Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VALVOLINE INCVVV · Entity 1678 | SVP and Pres., Global Products | November 17, 2022 | November 21, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
VALVOLINE INC
Report date November 17, 2022 · Filed November 21, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,015 |
Ending reported balance
After 2022-11-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-11-17 · Grant · Acquired 11,200 · Balance 20,555 F1: Represents shares earned from the FY20-FY22 performance stock unit ("PSU") award granted on November 14, 2019, as certified by the Compensation Committee of the Board of Directors on November 17, 2022. Earned PSUs became 100% vested on the last day of the performance period. The PSUs were measured against EPS performance goals over three separate one-year measurement periods for each of FY20, FY21 and FY22, and a fourth cumulative FY20-FY22 measurement period with a potential payout of 0% to 200% of Target. Each measurement period was weighted equally at 25%. The entire PSU payout was subject to a payment modifier (-25%, 0% or +25%) based on Valvoline's FY20-FY22 total shareholder return relative to the companies in the S&P MidCap 400 Index. Based on Valvoline's EPS performance and relative TSR performance, the Compensation Committee awarded a PSU payout equal to 200% of Target. F2: PSUs convert into Valvoline common stock on a one-for-one basis. Row 2 · 2022-11-17 · Tax withholding · Disposed 3,540 · Balance 17,015 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares earned from the FY20-FY22 performance stock unit ("PSU") award granted on November 14, 2019, as certified by the Compensation Committee of the Board of Directors on November 17, 2022. Earned PSUs became 100% vested on the last day of the performance period. The PSUs were measured against EPS performance goals over three separate one-year measurement periods for each of FY20, FY21 and FY22, and a fourth cumulative FY20-FY22 measurement period with a potential payout of 0% to 200% of Target. Each measurement period was weighted equally at 25%. The entire PSU payout was subject to a payment modifier (-25%, 0% or +25%) based on Valvoline's FY20-FY22 total shareholder return relative to the companies in the S&P MidCap 400 Index. Based on Valvoline's EPS performance and relative TSR performance, the Compensation Committee awarded a PSU payout equal to 200% of Target.
F2: PSUs convert into Valvoline common stock on a one-for-one basis.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 17, 2022 Filed Nov 21, 2022 22:50 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 3,540 | $32.87 | $116,359.80 |
DisclosureSEC source: 0001674910-22-000122 · wf-form4_166907103708547.xml · nonDerivative · entry 2 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,015 Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 22:50 UTC | VALVOLINE INC VVV · Entity 1678 | GrantCommon Stock | 11,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-22-000122 · wf-form4_166907103708547.xml · nonDerivative · entry 1 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,555 F1 · shares: Represents shares earned from the FY20-FY22 performance stock unit ("PSU") award granted on November 14, 2019, as certified by the Compensation Committee of the Board of Directors on November 17, 2022. Earned PSUs became 100% vested on the last day of the performance period. The PSUs were measured against EPS performance goals over three separate one-year measurement periods for each of FY20, FY21 and FY22, and a fourth cumulative FY20-FY22 measurement period with a potential payout of 0% to 200% of Target. Each measurement period was weighted equally at 25%. The entire PSU payout was subject to a payment modifier (-25%, 0% or +25%) based on Valvoline's FY20-FY22 total shareholder return relative to the companies in the S&P MidCap 400 Index. Based on Valvoline's EPS performance and relative TSR performance, the Compensation Committee awarded a PSU payout equal to 200% of Target. F2 · price: PSUs convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 14, 2022 Filed Nov 15, 2022 13:04 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2020 Restricted Stock Units · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-22-000106 · wf-form4_166851742462537.xml · derivative · entry 9 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 14, 2022 Filed Nov 15, 2022 13:04 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 316 | $32.16 | $10,162.56 |
DisclosureSEC source: 0001674910-22-000106 · wf-form4_166851742462537.xml · nonDerivative · entry 6 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,355 Read SEC document |
| November 14, 2022 Filed Nov 15, 2022 13:04 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-22-000106 · wf-form4_166851742462537.xml · nonDerivative · entry 5 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,671 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 11, 2022 Filed Nov 15, 2022 13:04 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2022 Restricted Stock Units · Derivative | 795 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-22-000106 · wf-form4_166851742462537.xml · derivative · entry 8 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,591 Underlying: Common Stock · 795 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 11, 2022 Filed Nov 15, 2022 13:04 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2021 Restricted Stock Units · Derivative | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-22-000106 · wf-form4_166851742462537.xml · derivative · entry 7 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,056 Underlying: Common Stock · 1,055 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 11, 2022 Filed Nov 15, 2022 13:04 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 252 | $32.13 | $8,096.76 |
DisclosureSEC source: 0001674910-22-000106 · wf-form4_166851742462537.xml · nonDerivative · entry 4 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,671 Read SEC document |
| November 11, 2022 Filed Nov 15, 2022 13:04 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 795 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-22-000106 · wf-form4_166851742462537.xml · nonDerivative · entry 3 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,923 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 11, 2022 Filed Nov 15, 2022 13:04 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 334 | $32.13 | $10,731.42 |
DisclosureSEC source: 0001674910-22-000106 · wf-form4_166851742462537.xml · nonDerivative · entry 2 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,128 Read SEC document |
| November 11, 2022 Filed Nov 15, 2022 13:04 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 1,055 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-22-000106 · wf-form4_166851742462537.xml · nonDerivative · entry 1 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,462 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| April 29, 2022 Filed May 2, 2022 23:58 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-22-000046 · wf-form4_165153588152875.xml · derivative · entry 3 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,900 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| April 29, 2022 Filed May 2, 2022 23:58 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 587 | $30.23 | $17,745.01 |
