Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VALVOLINE INCVVV · Entity 1678 | Senior Vice President | November 19, 2021 | November 22, 2021 |
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 19, 2021 · Filed November 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,177 |
Ending reported balance
After 2021-11-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-11-19 · Exercise / conversion · Acquired 1,002 · Balance 17,494 F1: Restricted stock units convert into Valvoline common stock on a one-for-one basis. Row 2 · 2021-11-19 · Tax withholding · Disposed 317 · Balance 17,177 |
| FY 2019 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-11-19 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-11-19 · Exercise / conversion · Disposed 1,002 · Balance 0 F1: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F3: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 5,528 |
Reported balance
Holding disclosure · report date 2021-11-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,528 F2: Represents the approximate number of shares of Valvoline common stock held by the Reporting Person in the Valvoline 401(k) Plan based on the closing price of Valvoline common stock as of the close of business on the earliest Transaction Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into Valvoline common stock on a one-for-one basis.
F2: Represents the approximate number of shares of Valvoline common stock held by the Reporting Person in the Valvoline 401(k) Plan based on the closing price of Valvoline common stock as of the close of business on the earliest Transaction Date.
F3: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date.
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 19, 2021 Filed Nov 22, 2021 17:09 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2019 Restricted Stock Units · Derivative | 1,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000140 · wf-form4_163761894913220.xml · derivative · entry 4 Moughler Craig A. · CIK 0001685753 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,002 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 22, 2021 17:09 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 317 | $36.08 | $11,437.36 |
DisclosureSEC source: 0001674910-21-000140 · wf-form4_163761894913220.xml · nonDerivative · entry 2 Moughler Craig A. · CIK 0001685753 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,177 Read SEC document |
| November 19, 2021 Filed Nov 22, 2021 17:09 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 1,002 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000140 · wf-form4_163761894913220.xml · nonDerivative · entry 1 Moughler Craig A. · CIK 0001685753 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,494 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 12, 2021 Filed Nov 15, 2021 18:13 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2021 Restricted Stock Units · Derivative | 1,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000130 · wf-form4_163701798453221.xml · derivative · entry 9 Moughler Craig A. · CIK 0001685753 · Senior Vice President 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. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F4 · 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 18:13 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2020 Restricted Stock Units · Derivative | 982 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000130 · wf-form4_163701798453221.xml · derivative · entry 8 Moughler Craig A. · CIK 0001685753 · Senior Vice President 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. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F4 · 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 18:13 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 329 | $35.16 | $11,567.64 |
DisclosureSEC source: 0001674910-21-000130 · wf-form4_163701798453221.xml · nonDerivative · entry 6 Moughler Craig A. · CIK 0001685753 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,492 Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 18:13 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 1,038 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000130 · wf-form4_163701798453221.xml · nonDerivative · entry 5 Moughler Craig A. · CIK 0001685753 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,821 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 18:13 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 311 | $35.16 | $10,934.76 |
DisclosureSEC source: 0001674910-21-000130 · wf-form4_163701798453221.xml · nonDerivative · entry 4 Moughler Craig A. · CIK 0001685753 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,783 Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 18:13 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 982 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000130 · wf-form4_163701798453221.xml · nonDerivative · entry 3 Moughler Craig A. · CIK 0001685753 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,094 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 18:13 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 2,471 | $35.25 | $87,102.75 |
DisclosureSEC source: 0001674910-21-000130 · wf-form4_163701798453221.xml · nonDerivative · entry 2 Moughler Craig A. · CIK 0001685753 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,112 Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 18:13 UTC | VALVOLINE INC VVV · Entity 1678 | GrantCommon Stock | 7,818 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000130 · wf-form4_163701798453221.xml · nonDerivative · entry 1 Moughler Craig A. · CIK 0001685753 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,583 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 |
| August 30, 2021 Filed Aug 31, 2021 17:09 UTC | VALVOLINE INC VVV · Entity 1678 | GiftCommon Stock | 4,257 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000097 · wf-form4_163044414269765.xml · nonDerivative · entry 1 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,765 F1 · shares: Represents the Reporting Person's bona fide gift of shares to a charitable donor advised fund. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| December 01, 2020 Filed Dec 2, 2020 17:09 UTC | VALVOLINE INC VVV · Entity 1678 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000237 · wf-form4_160694694678947.xml · nonDerivative · entry 2 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,022 F2 · shares: Represents the Reporting Person's bona fide gift of shares to a charitable donor advised fund made pursuant to the Rule 10b5-1 Plan referenced in footnote 1. F3 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| December 01, 2020 Filed Dec 2, 2020 17:09 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 1,600 | $23.25 | $37,200.00 |
DisclosureSEC source: 0001674910-20-000237 · wf-form4_160694694678947.xml · nonDerivative · entry 1 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,022 F1 · shares: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, effective August 17, 2020. Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 17:09 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 671 | $22.05 | $14,795.55 |
