TapewireFind a company

person · Reporting owner

O'Daniel Julie Marie

Disclosed activity across 1 company

Tapewire entity
20355
SEC CIK
0001685295

Export transaction history ↓

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

JSON API
Reset

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
November 16, 2018 Filed Nov 20, 2018 22:45 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionUnits · Derivative 695 $0.00 $0.00
Disclosure

SEC source: 0001674910-18-000107 · wf-form4_154275391981667.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 · 695 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 Tax withholdingCommon Stock 354 $20.41 $7,225.14
Disclosure

SEC source: 0001674910-18-000107 · wf-form4_154275391981667.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,149

Read SEC document
November 16, 2018 Filed Nov 20, 2018 22:45 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 1,102 Not disclosed Not disclosed
Disclosure

SEC source: 0001674910-18-000107 · wf-form4_154275391981667.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,503

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, 2018 Filed Nov 20, 2018 22:45 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 231 $20.41 $4,714.71
Disclosure

SEC source: 0001674910-18-000107 · wf-form4_154275391981667.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,401

Read SEC document
November 16, 2018 Filed Nov 20, 2018 22:45 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 718 Not disclosed Not disclosed
Disclosure

SEC source: 0001674910-18-000107 · wf-form4_154275391981667.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,632

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, 2018 Filed Nov 20, 2018 22:45 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 121 $20.41 $2,469.61
Disclosure

SEC source: 0001674910-18-000107 · wf-form4_154275391981667.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,914

Read SEC document
November 16, 2018 Filed Nov 20, 2018 22:45 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 375 Not disclosed Not disclosed
Disclosure

SEC source: 0001674910-18-000107 · wf-form4_154275391981667.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,035

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, 2018 Filed Nov 20, 2018 22:45 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 224 $20.41 $4,571.84
Disclosure

SEC source: 0001674910-18-000107 · wf-form4_154275391981667.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,660

Read SEC document
November 16, 2018 Filed Nov 20, 2018 22:45 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 695 Not disclosed Not disclosed
Disclosure

SEC source: 0001674910-18-000107 · wf-form4_154275391981667.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,884

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.

F1 · price: Restricted stock units convert into Valvoline common stock on a one-for-one basis.

Read SEC document
November 13, 2018 Filed Nov 14, 2018 22:24 UTC VALVOLINE INC VVV · Entity 1678 GrantUnits · Derivative 1,064 $0.00 $0.00
Disclosure

SEC source: 0001674910-18-000081 · wf-form4_154223426728824.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,128

Underlying: Common Stock · 1,064 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 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, 2018 Filed Nov 14, 2018 22:24 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 342 $19.73 $6,747.66
Disclosure

SEC source: 0001674910-18-000081 · wf-form4_154223426728824.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,189

Read SEC document
November 13, 2018 Filed Nov 14, 2018 22:24 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 1,064 Not disclosed Not disclosed
Disclosure

SEC source: 0001674910-18-000081 · wf-form4_154223426728824.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,531

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 17, 2017 Filed Nov 21, 2017 01:32 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionRestricted Stock Unit · Derivative 370 $0.00 $0.00
Disclosure

SEC source: 0000947871-17-000960 · ss68481_4.xml · derivative · entry 7

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 369

Underlying: Common Stock · 370 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: These restricted stock units vest one-third on each anniversary following the grant date.

F3 · derivative.expiration_date: These restricted stock units vest one-third on each anniversary following the grant date.

Read SEC document
November 17, 2017 Filed Nov 21, 2017 01:32 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 134 $24.47 $3,278.98
Disclosure

SEC source: 0000947871-17-000960 · ss68481_4.xml · nonDerivative · entry 4

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,467

Read SEC document
November 17, 2017 Filed Nov 21, 2017 01:32 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 370 Not disclosed Not disclosed
Disclosure

SEC source: 0000947871-17-000960 · ss68481_4.xml · nonDerivative · entry 3

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,601

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, 2017 Filed Nov 21, 2017 01:32 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionRestricted Stock Unit · Derivative 1,087 $0.00 $0.00
Disclosure

SEC source: 0000947871-17-000960 · ss68481_4.xml · derivative · entry 6

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,176

Underlying: Common Stock · 1,087 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: These restricted stock units vest one-third on each anniversary following the grant date.

