Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VALVOLINE INCVVV · Entity 1678 | Chief Legal Officer | August 21, 2026 | August 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,279 |
Reported balance
After 2026-08-21 transaction · row 1
1 source rowRow 1 · 2026-08-21 · Sale · Disposed 3,700 · Balance 14,279 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 3,045 |
Reported balance
Holding disclosure · report date 2026-08-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| August 20, 2021 Filed Aug 24, 2021 21:02 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 4,065 | $29.78 | $121,055.70 |
DisclosureSEC source: 0001674910-21-000095 · wf-form4_162983892315740.xml · nonDerivative · entry 6 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,208 F1 · shares: Shares withheld by Valvoline to cover the exercise price and applicable withholding taxes on the Reporting Person's exercise of stock appreciation rights. Read SEC document |
| August 20, 2021 Filed Aug 24, 2021 21:02 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 5,111 | $20.80 | $106,308.80 |
DisclosureSEC source: 0001674910-21-000095 · wf-form4_162983892315740.xml · nonDerivative · entry 5 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,273 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 |
| August 20, 2021 Filed Aug 24, 2021 21:02 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 3,226 | $29.79 | $96,102.54 |
DisclosureSEC source: 0001674910-21-000095 · wf-form4_162983892315740.xml · nonDerivative · entry 4 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,162 F1 · shares: Shares withheld by Valvoline to cover the exercise price and applicable withholding taxes on the Reporting Person's exercise of stock appreciation rights. Read SEC document |
| August 20, 2021 Filed Aug 24, 2021 21:02 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 4,035 | $20.99 | $84,694.65 |
DisclosureSEC source: 0001674910-21-000095 · wf-form4_162983892315740.xml · nonDerivative · entry 3 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,388 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 |
| August 20, 2021 Filed Aug 24, 2021 21:02 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 3,016 | $29.81 | $89,906.96 |
DisclosureSEC source: 0001674910-21-000095 · wf-form4_162983892315740.xml · nonDerivative · entry 2 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,353 F1 · shares: Shares withheld by Valvoline to cover the exercise price and applicable withholding taxes on the Reporting Person's exercise of stock appreciation rights. Read SEC document |
| August 20, 2021 Filed Aug 24, 2021 21:02 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 4,304 | $16.67 | $71,747.68 |
DisclosureSEC source: 0001674910-21-000095 · wf-form4_162983892315740.xml · nonDerivative · entry 1 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,369 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 30, 2020 Filed Dec 2, 2020 22:36 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 1,059 | $22.72 | $24,060.48 |
DisclosureSEC source: 0001674910-20-000239 · wf-form4_160694854833807.xml · nonDerivative · entry 1 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,065 F1 · shares: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, effective February 26, 2020. Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 22:11 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 444 | $22.05 | $9,790.20 |
DisclosureSEC source: 0001674910-20-000201 · wf-form4_160616947553815.xml · nonDerivative · entry 3 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,124 F2 · shares: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, effective February 26, 2020. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 22:11 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2019 Restricted Stock Units · Derivative | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000201 · wf-form4_160616947553815.xml · derivative · entry 5 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,311 Underlying: Common Stock · 1,309 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 22:11 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 421 | $22.14 | $9,320.94 |
DisclosureSEC source: 0001674910-20-000201 · wf-form4_160616947553815.xml · nonDerivative · entry 2 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,568 Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 22:11 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 1,309 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000201 · wf-form4_160616947553815.xml · nonDerivative · entry 1 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,989 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 21:43 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 802 | $22.64 | $18,157.28 |
DisclosureSEC source: 0001674910-20-000188 · wf-form4_160564941890308.xml · nonDerivative · entry 1 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,680 F1 · shares: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, effective February 26, 2020. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:35 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2020 Restricted Stock Units · Derivative | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000171 · wf-form4_160557334224069.xml · derivative · entry 11 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,503 Underlying: Common Stock · 1,250 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 17, 2020 00:35 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2018 Restricted Stock Units · Derivative | 1,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000171 · wf-form4_160557334224069.xml · derivative · entry 10 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,113 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 17, 2020 00:35 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 402 | $22.35 | $8,984.70 |
DisclosureSEC source: 0001674910-20-000171 · wf-form4_160557334224069.xml · nonDerivative · entry 6 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,482 Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:35 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000171 · wf-form4_160557334224069.xml · nonDerivative · entry 5 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,884 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:35 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 358 | $22.35 | $8,001.30 |
