Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HARLEY-DAVIDSON, INC.HOG · Entity 810 | Director | May 21, 2026 | May 26, 2026 |
| VALVOLINE INCVVV · Entity 1678 | Director · President & CEO | October 01, 2026 | October 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HARLEY-DAVIDSON, INC.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Share UnitsSEC Table II · derivative / convertible security | Direct | 8,621 |
Reported balance
After 2026-05-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 8,621 · Balance 8,621 F1: Granted pursuant to the Harley-Davidson, Inc. Director Stock Plan, as amended F2: 1-for-1 F3: Share units are payable in issuer's common stock over 5 years following termination of service as a director and are subject to earlier payment pursuant to the Harley-Davidson, Inc. Director Stock Plan, as amended (share units payable in cash in limited circumstances according to the Plan). F4: Each Stock Unit is the equivalent of one share of common stock. 6,250 shares are payable on the one year anniversary of the grant date or upon the earlier termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted pursuant to the Harley-Davidson, Inc. Director Stock Plan, as amended
F2: 1-for-1
F3: Share units are payable in issuer's common stock over 5 years following termination of service as a director and are subject to earlier payment pursuant to the Harley-Davidson, Inc. Director Stock Plan, as amended (share units payable in cash in limited circumstances according to the Plan).
F4: Each Stock Unit is the equivalent of one share of common stock. 6,250 shares are payable on the one year anniversary of the grant date or upon the earlier termination of service as a director.
VALVOLINE INC
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,780 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 31 · Balance 15,780 F1: Each unit represents a contingent right to receive one share of Valvoline common stock upon distribution from the Valvoline Inc. 2016 Deferred Compensation Plan for Employees (the "Deferred Compensation Plan"). F2: Represents the number of deferred stock units acquired by the reporting person under the Deferred Compensation Plan through salary deferral. F3: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit represents a contingent right to receive one share of Valvoline common stock upon distribution from the Valvoline Inc. 2016 Deferred Compensation Plan for Employees (the "Deferred Compensation Plan").
F2: Represents the number of deferred stock units acquired by the reporting person under the Deferred Compensation Plan through salary deferral.
F3: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan.
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 |
|---|---|---|---|---|---|---|
| May 02, 2024 Filed May 3, 2024 20:12 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 5,461 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-24-000058 · wk-form4_1714767126.xml · nonDerivative · entry 1 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,879 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 |
| April 18, 2024 Filed Apr 19, 2024 20:06 UTC | VALVOLINE INC VVV · Entity 1678 | GrantDeferred Stock Units · Derivative | 42 | $41.19 | $1,729.98 |
DisclosureSEC source: 0001674910-24-000056 · wk-form4_1713557150.xml · derivative · entry 1 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,041 Underlying: Common Stock · 42 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Valvoline common stock upon distribution from the Valvoline Inc. 2016 Deferred Compensation Plan for Employees (the "Deferred Compensation Plan"). F2 · shares: Represents the number of deferred stock units acquired by the reporting person under the Deferred Compensation Plan through salary deferral. F3 · derivative.exercise_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. F3 · derivative.expiration_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. Read SEC document |
| April 04, 2024 Filed Apr 5, 2024 20:21 UTC | VALVOLINE INC VVV · Entity 1678 | GrantDeferred Stock Units · Derivative | 41 | $42.52 | $1,743.32 |
DisclosureSEC source: 0001674910-24-000051 · wk-form4_1712348459.xml · derivative · entry 1 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,999 Underlying: Common Stock · 41 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Valvoline common stock upon distribution from the Valvoline Inc. 2016 Deferred Compensation Plan for Employees (the "Deferred Compensation Plan"). F2 · shares: Represents the number of deferred stock units acquired by the reporting person under the Deferred Compensation Plan through salary deferral. F3 · derivative.exercise_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. F3 · derivative.expiration_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. Read SEC document |
| March 21, 2024 Filed Mar 22, 2024 20:06 UTC | VALVOLINE INC VVV · Entity 1678 | GrantDeferred Stock Units · Derivative | 38 | $44.99 | $1,709.62 |
DisclosureSEC source: 0001674910-24-000047 · wk-form4_1711137991.xml · derivative · entry 1 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,958 Underlying: Common Stock · 38 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Valvoline common stock upon distribution from the Valvoline Inc. 2016 Deferred Compensation Plan for Employees (the "Deferred Compensation Plan"). F2 · shares: Represents the number of deferred stock units acquired by the reporting person under the Deferred Compensation Plan through salary deferral. F3 · derivative.exercise_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. F3 · derivative.expiration_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 21:08 UTC | VALVOLINE INC VVV · Entity 1678 | GrantDeferred Stock Units · Derivative | 40 | $43.60 | $1,744.00 |