F3 · derivative.expiration_date: These restricted stock units vest one-third on each anniversary following the grant date.

Read SEC document
November 16, 2017 Filed Nov 21, 2017 01:32 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 393 $24.87 $9,773.91
Disclosure

SEC source: 0000947871-17-000960 · ss68481_4.xml · nonDerivative · entry 2

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,231

Read SEC document
November 16, 2017 Filed Nov 21, 2017 01:32 UTC VALVOLINE INC VVV · Entity 1678 Exercise / conversionCommon Stock 1,088 Not disclosed Not disclosed
Disclosure

SEC source: 0000947871-17-000960 · ss68481_4.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,624

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 13, 2017 Filed Nov 15, 2017 23:17 UTC VALVOLINE INC VVV · Entity 1678 GrantStock Appreciation Right · Derivative 13,490 $0.00 Strike: $23.08 $0.00
Disclosure

SEC source: 0000947871-17-000931 · ss67720_4.xml · derivative · entry 2

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,490

Underlying: Common Stock · 13,490 shares

Expires 2027-11-13

F3 · derivative.exercise_date: Fifty percent (50%) of the stock appreciation rights vest on November 13, 2018, twenty-five percent (25%) of the stock appreciation rights vest on November 13, 2019 and twenty-five percent (25%) of the stock appreciation rights vest on November 13, 2020.

Read SEC document
November 13, 2017 Filed Nov 15, 2017 23:17 UTC VALVOLINE INC VVV · Entity 1678 GrantRestricted Stock Unit · Derivative 3,150 $0.00 $0.00
Disclosure

SEC source: 0000947871-17-000931 · ss67720_4.xml · derivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,150

Underlying: Common Stock · 3,150 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 stocks units vest in three equal annual installments beginning on the first anniversary of the grant date.

F2 · derivative.expiration_date: The restricted stocks units vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
November 10, 2017 Filed Nov 14, 2017 23:57 UTC VALVOLINE INC VVV · Entity 1678 Tax withholdingCommon Stock 130 $23.04 $2,995.20
Disclosure

SEC source: 0000947871-17-000922 · ss67605_4.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 536

Read SEC document
October 06, 2017 Filed Oct 10, 2017 21:53 UTC VALVOLINE INC VVV · Entity 1678 GrantRestricted Stock Unit · Derivative 695 $0.00 $0.00
Disclosure

SEC source: 0000947871-17-000795 · ss61324_4.xml · derivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 695

Underlying: Common Stock · 695 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of Valvoline common stock.

F2 · shares: The Reporting Person held performance units for which performance was certified on the transaction date. Following the certification, the units remain outstanding as restricted stock units and are scheduled to vest upon the third anniversary of the grant date of the units (November 12, 2018), subject to the continued employment of the Reporting Person with Valvoline through such vesting date.

F2 · derivative.exercise_date: The Reporting Person held performance units for which performance was certified on the transaction date. Following the certification, the units remain outstanding as restricted stock units and are scheduled to vest upon the third anniversary of the grant date of the units (November 12, 2018), subject to the continued employment of the Reporting Person with Valvoline through such vesting date.

F2 · derivative.expiration_date: The Reporting Person held performance units for which performance was certified on the transaction date. Following the certification, the units remain outstanding as restricted stock units and are scheduled to vest upon the third anniversary of the grant date of the units (November 12, 2018), subject to the continued employment of the Reporting Person with Valvoline through such vesting date.

Read SEC document
September 14, 2017 Filed Sep 18, 2017 21:03 UTC VALVOLINE INC VVV · Entity 1678 GrantRestricted Stock Unit · Derivative 12,500 $0.00 $0.00
Disclosure

SEC source: 0000947871-17-000734 · ss58956_4.xml · derivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Gen Counsel, Corp Secy and SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,500

Underlying: Common Stock · 12,500 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: Each Restricted Stock Unit vests upon the third anniversary of the grant date, subject to the continued employment of the Reporting Person with Valvoline through such vesting date.

