Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VALVOLINE INCVVV · Entity 1678 | Chief Accounting Officer | February 27, 2026 | March 02, 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 February 27, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,866 |
Ending reported balance
After 2026-02-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-27 · Exercise / conversion · Acquired 287 · Balance 6,970 Row 2 · 2026-02-27 · Tax withholding · Disposed 104 · Balance 6,866 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-27 · Exercise / conversion · Disposed 287 · Balance 0 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 |
|---|---|---|---|---|---|---|
| March 31, 2023 Filed Nov 14, 2023 21:07 UTC | VALVOLINE INC VVV · Entity 1678 | Exercise / conversionCommon Stock | 276 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001674910-23-000115 · wk-form4_1699996034.xml · nonDerivative · entry 1 Sturgeon Dione · CIK 0001967434 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,024 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 |
| March 01, 2023 Filed Mar 3, 2023 14:14 UTC | VALVOLINE INC VVV · Entity 1678 | GrantRestricted Stock Units · Derivative | 860 | $0.00 | $0.00 |
DisclosureSEC source: 0001674910-23-000042 · wf-form4_167785284810600.xml · derivative · entry 1 Sturgeon Dione · CIK 0001967434 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,690 Underlying: Common Stock · 860 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.