Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ASHLAND INC.
Report date January 27, 2017 · Filed January 27, 2017
Section 16 reporting ended · disclosed 2017-01-27. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
VALVOLINE INC
Report date June 30, 2022 · Filed July 05, 2022
Section 16 reporting ended · disclosed 2022-07-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,653 |
Reported balance
After 2022-06-30 transaction · row 1
1 source rowRow 1 · 2022-06-30 · Exercise / conversion · Acquired 3,816 · Balance 15,653 |
| FY 2022 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-06-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-06-30 · Exercise / conversion · Disposed 3,816 · Balance 0 F1: Each restricted stock unit represents a right to receive one share of Valvoline common stock. F2: The restricted stock units became 100% vested on the reporting person's retirement from the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a right to receive one share of Valvoline common stock.
F2: The restricted stock units became 100% vested on the reporting person's retirement from the Board of Directors.
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 |
|---|---|---|---|---|---|---|
| June 30, 2022 Filed Jul 5, 2022 16:04 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2022 Restricted Stock Units · Derivative | 3,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-22-000063 · wf-form4_165705145727583.xml · derivative · entry 2 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,816 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: Each restricted stock unit represents a right to receive one share of Valvoline common stock. F2 · derivative.exercise_date: The restricted stock units became 100% vested on the reporting person's retirement from the Board of Directors. F2 · derivative.expiration_date: The restricted stock units became 100% vested on the reporting person's retirement from the Board of Directors. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 16:04 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 3,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-22-000063 · wf-form4_165705145727583.xml · nonDerivative · entry 1 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,653 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. Read SEC document |
| January 25, 2022 Filed Jan 26, 2022 18:09 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2022 Restricted Stock Units · Derivative | 3,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-22-000022 · wf-form4_164323853311831.xml · derivative · entry 1 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,787 Underlying: Common Stock · 3,787 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of Valvoline common stock. F2 · shares: Represents annual award of restricted stock units pursuant to the 2016 Valvoline Inc. Incentive Plan. F3 · derivative.exercise_date: The restricted stock units vest and settle on the first anniversary of the grant date, unless the director elects to defer settlement of the award until separation from service. F3 · derivative.expiration_date: The restricted stock units vest and settle on the first anniversary of the grant date, unless the director elects to defer settlement of the award until separation from service. Read SEC document |
| January 28, 2021 Filed Jan 28, 2021 16:46 UTC | VALVOLINE INC VVV · Entity 1678 | GrantUnits · Derivative | 4,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000012 · wf-form4_161187035189277.xml · derivative · entry 1 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,393 Underlying: Common Stock · 4,586 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a right to receive one share of Valvoline common stock. F2 · shares: Represents annual award of units pursuant to Valvoline's 2016 Deferred Compensation Plan for Non-Employee Directors. F3 · derivative.exercise_date: The units vest one year after the date of grant. Any vested units will be paid in cash or in shares of common stock at the time specified in the reporting person's distribution election form, or if no election is made, upon separation from service. F3 · derivative.expiration_date: The units vest one year after the date of grant. Any vested units will be paid in cash or in shares of common stock at the time specified in the reporting person's distribution election form, or if no election is made, upon separation from service. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 09:23 UTC | VALVOLINE INC VVV · Entity 1678 | GrantUnits · Derivative | 5,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000015 · wf-form4_158073977079682.xml · derivative · entry 1 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,855 Underlying: Common Stock · 5,224 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a right to receive one share of Valvoline common stock. F2 · shares: Represents annual award of units pursuant to Valvoline's 2016 Deferred Compensation Plan for Non-Employee Directors. F3 · derivative.exercise_date: The units vest one year after the date of grant. Any vested units will be paid in cash or in shares of common stock at the time specified in the reporting person's distribution election form, or if no election is made, upon separation from service. F3 · derivative.expiration_date: The units vest one year after the date of grant. Any vested units will be paid in cash or in shares of common stock at the time specified in the reporting person's distribution election form, or if no election is made, upon separation from service. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 16:54 UTC | VALVOLINE INC VVV · Entity 1678 | OtherUnits · Derivative | 2,403 | $22.11 Strike: $22.11 | $53,130.33 |
