Heritage Group

10% owner at Calumet Specialty Products Partners, L.P. · on record since Jan 25, 2006
10% owner at Heritage-Crystal Clean, Inc. · on record since Mar 19, 2008
10% owner at HCC INSURANCE HOLDINGS INC/DE/ · on record since Mar 11, 2008
13(d) 10% Group Member at Calumet Specialty Products Partners, L.P. · on record since May 19, 2026

Insider trading activity of Heritage Group

Transactions on record: 187; since Feb 2, 2006

Open-market buys: 167; $28.6M

Open-market sells: 1; $20.4M

Companies traded: 3; last filing Jun 5, 2026

Figures computed from official regulatory filings — .

Companies where Heritage Group has traded

Calumet, Inc. /DE6 tx · $40.8M · Jun 5, 2026
Heritage-Crystal Clean, Inc.4 tx · $24.3M · Dec 22, 2014
Calumet Specialty Products Partners, L.P.177 tx · $4.4M · Feb 18, 2011

Track record of Heritage Group

Statistical track record

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Open-market buys: 167

Last buy: Dec 17, 2014

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Transaction history of Heritage Group

Co-insiders of Heritage Group

This page republishes public regulatory disclosures.

Company	Filed	Type	Qty	Price	Value · USD	Signals	Src
Calumet, Inc. /DEListing unverified	Jun 5, 2026	Gift	-540,000	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
Calumet, Inc. /DEListing unverified	May 19, 2026	Other	1,020,000	20.00 USD	$20.4M		SEC
Calumet, Inc. /DEListing unverified	May 19, 2026	OtherD (derivative)	-1,020,000	—	n/a (No price was disclosed in the filing)		SEC
Calumet, Inc. /DEListing unverified	May 19, 2026	Sell	-626,998	32.54 USD	$20.4M		SEC
Calumet, Inc. /DEListing unverified	Jul 12, 2024	Other	2,805,000	—	n/a (No price was disclosed in the filing)		SEC
Calumet, Inc. /DEListing unverified	Jul 12, 2024	OtherD (derivative)	1,020,000	—	n/a (No price was disclosed in the filing)		SEC
Heritage-Crystal Clean, Inc.Listing unverified	Dec 22, 2014	Buy	210,000	10.00 USD	$2.1M	conv 30First in 12mo	SEC
Heritage-Crystal Clean, Inc.Listing unverified	May 15, 2012	Buy	322,923	20.50 USD	$6.6M	conv 56Unusual sizeFirst in 12mo	SEC
Calumet Specialty Products Partners, L.P.Listing on record	Feb 18, 2011	OtherD (derivative)	-832,803	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
Calumet Specialty Products Partners, L.P.Listing on record	Feb 18, 2011	OtherD (derivative)	-6,581,373	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
Calumet Specialty Products Partners, L.P.Listing on record	Feb 18, 2011	Other	832,803	—	n/a (No price was disclosed in the filing)		SEC
Calumet Specialty Products Partners, L.P.Listing on record	Feb 18, 2011	Other	1,342,401	—	n/a (No price was disclosed in the filing)		SEC
Calumet Specialty Products Partners, L.P.Listing on record	Feb 18, 2011	OtherD (derivative)	-1,342,401	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
Calumet Specialty Products Partners, L.P.Listing on record	Feb 18, 2011	Other	6,581,373	—	n/a (No price was disclosed in the filing)		SEC
Heritage-Crystal Clean, Inc.Listing unverified	Jun 16, 2010	Buy	1,082,563	8.00	$8.7M	conv 65Unusual sizeFirst in 12mo	SEC
Calumet Specialty Products Partners, L.P.Listing on record	Mar 3, 2009	OtherD (derivative)	-832,803	0.00	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
Calumet Specialty Products Partners, L.P.Listing on record	Mar 3, 2009	Other	367,197	0.00	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
Calumet Specialty Products Partners, L.P.Listing on record	Mar 3, 2009	OtherD (derivative)	832,803	0.00	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
Calumet Specialty Products Partners, L.P.Listing on record	Mar 3, 2009	Other	-367,197	0.00	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
Calumet Specialty Products Partners, L.P.Listing on record	May 27, 2008	Buy	728	15.66	$11.4K	conv 31Cluster	SEC
Calumet Specialty Products Partners, L.P.Listing on record	May 27, 2008	Buy	1,822	15.62	$28.5K	conv 31Cluster	SEC
Calumet Specialty Products Partners, L.P.Listing on record	May 27, 2008	Buy	702	15.69	$11K	conv 31Cluster	SEC
Calumet Specialty Products Partners, L.P.Listing on record	May 27, 2008	Buy	1,822	16.50	$30.1K	conv 31Cluster	SEC
Calumet Specialty Products Partners, L.P.Listing on record	May 27, 2008	Buy	584	15.88	$9.3K	conv 31Cluster	SEC
Calumet Specialty Products Partners, L.P.Listing on record	May 27, 2008	Buy	510	16.04	$8.2K	conv 31Cluster	SEC

