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O'Daniel Julie Marie

Disclosed activity across 1 company

Tapewire entity
20355
SEC CIK
0001685295

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
VALVOLINE INCVVV · Entity 1678Chief Legal OfficerAugust 21, 2026August 24, 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 August 21, 2026 · Filed August 24, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect14,279 Reported balance After 2026-08-21 transaction · row 1
1 source row

Row 1 · 2026-08-21 · Sale · Disposed 3,700 · Balance 14,279

Common StockSEC Table I · non-derivativeIndirectBy 401(k) Plan3,045 Reported balance Holding disclosure · report date 2026-08-21 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 3,045

F1: 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: 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.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
August 21, 2026 Filed Aug 24, 2026 20:06 UTC VALVOLINE INC VVV · Entity 1678 SaleCommon Stock 3,700 $33.82 $125,115.50
Disclosure

SEC source: 0001685295-26-000004 · wk-form4_1787601960.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,279

Read SEC document
February 20, 2026 Filed Feb 23, 2026 21:39 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionFY 2020 Stock Appreciation Rights · Derivative 15,810 $0.00 Strike: $23.01 $0.00
Disclosure

SEC source: 0001685295-26-000002 · wk-form4_1771882751.xml · derivative · entry 5

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 15,810 shares

Expires 2029-11-14

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_date: Fifty percent (50%) of the Stock Appreciation Rights vested on the first anniversary of the grant date and 25% vested on each of the second and third anniversaries of the grant date.

Read SEC document
February 20, 2026 Filed Feb 23, 2026 21:39 UTC VALVOLINE INC VVV · Entity 1678 SaleCommon Stock 4,312 $38.55 $166,227.60
Disclosure

SEC source: 0001685295-26-000002 · wk-form4_1771882751.xml · nonDerivative · entry 3

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,979

Read SEC document
February 20, 2026 Filed Feb 23, 2026 21:39 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 11,498 $38.53 $443,017.94
Disclosure

SEC source: 0001685295-26-000002 · wk-form4_1771882751.xml · nonDerivative · entry 2

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,291

Read SEC document
February 20, 2026 Filed Feb 23, 2026 21:39 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 15,810 $23.01 $363,788.10
Disclosure

SEC source: 0001685295-26-000002 · wk-form4_1771882751.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,789

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
November 28, 2025 Filed Dec 1, 2025 21:02 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionFY 2023 Restricted Stock Units · Derivative 1,058 $0.00 $0.00
Disclosure

SEC source: 0001685295-25-000011 · wk-form4_1764622966.xml · derivative · entry 4

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,058 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 28, 2025 Filed Dec 1, 2025 21:02 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 330 $31.31 $10,332.30
Disclosure

SEC source: 0001685295-25-000011 · wk-form4_1764622966.xml · nonDerivative · entry 2

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,979

Read SEC document
November 28, 2025 Filed Dec 1, 2025 21:02 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 1,058 Not disclosed Not disclosed
Disclosure

SEC source: 0001685295-25-000011 · wk-form4_1764622966.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,309

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 26, 2025 Filed Nov 28, 2025 18:06 UTC VALVOLINE INC VVV · Entity 1678 SaleCommon Stock 3,200 $31.88 $102,016.00
Disclosure

SEC source: 0001685295-25-000009 · wk-form4_1764353173.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,251

Read SEC document
November 25, 2025 Filed Nov 28, 2025 18:06 UTC VALVOLINE INC VVV · Entity 1678 GrantFY 2026 Restricted Stock Units · Derivative 3,360 $0.00 $0.00
Disclosure

SEC source: 0001685295-25-000009 · wk-form4_1764353173.xml · derivative · entry 4

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,360

Underlying: Common Stock · 3,360 shares

Expires not disclosed

F3 · 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 25, 2025 Filed Nov 28, 2025 18:06 UTC VALVOLINE INC VVV · Entity 1678 GrantFY 2026 Stock Appreciation Right · Derivative 7,940 $0.00 Strike: $31.62 $0.00
Disclosure

SEC source: 0001685295-25-000009 · wk-form4_1764353173.xml · derivative · entry 3

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,940

Underlying: Common Stock · 7,940 shares

Expires 2035-11-25

F2 · derivative.exercise_date: Fifty percent (50%) of the Stock Appreciation Rights vested on the first anniversary of the grant date and 25% vested on each of the second and third anniversaries of the grant date.

