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Paul C. Raymond III

Director at Calumet, Inc. /DE
Board

About Paul C. Raymond III

Independent director; age 59; on CLMT’s board since July 2024 (previously on the General Partner board from Nov 2020–Jul 2024). CEO of Monument Chemical since July 2020; prior President & CEO of Sonneborn, LLC (2012–2019). PhD, Chemical Engineering (UT Austin); BS, Chemical Engineering (Rice). Chairs the Strategy & Growth Committee; member of Compensation and Risk in 2024; slated to join the Audit Committee post-2025 AGM and remain Strategy & Growth Chair. Designated to the Board by The Heritage Group under a stockholders’ agreement.

Past Roles

OrganizationRoleTenureCommittees/Impact
Sonneborn, LLCPresident & Chief Executive Officer2012–2019Led specialty chemicals business; CEO experience cited as board qualification

External Roles

OrganizationRoleTenureNotes / Interactions with CLMT
Monument Chemical (privately held; owned in part by The Heritage Group)Chief Executive OfficerJul 2020–presentCLMT made ~$7.3m sales to Monument and ~$0.1m purchases in 2024 on third‑party terms; board considered these ordinary‑course in independence determinations

Board Governance

  • Independence: Board affirmatively determined Raymond is independent under Nasdaq/SEC rules; independence assessment explicitly considered ordinary‑course relationships with The Heritage Group and Monument Chemical and deemed them not material. He also meets Nasdaq financial knowledge for post‑AGM Audit Committee service.
  • Heritage Group influence: The Heritage Group has director designation rights; Raymond was designated by THG. So long as THG can designate ≥1 director, each committee must include at least one THG designee.
  • Attendance and engagement: Board met 7 times in 2024; committees met 28 times collectively; no director fell below 75% attendance.
  • Leadership: Strategy & Growth Committee Chair (focus on long‑term strategy, capital, M&A).
Committee2024 MembershipChair?2024 MeetingsPost-2025 AGM Composition (relevant to Raymond)
Strategy & GrowthRaymond, Boss, Mawer, StrauminsYes (Raymond)4Raymond (Chair), Mawer, Straumins
CompensationSheets (Chair), Raymond, SchumacherNo7Boss (Chair), Schumacher, Narwold (Raymond rotates off)
RiskSajkowski (Chair), Mawer, Raymond, StrauminsNo4Sajkowski (Chair), Mawer, Straumins, Quintana (Raymond rotates off)
AuditCarter (Chair), Boss, Sheets, TwitchellNo5Twitchell (Chair), Boss, Raymond, Quintana (Raymond joins)
GovernanceBoss (Chair), Carter, Sajkowski, Schumacher, TwitchellNo4Sajkowski, Schumacher, Twitchell, Narwold (Chair)

Fixed Compensation (Director)

  • Cash retainers schedule (non-employee director): $80,000 annual board retainer; committee fees include Strategy & Growth Chair $10,000; Compensation member $4,000; Risk member $2,500; additional fee schedule detailed in proxy.
  • Paul C. Raymond III 2024 actual: Fees earned/paid in cash $92,500; likely reflects prorated service after corporate conversion and committee roles.
ComponentAmount
Board retainer (reference schedule)$80,000
Committee fees (reference schedule)Strategy & Growth Chair $10,000; Compensation member $4,000; Risk member $2,500
Fees earned (Raymond, 2024)$92,500

Performance Compensation (Director)

  • Equity: Annual RSU grant targeted at $100,000 for non-employee directors; Chair of the Board $195,000. Raymond’s 2024 stock awards totaled $130,833, reflecting the standard annual grant plus matching RSUs tied to deferred fees under the Director Deferred Compensation Plan.
  • Deferrals/matching: Directors may defer fees into RSUs; CLMT provided 2024 matching RSUs to deferrers. Raymond received 1,953 matching RSUs for 2024.
  • Performance metrics: Director equity is service-based; no performance metrics apply (distinct from executive PSU frameworks).
Equity ItemValue/Units
Standard non-employee director annual RSU value$100,000 (policy)
2024 stock awards (Raymond)$130,833
2024 matching RSUs credited (Raymond)1,953 units

Other Directorships & Interlocks

  • Current U.S. public company directorships: None disclosed for Raymond.
  • Compensation Committee interlocks: Committee comprised of Sheets (Chair), Schumacher, Raymond; proxy states no interlocks/insider participation issues (no reciprocity with other issuers’ comp committees).