Company	Filed	Type	Qty	Price	Value · USD	Signals	Src
Calumet, Inc. /DEListing unverified	Jun 5, 2026	Gift	-540,000	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
Calumet, Inc. /DEListing unverified	May 19, 2026	Other	1,020,000	20.00 USD	$20.4M		SEC
Calumet, Inc. /DEListing unverified	May 19, 2026	OtherD (derivative)	-1,020,000	—	n/a (No price was disclosed in the filing)		SEC
Calumet, Inc. /DEListing unverified	May 19, 2026	Sell	-626,998	32.54 USD	$20.4M		SEC
Calumet, Inc. /DEListing unverified	Jul 12, 2024	Other	2,805,000	—	n/a (No price was disclosed in the filing)		SEC
Calumet, Inc. /DEListing unverified	Jul 12, 2024	OtherD (derivative)	1,020,000	—	n/a (No price was disclosed in the filing)		SEC
Heritage-Crystal Clean, Inc.Listing unverified	Dec 22, 2014	Buy	210,000	10.00 USD	$2.1M	conv 30First in 12mo	SEC
Heritage-Crystal Clean, Inc.Listing unverified	May 15, 2012	Buy	322,923	20.50 USD	$6.6M	conv 56Unusual sizeFirst in 12mo	SEC
Calumet Specialty Products Partners, L.P.Listing on record	Feb 18, 2011	OtherD (derivative)	-832,803	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
Calumet Specialty Products Partners, L.P.Listing on record	Feb 18, 2011	OtherD (derivative)	-6,581,373	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
Calumet Specialty Products Partners, L.P.Listing on record	Feb 18, 2011	Other	832,803	—	n/a (No price was disclosed in the filing)		SEC
Calumet Specialty Products Partners, L.P.Listing on record	Feb 18, 2011	Other	1,342,401	—	n/a (No price was disclosed in the filing)		SEC
Calumet Specialty Products Partners, L.P.Listing on record	Feb 18, 2011	OtherD (derivative)	-1,342,401	0.00 USD	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
Calumet Specialty Products Partners, L.P.Listing on record	Feb 18, 2011	Other	6,581,373	—	n/a (No price was disclosed in the filing)		SEC
Heritage-Crystal Clean, Inc.Listing unverified	Jun 16, 2010	Buy	1,082,563	8.00	$8.7M	conv 65Unusual sizeFirst in 12mo	SEC
Calumet Specialty Products Partners, L.P.Listing on record	Mar 3, 2009	OtherD (derivative)	-832,803	0.00	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
Calumet Specialty Products Partners, L.P.Listing on record	Mar 3, 2009	Other	367,197	0.00	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
Calumet Specialty Products Partners, L.P.Listing on record	Mar 3, 2009	OtherD (derivative)	832,803	0.00	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
Calumet Specialty Products Partners, L.P.Listing on record	Mar 3, 2009	Other	-367,197	0.00	n/a (Non-cash transaction: the filing states a price of zero (award, gift, exercise))		SEC
Calumet Specialty Products Partners, L.P.Listing on record	May 27, 2008	Buy	728	15.66	$11.4K	conv 31Cluster	SEC
Calumet Specialty Products Partners, L.P.Listing on record	May 27, 2008	Buy	1,822	15.62	$28.5K	conv 31Cluster	SEC
Calumet Specialty Products Partners, L.P.Listing on record	May 27, 2008	Buy	702	15.69	$11K	conv 31Cluster	SEC
Calumet Specialty Products Partners, L.P.Listing on record	May 27, 2008	Buy	1,822	16.50	$30.1K	conv 31Cluster	SEC
Calumet Specialty Products Partners, L.P.Listing on record	May 27, 2008	Buy	584	15.88	$9.3K	conv 31Cluster	SEC
Calumet Specialty Products Partners, L.P.Listing on record	May 27, 2008	Buy	510	16.04	$8.2K	conv 31Cluster	SEC