DisclosureSEC source: 0001674910-22-000046 · wf-form4_165153588152875.xml · nonDerivative · entry 2 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,407 Read SEC document |
| April 29, 2022 Filed May 2, 2022 23:58 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 1,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-22-000046 · wf-form4_165153588152875.xml · nonDerivative · entry 1 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,994 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 22:13 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 214 | $36.17 | $7,740.38 |
DisclosureSEC source: 0001674910-21-000152 · wf-form4_163770561503555.xml · nonDerivative · entry 3 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,094 F2 · shares: Transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on February 25, 2021. Read SEC document |
| November 19, 2021 Filed Nov 23, 2021 22:13 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2019 Restricted Stock Units · Derivative | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000152 · wf-form4_163770561503555.xml · derivative · entry 4 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 626 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 19, 2021 Filed Nov 23, 2021 22:13 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 198 | $36.08 | $7,143.84 |
DisclosureSEC source: 0001674910-21-000152 · wf-form4_163770561503555.xml · nonDerivative · entry 2 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,308 Read SEC document |
| November 19, 2021 Filed Nov 23, 2021 22:13 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 626 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000152 · wf-form4_163770561503555.xml · nonDerivative · entry 1 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,506 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 00:11 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 1,527 | $35.23 | $53,796.21 |
DisclosureSEC source: 0001674910-21-000132 · wf-form4_163710787802475.xml · nonDerivative · entry 1 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,880 F1 · shares: Transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on February 25, 2021. Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 23:04 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2021 Restricted Stock Units · Derivative | 1,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000126 · wf-form4_163701739324019.xml · derivative · entry 10 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,078 Underlying: Common Stock · 1,038 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 23:04 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2020 Restricted Stock Units · Derivative | 982 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000126 · wf-form4_163701739324019.xml · derivative · entry 9 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 983 Underlying: Common Stock · 982 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 23:04 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 329 | $35.16 | $11,567.64 |
DisclosureSEC source: 0001674910-21-000126 · wf-form4_163701739324019.xml · nonDerivative · entry 6 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,407 Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 23:04 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 1,038 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000126 · wf-form4_163701739324019.xml · nonDerivative · entry 5 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,736 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 23:04 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 311 | $35.16 | $10,934.76 |
DisclosureSEC source: 0001674910-21-000126 · wf-form4_163701739324019.xml · nonDerivative · entry 4 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,698 Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 23:04 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 982 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000126 · wf-form4_163701739324019.xml · nonDerivative · entry 3 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,009 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 23:04 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2022 Stock Appreciation Rights · Derivative | 8,210 | $0.00 Strike: $35.25 | $0.00 |
DisclosureSEC source: 0001674910-21-000126 · wf-form4_163701739324019.xml · derivative · entry 8 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,210 Underlying: Common Stock · 8,210 shares Expires 2031-11-11 F4 · derivative.exercise_date: Fifty percent (50%) of the stock appreciation rights vest on the first anniversary of the grant date and 25% vest on each of the second and third anniversaries of the grant date. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 23:04 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2022 Restricted Stock Units · Derivative | 2,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000126 · wf-form4_163701739324019.xml · derivative · entry 7 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,350 Underlying: Common Stock · 2,350 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 23:04 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 772 | $35.25 | $27,213.00 |
DisclosureSEC source: 0001674910-21-000126 · wf-form4_163701739324019.xml · nonDerivative · entry 2 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,027 Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 23:04 UTC | VALVOLINE INC VVV · Entity 1678 | GrantCommon Stock | 2,443 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000126 · wf-form4_163701739324019.xml · nonDerivative · entry 1 Muashsher Jamal K · CIK 0001771507 · SVP and Pres., Global Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,799 F1 · shares: Represents shares earned from the FY19-FY21 performance stock unit ("PSU") award granted on November 19, 2018, as certified by the Compensation Committee of the Board of Directors on November 11, 2021. Earned PSUs became 100% vested on the last day of the performance period. The PSUs were measured against EPS performance goals over three separate one-year measurement periods for each of FY19, FY20 and FY21, and a fourth cumulative FY19-FY21 measurement period with a potential payout of 0% to 200% of Target. Each measurement period was weighted equally at 25%. The entire PSU payout was subject to a payment modifier (-25%, 0% or +25%) based on Valvoline's FY19-FY21 total shareholder return relative to the companies in the S&P MidCap 400 Index. Based on Valvoline's EPS performance and relative TSR performance, the Compensation Committee awarded a PSU payout equal to 144.5% of Target. F2 · price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| May 03, 2021 Filed May 4, 2021 21:02 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 629 | $31.70 | $19,939.30 |
DisclosureSEC source: 0001674910-21-000063 · wf-form4_162016208786788.xml · nonDerivative · entry 3 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,356 F2 · shares: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, effective February 25, 2021. Read SEC document |
