 RSUs issued through the company’s Deferred Compensation Plan that vest 25 % each July 1 beginning 07/01/2026. Each RSU is economically equivalent to one share of Calumet common stock.
After the grant, Mawer directly holds 2,954 derivative securities convertible into common shares; no open-market purchases or sales were disclosed. The filing reflects routine equity compensation, strengthens management-shareholder alignment, and introduces only minor prospective dilution with no immediate impact on earnings or cash flow.
On 08/05/2025, Calumet, Inc. (CLMT) director Amy M. Schumacher filed a Form 4 reporting receipt of 1,965 Restricted Stock Units (RSUs).
- 1,474 RSUs are already 100 % vested and will be settled in common stock upon the earlier of a date chosen by Schumacher or her separation from the company.
- 491 RSUs were issued under Calumet’s Deferred Compensation Plan; 25 % of this tranche vests each 1 July beginning 2026, with settlement timing identical to the first grant.
Both grants were acquired at $0.00 cost, involve no share sales and remain under direct ownership. The transaction increases Schumacher’s derivative holdings to 1,965 RSUs but does not change the public float or generate immediate cash-flow or earnings impact. While routine, the equity award reinforces long-term alignment between the director and shareholders.
Calumet, Inc. (CLMT) filed an 8-K to disclose a $120 million sale-leaseback of its Shreveport refinery fuels terminal, truck rack and related equipment. Subsidiary Calumet Shreveport sold the assets to Stonebriar Commercial Finance and immediately leased them back under a seven-year Master Lease Agreement (Property Schedule No. 2).
- Monthly rent: ≈ $1.8 million, implying a 10.75% annual cost of capital.
- Early buy-out option: after six years for ≈ $42 million.
- The parent company reaffirmed its guaranty of all lease obligations.
- ≈ $40 million of proceeds were applied to retire obligations under the now-terminated 2021 Property Schedule No. 1.
Concurrent amendments were executed to accommodate the new indebtedness and liens:
- Eighth Amendment to the Third Amended & Restated Credit Agreement (Bank of America, N.A. agent).
- Third Amendment to the Monetization Master Agreement with J. Aron & Co.
The transaction creates a new direct financial obligation, adjusts existing credit facilities, and constitutes a disposition and re-acquisition of assets for accounting purposes. Exhibits, including a press release dated July 28 2025, will be filed with the next Form 10-Q.