Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENESCO INCGCO · Entity 5742 | Director | July 24, 2026 | July 24, 2026 |
| VALVOLINE INCVVV · Entity 1678 | Chief Financial Officer | November 29, 2024 | December 02, 2024 |
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.
GENESCO INC
Report date July 24, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,535 |
Reported balance
After 2026-07-24 transaction · row 1
1 source rowRow 1 · 2026-07-24 · Grant · Acquired 3,905 · Balance 27,535 F1: Grant of restricted stock under the Fourth Amended and Restated 2020 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock under the Fourth Amended and Restated 2020 Equity Incentive Plan.
VALVOLINE INC
Report date November 29, 2024 · Filed December 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 156,780 |
Ending reported balance
After 2024-11-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-11-29 · Exercise / conversion · Acquired 2,179 · Balance 157,447 F1: Restricted stock units convert into Valvoline common stock on a one-for-one basis. Row 2 · 2024-11-29 · Tax withholding · Disposed 667 · Balance 156,780 |
| FY 2023 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,180 |
Reported balance
After 2024-11-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-11-29 · Exercise / conversion · Disposed 2,179 · Balance 2,180 F1: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F2: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into Valvoline common stock on a one-for-one basis.
F2: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 12, 2021 Filed Nov 15, 2021 22:51 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2021 Restricted Stock Units · Derivative | 3,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000120 · wf-form4_163701664304901.xml · derivative · entry 10 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,424 Underlying: Common Stock · 3,211 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. 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 12, 2021 Filed Nov 15, 2021 22:51 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2020 Restricted Stock Units · Derivative | 3,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000120 · wf-form4_163701664304901.xml · derivative · entry 9 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,038 Underlying: Common Stock · 3,038 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. 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 12, 2021 Filed Nov 15, 2021 22:51 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 1,239 | $35.16 | $43,563.24 |
DisclosureSEC source: 0001674910-21-000120 · wf-form4_163701664304901.xml · nonDerivative · entry 6 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,983 Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 22:51 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 3,211 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000120 · wf-form4_163701664304901.xml · nonDerivative · entry 5 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,222 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, 2021 Filed Nov 15, 2021 22:51 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 1,416 | $35.16 | $49,786.56 |
DisclosureSEC source: 0001674910-21-000120 · wf-form4_163701664304901.xml · nonDerivative · entry 4 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,011 Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 22:51 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 3,038 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000120 · wf-form4_163701664304901.xml · nonDerivative · entry 3 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,427 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 11, 2021 Filed Nov 15, 2021 22:51 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2022 Stock Appreciation Rights · Derivative | 20,840 | $0.00 Strike: $35.25 | $0.00 |
DisclosureSEC source: 0001674910-21-000120 · wf-form4_163701664304901.xml · derivative · entry 8 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,840 Underlying: Common Stock · 20,840 shares Expires 2031-11-11 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 11, 2021 Filed Nov 15, 2021 22:51 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2022 Restricted Stock Units · Derivative | 5,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000120 · wf-form4_163701664304901.xml · derivative · entry 7 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,960 Underlying: Common Stock · 5,960 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. 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 11, 2021 Filed Nov 15, 2021 22:51 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 8,234 | $35.25 | $290,248.50 |
DisclosureSEC source: 0001674910-21-000120 · wf-form4_163701664304901.xml · nonDerivative · entry 2 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,389 Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:51 UTC | VALVOLINE INC VVV · Entity 1678 | GrantCommon Stock | 26,054 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000120 · wf-form4_163701664304901.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,623 F1 · shares: Represents shares earned from the FY19-FY21 performance stock unit ("PSU") award granted on November 19, 2018, as certified by the Compensation Committee of the Board of Directors on November 11, 2021. 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 FY19, FY20 and FY21, and a fourth cumulative FY19-FY21 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 FY19-FY21 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 144.5% 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 |
| July 26, 2021 Filed Jul 26, 2021 20:10 UTC | GENESCO INC GCO · Entity 5742 | GrantCommon Stock | 1,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-048166 · doc4.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,972 F1 · shares: Grant of restricted stock under 2020 Equity Incentive Plan. Read SEC document |
| June 03, 2021 Filed Jun 3, 2021 20:38 UTC | GENESCO INC GCO · Entity 5742 | PurchaseCommon stock | 5,000 | $58.32 | $291,577.00 |
DisclosureSEC source: 0001209191-21-037678 · doc4.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,168 Read SEC document |
