Investor Heritage Group
13D/G Filings

This page shows a list of all the recent 13D/G filings made by Heritage Group . Schedule 13D is commonly referred to as a “beneficial ownership report.” The term "beneficial owner" is defined under SEC rules. It includes any person who directly or indirectly shares voting power or investment power (the power to sell the security).

When a person or group of persons acquires beneficial ownership of more than 5% of a voting class of a company’s equity securities, they are required to file a Schedule 13D within ten days after the purchase. Click the link icon to see the full transaction history.

Date Form Target Prev
Shares
Current
Shares
Change
(Percent)
Ownership
(Percent)
Change
(Percent)
2024-07-11 13D CLMT / Calumet, Inc. 15,695,402
2019-04-18 13D/A CLMT / Calumet, Inc. 11,868,275 11,868,275
2018-05-22 13D/A CLMT / Calumet, Inc. 11,868,275
2015-02-03 13G/A HCCI / Heritage-Crystal Clean Inc 5,005,444
2013-02-12 13G/A HCCI / Heritage-Crystal Clean Inc 4,795,444
2012-02-09 13G/A HCCI / Heritage-Crystal Clean Inc 4,472,521