DisclosureSEC source: 0001674910-24-000043 · wk-form4_1709932067.xml · derivative · entry 1 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,920 Underlying: Common Stock · 40 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Valvoline common stock upon distribution from the Valvoline Inc. 2016 Deferred Compensation Plan for Employees (the "Deferred Compensation Plan"). F2 · derivative.exercise_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. F2 · derivative.expiration_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:05 UTC | VALVOLINE INC VVV · Entity 1678 | GrantDeferred Stock Units · Derivative | 42 | $41.67 | $1,750.14 |
DisclosureSEC source: 0001674910-24-000037 · wk-form4_1709067915.xml · derivative · entry 1 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,880 Underlying: Common Stock · 42 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Valvoline common stock upon distribution from the Valvoline Inc. 2016 Deferred Compensation Plan for Employees (the "Deferred Compensation Plan"). F2 · derivative.exercise_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. F2 · derivative.expiration_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. Read SEC document |
| February 08, 2024 Filed Feb 9, 2024 21:25 UTC | VALVOLINE INC VVV · Entity 1678 | GrantDeferred Stock Units · Derivative | 44 | $39.36 | $1,731.84 |
DisclosureSEC source: 0001674910-24-000035 · wk-form4_1707513939.xml · derivative · entry 1 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,838 Underlying: Common Stock · 44 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Valvoline common stock upon distribution from the Valvoline Inc. 2016 Deferred Compensation Plan for Employees (the "Deferred Compensation Plan"). F2 · derivative.exercise_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. F2 · derivative.expiration_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 23:37 UTC | VALVOLINE INC VVV · Entity 1678 | GrantDeferred Stock Units · Derivative | 47 | $36.45 | $1,713.15 |
DisclosureSEC source: 0001674910-24-000020 · wk-form4_1706571457.xml · derivative · entry 1 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96 Underlying: Common Stock · 47 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Valvoline common stock upon distribution from the Valvoline Inc. 2016 Deferred Compensation Plan for Employees (the "Deferred Compensation Plan"). F2 · derivative.exercise_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. F2 · derivative.expiration_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. Read SEC document |
| January 11, 2024 Filed Jan 12, 2024 21:03 UTC | VALVOLINE INC VVV · Entity 1678 | GrantDeferred Stock Units · Derivative | 49 | $35.33 | $1,731.17 |
DisclosureSEC source: 0001674910-24-000002 · wk-form4_1705093421.xml · derivative · entry 1 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49 Underlying: Common Stock · 49 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Valvoline common stock upon distribution from the Valvoline Inc. Deferred Compensation Plan for Employees ("the Deferred Compensation Plan"). F2 · derivative.exercise_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. F2 · derivative.expiration_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. Read SEC document |
| December 28, 2023 Filed Jan 30, 2024 22:35 UTC | VALVOLINE INC VVV · Entity 1678 | GrantDeferred Stock Units · Derivative | 228 | $37.94 | $8,650.32 |
DisclosureSEC source: 0001674910-24-000026 · wk-form4_1706654146.xml · derivative · entry 3 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,794 Underlying: Common Stock · 228 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Valvoline common stock upon distribution from the Valvoline Inc. 2016 Deferred Compensation Plan for Employees (the "Deferred Compensation Plan"). F2 · derivative.exercise_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. F2 · derivative.expiration_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. F3 · balance_after: This Form 4 amends the Number of Derivative Securities Beneficially Owned Following Reported Transactions as previously reported on Forms 4 filed on January 12, 2024 and January 29, 2024. Read SEC document |
| December 14, 2023 Filed Jan 30, 2024 22:35 UTC | VALVOLINE INC VVV · Entity 1678 | GrantDeferred Stock Units · Derivative | 232 | $37.26 | $8,644.32 |
DisclosureSEC source: 0001674910-24-000026 · wk-form4_1706654146.xml · derivative · entry 2 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,565 Underlying: Common Stock · 232 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Valvoline common stock upon distribution from the Valvoline Inc. 2016 Deferred Compensation Plan for Employees (the "Deferred Compensation Plan"). F2 · derivative.exercise_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. F2 · derivative.expiration_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. Read SEC document |
| November 30, 2023 Filed Jan 30, 2024 22:35 UTC | VALVOLINE INC VVV · Entity 1678 | GrantDeferred Stock Units · Derivative | 4,237 | $34.24 | $145,074.88 |
