Welcome to our dedicated page for Calumet SEC filings (Ticker: CLMT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page compiles U.S. SEC filings for Calumet, Inc. (NASDAQ: CLMT), a petroleum refineries industry company that manufactures, formulates and markets specialty branded products and renewable fuels. Through these filings, investors can review Calumet’s regulatory disclosures on operations, financing activities, internal controls and segment performance across Specialty Products and Solutions, Montana/Renewables, Performance Brands and Corporate.
Current reports on Form 8-K are a central source of Calumet information. The company uses Item 2.02 filings to furnish results of operations and financial condition for specific quarters, referencing press releases that contain detailed financial data. These 8-Ks allow readers to see how Calumet reports quarterly performance, including metrics such as net income (loss) and non-GAAP measures like Adjusted EBITDA and Adjusted EBITDA with Tax Attributes, which the company explains in its disclosures.
Calumet has also filed 8-Ks under Item 4.02 describing non-reliance on previously issued financial statements. In one such filing, the Audit Committee concluded that unaudited interim consolidated financial statements for certain 2025 periods required restatement due to an error in the unaudited condensed consolidated statements of cash flows. The company explained that the error involved misclassification between operating and financing cash flows, did not affect revenue, net income (loss) or cash and cash equivalents, and was associated with a material weakness in internal control over financial reporting. The filing outlines planned restatements and discussions with the independent registered public accounting firm.
Other 8-K filings detail material definitive agreements and related transactions. For example, Calumet reported a sale and leaseback transaction for property comprising the Shreveport refinery fuels terminal, truck rack and related piping and equipment, documented under a Master Lease Agreement and property schedule with Stonebriar Commercial Finance LLC. The filing describes lease terms, rental payments, an option to repurchase the leased assets, application of proceeds to prior obligations, and related amendments to the company’s credit agreement and monetization master agreement.
Calumet’s filings also reference its capital structure, including various series of senior notes such as 11.00% Senior Notes due 2026, 8.125% Senior Notes due 2027, 9.75% Senior Notes due 2028 (including a mirror issuance), and 9.25% Senior Secured First Lien Notes due 2029. Definitions of "Consolidated Cash Flow" and "Consolidated EBITDA" used in these instruments are linked to the company’s non-GAAP measures, and the filings explain how these metrics are reported to noteholders and lenders.
On Stock Titan, Calumet’s SEC filings are updated from EDGAR and presented with AI-powered summaries. AI analysis highlights key terms in 10-K and 10-Q reports, explains complex sections such as non-GAAP reconciliations and covenant definitions, and surfaces important items from 8-Ks, including restatement notices, internal control disclosures and material transactions. Users can also review Form 4 and other ownership filings to track insider transactions, alongside proxy and other statements that address governance and compensation when available.
By combining real-time access to Calumet’s SEC submissions with AI-generated explanations, this page helps readers understand how the company reports its specialty products and renewable fuels operations, manages its capital structure and addresses financial reporting and control matters in its official filings.
Calumet, Inc. reported fourth quarter and full-year 2025 results showing sharply improved profitability and major balance sheet actions. For 2025, sales were $4,137.1 million versus $4,189.4 million in 2024, while net loss narrowed to $33.8 million from $222.0 million. Adjusted EBITDA was $211.2 million and Adjusted EBITDA with Tax Attributes reached $293.3 million, helped by Clean Fuel Production Credits.
The Specialty Products and Solutions segment delivered 2025 Adjusted EBITDA of $291.8 million, up from $222.5 million, with higher adjusted gross profit per barrel. Performance Brands’ Adjusted EBITDA declined to $47.9 million, reflecting a divestiture and nonrecurring insurance proceeds, while Montana/Renewables posted segment Adjusted EBITDA of $(50.8) million but positive Adjusted EBITDA with Tax Attributes of $31.3 million.
Operating cash flow swung to an inflow of $108.9 million from an outflow of $46.4 million in 2024. Management highlighted about $100 million of structural cost reductions and paydown of $222 million of recourse debt. In January 2026, Calumet issued $405 million of 9.75% Senior Notes due 2031 and used proceeds, with cash and revolver borrowings, to redeem 2026 and 2027 notes, and extended its $500 million ABL facility to 2031.