Read SEC document
November 21, 2025 Filed Nov 24, 2025 12:33 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionFY 2025 Restricted Stock Units · Derivative 856 $0.00 $0.00
Disclosure

SEC source: 0001685295-25-000007 · wk-form4_1763987614.xml · derivative · entry 4

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,714

Underlying: Common Stock · 856 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 21, 2025 Filed Nov 24, 2025 12:33 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 267 $31.21 $8,333.07
Disclosure

SEC source: 0001685295-25-000007 · wk-form4_1763987614.xml · nonDerivative · entry 2

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,451

Read SEC document
November 21, 2025 Filed Nov 24, 2025 12:33 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 856 Not disclosed Not disclosed
Disclosure

SEC source: 0001685295-25-000007 · wk-form4_1763987614.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,718

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 19, 2025 Filed Nov 20, 2025 21:44 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 1,704 $30.64 $52,210.56
Disclosure

SEC source: 0001685295-25-000005 · wk-form4_1763675083.xml · nonDerivative · entry 2

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,862

Read SEC document
November 19, 2025 Filed Nov 20, 2025 21:44 UTC VALVOLINE INC VVV · Entity 1678 GrantCommon Stock 5,476 Not disclosed Not disclosed
Disclosure

SEC source: 0001685295-25-000005 · wk-form4_1763675083.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,566

F1 · shares: Represents shares earned from the FY23-FY25 Performance Share Unit (PSU) award granted on November 29, 2022, as certified by the Compensation Committee of the Board of Directors. Earned PSUs became 100% vested on the last day of the performance period. The PSUs were measured against adjusted net income performance goals over three separate one-year measurement periods for each of FY23, FY24 and FY25, and for a three-year measurement period between FY23-FY25. Each measurement period was weighted equally at 25%. The entire PSU was subject to a payment modifier (-25%, 0%, or +25%) based on Valvoline's FY23-FY25 total shareholder return (TSR) relative to the companies in the S&P 400 MidCap 400 Index. Based on Valvoline's adjusted net income and TSR performance, the Committee awarded a PSU payout equal to 98.4% of target.

F2 · price: PSUs convert into Valvoline Common Stock on a one-for-one basis.

Read SEC document
November 14, 2025 Filed Nov 17, 2025 21:05 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionFY 2024 Restricted Stock Units · Derivative 1,140 $0.00 $0.00
Disclosure

SEC source: 0001685295-25-000003 · wk-form4_1763413531.xml · derivative · entry 4

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,140

Underlying: Common Stock · 1,140 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 14, 2025 Filed Nov 17, 2025 21:05 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 355 $31.44 $11,161.20
Disclosure

SEC source: 0001685295-25-000003 · wk-form4_1763413531.xml · nonDerivative · entry 2

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,090

Read SEC document
November 14, 2025 Filed Nov 17, 2025 21:05 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 1,140 Not disclosed Not disclosed
Disclosure

SEC source: 0001685295-25-000003 · wk-form4_1763413531.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,445

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
February 25, 2025 Filed Feb 27, 2025 13:15 UTC VALVOLINE INC VVV · Entity 1678 SaleCommon Stock 6,000 $37.41 $224,430.00
Disclosure

SEC source: 0001674910-25-000049 · wk-form4_1740662109.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,305

Read SEC document
November 29, 2024 Filed Dec 2, 2024 21:08 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionFY 2023 Restricted Stock Units · Derivative 1,057 $0.00 $0.00
Disclosure

SEC source: 0001674910-24-000178 · wk-form4_1733173723.xml · derivative · entry 4

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,058

Underlying: Common Stock · 1,057 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 29, 2024 Filed Dec 2, 2024 21:08 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 329 $39.71 $13,064.59
Disclosure

SEC source: 0001674910-24-000178 · wk-form4_1733173723.xml · nonDerivative · entry 2

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,305

Read SEC document
November 29, 2024 Filed Dec 2, 2024 21:08 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 1,057 Not disclosed Not disclosed
Disclosure

SEC source: 0001674910-24-000178 · wk-form4_1733173723.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,634

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 21, 2024 Filed Nov 25, 2024 21:12 UTC VALVOLINE INC VVV · Entity 1678 GrantFY 2025 Stock Appreciation Rights · Derivative 6,480 $0.00 Strike: $38.56 $0.00
Disclosure