| May 20, 2021 Filed May 21, 2021 12:44 UTC | GENESCO INC GCO · Entity 5742 | GrantCommon Stock | 168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-034759 · doc4.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168 F1 · shares: Grant of restricted stock under 2020 Equity Incentive Plan. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 22:12 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2019 Restricted Stock Units · Derivative | 3,271 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000203 · wf-form4_160616956199798.xml · derivative · entry 3 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,271 Underlying: Common Stock · 3,271 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 19, 2020 Filed Nov 23, 2020 22:12 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 1,034 | $22.14 | $22,892.76 |
DisclosureSEC source: 0001674910-20-000203 · wf-form4_160616956199798.xml · nonDerivative · entry 2 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,569 Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 22:12 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 3,271 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000203 · wf-form4_160616956199798.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,603 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, 2020 Filed Nov 17, 2020 00:39 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2020 Restricted Stock Units · Derivative | 2,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000175 · wf-form4_160557354169620.xml · derivative · entry 10 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,966 Underlying: Common Stock · 2,982 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:39 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2018 Restricted Stock Units · Derivative | 2,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000175 · wf-form4_160557354169620.xml · derivative · entry 9 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,780 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. 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, 2020 Filed Nov 17, 2020 00:39 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 2,982 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000175 · wf-form4_160557354169620.xml · nonDerivative · entry 5 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,275 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 00:39 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 879 | $22.35 | $19,645.65 |
DisclosureSEC source: 0001674910-20-000175 · wf-form4_160557354169620.xml · nonDerivative · entry 4 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,293 Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:39 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 2,780 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000175 · wf-form4_160557354169620.xml · nonDerivative · entry 3 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,172 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 00:39 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2021 Stock Appreciation Rights · Derivative | 40,200 | $0.00 Strike: $21.60 | $0.00 |
DisclosureSEC source: 0001674910-20-000175 · wf-form4_160557354169620.xml · derivative · entry 8 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,200 Underlying: Common Stock · 40,200 shares Expires 2030-11-12 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 12, 2020 Filed Nov 17, 2020 00:39 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2021 Restricted Stock Units · Derivative | 9,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000175 · wf-form4_160557354169620.xml · derivative · entry 7 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,460 Underlying: Common Stock · 9,460 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. 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 12, 2020 Filed Nov 17, 2020 00:39 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 943 | $22.35 | $21,076.05 |
DisclosureSEC source: 0001674910-20-000175 · wf-form4_160557354169620.xml · nonDerivative · entry 6 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,332 Read SEC document |
| November 12, 2020 Filed Nov 17, 2020 00:39 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 2,462 | $21.60 | $53,179.20 |
DisclosureSEC source: 0001674910-20-000175 · wf-form4_160557354169620.xml · nonDerivative · entry 2 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,392 Read SEC document |
| November 12, 2020 Filed Nov 17, 2020 00:39 UTC | VALVOLINE INC VVV · Entity 1678 | GrantCommon Stock | 7,788 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000175 · wf-form4_160557354169620.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,854 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 15, 2020 Filed Sep 16, 2020 23:51 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 73 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000139 · wf-form4_160030025946692.xml · derivative · entry 6 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 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. F2 · derivative.exercise_date: The restricted stock units granted on September 14, 2017 vest in full upon the third anniversary of the grant date. F2 · 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 23:51 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 24 | $20.80 | $499.20 |
DisclosureSEC source: 0001674910-20-000139 · wf-form4_160030025946692.xml · nonDerivative · entry 4 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,066 Read SEC document |
| September 15, 2020 Filed Sep 16, 2020 23:51 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 73 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000139 · wf-form4_160030025946692.xml · nonDerivative · entry 3 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,090 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 14, 2020 Filed Sep 16, 2020 23:51 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 13,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000139 · wf-form4_160030025946692.xml · derivative · entry 5 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 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. F2 · derivative.exercise_date: The restricted stock units granted on September 14, 2017 vest in full upon the third anniversary of the grant date. F2 · 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 23:51 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 4,161 | $20.92 | $87,048.12 |
DisclosureSEC source: 0001674910-20-000139 · wf-form4_160030025946692.xml · nonDerivative · entry 2 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,017 Read SEC document |