Expertise & Qualifications

  • Specialty chemicals executive with 30+ years’ industry experience; CEO roles at Monument Chemical and Sonneborn. Education: PhD Chemical Engineering (UT Austin); BS Chemical Engineering (Rice). Identified by CLMT as bringing specialty chemicals knowledge and strategic growth leadership.

Equity Ownership

HolderShares Beneficially Owned% OutstandingRSUs Outstanding (Director)Notes
Paul C. Raymond III15,884<1%56,631Ownership table as of 4/14/2025; RSU count as of 12/31/2024
  • Hedging/pledging: Prohibited for directors; trades only in approved windows with pre-clearance. Aligns with investor-protection best practices.
  • Ownership guidelines: Executives have no formal ownership requirements; director-specific ownership guidelines not disclosed.

Related-Party Exposure (Conflicts)

  • Transactions: 2024 ordinary-course transactions with Monument Chemical (Raymond’s employer): ~$7.3m CLMT sales and ~$0.1m purchases; terms stated as comparable to non-affiliates. CLMT also had transactions with The Heritage Group affiliates (e.g., Asphalt Materials, $0.5m sales; TruSouth/Calumet Branded IP royalties $0.9m to THG).
  • Independence assessment: Board expressly evaluated THG and Monument relationships and deemed them immaterial; Raymond considered independent; all committee memberships satisfy independence requirements.
  • Structural influence: THG holds board designation rights and must have representation on each committee while rights persist; Raymond and Sajkowski were designated by THG.

Risk Indicators & Red Flags

  • Potential perceived conflict: Raymond served on the Compensation Committee while CEO of Monument Chemical, and both he and Schumacher (CEO of The Heritage Group) were members; however, Board determined independence and ordinary-course nature of affiliate dealings; no comp committee interlocks reported. RED FLAG (perception) mitigated by independence findings and policy oversight.
  • Related-party transactions: Active commercial ties with Monument and other THG affiliates; amounts disclosed and reviewed under Related Person Transaction Policy; no policy exceptions reported. Monitor ongoing volumes and pricing fairness.
  • Governance structure: THG designation rights and committee representation requirement create sponsor influence over time; investor focus warranted as ownership thresholds change.
  • Positive controls: No <75% attendance; hedging/pledging banned; robust clawback policy; annual board/committee self-evaluations.

Governance Assessment

  • Strengths:
    • Deep specialty chemicals/operator expertise; chairs Strategy & Growth, directly aligned with CLMT’s long-term value creation agenda.
    • Independent under Nasdaq/SEC; slated to bring operating insight to Audit post-AGM, with Board affirming financial knowledge.
    • Alignment via equity retainer and use of deferred compensation into RSUs; no hedging/pledging permitted.
    • Attendance and committee engagement satisfactory.
  • Watch items:
    • Sponsor (THG) influence: board designee status; required presence of a THG designee on each committee. Monitor independence in sensitive decisions (compensation, related-party approvals, M&A).
    • Related-party commerce with Monument/THG affiliates: ordinary-course and disclosed, but materiality and terms should remain under Audit Committee oversight as volumes evolve.
    • Compensation Committee composition (2024) included two executives connected to THG ecosystem (Schumacher and Raymond); rotation off Comp post-AGM reduces perceived risk.

Overall: Raymond appears to enhance board effectiveness through sector expertise and strategic oversight. The key governance consideration is sustained transparency and rigorous committee oversight of related-party dealings given his employer’s ties to The Heritage Group and CLMT’s ongoing transactions with Monument Chemical.