DisclosureSEC source: 0001674910-20-000171 · wf-form4_160557334224069.xml · nonDerivative · entry 4 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,634 Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:35 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 1,113 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000171 · wf-form4_160557334224069.xml · nonDerivative · entry 3 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,992 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 12, 2020 Filed Nov 17, 2020 00:35 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2021 Stock Appreciation Rights · Derivative | 16,860 | $0.00 Strike: $21.60 | $0.00 |
DisclosureSEC source: 0001674910-20-000171 · wf-form4_160557334224069.xml · derivative · entry 9 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,860 Underlying: Common Stock · 16,860 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 17, 2020 00:35 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2021 Restricted Stock Units · Derivative | 3,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000171 · wf-form4_160557334224069.xml · derivative · entry 8 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,970 Underlying: Common Stock · 3,970 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 17, 2020 00:35 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 1,002 | $21.60 | $21,643.20 |
DisclosureSEC source: 0001674910-20-000171 · wf-form4_160557334224069.xml · nonDerivative · entry 2 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,879 Read SEC document |
| November 12, 2020 Filed Nov 17, 2020 00:35 UTC | VALVOLINE INC VVV · Entity 1678 | GrantCommon Stock | 3,119 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000171 · wf-form4_160557334224069.xml · nonDerivative · entry 1 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,881 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 |
| September 17, 2020 Filed Sep 17, 2020 21:35 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 25 | $20.49 | $512.25 |
DisclosureSEC source: 0001674910-20-000143 · wf-form4_160037850048066.xml · nonDerivative · entry 2 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,762 F1 · shares: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on February 26, 2020. Read SEC document |
| September 15, 2020 Filed Sep 16, 2020 23:49 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 73 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000137 · wf-form4_160030012792641.xml · derivative · entry 7 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 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 23:49 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 24 | $20.80 | $499.20 |
DisclosureSEC source: 0001674910-20-000137 · wf-form4_160030012792641.xml · nonDerivative · entry 4 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,257 Read SEC document |
| September 15, 2020 Filed Sep 16, 2020 23:49 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 73 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000137 · wf-form4_160030012792641.xml · nonDerivative · entry 3 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,281 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 15, 2020 Filed Sep 17, 2020 21:35 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 4,470 | $20.95 | $93,646.50 |
DisclosureSEC source: 0001674910-20-000143 · wf-form4_160037850048066.xml · nonDerivative · entry 1 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,787 F1 · shares: Shares were sold pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on February 26, 2020. Read SEC document |
| September 14, 2020 Filed Sep 16, 2020 23:49 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 13,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000137 · wf-form4_160030012792641.xml · derivative · entry 6 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 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 23:49 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 4,227 | $20.92 | $88,428.84 |
DisclosureSEC source: 0001674910-20-000137 · wf-form4_160030012792641.xml · nonDerivative · entry 2 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,208 Read SEC document |
| September 14, 2020 Filed Sep 16, 2020 23:49 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 13,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000137 · wf-form4_160030012792641.xml · nonDerivative · entry 1 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,435 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 10, 2020 Filed Aug 11, 2020 21:05 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 1,186 | $21.84 | $25,897.50 |
DisclosureSEC source: 0001674910-20-000122 · wf-form4_159717992560073.xml · nonDerivative · entry 1 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,269 Read SEC document |
| November 19, 2019 Filed Nov 20, 2019 21:55 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 1,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000190 · wf-form4_157428690195365.xml · derivative · entry 4 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,562 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 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, 2019 Filed Nov 20, 2019 21:55 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 411 | $23.19 | $9,531.09 |
DisclosureSEC source: 0001674910-19-000190 · wf-form4_157428690195365.xml · nonDerivative · entry 2 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,455 Read SEC document |
| November 19, 2019 Filed Nov 20, 2019 21:55 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 1,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000190 · wf-form4_157428690195365.xml · nonDerivative · entry 1 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,866 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 23:52 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 1,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000176 · wf-form4_157412112520361.xml · derivative · entry 6 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 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 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, 2019 Filed Nov 18, 2019 23:52 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 363 | $23.05 | $8,367.15 |