DisclosureSEC source: 0001674910-24-000026 · wk-form4_1706654146.xml · derivative · entry 1 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,333 Underlying: Common Stock · 4,237 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Valvoline common stock upon distribution from the Valvoline Inc. 2016 Deferred Compensation Plan for Employees (the "Deferred Compensation Plan"). F2 · derivative.exercise_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. F2 · derivative.expiration_date: Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan. Read SEC document |
| November 29, 2023 Filed Nov 30, 2023 21:22 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2023 Restricted Stock Units · Derivative | 2,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-23-000160 · wk-form4_1701379313.xml · derivative · entry 3 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,284 Underlying: Common Stock · 2,640 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. 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 29, 2023 Filed Nov 30, 2023 21:22 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 835 | $34.39 | $28,715.65 |
DisclosureSEC source: 0001674910-23-000160 · wk-form4_1701379313.xml · nonDerivative · entry 2 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,418 Read SEC document |
| November 29, 2023 Filed Nov 30, 2023 21:22 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 2,640 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-23-000160 · wk-form4_1701379313.xml · nonDerivative · entry 1 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,253 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, 2023 Filed Nov 20, 2023 21:06 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2024 Stock Appreciation Rights · Derivative | 42,010 | $0.00 Strike: $34.94 | $0.00 |
DisclosureSEC source: 0001674910-23-000137 · wk-form4_1700514398.xml · derivative · entry 2 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,010 Underlying: Common Stock · 42,010 shares Expires 2033-11-16 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 16, 2023 Filed Nov 20, 2023 21:06 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2024 Restricted Stock Units · Derivative | 20,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-23-000137 · wk-form4_1700514398.xml · derivative · entry 1 Flees Lori Ann · CIK 0001924613 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,100 Underlying: Common Stock · 20,100 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 |
| August 29, 2023 Filed Aug 30, 2023 13:17 UTC | VALVOLINE INC VVV · Entity 1678 | PurchaseCommon Stock | 8,879 | $33.76 | $299,741.72 |
DisclosureSEC source: 0001674910-23-000101 · wk-form4_1693401463.xml · nonDerivative · entry 1 Flees Lori Ann · CIK 0001924613 · SVP and Pres., Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,613 Read SEC document |
| May 02, 2023 Filed May 4, 2023 01:39 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 5,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-23-000053 · wf-form4_168316437067267.xml · derivative · entry 3 Flees Lori Ann · CIK 0001924613 · SVP and Pres., Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,922 Underlying: Common Stock · 5,460 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. 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 |
| May 02, 2023 Filed May 4, 2023 01:39 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 1,726 | $34.09 | $58,839.34 |
DisclosureSEC source: 0001674910-23-000053 · wf-form4_168316437067267.xml · nonDerivative · entry 2 Flees Lori Ann · CIK 0001924613 · SVP and Pres., Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,734 Read SEC document |
| May 02, 2023 Filed May 4, 2023 01:39 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 5,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-23-000053 · wf-form4_168316437067267.xml · nonDerivative · entry 1 Flees Lori Ann · CIK 0001924613 · SVP and Pres., Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,460 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 29, 2022 Filed Dec 1, 2022 21:26 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2023 Stock Appreciation Rights · Derivative | 19,940 | $0.00 Strike: $32.85 | $0.00 |
DisclosureSEC source: 0001674910-22-000143 · wf-form4_166992997116766.xml · derivative · entry 2 Flees Lori Ann · CIK 0001924613 · SVP and Pres., Retail Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,940 Underlying: Common Stock · 19,940 shares Expires 2032-11-29 F3 · 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 29, 2022 Filed Dec 1, 2022 21:26 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2023 Restricted Stock Units · Derivative | 7,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-22-000143 · wf-form4_166992997116766.xml · derivative · entry 1 Flees Lori Ann · CIK 0001924613 · SVP and Pres., Retail Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,900 Underlying: Common Stock · 7,900 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 |
| May 02, 2022 Filed May 4, 2022 00:05 UTC | VALVOLINE INC VVV · Entity 1678 | GrantUnits · Derivative | 16,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-22-000049 · wf-form4_165162272486898.xml · derivative · entry 1 Flees Lori Ann · CIK 0001924613 · SVP and Pres., Retail Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,190 Underlying: Common Stock · 16,190 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.