SEC source: 0001674910-24-000166 · wk-form4_1732569161.xml · derivative · entry 2

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,480

Underlying: Common Stock · 6,480 shares

Expires 2034-11-21

F3 · 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 21, 2024 Filed Nov 25, 2024 21:12 UTC VALVOLINE INC VVV · Entity 1678 GrantFY 2025 Restricted Stock Units · Derivative 2,570 $0.00 $0.00
Disclosure

SEC source: 0001674910-24-000166 · wk-form4_1732569161.xml · derivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,570

Underlying: Common Stock · 2,570 shares

Expires not disclosed

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 15, 2024 Filed Nov 18, 2024 21:09 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionFY 2024 Restricted Stock Units · Derivative 1,140 $0.00 $0.00
Disclosure

SEC source: 0001674910-24-000137 · wk-form4_1731964167.xml · derivative · entry 4

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,280

Underlying: Common Stock · 1,140 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 15, 2024 Filed Nov 18, 2024 21:09 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 355 $42.32 $15,023.60
Disclosure

SEC source: 0001674910-24-000137 · wk-form4_1731964167.xml · nonDerivative · entry 2

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,577

Read SEC document
November 15, 2024 Filed Nov 18, 2024 21:09 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 1,140 Not disclosed Not disclosed
Disclosure

SEC source: 0001674910-24-000137 · wk-form4_1731964167.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,932

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, 2024 Filed Nov 13, 2024 22:49 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 2,289 $42.61 $97,534.29
Disclosure

SEC source: 0001674910-24-000128 · wk-form4_1731538177.xml · nonDerivative · entry 4

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,792

Read SEC document
November 12, 2024 Filed Nov 13, 2024 22:49 UTC VALVOLINE INC VVV · Entity 1678 GrantCommon Stock 7,360 Not disclosed Not disclosed
Disclosure

SEC source: 0001674910-24-000128 · wk-form4_1731538177.xml · nonDerivative · entry 3

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,081

F2 · shares: Represents shares earned from the FY22-FY24 PSU award granted on November 11, 2021, as certified by the Compensation Committee of the Board of Directors on November 12, 2024. Earned PSUs became 100% vested on the last day of the performance period. The PSUs were measured against adjusted EPS/adjusted Net Income performance goals over three separate one-year measurement periods for each of FY22, FY23 and FY24, and the average of those results for the FY22-FY24 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 FY22-FY24 total relative shareholder return relative to the companies in the S&P MidCap 400 Index. Based on Valvoline's adjusted EPS/adjusted Net Income and relative TSR performance, the Compensation Committee awarded a PSU payout equal to 132.6% of Target.

F1 · price: Restricted stock units (RSUs) and performance stock units (PSUs) convert into Valvoline Common Stock on a one-for-one basis.

Read SEC document
November 11, 2024 Filed Nov 13, 2024 22:49 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionFY 2022 Restricted Stock Units · Derivative 983 $0.00 $0.00
Disclosure

SEC source: 0001674910-24-000128 · wk-form4_1731538177.xml · derivative · entry 6

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 983 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 (RSUs) and performance stock units (PSUs) 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 11, 2024 Filed Nov 13, 2024 22:49 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 306 $43.24 $13,231.44
Disclosure

SEC source: 0001674910-24-000128 · wk-form4_1731538177.xml · nonDerivative · entry 2

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,721

Read SEC document
November 11, 2024 Filed Nov 13, 2024 22:49 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 983 Not disclosed Not disclosed
Disclosure

SEC source: 0001674910-24-000128 · wk-form4_1731538177.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,027

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 (RSUs) and performance stock units (PSUs) convert into Valvoline Common Stock on a one-for-one basis.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 20:04 UTC VALVOLINE INC VVV · Entity 1678 SaleCommon Stock 2,500 $41.11 $102,767.50
Disclosure

SEC source: 0001674910-24-000101 · wk-form4_1724443459.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,044

Read SEC document
November 29, 2023 Filed Nov 30, 2023 21:21 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionFY 2023 Restricted Stock Units · Derivative 1,055 $0.00 $0.00
Disclosure

SEC source: 0001674910-23-000158 · wk-form4_1701379289.xml · derivative · entry 5

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,115

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.