DisclosureSEC source: 0001674910-19-000176 · wf-form4_157412112520361.xml · nonDerivative · entry 2 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,586 Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 23:52 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 1,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000176 · wf-form4_157412112520361.xml · nonDerivative · entry 1 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,949 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 21:10 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 349 | $23.01 | $8,030.49 |
DisclosureSEC source: 0001674910-19-000137 · wf-form4_157385224350952.xml · nonDerivative · entry 2 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,821 Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 23:52 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2020 Stock Appreciation Rights · Derivative | 15,810 | $0.00 Strike: $23.01 | $0.00 |
DisclosureSEC source: 0001674910-19-000176 · wf-form4_157412112520361.xml · derivative · entry 5 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,810 Underlying: Common Stock · 15,810 shares Expires 2029-11-14 F4 · derivative.exercise_date: Fifty percent (50%) of the stock appreciation rights vest on the first anniversary of the grant date and 25% vest on each of the second and third anniversaries of the grant date. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 23:52 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2020 Restricted Stock Units · Derivative | 3,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000176 · wf-form4_157412112520361.xml · derivative · entry 4 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,670 Underlying: Common Stock · 3,670 shares Expires not disclosed 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 13, 2019 Filed Nov 15, 2019 21:10 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 1,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000137 · wf-form4_157385224350952.xml · derivative · entry 4 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,087 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 |
| November 13, 2019 Filed Nov 15, 2019 21:10 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 1,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000137 · wf-form4_157385224350952.xml · nonDerivative · entry 1 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,170 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 23, 2019 Filed Aug 26, 2019 20:41 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 494 | $22.03 | $10,880.35 |
DisclosureSEC source: 0001674910-19-000109 · wf-form4_156685205575760.xml · nonDerivative · entry 1 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,083 Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 22:39 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 1,106 | $22.00 | $24,332.00 |
DisclosureSEC source: 0001674910-19-000008 · wf-form4_154819675578951.xml · nonDerivative · entry 1 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,577 F1 · kind: The sale of Valvoline common stock was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on November 9, 2018. Read SEC document |
| January 16, 2019 Filed Jan 17, 2019 21:59 UTC | VALVOLINE INC VVV · Entity 1678 | SaleCommon Stock | 1,466 | $21.00 | $30,786.00 |
DisclosureSEC source: 0001674910-19-000006 · wf-form4_154776238143453.xml · nonDerivative · entry 1 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,683 F1 · kind: The sale of Valvoline common stock was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on November 9, 2018. Read SEC document |
| November 19, 2018 Filed Nov 21, 2018 16:53 UTC | VALVOLINE INC VVV · Entity 1678 | GrantStock Appreciation Right · Derivative | 14,000 | $0.00 Strike: $20.37 | $0.00 |
DisclosureSEC source: 0001674910-18-000125 · wf-form4_154281919668302.xml · derivative · entry 2 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Underlying: Common Stock · 14,000 shares Expires 2028-11-19 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 19, 2018 Filed Nov 21, 2018 16:53 UTC | VALVOLINE INC VVV · Entity 1678 | GrantUnits · Derivative | 3,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-18-000125 · wf-form4_154281919668302.xml · derivative · entry 1 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,760 Underlying: Common Stock · 3,760 shares Expires not disclosed 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 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 16, 2018 Filed Nov 20, 2018 22:45 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 1,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-18-000107 · wf-form4_154275391981667.xml · derivative · entry 13 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,103 Underlying: Common Stock · 1,102 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 one-third on each anniversary following the grant date. F4 · derivative.expiration_date: The restricted stock units vest one-third on each anniversary following the grant date. Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 22:45 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 718 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-18-000107 · wf-form4_154275391981667.xml · derivative · entry 12 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 718 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: Earned performance stock units vest on the third anniversary of the grant date. F3 · derivative.expiration_date: Earned performance stock units vest on the third anniversary of the grant date. Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 22:45 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-18-000107 · wf-form4_154275391981667.xml · derivative · entry 11 O'Daniel Julie Marie · CIK 0001685295 · CLO and Corp. Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 375 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 one-third on each anniversary following the grant date. F4 · 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.