Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VALVOLINE INCVVV · Entity 1678 | Chief People Officer | June 25, 2026 | June 26, 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 June 25, 2026 · Filed June 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,918 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Sale · Disposed 2,851 · Balance 20,918 |
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 29, 2022 Filed Dec 1, 2022 21:26 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2023 Stock Appreciation Rights · Derivative | 4,490 | $0.00 Strike: $32.85 | $0.00 |
DisclosureSEC source: 0001674910-22-000142 · wf-form4_166992995213936.xml · derivative · entry 2 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,490 Underlying: Common Stock · 4,490 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 | 1,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-22-000142 · wf-form4_166992995213936.xml · derivative · entry 1 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,780 Underlying: Common Stock · 1,780 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 17, 2022 Filed Nov 21, 2022 22:49 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 1,079 | $32.87 | $35,466.73 |
DisclosureSEC source: 0001674910-22-000117 · wf-form4_166907092880380.xml · nonDerivative · entry 2 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,325 Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 22:49 UTC | VALVOLINE INC VVV · Entity 1678 | GrantCommon Stock | 3,360 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-22-000117 · wf-form4_166907092880380.xml · nonDerivative · entry 1 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,404 F1 · shares: Represents shares earned from the FY20-FY22 performance stock unit ("PSU") award granted on November 14, 2019, as certified by the Compensation Committee of the Board of Directors on November 17, 2022. 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 FY20, FY21 and FY22, and a fourth cumulative FY20-FY22 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 FY20-FY22 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 200% of Target. F2 · price: PSUs convert into Valvoline common stock on a one-for-one basis. Read SEC document |
| November 14, 2022 Filed Nov 15, 2022 13:02 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2020 Restricted Stock Units · Derivative | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-22-000101 · wf-form4_166851731744985.xml · derivative · entry 9 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 601 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 14, 2022 Filed Nov 15, 2022 13:02 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 193 | $32.16 | $6,206.88 |
DisclosureSEC source: 0001674910-22-000101 · wf-form4_166851731744985.xml · nonDerivative · entry 6 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,044 Read SEC document |
| November 14, 2022 Filed Nov 15, 2022 13:02 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 601 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-22-000101 · wf-form4_166851731744985.xml · nonDerivative · entry 5 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,237 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 11, 2022 Filed Nov 15, 2022 13:02 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2022 Restricted Stock Units · Derivative | 551 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-22-000101 · wf-form4_166851731744985.xml · derivative · entry 8 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,104 Underlying: Common Stock · 551 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 11, 2022 Filed Nov 15, 2022 13:02 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2021 Restricted Stock Units · Derivative | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-22-000101 · wf-form4_166851731744985.xml · derivative · entry 7 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 635 Underlying: Common Stock · 634 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 11, 2022 Filed Nov 15, 2022 13:02 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 177 | $32.13 | $5,687.01 |
DisclosureSEC source: 0001674910-22-000101 · wf-form4_166851731744985.xml · nonDerivative · entry 4 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,636 Read SEC document |
| November 11, 2022 Filed Nov 15, 2022 13:02 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-22-000101 · wf-form4_166851731744985.xml · nonDerivative · entry 3 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,813 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 11, 2022 Filed Nov 15, 2022 13:02 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 204 | $32.13 | $6,554.52 |
DisclosureSEC source: 0001674910-22-000101 · wf-form4_166851731744985.xml · nonDerivative · entry 2 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,262 Read SEC document |
| November 11, 2022 Filed Nov 15, 2022 13:02 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 634 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-22-000101 · wf-form4_166851731744985.xml · nonDerivative · entry 1 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,466 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 29, 2022 Filed May 2, 2022 23:59 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 1,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-22-000047 · wf-form4_165153597282183.xml · derivative · entry 3 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,772 Underlying: Common Stock · 1,772 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 |
| April 29, 2022 Filed May 2, 2022 23:59 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 617 | $30.23 | $18,651.91 |
DisclosureSEC source: 0001674910-22-000047 · wf-form4_165153597282183.xml · nonDerivative · entry 2 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,832 Read SEC document |
| April 29, 2022 Filed May 2, 2022 23:59 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 1,772 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-22-000047 · wf-form4_165153597282183.xml · nonDerivative · entry 1 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,449 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, 2021 Filed Nov 22, 2021 22:25 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2019 Restricted Stock Units · Derivative | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000150 · wf-form4_163761993598286.xml · derivative · entry 3 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 626 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, 2021 Filed Nov 22, 2021 22:25 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 201 | $36.08 | $7,252.08 |
DisclosureSEC source: 0001674910-21-000150 · wf-form4_163761993598286.xml · nonDerivative · entry 2 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,677 Read SEC document |
| November 19, 2021 Filed Nov 22, 2021 22:25 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 626 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000150 · wf-form4_163761993598286.xml · nonDerivative · entry 1 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,878 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 12, 2021 Filed Nov 15, 2021 22:59 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2021 Restricted Stock Units · Derivative | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000124 · wf-form4_163701714681574.xml · derivative · entry 10 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Underlying: Common Stock · 624 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 22:59 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2020 Restricted Stock Units · Derivative | 591 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000124 · wf-form4_163701714681574.xml · derivative · entry 9 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591 Underlying: Common Stock · 591 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 22:59 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 201 | $35.16 | $7,067.16 |