F2 · 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 29, 2023 Filed Nov 30, 2023 21:21 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 492 $34.39 $16,919.88
Disclosure

SEC source: 0001674910-23-000158 · wk-form4_1701379289.xml · nonDerivative · entry 3

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,544

Read SEC document
November 29, 2023 Filed Nov 30, 2023 21:21 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 1,055 Not disclosed Not disclosed
Disclosure

SEC source: 0001674910-23-000158 · wk-form4_1701379289.xml · nonDerivative · entry 2

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,036

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 convert into Valvoline common stock on a one-for-one basis.

Read SEC document
November 29, 2023 Filed Nov 30, 2023 21:21 UTC VALVOLINE INC VVV · Entity 1678 SaleCommon Stock 9,000 $34.51 $310,545.00
Disclosure

SEC source: 0001674910-23-000158 · wk-form4_1701379289.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,981

F1 · price: The price in column 4 is a weighted average price. These shares of Valvoline common stock were sold in multiple transactions at prices ranging from $34.430 to $34.585, inclusive. Upon request, the Reporting Person will provided to Valvoline, or the staff of the Securities and Exchange Commission full information regarding the shares of Valvoline common stock sold at each separate price within the range set forth in this footnote.

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November 22, 2023 Filed Nov 24, 2023 21:26 UTC VALVOLINE INC VVV · Entity 1678 SaleCommon Stock 1,002 $35.00 $35,070.00
Disclosure

SEC source: 0001674910-23-000149 · wk-form4_1700861175.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,981

F1 · shares: Transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on May 31, 2023.

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November 20, 2023 Filed Nov 22, 2023 12:41 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionFY 2019 Stock Appreciation Rights · Derivative 3,500 $0.00 Strike: $20.37 $0.00
Disclosure

SEC source: 0001674910-23-000147 · wk-form4_1700656882.xml · derivative · entry 7

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,500 shares

Expires 2028-11-19

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 · shares: Transaction was effected pursuant to a 10b5-1 Plan adopted by the Reporting Person on May 31, 2023.

F6 · 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.

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November 20, 2023 Filed Nov 22, 2023 12:41 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionPerformance Stock Units · Derivative 13,362 $0.00 $0.00
Disclosure

SEC source: 0001674910-23-000147 · wk-form4_1700656882.xml · derivative · entry 6

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 13,362 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: Performance stock units convert into Valvoline common stock on a one-for-one basis.

F5 · shares: Represents PSUs earned from the FY21-FY23 performance period as certified by the Compensation Committee of the Board of Directors on Nov. 16, 2023. The earned PSUs became 100% vested on September 30, 2023 and are distributed as soon as practicable after certification of the award by the Compensation Committee.

F5 · derivative.exercise_date: Represents PSUs earned from the FY21-FY23 performance period as certified by the Compensation Committee of the Board of Directors on Nov. 16, 2023. The earned PSUs became 100% vested on September 30, 2023 and are distributed as soon as practicable after certification of the award by the Compensation Committee.

F5 · derivative.expiration_date: Represents PSUs earned from the FY21-FY23 performance period as certified by the Compensation Committee of the Board of Directors on Nov. 16, 2023. The earned PSUs became 100% vested on September 30, 2023 and are distributed as soon as practicable after certification of the award by the Compensation Committee.

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November 20, 2023 Filed Nov 22, 2023 12:41 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 2,498 $35.20 $87,929.60
Disclosure

SEC source: 0001674910-23-000147 · wk-form4_1700656882.xml · nonDerivative · entry 4

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 25,983

F3 · shares: Shares withheld by Valvoline to cover the exercise price and applicable withholding taxes on the Reporting Person's exercise of stock appreciation rights.

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November 20, 2023 Filed Nov 22, 2023 12:41 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 3,500 $20.37 $71,295.00
Disclosure

SEC source: 0001674910-23-000147 · wk-form4_1700656882.xml · nonDerivative · entry 3

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,481

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 · shares: Transaction was effected pursuant to a 10b5-1 Plan adopted by the Reporting Person on May 31, 2023.

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November 20, 2023 Filed Nov 22, 2023 12:41 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 4,223 $34.94 $147,551.62
Disclosure

SEC source: 0001674910-23-000147 · wk-form4_1700656882.xml · nonDerivative · entry 2

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,981

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November 20, 2023 Filed Nov 22, 2023 12:41 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 13,362 Not disclosed Not disclosed
Disclosure

SEC source: 0001674910-23-000147 · wk-form4_1700656882.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 29,204

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: Performance stock units convert into Valvoline common stock on a one-for-one basis.