F2 · derivative.expiration_date: Each Restricted Stock Unit vests upon the third anniversary of the grant date, subject to the continued employment of the Reporting Person with Valvoline through such vesting date.

Read SEC document
June 15, 2017 Filed Jun 19, 2017 19:39 UTC VALVOLINE INC VVV · Entity 1678 GrantDividend Equivalent Right · Derivative 8 $0.00 $0.00
Disclosure

SEC source: 0000950157-17-000954 · form4.xml · derivative · entry 2

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8

Underlying: Common Stock · 8 shares

Expires not disclosed

F2 · derivative.exercise_price: The dividend equivalent rights accrued on restricted stock units and will vest upon the same terms and conditions as such restricted stock units. Each dividend equivalent right is the economic equivalent of one restricted stock unit.

F2 · derivative.exercise_date: The dividend equivalent rights accrued on restricted stock units and will vest upon the same terms and conditions as such restricted stock units. Each dividend equivalent right is the economic equivalent of one restricted stock unit.

F2 · derivative.expiration_date: The dividend equivalent rights accrued on restricted stock units and will vest upon the same terms and conditions as such restricted stock units. Each dividend equivalent right is the economic equivalent of one restricted stock unit.

Read SEC document
June 06, 2017 Filed Jun 8, 2017 22:57 UTC VALVOLINE INC VVV · Entity 1678 GrantFY 2017 Stock Appreciation Right · Derivative 20,983 Not disclosed Strike: $20.29 Not disclosed
Disclosure

SEC source: 0000950157-17-000876 · form4.xml · derivative · entry 7

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,983

Underlying: Common Stock · 20,983 shares

Expires 2026-12-16

F15 · derivative.exercise_price: Pursuant to the terms of the Employee Matters Agreement, the Reporting Person was entitled to receive the number of stock appreciation rights of Valvoline equal to the Equity Award Exchange Ratio for each such stock appreciation right, and the original strike price of $109.15 was converted to $20.29.

F15 · price: Pursuant to the terms of the Employee Matters Agreement, the Reporting Person was entitled to receive the number of stock appreciation rights of Valvoline equal to the Equity Award Exchange Ratio for each such stock appreciation right, and the original strike price of $109.15 was converted to $20.29.

F16 · derivative.exercise_date: Fifty percent (50%) of the stock appreciation rights vest on November 16, 2017, twenty-five percent (25%) of the stock appreciation rights vest on November 16, 2018 and twenty-five percent (25%) of the stock appreciation rights vest on November 16, 2019.

Read SEC document
June 06, 2017 Filed Jun 8, 2017 22:57 UTC VALVOLINE INC VVV · Entity 1678 GrantFY 2016 Stock Appreciation Right · Derivative 5,111 Not disclosed Strike: $20.80 Not disclosed
Disclosure

SEC source: 0000950157-17-000876 · form4.xml · derivative · entry 6

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,111

Underlying: Common Stock · 5,111 shares

Expires 2025-12-18

F13 · derivative.exercise_price: Pursuant to the terms of the Employee Matters Agreement, the Reporting Person was entitled to receive the number of stock appreciation rights of Valvoline equal to the Equity Award Exchange Ratio for each such stock appreciation right, and the original strike price of $111.89 was converted to $20.80.

F13 · price: Pursuant to the terms of the Employee Matters Agreement, the Reporting Person was entitled to receive the number of stock appreciation rights of Valvoline equal to the Equity Award Exchange Ratio for each such stock appreciation right, and the original strike price of $111.89 was converted to $20.80.

F14 · derivative.exercise_date: Fifty percent (50%) of the stock appreciation rights vested on November 18, 2016, twenty-five percent (25%) of the stock appreciation rights vest on November 18, 2017 and twenty-five percent (25%) of the stock appreciation rights vest on November 18, 2018.