DisclosureSEC source: 0001674910-19-000024 · wf-form4_154931728089690.xml · derivative · entry 2 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,800 Underlying: Common Stock · 2,403 shares Expires not disclosed F4 · shares: Intraplan transfer by the Reporting Person of units held in Valvoline's 2016 Deferred Compensation Plan for Non-Employee Directors. F3 · derivative.exercise_date: The units vest one year after the date of grant. Any vested units will be paid in cash or in shares of common stock at the time specified in the reporting person's distribution election form, or if no election is made, upon separation from service. F3 · derivative.expiration_date: The units vest one year after the date of grant. Any vested units will be paid in cash or in shares of common stock at the time specified in the reporting person's distribution election form, or if no election is made, upon separation from service. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 16:54 UTC | VALVOLINE INC VVV · Entity 1678 | GrantUnits · Derivative | 4,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000024 · wf-form4_154931728089690.xml · derivative · entry 1 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,203 Underlying: Common Stock · 4,976 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a right to receive one share of Valvoline common stock. F2 · shares: Represents annual award of units pursuant to Valvoline's 2016 Deferred Compensation Plan for Non-Employee Directors. F3 · derivative.exercise_date: The units vest one year after the date of grant. Any vested units will be paid in cash or in shares of common stock at the time specified in the reporting person's distribution election form, or if no election is made, upon separation from service. F3 · derivative.expiration_date: The units vest one year after the date of grant. Any vested units will be paid in cash or in shares of common stock at the time specified in the reporting person's distribution election form, or if no election is made, upon separation from service. Read SEC document |
| January 31, 2019 Filed Jul 1, 2019 15:49 UTC Amendment | VALVOLINE INC VVV · Entity 1678 | OtherUnits · Derivative | 2,267 | $22.11 Strike: $22.11 | $50,123.37 |
DisclosureSEC source: 0001674910-19-000091 · wf-form4a_156201056355878.xml · derivative · entry 1 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,936 Underlying: Common Stock · 2,267 shares Expires not disclosed F1 · shares: This amended Form 4 corrects the number of units subject to the intraplan transfer by the Reporting Person on January 31, 2019. F2 · shares: Intraplan transfer by the Reporting Person of units held in Valvoline's 2016 Deferred Compensation Plan for Non-Employee Directors. F3 · derivative.exercise_date: The units vest one year after the date of grant. Any vested units will be paid in cash or in shares of common stock at the time specified in the reporting person's distribution election form, or if no election is made, upon separation from service. F3 · derivative.expiration_date: The units vest one year after the date of grant. Any vested units will be paid in cash or in shares of common stock at the time specified in the reporting person's distribution election form, or if no election is made, upon separation from service. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 18:14 UTC | VALVOLINE INC VVV · Entity 1678 | GrantUnits · Derivative | 4,463 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-18-000096 · ss78378_4.xml · derivative · entry 1 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,766 Underlying: Common Stock · 4,463 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Valvoline common stock. F2 · shares: Represents annual award of units pursuant to Valvoline's 2016 Deferred Compensation Plan for Non-Employee Directors. F3 · derivative.exercise_date: The units vest one year after the date of grant. Any vested units will be paid in cash or in shares of common stock at the time specified in the reporting person's distribution election form, or if no election is made, upon separation from service. F3 · derivative.expiration_date: The units vest one year after the date of grant. Any vested units will be paid in cash or in shares of common stock at the time specified in the reporting person's distribution election form, or if no election is made, upon separation from service. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 15:22 UTC | VALVOLINE INC VVV · Entity 1678 | GrantUnit · Derivative | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0000950157-17-000945 · form4.xml · derivative · entry 1 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,176 Underlying: Common Stock · 50 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Valvoline common stock upon distribution. F2 · shares: Acquired pursuant to the dividend reinvestment feature of the Valvoline 2016 Deferred Compensation Plan for Non-Employee Directors ("the Plan"), and exempt pursuant to Rule 16b-3. F3 · derivative.exercise_date: Shares of Valvoline common stock or cash become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Plan. F3 · derivative.expiration_date: Shares of Valvoline common stock or cash become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Plan. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:37 UTC | VALVOLINE INC VVV · Entity 1678 | GrantUnit · Derivative | 17,587.543 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950157-17-000820 · form4.xml · derivative · entry 1 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,126.223 Underlying: Common Stock · 17,587.543 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Valvoline Inc. ("Valvoline") common stock upon distribution. Subject to the terms and requirements of the Valvoline 2016 Deferred Compensation Plan for Non-Employee Directors (the "Plan"), the reporting person may elect to transfer certain units held within the Plan to another hypothetical investment alternative. F3 · price: Ashland Global Holdings Inc. ("Ashland") distributed to its stockholders on May 12, 2017 (the "Distribution Date") 170,000,000 shares of Valvoline common stock as a pro rata dividend (the "Distribution"). Pursuant to the terms of the Employee Matters Agreement entered into between Ashland and Valvoline dated September 22, 2016, each of the reporting person's 3,268.82 outstanding units of Ashland was converted into the number of units of Valvoline obtained by dividing (a) the closing price of Ashland common stock on the Distribution Date by (b) the simple arithmetic average of the volume-weighted average price of Valvoline common stock for each of the ten consecutive trading days immediately following the Distribution Date. F2 · derivative.exercise_date: Shares of Valvoline common stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Plan) or the reporting person's death, disability or separation from service, in accordance with the terms of the Plan. The reporting person may elect to transfer certain units held within the Plan to another hypothetical investment alternative at any time. F2 · derivative.expiration_date: Shares of Valvoline common stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Plan) or the reporting person's death, disability or separation from service, in accordance with the terms of the Plan. The reporting person may elect to transfer certain units held within the Plan to another hypothetical investment alternative at any time. