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.
Morical Gregory J reported acquisition or exercise transactions in this Form 4 filing.
Calumet, Inc. reported that SVP and General Counsel Gregory J. Morical received equity awards in the form of stock units. On February 24, 2026, he was granted 6,197 Restricted Stock Units and 4,432 Common Stock Units, each economically equivalent to one share of Calumet common stock.
Some of these awards are 2025 performance-based restricted stock units, with performance certified by the board on the grant date and additional service-based vesting required through February 25, 2028. Other Restricted Stock Units are scheduled to vest on February 24, 2029, tying a portion of his compensation to longer-term company performance and continued service.
Fleming Bruce A reported acquisition or exercise transactions in this Form 4 filing.
Calumet, Inc. executive Bruce A. Fleming, EVP – Montana Renewables, reported receiving two equity awards of restricted stock units. He was granted 10,850 performance-based restricted stock units tied to 2025 performance that now remain subject to service-based vesting through February 25, 2028, and a separate grant of 7,700 restricted stock units that vest on February 24, 2029. Each unit represents the economic equivalent of one share of Calumet, Inc. common stock and was awarded at no cash purchase price.
Obermeier Scott reported acquisition or exercise transactions in this Form 4 filing.
Calumet, Inc. granted Executive Vice President – Specialties Scott Obermeier a total of 17,392 restricted stock units, each equivalent to one share of Calumet common stock.
Of these, 9,654 units are 2025 performance-based awards that remain subject to service-based vesting through February 25, 2028, and 7,738 additional units vest on February 24, 2029.
Borgmann Louis Todd reported acquisition or exercise transactions in this Form 4 filing.
Calumet, Inc. reported that Chief Executive Officer Louis Todd Borgmann received awards of restricted stock units. He was granted 67,882 performance-based restricted stock units tied to 2025 performance, which the board certified on the grant date, and these remain subject to continued service-based vesting through February 25, 2028. He also received a separate grant of 64,102 restricted stock units that vest on February 24, 2029. Each restricted stock unit represents the economic equivalent of one share of Calumet common stock, and the awards were recorded at no cash purchase price.
Two Seas Capital LP, its general partner and Sina Toussi report beneficial ownership of 8,098,229 shares of Calumet, Inc. common stock, equal to 9.3% of the class as of December 31, 2025.
The position is held through Two Seas Global (Master) Fund LP and includes 6,976,229 shares plus options to purchase 1,122,000 additional shares. The reporting persons indicate sole voting and dispositive power over these shares. The 9.3% figure is based on 86,754,321 shares outstanding as of November 10, 2025. They certify the holdings are in the ordinary course of business and not for changing or influencing control of Calumet.
Calumet, Inc. has amended its main credit facility through a Ninth Amendment to its Third Amended and Restated Credit Agreement. The change extends the facility’s maturity to January 23, 2031 and sets total lender commitments at $500.0 million, subject to borrowing base limitations.
The amendment also revises covenants, representations, warranties and events of default so the company or its subsidiaries can complete new inventory financing transactions once certain customary conditions are met. If any such inventory financing transaction occurs, total commitments under the credit agreement will be reduced from $500.0 million to $425.0 million.
Calumet, Inc. reported that subsidiaries Calumet Specialty Products Partners, L.P. and Calumet Finance Corp. issued $405.0 million of new 9.75% Senior Notes due 2031 in a private Rule 144A/Reg S offering. The notes were sold at 98.996% of par, generating approximately $393.0 million in net proceeds after discounts and expenses.
The company plans to use these proceeds, along with cash on hand and borrowings under its revolving credit facility, to redeem all outstanding 11.00% Senior Notes due 2026 and 8.125% Senior Notes due 2027, with redemptions expected on or before January 21, 2026. The new notes mature on February 15, 2031, pay interest semi-annually, carry senior unsecured guarantees from the parent and most subsidiaries, and include customary covenants, change-of-control repurchase rights at 101%, and specified call premiums starting in 2028.
Calumet, Inc. reported that its affiliates Calumet Specialty Products Partners, L.P. and Calumet Finance Corp. agreed to sell $405.0 million of 9.75% Senior Notes due 2031 in a private offering under Rule 144A and Regulation S. The notes will be issued at 98.996% of par, providing approximately $393.0 million in net proceeds after discounts and estimated expenses, and are expected to close on January 12, 2026, subject to customary conditions.
The company plans to use the net proceeds, along with cash on hand and borrowings under its revolving credit facility, to redeem all outstanding 11.00% Senior Notes due 2026 and 8.125% Senior Notes due 2027 on or before January 21, 2026, thereby addressing these upcoming debt maturities.
Calumet, Inc. announced that its wholly owned subsidiaries, Calumet Specialty Products Partners, L.P. and Calumet Finance Corp., intend to offer $350.0 million in aggregate principal amount of senior unsecured notes due 2031 in a private placement to eligible purchasers. Calumet plans to use the net proceeds from the new notes, together with cash on hand and borrowings under its revolving credit facility, to redeem all of its outstanding 11.00% Senior Notes due 2026 on or around January 21, 2026 and $275.0 million of its outstanding 8.125% Senior Notes due 2027 on or around January 16, 2026. The notes will not be registered under the Securities Act or state securities laws and may only be offered and sold in the United States pursuant to an applicable registration exemption.
Calumet, Inc. filed a current report noting that it has issued a press release with preliminary, unaudited information about its liquidity and select fiscal year 2025 financial results. The press release is attached as an exhibit to the report and is incorporated by reference. The company also clarifies that this preliminary financial and liquidity information is being furnished rather than filed, so it is not automatically subject to certain Exchange Act liabilities or included in other securities filings unless specifically cited.