DisclosureSEC source: 0001674910-20-000199 · wf-form4_160616934747085.xml · nonDerivative · entry 3 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,622 F2 · shares: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, effective August 17, 2020. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 17:09 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2019 Restricted Stock Units · Derivative | 982 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000199 · wf-form4_160616934747085.xml · derivative · entry 5 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 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. F1 · derivative.exercise_price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F4 · 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 17:09 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 311 | $22.14 | $6,885.54 |
DisclosureSEC source: 0001674910-20-000199 · wf-form4_160616934747085.xml · nonDerivative · entry 2 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,293 Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 17:09 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 982 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000199 · wf-form4_160616934747085.xml · nonDerivative · entry 1 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,604 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 16:41 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 1,230 | $22.64 | $27,847.20 |
DisclosureSEC source: 0001674910-20-000186 · wf-form4_160564924278308.xml · nonDerivative · entry 1 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,622 F1 · shares: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, effective August 17, 2020. Read SEC document |
| November 13, 2020 Filed Nov 16, 2020 19:45 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2020 Restricted Stock Units · Derivative | 964 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000182 · wf-form4_160557390836216.xml · derivative · entry 11 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 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. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F4 · 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 16, 2020 19:45 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2018 Restricted Stock Units · Derivative | 835 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000182 · wf-form4_160557390836216.xml · derivative · entry 10 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 835 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. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F4 · 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 16, 2020 19:45 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 305 | $22.35 | $6,816.75 |
DisclosureSEC source: 0001674910-20-000182 · wf-form4_160557390836216.xml · nonDerivative · entry 6 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,852 Read SEC document |
| November 13, 2020 Filed Nov 16, 2020 19:45 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 964 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000182 · wf-form4_160557390836216.xml · nonDerivative · entry 5 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,157 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 16, 2020 19:45 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 264 | $22.35 | $5,900.40 |
DisclosureSEC source: 0001674910-20-000182 · wf-form4_160557390836216.xml · nonDerivative · entry 4 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,193 Read SEC document |
| November 13, 2020 Filed Nov 16, 2020 19:45 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 835 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000182 · wf-form4_160557390836216.xml · nonDerivative · entry 3 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,457 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 16, 2020 19:45 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2021 Stock Appreciation Rights · Derivative | 12,970 | $0.00 Strike: $21.60 | $0.00 |
DisclosureSEC source: 0001674910-20-000182 · wf-form4_160557390836216.xml · derivative · entry 9 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,970 Underlying: Common Stock · 12,970 shares Expires 2030-11-12 F5 · 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 16, 2020 19:45 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2021 Restricted Stock Units · Derivative | 3,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000182 · wf-form4_160557390836216.xml · derivative · entry 8 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 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. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F4 · 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, 2020 Filed Nov 16, 2020 19:45 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 740 | $21.60 | $15,984.00 |
DisclosureSEC source: 0001674910-20-000182 · wf-form4_160557390836216.xml · nonDerivative · entry 2 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,622 Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 19:45 UTC | VALVOLINE INC VVV · Entity 1678 | GrantCommon Stock | 2,340 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000182 · wf-form4_160557390836216.xml · nonDerivative · entry 1 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,362 F1 · shares: Represents shares earned from the FY18-FY20 performance stock unit ("PSU") award granted on November 13, 2017, as certified by the Compensation Committee of the Board of Directors on November 12, 2020. 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 FY18, FY19 and FY20, and a fourth cumulative FY18-FY20 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 FY18-FY20 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 51.2% 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 |
| October 05, 2020 Filed Oct 6, 2020 16:58 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 9,054 | $20.00 | $181,080.00 |
DisclosureSEC source: 0001674910-20-000154 · wf-form4_160201788228730.xml · nonDerivative · entry 1 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,022 F1 · shares: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, effective August 17, 2020. Read SEC document |
| September 15, 2020 Filed Sep 16, 2020 19:53 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 73 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000141 · wf-form4_160030040270272.xml · derivative · entry 7 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 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 granted on September 14, 2017 vest in full upon the third anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units granted on September 14, 2017 vest in full upon the third anniversary of the grant date. Read SEC document |