| April 30, 2021 Filed May 4, 2021 21:02 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 1,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000063 · wf-form4_162016208786788.xml · derivative · entry 4 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,870 Underlying: Common Stock · 1,870 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest one-third on each anniversary following the grant date. F3 · derivative.expiration_date: The restricted stock units vest one-third on each anniversary following the grant date. Read SEC document |
| April 30, 2021 Filed May 4, 2021 21:02 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 612 | $31.40 | $19,216.80 |
DisclosureSEC source: 0001674910-21-000063 · wf-form4_162016208786788.xml · nonDerivative · entry 2 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,985 Read SEC document |
| April 30, 2021 Filed May 4, 2021 21:02 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 1,870 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000063 · wf-form4_162016208786788.xml · nonDerivative · entry 1 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,597 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 22:38 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 497 | $22.72 | $11,291.84 |
DisclosureSEC source: 0001674910-20-000241 · wf-form4_160694866613552.xml · nonDerivative · entry 1 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,727 F1 · shares: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, effective February 6, 2020. Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 22:18 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 419 | $22.05 | $9,238.95 |
DisclosureSEC source: 0001674910-20-000209 · wf-form4_160616989083450.xml · nonDerivative · entry 3 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,224 F2 · shares: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, effective February 6, 2020. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 22:18 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2019 Restricted Stock Units · Derivative | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000209 · wf-form4_160616989083450.xml · derivative · entry 4 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613 Underlying: Common Stock · 614 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 22:18 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 195 | $22.14 | $4,317.30 |
DisclosureSEC source: 0001674910-20-000209 · wf-form4_160616989083450.xml · nonDerivative · entry 2 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,643 Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 22:18 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 614 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000209 · wf-form4_160616989083450.xml · nonDerivative · entry 1 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,838 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 21:48 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 5,578 | $22.64 | $126,285.92 |
DisclosureSEC source: 0001674910-20-000192 · wf-form4_160564967622013.xml · nonDerivative · entry 1 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,224 F1 · shares: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, effective February 6, 2020. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:41 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2020 Restricted Stock Units · Derivative | 964 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000178 · wf-form4_160557367781643.xml · derivative · entry 13 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,930 Underlying: Common Stock · 964 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:41 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2018 Restricted Stock Units · Derivative | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000178 · wf-form4_160557367781643.xml · derivative · entry 12 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 520 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:41 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 6,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000178 · wf-form4_160557367781643.xml · derivative · entry 11 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,673 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis. F5 · derivative.exercise_date: The restricted stock units vest 100% on the third anniversary of the grant date. F5 · derivative.expiration_date: The restricted stock units vest 100% on the third anniversary of the grant date. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:41 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 305 | $22.35 | $6,816.75 |
DisclosureSEC source: 0001674910-20-000178 · wf-form4_160557367781643.xml · nonDerivative · entry 8 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,802 Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:41 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 964 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000178 · wf-form4_160557367781643.xml · nonDerivative · entry 7 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,107 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:41 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 165 | $22.35 | $3,687.75 |
DisclosureSEC source: 0001674910-20-000178 · wf-form4_160557367781643.xml · nonDerivative · entry 6 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,143 Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:41 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 520 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000178 · wf-form4_160557367781643.xml · nonDerivative · entry 5 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,308 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:41 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 2,109 | $22.35 | $47,136.15 |
DisclosureSEC source: 0001674910-20-000178 · wf-form4_160557367781643.xml · nonDerivative · entry 4 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,788 Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:41 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 6,673 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000178 · wf-form4_160557367781643.xml · nonDerivative · entry 3 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,897 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 12, 2020 Filed Nov 17, 2020 00:41 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2021 Stock Appreciation Rights · Derivative | 12,970 | $0.00 Strike: $21.60 | $0.00 |
DisclosureSEC source: 0001674910-20-000178 · wf-form4_160557367781643.xml · derivative · entry 10 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,970 Underlying: Common Stock · 12,970 shares Expires 2030-11-12 F4 · derivative.exercise_date: Fifty percent (50%) of the stock appreciation rights vest on the first anniversary of the grant date and 25% vest on each of the second and third anniversaries of the grant date. Read SEC document |
| November 12, 2020 Filed Nov 17, 2020 00:41 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2021 Restricted Stock Units · Derivative | 3,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000178 · wf-form4_160557367781643.xml · derivative · entry 9 Muashsher Jamal K · CIK 0001771507 · SVP, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,060 Underlying: Common Stock · 3,060 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.