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November 16, 2023 Filed Nov 20, 2023 21:07 UTC VALVOLINE INC VVV · Entity 1678 GrantFY 2024 Stock Appreciation Rights · Derivative 7,150 $0.00 Strike: $34.94 $0.00
Disclosure

SEC source: 0001674910-23-000138 · wk-form4_1700514413.xml · derivative · entry 3

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,150

Underlying: Common Stock · 7,150 shares

Expires 2033-11-16

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.

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November 16, 2023 Filed Nov 20, 2023 21:07 UTC VALVOLINE INC VVV · Entity 1678 GrantFY 2024 Restricted Stock Units · Derivative 3,420 $0.00 $0.00
Disclosure

SEC source: 0001674910-23-000138 · wk-form4_1700514413.xml · derivative · entry 2

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,420

Underlying: Common Stock · 3,420 shares

Expires not disclosed

F1 · 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.

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November 16, 2023 Filed Nov 20, 2023 21:07 UTC VALVOLINE INC VVV · Entity 1678 GrantPerformance Stock Units · Derivative 13,362 $0.00 $0.00
Disclosure

SEC source: 0001674910-23-000138 · wk-form4_1700514413.xml · derivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,362

Underlying: Common Stock · 13,362 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis.

F2 · shares: Represents performance stock units ("PSUs") earned from the FY 21-23 PSU award granted on Nov. 12, 2020, as certified by the Compensation Committee on Nov. 16, 2023. Earned PSUs vested on the last day of the performance period. The PSUs were measured against performance goals over three separate one-year measurement periods (adjusted EPS for FY21 and FY22 and adjusted Net Income for FY23), and a fourth FY21 - FY23 measurement period (average of the three one-year performance measures) 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 FY21 - FY23 TSR relative to the S&P MidCap 400 Index. Based on Valvoline's performance, the Compensation Committee awarded a PSU payout equal to 170% of Target with no modification based on TSR performance. The earned PSUs are expected to be distributed on Nov. 20, 2023.

F2 · derivative.exercise_date: Represents performance stock units ("PSUs") earned from the FY 21-23 PSU award granted on Nov. 12, 2020, as certified by the Compensation Committee on Nov. 16, 2023. Earned PSUs vested on the last day of the performance period. The PSUs were measured against performance goals over three separate one-year measurement periods (adjusted EPS for FY21 and FY22 and adjusted Net Income for FY23), and a fourth FY21 - FY23 measurement period (average of the three one-year performance measures) 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 FY21 - FY23 TSR relative to the S&P MidCap 400 Index. Based on Valvoline's performance, the Compensation Committee awarded a PSU payout equal to 170% of Target with no modification based on TSR performance. The earned PSUs are expected to be distributed on Nov. 20, 2023.

F2 · derivative.expiration_date: Represents performance stock units ("PSUs") earned from the FY 21-23 PSU award granted on Nov. 12, 2020, as certified by the Compensation Committee on Nov. 16, 2023. Earned PSUs vested on the last day of the performance period. The PSUs were measured against performance goals over three separate one-year measurement periods (adjusted EPS for FY21 and FY22 and adjusted Net Income for FY23), and a fourth FY21 - FY23 measurement period (average of the three one-year performance measures) 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 FY21 - FY23 TSR relative to the S&P MidCap 400 Index. Based on Valvoline's performance, the Compensation Committee awarded a PSU payout equal to 170% of Target with no modification based on TSR performance. The earned PSUs are expected to be distributed on Nov. 20, 2023.

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November 10, 2023 Filed Nov 14, 2023 21:08 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionFY 2022 Restricted Stock Units · Derivative 982 $0.00 $0.00
Disclosure

SEC source: 0001674910-23-000118 · wk-form4_1699996101.xml · derivative · entry 7

O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy

10b5-1 filing: No plan indicated

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.

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.

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November 10, 2023 Filed Nov 14, 2023 21:08 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionFY 2021 Restricted Stock Units · Derivative 1,376 $0.00 $0.00
Disclosure

SEC source: 0001674910-23-000118 · wk-form4_1699996101.xml · derivative · entry 6

O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,376 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.