DisclosureSEC source: 0001674910-21-000124 · wf-form4_163701714681574.xml · nonDerivative · entry 6 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,252 Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 22:59 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 624 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000124 · wf-form4_163701714681574.xml · nonDerivative · entry 5 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,453 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 22:59 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 190 | $35.16 | $6,680.40 |
DisclosureSEC source: 0001674910-21-000124 · wf-form4_163701714681574.xml · nonDerivative · entry 4 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,829 Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 22:59 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 591 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000124 · wf-form4_163701714681574.xml · nonDerivative · entry 3 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,019 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 22:59 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2022 Stock Appreciation Rights · Derivative | 5,690 | $0.00 Strike: $35.25 | $0.00 |
DisclosureSEC source: 0001674910-21-000124 · wf-form4_163701714681574.xml · derivative · entry 8 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,690 Underlying: Common Stock · 5,690 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 22:59 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2022 Restricted Stock Units · Derivative | 1,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000124 · wf-form4_163701714681574.xml · derivative · entry 7 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,630 Underlying: Common Stock · 1,630 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 22:59 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 785 | $35.25 | $27,671.25 |
DisclosureSEC source: 0001674910-21-000124 · wf-form4_163701714681574.xml · nonDerivative · entry 2 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,428 Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:59 UTC | VALVOLINE INC VVV · Entity 1678 | GrantCommon Stock | 2,443 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000124 · wf-form4_163701714681574.xml · nonDerivative · entry 1 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,213 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 |
| April 30, 2021 Filed May 4, 2021 21:05 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionUnits · Derivative | 1,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-21-000065 · wf-form4_162016227831990.xml · derivative · entry 3 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,490 Underlying: Common Stock · 1,744 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 |
| April 30, 2021 Filed May 4, 2021 21:05 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 629 | $31.40 | $19,750.60 |
DisclosureSEC source: 0001674910-21-000065 · wf-form4_162016227831990.xml · nonDerivative · entry 2 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,770 Read SEC document |
| April 30, 2021 Filed May 4, 2021 21:05 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 1,744 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-21-000065 · wf-form4_162016227831990.xml · nonDerivative · entry 1 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,399 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, 2020 Filed Nov 23, 2020 22:22 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2019 Restricted Stock Units · Derivative | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000213 · wf-form4_160617016370769.xml · derivative · entry 3 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613 Underlying: Common Stock · 614 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 22:22 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 198 | $22.14 | $4,383.72 |
DisclosureSEC source: 0001674910-20-000213 · wf-form4_160617016370769.xml · nonDerivative · entry 2 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,655 Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 22:22 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 614 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000213 · wf-form4_160617016370769.xml · nonDerivative · entry 1 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,853 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 00:31 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2020 Restricted Stock Units · Derivative | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000167 · wf-form4_160557309739776.xml · derivative · entry 10 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,160 Underlying: Common Stock · 578 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 00:31 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionFY 2018 Restricted Stock Units · Derivative | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000167 · wf-form4_160557309739776.xml · derivative · entry 9 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 520 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 00:31 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 186 | $22.35 | $4,157.10 |
DisclosureSEC source: 0001674910-20-000167 · wf-form4_160557309739776.xml · nonDerivative · entry 6 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,239 Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:31 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 578 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000167 · wf-form4_160557309739776.xml · nonDerivative · entry 5 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,425 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 00:31 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 167 | $22.35 | $3,732.45 |
DisclosureSEC source: 0001674910-20-000167 · wf-form4_160557309739776.xml · nonDerivative · entry 4 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 847 Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 00:31 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 520 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000167 · wf-form4_160557309739776.xml · nonDerivative · entry 3 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,014 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 00:31 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2021 Stock Appreciation Rights · Derivative | 7,790 | $0.00 Strike: $21.60 | $0.00 |
DisclosureSEC source: 0001674910-20-000167 · wf-form4_160557309739776.xml · derivative · entry 8 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,790 Underlying: Common Stock · 7,790 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 00:31 UTC | VALVOLINE INC VVV · Entity 1678 | GrantFY 2021 Restricted Stock Units · Derivative | 1,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000167 · wf-form4_160557309739776.xml · derivative · entry 7 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,840 Underlying: Common Stock · 1,840 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 00:31 UTC | VALVOLINE INC VVV · Entity 1678 | Tax withholdingCommon Stock | 234 | $21.60 | $5,054.40 |
DisclosureSEC source: 0001674910-20-000167 · wf-form4_160557309739776.xml · nonDerivative · entry 2 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 494 Read SEC document |
| November 12, 2020 Filed Nov 17, 2020 00:31 UTC | VALVOLINE INC VVV · Entity 1678 | GrantCommon Stock | 728 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-20-000167 · wf-form4_160557309739776.xml · nonDerivative · entry 1 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 728 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 |
| May 01, 2020 Filed May 4, 2020 22:00 UTC | VALVOLINE INC VVV · Entity 1678 | GrantUnits · Derivative | 5,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-20-000070 · wf-form4_158862959815629.xml · derivative · entry 1 Caldwell Jonathan L. · CIK 0001809539 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,120 Underlying: Common Stock · 5,120 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a right to receive one share of Valvoline common stock. F2 · derivative.exercise_date: The units vest in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: The 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.