Heritage Group

Other reporting person · Ten-percent owner · CLMT

As of 2026-09-16, Heritage Group has 5 Form 4 transactions on record across 1 company — 5 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $721.7MIndirect: $0$721.7Mas of 2026-09-16
  • Direct $721.7M
  • Indirect $0
CLMTdirect12,440,211 sh$721.7M

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

CLMT · 5 trades
2026-06-05: Gift, 540,000 sh ($0)2026-05-15: Sale, 626,998 sh ($20.4M)2026-05-15: Exercise, 1,020,000 sh ($20.4M)2026-05-15: Exercise, 1,020,000 sh2026-05-15: Exercise, 1,020,000 sh

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-05-15CLMTSale626,998 @ $32.54$20.4M−4.6% of holding12,980,211Form 4
4 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-06-05CLMTGift540,00012,440,211Form 4
2026-05-15CLMTExercise1,020,00013,607,209Form 4
2026-05-15CLMTExercise1,020,0000Form 4
2026-05-15CLMTExercise1,020,0000Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.