Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VALVOLINE INCVVV · Entity 1678 | SVP, Chief Franchising Officer | September 02, 2026 | September 03, 2026 |
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 September 02, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,550 |
Ending reported balance
After 2026-09-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-02 · Exercise / conversion · Acquired 2,573 · Balance 9,338 F1: Restricted stock units convert into Valvoline common stock on a one-for-one basis. Row 2 · 2026-09-02 · Tax withholding · Disposed 788 · Balance 8,550 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,147 |
Reported balance
After 2026-09-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-02 · Exercise / conversion · Disposed 2,573 · Balance 5,147 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 | 1,343 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,343 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 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 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 |
|---|---|---|---|---|---|---|
| September 02, 2026 Filed Sep 3, 2026 20:13 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionRestricted Stock Units · Derivative | 2,573 | $0.00 | $0.00 |
DisclosureSEC source: 0002110450-26-000008 · wk-form4_1788466427.xml · derivative · entry 4 Worsham Adam C. · CIK 0002110450 · SVP, Chief Franchising Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,147 Underlying: Common Stock · 2,573 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 |
| September 02, 2026 Filed Sep 3, 2026 20:13 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 788 | $31.83 | $25,082.04 |
DisclosureSEC source: 0002110450-26-000008 · wk-form4_1788466427.xml · nonDerivative · entry 2 Worsham Adam C. · CIK 0002110450 · SVP, Chief Franchising Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,550 Read SEC document |
| September 02, 2026 Filed Sep 3, 2026 20:13 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 2,573 | $0.00 | $0.00 |
DisclosureSEC source: 0002110450-26-000008 · wk-form4_1788466427.xml · nonDerivative · entry 1 Worsham Adam C. · CIK 0002110450 · SVP, Chief Franchising Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,338 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.