Calumet, Inc. director Raymond Paul C reported awards of restricted stock units that are economically equivalent to common shares. On February 24, 2026, he acquired 854 Restricted Stock Units that are 100% vested and will be settled upon the earlier of a specified date or his termination date. He also acquired 284 Restricted Stock Units that will be settled under a Deferred Compensation Plan, with 25% vesting each July 1 beginning on July 1, 2027.
Boss John G. reported acquisition or exercise transactions in this Form 4 filing.
Calumet, Inc. director John G. Boss reported receiving two grants of restricted stock units that are each economically equivalent to one share of common stock. One grant covers 256 units that are already 100% vested and will be settled on either a specified date or his termination date. A second grant covers 85 units under a deferred compensation plan, with 25% of these units scheduled to vest on July 1 of each year beginning on July 1, 2027, and settling on the earlier of a specified date or his termination date.
Mawer Stephen P reported acquisition or exercise transactions in this Form 4 filing.
Calumet, Inc. director Stephen P. Mawer received grants of restricted stock units that are the economic equivalent of common shares. One award covers 1,175 restricted stock units that are 100% vested and will be settled upon the earlier of a date he specifies or his termination date. A separate award covers 391 restricted stock units under a deferred compensation plan, which will be settled on the earlier of a specified date or his termination, with 25% of these units vesting each July 1 beginning in 2027.
Calumet, Inc. director Amy M. Schumacher reported the grant of two sets of restricted stock units tied to the company’s common stock. She acquired 782 Restricted Stock Units that are already 100% vested and will be settled upon the earlier of a date she specifies or her termination. She also received 260 Restricted Stock Units under a deferred compensation plan, with 25% scheduled to vest on July 1 of each year beginning in 2027, and these units will be settled on the earlier of a specified date or her termination.
Calumet, Inc. director Daniel J. Sajkowski reported mixed equity transactions involving Calumet, Inc. (CLMT) on common stock and restricted stock units. He completed an open-market sale of 2,022 shares of common stock and reported exercises/conversions of 5,053 restricted stock units into common stock. After these transactions, his directly held common stock position was 87,290 shares. The filing notes that each restricted stock unit is economically equivalent to one share of common stock, is 100% vested, and may be settled in either stock or its cash value, with 40% of the vested units elected to be settled in cash.
Calumet, Inc. director Daniel J. Sajkowski reported equity award activity and a small share sale. On June 24, 2025, he exercised 3,796 Restricted Stock Units, converting them into 3,796 shares of common stock at a price of $0.00 per share.
Footnotes state each Restricted Stock Unit is economically equivalent to one common share and is 100% vested, and that he elected to receive 40% of the vested units in cash rather than stock. On the same date, he sold 1,518 common shares, leaving a direct holding of 84,237 common shares after the transactions.
Calumet, Inc. director Daniel J. Sajkowski reported a series of open-market sales of common stock under a pre-arranged Rule 10b5-1 trading plan. Between March 3 and July 1, 2025, he sold a total of 82,000 shares of common stock in five transactions at reported weighted average prices ranging from $10.66 to $15.77 per share. After the most recent sale of 2,000 shares at $15.77 per share, his direct holdings stood at 82,237 shares of Calumet, Inc. common stock.
Krutz John Robert reported acquisition or exercise transactions in this Form 4 filing.
Calumet, Inc. /DE reported that Chief Accounting Officer John Robert Krutz received a grant of 2,365 Restricted Stock Units on February 24, 2026. Each unit is the economic equivalent of one share of Calumet, Inc. common stock, and these units vest on February 24, 2029. After this award, Krutz holds 2,365 Restricted Stock Units directly.
Lunin David reported acquisition or exercise transactions in this Form 4 filing.
Calumet, Inc. executive vice president and CFO David Lunin reported receiving two grants of restricted stock units, totaling 9,786 and 7,080 units. Each unit equals one share of common stock. The 2025 performance-based units remain subject to service vesting through February 25, 2028, and the additional units vest on February 24, 2029.