| September 15, 2020 Filed Sep 16, 2020 19:53 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 73 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000141 · wf-form4_160030040270272.xml · nonDerivative · entry 3 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,100 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 |
| September 14, 2020 Filed Sep 16, 2020 19:53 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 13,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000141 · wf-form4_160030040270272.xml · derivative · entry 6 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 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 granted on September 14, 2017 vest in full upon the third anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units granted on September 14, 2017 vest in full upon the third anniversary of the grant date. Read SEC document |
| September 14, 2020 Filed Sep 16, 2020 19:53 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 24 | $20.80 | $499.20 |
DisclosureSEC source: 0001674910-20-000141 · wf-form4_160030040270272.xml · nonDerivative · entry 4 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,076 Read SEC document |
| September 14, 2020 Filed Sep 16, 2020 19:53 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 4,161 | $20.92 | $87,048.12 |
DisclosureSEC source: 0001674910-20-000141 · wf-form4_160030040270272.xml · nonDerivative · entry 2 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,027 Read SEC document |
| September 14, 2020 Filed Sep 16, 2020 19:53 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 13,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000141 · wf-form4_160030040270272.xml · nonDerivative · entry 1 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,188 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 |
| August 05, 2020 Filed Aug 7, 2020 20:02 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 9,092 | $22.00 | $200,024.00 |
DisclosureSEC source: 0001674910-20-000118 · wf-form4_159684488919033.xml · nonDerivative · entry 1 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,022 F1 · shares: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on February 7, 2020. Read SEC document |
| November 20, 2019 Filed Nov 21, 2019 16:55 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 656 | $23.19 | $15,212.64 |
DisclosureSEC source: 0001674910-19-000203 · wf-form4_157437334191326.xml · nonDerivative · entry 3 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,114 F2 · shares: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on August 20, 2019. Read SEC document |
| November 19, 2019 Filed Nov 21, 2019 16:55 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 960 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000203 · wf-form4_157437334191326.xml · derivative · entry 5 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,922 Underlying: Common Stock · 0 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. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F4 · 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, 2019 Filed Nov 21, 2019 16:55 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 304 | $23.19 | $7,049.76 |
DisclosureSEC source: 0001674910-19-000203 · wf-form4_157437334191326.xml · nonDerivative · entry 2 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,770 Read SEC document |
| November 19, 2019 Filed Nov 21, 2019 16:55 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 960 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000203 · wf-form4_157437334191326.xml · nonDerivative · entry 1 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,074 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 18, 2019 Filed Nov 19, 2019 16:37 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 517 | $23.04 | $11,911.68 |
DisclosureSEC source: 0001674910-19-000178 · wf-form4_157419945116363.xml · nonDerivative · entry 1 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,114 F1 · shares: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on August 20, 2019. Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 18:45 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000165 · wf-form4_157412068425999.xml · derivative · entry 7 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 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. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F4 · 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 15, 2019 Filed Nov 18, 2019 18:45 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 557 | $23.20 | $12,922.40 |
DisclosureSEC source: 0001674910-19-000165 · wf-form4_157412068425999.xml · nonDerivative · entry 3 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,631 F2 · price: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on August 20, 2019. Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 18:45 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 239 | $23.05 | $5,508.95 |
DisclosureSEC source: 0001674910-19-000165 · wf-form4_157412068425999.xml · nonDerivative · entry 2 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,188 Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 18:45 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000165 · wf-form4_157412068425999.xml · nonDerivative · entry 1 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,427 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 14, 2019 Filed Nov 15, 2019 16:07 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 258 | $23.01 | $5,936.58 |
DisclosureSEC source: 0001674910-19-000135 · wf-form4_157385200962980.xml · nonDerivative · entry 2 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,671 Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 18:45 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2020 Stock Appreciation Rights · Derivative | 12,160 | $0.00 Strike: $23.01 | $0.00 |
DisclosureSEC source: 0001674910-19-000165 · wf-form4_157412068425999.xml · derivative · entry 6 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,160 Underlying: Common Stock · 12,160 shares Expires 2029-11-14 F5 · 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 14, 2019 Filed Nov 18, 2019 18:45 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2020 Restricted Stock Units · Derivative | 2,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000165 · wf-form4_157412068425999.xml · derivative · entry 5 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,830 Underlying: Common Stock · 2,830 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F4 · 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, 2019 Filed Nov 15, 2019 16:07 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 815 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000135 · wf-form4_157385200962980.xml · derivative · entry 4 Moughler Craig A. · CIK 0001685753 · SVP and CSCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 815 Underlying: Common Stock · 0 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.