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Heritage Group

10% owner

Heritage Group (10% owner) filed 1 Form 4 report as a reporting entity in the trailing twelve months (0 purchases, 1 sale), most often in Calumet, Inc. (CLMT). The largest single filing was $20.4M of CLMT (626,998 sh × $32.54, as filed), executed May 15.

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Return, ttmiAverage return per filing, trailing twelve months
no purchases on file
Delay-adjustediThe same average, entered at disclosure dates
returns measure stock purchases only
Filings, ttm
1
0 buys · 1 sells
Median delay
execution → disclosure
Volume, ttmiDollar value disclosed in the trailing twelve months
$20.4M
shares × price, as filed
Last traded
May 15
Filed May 19

Median ADV $54.1M across their filed names

Open performance
Volume by month
$20.4M$10.2M$0Oct 2024Apr 2025Oct 2025Apr 2026May 2026 · sells $20.4M
Buys $0 Sells $20.4M

Shares × price, as filed · by filing month · past 24 months

Sectors filed on
Basic Materials 1 filing

Sector per market data · by filing · past 12 months

Most traded names
CLMT Calumet, Inc. CLMT · 0 buys · 1 sell 1 filing
Recent filings
CLMTSALE Calumet, Inc. View filing → $20.4M
626,998 sh × $32.54
Exec May 15
Filed May 19 · 5:30 PM ET