| September 14, 2020 Filed Sep 16, 2020 23:51 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 13,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000139 · wf-form4_160030025946692.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,178 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 19, 2019 Filed Nov 20, 2019 21:56 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 3,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000192 · wf-form4_157428699217244.xml · derivative · entry 3 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,397 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. 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 19, 2019 Filed Nov 20, 2019 21:56 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 1,011 | $23.19 | $23,445.09 |
DisclosureSEC source: 0001674910-19-000192 · wf-form4_157428699217244.xml · nonDerivative · entry 2 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,012 Read SEC document |
| November 19, 2019 Filed Nov 20, 2019 21:56 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 3,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000192 · wf-form4_157428699217244.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,023 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 23:50 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 3,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000173 · wf-form4_157412100456279.xml · derivative · entry 5 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 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. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 23:50 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 951 | $23.05 | $21,920.55 |
DisclosureSEC source: 0001674910-19-000173 · wf-form4_157412100456279.xml · nonDerivative · entry 2 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,825 Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 23:50 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 3,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000173 · wf-form4_157412100456279.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,776 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 21:17 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 859 | $23.01 | $19,765.59 |
DisclosureSEC source: 0001674910-19-000143 · wf-form4_157385263719651.xml · nonDerivative · entry 2 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,767 Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 23:50 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2020 Stock Appreciation Rights · Derivative | 37,700 | $0.00 Strike: $23.01 | $0.00 |
DisclosureSEC source: 0001674910-19-000173 · wf-form4_157412100456279.xml · derivative · entry 4 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,700 Underlying: Common Stock · 37,700 shares Expires 2029-11-14 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 14, 2019 Filed Nov 18, 2019 23:50 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2020 Restricted Stock Units · Derivative | 8,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000173 · wf-form4_157412100456279.xml · derivative · entry 3 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,750 Underlying: Common Stock · 8,750 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 21:17 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 2,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000143 · wf-form4_157385263719651.xml · derivative · entry 3 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,718 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. F2 · derivative.exercise_date: The restricted stock units vest one-third on each anniversary following the grant date. F2 · 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 21:17 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 2,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-19-000143 · wf-form4_157385263719651.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,626 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 |
| June 20, 2019 Filed Jun 24, 2019 20:20 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 6,001 | $19.10 | $114,619.10 |
DisclosureSEC source: 0001674910-19-000087 · wf-form4_156140764384920.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,910 Read SEC document |
| April 15, 2019 Filed Apr 16, 2019 20:20 UTC | VALVOLINE INC VVV · Entity 1678 | PurchaseCommon Stock | 7,500 | $18.71 | $140,325.00 |
DisclosureSEC source: 0001674910-19-000049 · wf-form4_155544600819584.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,797 F1 · kind: The purchase of Valvoline common stock was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on February 28, 2019. F2 · balance_after: Includes 18,874 shares of unvested restricted stock. Read SEC document |
| November 19, 2018 Filed Nov 21, 2018 16:40 UTC | VALVOLINE INC VVV · Entity 1678 | GrantStock Appreciation Right · Derivative | 34,990 | $0.00 Strike: $20.37 | $0.00 |
DisclosureSEC source: 0001674910-18-000116 · wf-form4_154281843532761.xml · derivative · entry 2 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,990 Underlying: Common Stock · 34,990 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 16:40 UTC | VALVOLINE INC VVV · Entity 1678 | GrantUnits · Derivative | 9,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-18-000116 · wf-form4_154281843532761.xml · derivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,390 Underlying: Common Stock · 9,390 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 22:22 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 2,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-18-000095 · wf-form4_154275250735307.xml · derivative · entry 3 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,944 Underlying: Common Stock · 2,938 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 16, 2018 Filed Nov 20, 2018 22:22 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 929 | $20.41 | $18,960.89 |
DisclosureSEC source: 0001674910-18-000095 · wf-form4_154275250735307.xml · nonDerivative · entry 2 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,094 F2 · balance_after: Includes 18,671 shares of unvested restricted stock Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 22:22 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 2,938 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-18-000095 · wf-form4_154275250735307.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,023 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.