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 11:32 UTC | VALVOLINE INC VVV · Entity 1678 | GrantRestricted Stock Units · Derivative | 14.004 | $22.83 | $319.71 |
DisclosureSEC source: 0000950157-17-000399 · form4.xml · derivative · entry 1 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,538.68 Underlying: Common Stock · 14.004 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of VVV common stock. Subject to the terms and requirements of the Valvoline Inc. 2016 Deferred Compensation Plan for Non-Employee Directors (the "Plan"), the reporting person may elect to transfer certain Restricted Stock Units granted under the Plan to another hypothetical investment alternative. F2 · shares: Acquired pursuant to a dividend reinvestment feature of the Plan, and exempt pursuant to Rule 16b-3. F3 · derivative.exercise_date: The Restricted Stock Units were credited as dividends with respect to previously granted Restricted Stock Units under the Plan and vest on the same date as the previously granted Restricted Stock Units with respect to which they were credited as dividends. F4 · derivative.expiration_date: Subject to any deferral election on timing of distribution by the reporting person under the Plan, such units are payable in the Issuer's Common Stock or cash, at the election of the reporting person, upon separation from service as a director. Read SEC document |
| February 06, 2017 Filed Feb 7, 2017 17:31 UTC | VALVOLINE INC VVV · Entity 1678 | PurchaseCommon Stock | 6,900 | $23.06 | $159,114.00 |
DisclosureSEC source: 0000950157-17-000215 · form4.xml · nonDerivative · entry 1 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,837 F1 · shares: Shares of Common Stock purchased on the open market. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 16:27 UTC | VALVOLINE INC VVV · Entity 1678 | GrantRestricted Stock Units · Derivative | 4,960 | $0.00 | $0.00 |
DisclosureSEC source: 0000950157-17-000133 · form4.xml · derivative · entry 1 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,521 Underlying: Common Stock · 4,960 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of VVV common stock. F2 · shares: Represents annual award of Restricted Stock Units pursuant to Issuer's 2016 Deferred Compensation Plan for Non-Employee Directors, and exempt pursuant to Rule 16b-3. F3 · derivative.exercise_date: The Restricted Stock Units vest one year after date of grant. F4 · derivative.expiration_date: Subject to any deferral election on timing of distribution by the reporting person under the Plan, the reporting person may, prior to vesting, elect to receive the Restricted Stock Units in Common Stock or cash upon separation from service as a director. Read SEC document |
| December 20, 2016 Filed Feb 21, 2017 14:50 UTC | VALVOLINE INC VVV · Entity 1678 | GrantRestricted Stock Units · Derivative | 3.676 | $20.81 | $76.50 |
DisclosureSEC source: 0000950157-17-000267 · form4.xml · derivative · entry 1 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,564.676 Underlying: Common Stock · 3.676 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of VVV common stock. Subject to the terms and requirements of the 2016 Deferred Compensation Plan for Non-Employee Directors (the "Plan"), the reporting person may elect to transfer certain Restricted Stock Units granted under the Plan to another hypothetical investment alternative. F2 · shares: Acquired pursuant to a dividend reinvestment feature of the Plan, and exempt pursuant to Rule 16b-3. F3 · derivative.exercise_date: The Restricted Stock Units were credited as dividends with respect to previously granted Restricted Stock Units under the Plan and vest on the same date as the previously granted Restricted Stock Units with respect to which they were credited as dividends. F4 · derivative.expiration_date: Subject to any deferral election on timing of distribution by the reporting person under the Plan, such units are payable upon separation from service as a director subject to the vesting conditions of the previously granted Restricted Stock Units with respect to which they were credited as dividends. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 16:38 UTC | VALVOLINE INC VVV · Entity 1678 | GrantRestricted Stock Units · Derivative | 1,561 | $0.00 | $0.00 |
DisclosureSEC source: 0000950157-16-002330 · form4.xml · derivative · entry 2 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,561 Underlying: Common Stock · 1,561 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of VVV common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest one year after date of grant. F3 · derivative.expiration_date: Subject to any deferral election on timing of distribution by the reporting person under the Plan, the reporting person may, prior to vesting, elect to receive the Restricted Stock Units in Common Stock or cash upon separation from service as a director. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 16:38 UTC | VALVOLINE INC VVV · Entity 1678 | GrantCommon Stock | 4,937 | $0.00 | $0.00 |
DisclosureSEC source: 0000950157-16-002330 · form4.xml · nonDerivative · entry 1 KIRK STEPHEN F · CIK 0001015037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,937 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.