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.
Calumet, Inc. filings document operating results, governance matters and capital-structure actions for a Nasdaq-listed specialty products and renewable fuels company. The record includes Form 8-K disclosures for quarterly and annual results, Regulation FD communications, material definitive agreements, credit-agreement amendments, direct financial obligations and senior-note transactions involving subsidiaries Calumet Specialty Products Partners, L.P. and Calumet Finance Corp.
Proxy materials describe annual meeting voting matters, board elections and related governance disclosures. The filings also identify Calumet's common stock, par value $0.01 per share, under symbol CLMT on The Nasdaq Stock Market LLC and provide formal disclosure around debt terms, covenant changes, risk-related governance and shareholder matters.
Calumet, Inc. reported that board member Jennifer G. Straumins has decided not to stand for re-election and will retire from the Board at the end of her current term, which expires at the Company’s 2026 Annual Meeting of Stockholders.
The Company stated that her decision is not due to any disagreement with its operations, policies, or practices. Calumet issued a press release with additional background on her long association with the business and noted that the Board, through its Nominating and Governance Committee, will continue evaluating Board composition and skills to align with the Company’s strategy and governance practices.
Calumet, Inc. has completed a private placement of $150 million in additional 9.75% Senior Notes due 2031 through its subsidiaries Calumet Specialty Products Partners, L.P. and Calumet Finance Corp. The notes were sold at 105% of par, generating net proceeds of approximately $154.9 million.
The company intends to use these proceeds to repay borrowings outstanding under its revolving credit facility, effectively terming out a portion of its short-term debt into longer-dated senior notes. These Additional Notes form a single series with the existing $405 million of 9.75% Senior Notes due 2031, sharing the same terms other than initial offering price.
Calumet, Inc. announced that its subsidiaries agreed to sell $150 million aggregate principal amount of 9.75% Senior Notes due 2031 in a private offering under Rule 144A and Regulation S. The notes will be issued at 105% of par, generating approximately $154.9 million in net proceeds, which Calumet plans to use to repay borrowings under its revolving credit facility.
The new notes are an additional issuance to the existing $405 million of 9.75% Senior Notes due 2031, forming a single series with the same terms other than initial offering price. Calumet also executed a Tenth Amendment to its Third Amended and Restated Credit Agreement to permit this new indebtedness.
Calumet, Inc. has announced that its subsidiaries intend to privately issue $150 million of 9.75% Senior Notes due 2031 as a tack-on to existing notes. The new notes will form a single series with $405 million of the same 9.75% Senior Notes issued on January 12, 2026.
The company plans to use the net proceeds to repay borrowings under its revolving credit facility, effectively refinancing debt. The offering will be made to eligible purchasers under Rule 144A and Regulation S and the notes will not be registered under the Securities Act.
Calumet, Inc. EVP – Specialties Scott Obermeier exercised 24,090 restricted stock units into common shares on March 9, 2026. Each unit was economically equivalent to one share of common stock. To satisfy tax withholding liabilities, he surrendered 10,584 common shares to the company rather than selling them in the market. After these compensation-related transactions, he directly owned 237,656 shares of Calumet common stock.
Calumet, Inc. (CLMT) senior vice president and general counsel Gregory J. Morical exercised vested restricted stock units and settled related taxes in shares. On March 9, 2026, he converted 15,348 Restricted Stock Units into 15,348 shares of common stock at an exercise price of $0.00 per share.
Footnotes state that each Restricted Stock Unit equaled one share of common stock and that 100% of the units vested on February 21, 2026. To cover tax withholding obligations under Rule 16b-3, he surrendered 6,952 shares of common stock back to the issuer. After these transactions, he directly owned 47,811 shares of Calumet, Inc. common stock. This pattern reflects routine equity compensation vesting, with part of the award used to satisfy taxes rather than an open-market sale.
Calumet, Inc. director Stephen P. Mawer exercised 27,806 Restricted Stock Units into an equal number of common shares on March 9, 2026. All RSUs had fully vested on February 21, 2026. To cover tax withholding obligations, he surrendered 12,589 common shares back to the company. After these compensation-related transactions, he directly holds 303,310 shares of Calumet common stock.
Calumet, Inc. EVP Bruce A. Fleming exercised 20,621 Restricted Stock Units on March 9, 2026, receiving the same number of shares of common stock at a stated price of $0.00 per share. Each unit was economically equivalent to one share of common stock, and the units had vested 100% on February 21, 2026.
To cover tax withholding obligations upon delivery of the stock, Fleming surrendered 8,156 shares, a disposition treated as payment of tax liabilities rather than an open-market sale. After these transactions, he held 549,963 shares of Calumet common stock directly, reflecting a net increase in his equity position.
Calumet, Inc. chief executive officer Louis Todd Borgmann exercised 49,974 Restricted Stock Units into common stock on March 9, 2026. Each Restricted Stock Unit was the economic equivalent of one share of Calumet common stock, and 100% of these units had vested on February 21, 2026.
To cover tax withholding obligations related to this delivery, he surrendered 21,798 shares of Calumet common stock back to the company, rather than selling them on the open market. After these transactions, Borgmann directly held 263,742 shares of Calumet common stock.
Calumet, Inc. filed its Form 10-K describing its 2025 operations as a diversified producer of specialty petroleum products and renewable fuels with four segments: Specialty Products and Solutions, Performance Brands, Montana/Renewables, and Corporate.
Consolidated 2025 sales were $4.1 billion, with Specialty Products and Solutions contributing $2.63 billion, Montana/Renewables $1.19 billion, and Performance Brands $311 million. Renewable fuels revenue rose to $783.8 million and total Montana/Renewables sales increased to 28.8% of company revenue.
The company completed a corporate conversion from a master limited partnership to a C‑corporation in 2024 and reported 86.8 million common shares outstanding as of February 27, 2026. In 2025, it sold the industrial portion of its Royal Purple business for $110 million, recognizing a $55.8 million gain, while retaining the consumer Royal Purple brand.