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 13, 2018 Filed Nov 14, 2018 21:51 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 2,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-18-000076 · wf-form4_154223226891061.xml · derivative · entry 3 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,317 Underlying: Common Stock · 2,658 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest one-third on each anniversary following the grant date. F3 · derivative.expiration_date: The restricted stock units vest one-third on each anniversary following the grant date. Read SEC document |
| November 13, 2018 Filed Nov 14, 2018 21:51 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 840 | $19.73 | $16,573.20 |
DisclosureSEC source: 0001674910-18-000076 · wf-form4_154223226891061.xml · nonDerivative · entry 2 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,085 F2 · balance_after: Includes 18,671 shares of unvested restricted stock. Read SEC document |
| November 13, 2018 Filed Nov 14, 2018 21:51 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 2,658 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-18-000076 · wf-form4_154223226891061.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,925 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, 2018 Filed Jun 22, 2018 16:07 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 1,955 | $21.27 | $41,582.85 |
DisclosureSEC source: 0000947871-18-000515 · ss97130_4.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,203 F1 · balance_after: Includes 18,607 shares of unvested restricted stock. Read SEC document |
| November 16, 2017 Filed Nov 17, 2017 21:46 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionRestricted Stock Unit · Derivative | 2,899 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-17-000944 · ss68200_4.xml · derivative · entry 3 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,804 Underlying: Common Stock · 2,899 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 17, 2017 21:46 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 1,033 | $24.87 | $25,690.71 |
DisclosureSEC source: 0000947871-17-000944 · ss68200_4.xml · nonDerivative · entry 2 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,915 Read SEC document |
| November 16, 2017 Filed Nov 17, 2017 21:46 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 2,899 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000947871-17-000944 · ss68200_4.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,948 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. F2 · balance_after: Includes 24,549 shares of unvested restricted stock. Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 23:03 UTC | VALVOLINE INC VVV · Entity 1678 | GrantStock Appreciation Right · Derivative | 33,730 | $0.00 Strike: $23.08 | $0.00 |
DisclosureSEC source: 0000947871-17-000928 · ss67717_4.xml · derivative · entry 2 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,730 Underlying: Common Stock · 33,730 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 23:03 UTC | VALVOLINE INC VVV · Entity 1678 | GrantRestricted Stock Unit · Derivative | 7,870 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-17-000928 · ss67717_4.xml · derivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,870 Underlying: Common Stock · 7,870 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 |
| September 14, 2017 Filed Sep 18, 2017 21:12 UTC | VALVOLINE INC VVV · Entity 1678 | GrantRestricted Stock Unit · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-17-000735 · ss58957_4.xml · derivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 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 19:34 UTC | VALVOLINE INC VVV · Entity 1678 | GrantDividend Equivalent Right · Derivative | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0000950157-17-000950 · form4.xml · derivative · entry 2 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18 Underlying: Common Stock · 18 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 15, 2017 Filed Jun 19, 2017 19:34 UTC | VALVOLINE INC VVV · Entity 1678 | GrantDividend Equivalent Right · Derivative | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0000950157-17-000950 · form4.xml · derivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50 Underlying: Common Stock · 50 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on shares of restricted stock and will vest upon the same terms and conditions as such shares of restricted stock. Each dividend equivalent right is the economic equivalent of one share of restricted stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued on shares of restricted stock and will vest upon the same terms and conditions as such shares of restricted stock. Each dividend equivalent right is the economic equivalent of one share of restricted stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued on shares of restricted stock and will vest upon the same terms and conditions as such shares of restricted stock. Each dividend equivalent right is the economic equivalent of one share of restricted stock. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 22:55 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2017 Stock Appreciation Right · Derivative | 54,611 | Not disclosed Strike: $20.29 | Not disclosed |
DisclosureSEC source: 0000950157-17-000874 · form4.xml · derivative · entry 3 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,611 Underlying: Common Stock · 54,611 shares Expires 2026-12-16 F6 · 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. F6 · 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. F7 · 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 22:55 UTC | VALVOLINE INC VVV · Entity 1678 | GrantRestricted Stock Unit · Derivative | 8,666 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950157-17-000874 · form4.xml · derivative · entry 2 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,666 Underlying: Common Stock · 8,666 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Valvoline common stock. F4 · 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. F4 · 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. F5 · derivative.exercise_date: The restricted stock units 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. F5 · derivative.expiration_date: The restricted stock units 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. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 22:55 UTC | VALVOLINE INC VVV · Entity 1678 | GrantCommon Stock | 24,443 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950157-17-000874 · form4.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,943 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 24,443 shares of unvested restricted stock. Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 20:56 UTC | VALVOLINE INC VVV · Entity 1678 | PurchaseCommon Stock | 2,500 | $22.00 | $55,000.00 |
DisclosureSEC source: 0000950157-16-002264 · form4.xml · nonDerivative · entry 1 Meixelsperger Mary E · CIK 0001606006 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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.