Read SEC document
June 06, 2017 Filed Jun 8, 2017 22:57 UTC VALVOLINE INC VVV · Entity 1678 GrantFY 2015 Stock Appreciation Right · Derivative 4,035 Not disclosed Strike: $20.99 Not disclosed
Disclosure

SEC source: 0000950157-17-000876 · form4.xml · derivative · entry 5

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,035

Underlying: Common Stock · 4,035 shares

Expires 2024-12-12

F11 · derivative.exercise_price: Pursuant to the terms of the Employee Matters Agreement, the Reporting Person was entitled to receive the number of stock appreciation rights of Valvoline equal to the Equity Award Exchange Ratio for each such stock appreciation right, and the original strike price of $112.91 was converted to $20.99.

F11 · price: Pursuant to the terms of the Employee Matters Agreement, the Reporting Person was entitled to receive the number of stock appreciation rights of Valvoline equal to the Equity Award Exchange Ratio for each such stock appreciation right, and the original strike price of $112.91 was converted to $20.99.

F12 · derivative.exercise_date: Fifty percent (50%) of the stock appreciation rights vested on November 12, 2015, twenty-five percent (25%) of the stock appreciation rights vested on November 12, 2016 and twenty-five percent (25%) of the stock appreciation rights vest on November 12, 2017.

Read SEC document
June 06, 2017 Filed Jun 8, 2017 22:57 UTC VALVOLINE INC VVV · Entity 1678 GrantFY 2014 Stock Appreciation Right · Derivative 4,304 Not disclosed Strike: $16.67 Not disclosed
Disclosure

SEC source: 0000950157-17-000876 · form4.xml · derivative · entry 4

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,304

Underlying: Common Stock · 4,304 shares

Expires 2023-12-13

F9 · derivative.exercise_price: Pursuant to the terms of the Employee Matters Agreement, the Reporting Person was entitled to receive the number of stock appreciation rights of Valvoline equal to the Equity Award Exchange Ratio for each such stock appreciation right, and the original strike price of $89.69 was converted to $16.67.

F9 · price: Pursuant to the terms of the Employee Matters Agreement, the Reporting Person was entitled to receive the number of stock appreciation rights of Valvoline equal to the Equity Award Exchange Ratio for each such stock appreciation right, and the original strike price of $89.69 was converted to $16.67.

F10 · derivative.exercise_date: Fifty percent (50%) of the stock appreciation rights vested on November 13, 2014, twenty-five percent (25%) of the stock appreciation rights vested on November 13, 2015 and twenty-five percent (25%) of the stock appreciation rights vested on November 13, 2016.

Read SEC document
June 06, 2017 Filed Jun 8, 2017 22:57 UTC VALVOLINE INC VVV · Entity 1678 GrantRestricted Stock Unit · Derivative 4,702 Not disclosed Not disclosed
Disclosure

SEC source: 0000950157-17-000876 · form4.xml · derivative · entry 3

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,702

Underlying: Common Stock · 4,702 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Valvoline common stock.

F5 · shares: Represents the sum of 3,986 restricted stock units granted pursuant to the adjustment described in footnote (6) below and 716 restricted stock units granted pursuant to the plan described in footnote (7) below.

F6 · shares: Pursuant to the terms of the Employee Matters Agreement, the Reporting Person was entitled to receive the number of restricted stock units of Valvoline equal to the Equity Award Exchange Ratio for each such restricted stock unit.

F7 · shares: Pursuant to the terms of the FY 2016- 2018 Long Term Incentive Plan (the "LTIP Plan"), upon the Distribution, one-third of the Reporting Person's performance units under the LTIP Plan became convertible into 133 time-based, stock-settled restricted stock units immediately following the 120th day following the consummation of the Distribution. Pursuant to the terms of the LTIP Plan, each such time-based, stock settled restricted stock unit was further adjusted into the number of time-based, stock settled restricted stock units equal to the Equity Award Exchange Ratio.

F5 · price: Represents the sum of 3,986 restricted stock units granted pursuant to the adjustment described in footnote (6) below and 716 restricted stock units granted pursuant to the plan described in footnote (7) below.

F6 · price: Pursuant to the terms of the Employee Matters Agreement, the Reporting Person was entitled to receive the number of restricted stock units of Valvoline equal to the Equity Award Exchange Ratio for each such restricted stock unit.

