Heritage Group Donates 540,000 Calumet, Inc. Shares to Family Foundation
Heritage Group, a 10% beneficial owner of Calumet, Inc. (CLMT), filed a Form 4 disclosing a charitable donation of 540,000 shares of common stock to The J.E. Fehsenfeld Family Foundation, Inc. on June 5, 2026. The transaction was coded as a gift (code G) with a $0 price per share. Following the donation, Heritage Group's direct ownership decreased to 12,440,211 shares. The filing also discloses indirect beneficial ownership through two entities: 1,200,000 shares held by The Heritage Group Investment Company, LLC, and 882,974 shares held by Lumet Investments, Inc. The reporting person disclaims beneficial ownership of these indirectly held shares except to the extent of any pecuniary interest. The filing was signed by Amy Schumacher, CEO, on behalf of Heritage Group.