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. is asking stockholders to vote at its June 2, 2026 virtual annual meeting on electing three Class II directors, approving 2025 executive pay on an advisory basis, and ratifying Grant Thornton LLP as auditor for 2026.
Management highlights 2025 as a transition year, with revenue of $4.1 billion, a net loss of $33.8 million, and Adjusted EBITDA with Tax Attributes of $293.3 million, up about 28%. The company reduced restricted group debt by more than $220 million, retired 2026 and 2027 notes, and issued $405 million of notes due 2031.
Montana Renewables secured a $1.44 billion DOE Loan Guarantee Agreement and is pursuing a MaxSAF expansion expected to add 120–150 million gallons of annual sustainable aviation fuel with an estimated $20–$30 million of capital in Q2 2026. The proxy also details a revamped, performance-based executive compensation program and strong 2025 say‑on‑pay support of about 97%.
Calumet, Inc. director Daniel J. Sajkowski sold 3,310 shares of common stock in an open-market transaction. The sale occurred on April 1, 2026 at a weighted average price of $34.46 per share, with individual trade prices ranging from $33.75 to $35.84.
The transaction was effected under a Rule 10b5-1 trading plan adopted on November 18, 2025, when Calumet, Inc. stock closed at $19.08 per share. After this sale, Sajkowski directly holds 81,958 shares of Calumet, Inc. common stock.
Morical Gregory J reported acquisition or exercise transactions in this Form 4 filing.
Calumet, Inc. (CLMT) senior vice president and general counsel Gregory J. Morical received two grants of restricted stock units. One award covers 1,002 Restricted Stock Units that are 100% vested and economically equal to 1,002 shares of common stock, to be settled on a date he specifies or on his termination.
A second award covers 334 Restricted Stock Units, each equal to one share of common stock, to be settled under the Deferred Compensation Plan on the earlier of a specified date or his termination date. For this award, 25% of the units vest on July 1 of each year beginning on July 1, 2027.
Fleming Bruce A reported acquisition or exercise transactions in this Form 4 filing.
Calumet, Inc. executive Bruce A. Fleming reported awards of restricted stock units tied to the company’s common stock. On March 31, 2026, he received 13,047 restricted stock units that are 100% vested and will be settled on the earlier of a date he specifies or his termination date.
On the same date, he also received 4,349 restricted stock units under a Deferred Compensation Plan that will be settled on the earlier of a specified date or his termination. For this award, 25% of the units vest on July 1 of each year beginning on July 1, 2027. Each unit is the economic equivalent of one share of Calumet, Inc. common stock, so these are compensation-related equity grants rather than open-market share purchases or sales.
Borgmann Louis Todd reported acquisition or exercise transactions in this Form 4 filing.
Calumet, Inc. chief executive officer Louis Todd Borgmann reported awards of restricted stock units that function as stock-based compensation, not open-market trades. He received 7,173 restricted stock units and 2,391 restricted stock units, each economically equivalent to one share of Calumet, Inc. common stock.
The 7,173-unit grant is already 100% vested and will be settled in shares upon the earlier of a date he specifies or his termination date. The 2,391-unit grant will vest in 25% increments each July 1 beginning in 2027 and will be settled on the earlier of a specified date or his termination under the company’s Deferred Compensation Plan.
Krutz John Robert reported acquisition or exercise transactions in this Form 4 filing.
Calumet, Inc.’s Chief Accounting Officer John Robert Krutz reported two compensation-related equity awards in the form of restricted stock units. He received 931 Restricted Stock Units, each equal to one share of common stock, which are 100% vested and will be settled on a date he specifies or upon his termination.
He also received 310 Restricted Stock Units that will be settled under the company’s Deferred Compensation Plan on the earlier of a specified date or his termination, with 25% of these units vesting on July 1 of each year beginning on July 1, 2027.
Adams Asset Advisors, LLC filed an Amendment No. 2 to a Schedule 13G/A reporting beneficial ownership of 4,061,388 shares of Calumet, Inc. Common Stock, representing 4.68% of the class.
The filing lists 2,809,156 shares as sole voting power and 1,252,232 as shared voting power. The filing is signed by Steven Adams as Owner.
The Vanguard Group filed an amendment to Schedule 13G/A reporting 0 shares of Calumet Inc. The amendment notes an internal realignment on January 12, 2026 and explains that certain subsidiaries/business divisions will report beneficial ownership separately in reliance on SEC Release No. 34-39538 (January 12, 1998). The filing is signed on 03/26/2026 and shows no sole or shared voting or dispositive power over Calumet common stock.