F7 · price: Pursuant to the terms of the FY 2016- 2018 Long Term Incentive Plan (the "LTIP Plan"), upon the Distribution, one-third of the Reporting Person's performance units under the LTIP Plan became convertible into 133 time-based, stock-settled restricted stock units immediately following the 120th day following the consummation of the Distribution. Pursuant to the terms of the LTIP Plan, each such time-based, stock settled restricted stock unit was further adjusted into the number of time-based, stock settled restricted stock units equal to the Equity Award Exchange Ratio.

F8 · derivative.exercise_date: The restricted stock units described in footnote (6) above vest upon the same terms and conditions as were applicable to the Reporting Person's awards of restricted stock units of Ashland immediately prior to the Distribution. The restricted stock units described in footnote (7) above vest upon the third anniversary of the grant date (i.e. November 18, 2018) so long as the Reporting Person remains employed through such vesting date.

F8 · derivative.expiration_date: The restricted stock units described in footnote (6) above vest upon the same terms and conditions as were applicable to the Reporting Person's awards of restricted stock units of Ashland immediately prior to the Distribution. The restricted stock units described in footnote (7) above vest upon the third anniversary of the grant date (i.e. November 18, 2018) so long as the Reporting Person remains employed through such vesting date.

Read SEC document
June 06, 2017 Filed Jun 8, 2017 22:57 UTC VALVOLINE INC VVV · Entity 1678 GrantCommon Stock 360 Not disclosed Not disclosed
Disclosure

SEC source: 0000950157-17-000876 · form4.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 560

F1 · price: Ashland Global Holdings Inc. ("Ashland") distributed to its stockholders on May 12, 2017 (the "Distribution Date") 170,000,000 shares of Valvoline Inc. ("Valvoline") common stock as a pro rata dividend (the "Distribution"). Pursuant to the terms of the Employee Matters Agreement entered into between Ashland and Valvoline dated September 22, 2016 (the "Employee Matters Agreement"), the Reporting Person was entitled to receive the number of shares of restricted stock of Valvoline obtained by dividing (x) the closing price of Ashland common stock on the Distribution Date by (y) the simple arithmetic average of the volume-weighted average price of Valvoline common stock for each of the ten consecutive trading days immediately following the Distribution Date (such quotient, the "Equity Award Exchange Ratio") for each such share of restricted stock.

F2 · balance_after: Includes 360 shares of unvested restricted stock.

Read SEC document
June 06, 2017 Filed Nov 8, 2017 01:19 UTC Amendment VALVOLINE INC VVV · Entity 1678 GrantCommon Stock 360 Not disclosed Not disclosed
Disclosure

SEC source: 0000947871-17-000894 · ss66628_4a.xml · nonDerivative · entry 1

O'Daniel Julie Marie · CIK 0001685295 · Gen. Counsel, Corp. Secy, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 666

F3 · price: Ashland Global Holdings Inc. ("Ashland") distributed to its stockholders on May 12, 2017 (the "Distribution Date") 170,000,000 shares of Valvoline Inc. ("Valvoline") common stock as a pro rata dividend (the "Distribution"). Pursuant to the terms of the Employee Matters Agreement entered into between Ashland and Valvoline dated September 22, 2016, the Reporting Person was entitled to receive the number of shares of restricted stock of Valvoline obtained by dividing (x) the closing price of Ashland common stock on the Distribution Date by (y) the simple arithmetic average of the volume-weighted average price of Valvoline common stock for each of the ten consecutive trading days immediately following the Distribution Date for each such share of restricted stock.

F1 · balance_after: This amendment to the Statement of Beneficial Ownership of Securities on Form 4, filed with the Securities and Exchange Commission on June 8, 2017 (the "Original Form 4"), is being filed to correct the Original Form 4 filing to add 106 shares held directly by the Reporting Person that were inadvertently not included on the Original Form 4.

F2 · balance_after: Includes 360 shares of unvested restricted stock.

Read SEC document
September 28, 2016 Filed Sep 30, 2016 20:54 UTC VALVOLINE INC VVV · Entity 1678 PurchaseCommon Stock 200 $22.00 $4,400.00
Disclosure

SEC source: 0000950157-16-002263 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 200

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.