Valvoline Inc. filings document the regulatory record for a Kentucky corporation operating a preventive automotive maintenance service-center and franchise business. The company’s Form 8-K reports include quarterly results, Regulation FD presentations, material-event disclosures, capital-structure matters, and exhibits such as earnings releases and investor update materials.
Proxy and governance filings describe shareholder voting, director elections, executive compensation programs, the Valvoline Inc. 2026 Omnibus Incentive Plan, and changes in senior finance and accounting roles. The filings also address business strategy, network growth, acquisitions and refranchising activity, capital allocation, debt leverage, competition, and other risk factors tied to Valvoline’s stand-alone retail services model.
Wasatch Advisors LP reported beneficial ownership of 10,383,960 shares of Valvoline Inc. common stock, representing 8.2% of the class. The filing shows Wasatch has sole dispositive power over all 10,383,960 shares and sole voting power over 7,277,886 shares.
The disclosure was made on a Schedule 13G/A (Amendment No. 3) and includes a certification that the shares are held in the ordinary course of business and were not acquired to change or influence control of the company.
Valvoline Inc. amended the merger agreement to acquire Breeze Autocare, which operates Oil Changers stores, to provide additional time for regulatory review. The First Amendment, dated August 11, 2025, extends the Merger Agreement termination date to the later of November 15, 2025 or the date of Closing provided all closing conditions are satisfied on or prior to November 15, 2025, and revises the Closing mechanics to occur on the fifteenth day after all Closing conditions are satisfied. The original Merger Agreement was entered on February 17, 2025, and the parties received an FTC Second Request on April 9, 2025. The amendment preserves the transaction timetable while the parties continue constructive discussions with the FTC.
Lori Ann Flees, who serves as Valvoline Inc.'s President & CEO and a director, acquired 46 deferred stock units on 08/07/2025 under the Valvoline Inc. 2016 Deferred Compensation Plan by salary deferral. Each unit represents a contingent right to receive one share of Valvoline common stock upon distribution from the plan.
The filing reports 9,974 derivative securities beneficially owned following the transaction. The units become payable only upon an unforeseeable emergency, the reporting person’s death, disability, or separation from service, per the plan terms. The Form 4 was signed by an attorney-in-fact on 08/08/2025.
Valvoline Inc. (VVV) – Form 4 insider filing
On 26 June 2025, President & Chief Executive Officer Lori Ann Flees reported the acquisition of 48 deferred stock units (DSUs) under the company’s 2016 Deferred Compensation Plan. The units were obtained through salary deferral and represent a contingent right to receive an equivalent number of Valvoline common shares upon a qualifying distribution event (e.g., separation from service, death, disability or an unforeseeable emergency as defined by the plan).
The filing shows a price reference of $37.04 for the DSUs and states that, following the transaction, Flees holds 9,831 DSUs in direct ownership. No common shares or other derivative instruments were disposed of, and no open-market purchases were disclosed.
Because the transaction is a routine, compensation-related deferral rather than a market purchase, the event is generally viewed as administrative with limited immediate valuation impact for shareholders. There are no changes to Valvoline’s capital structure, no option exercises, and no sale of shares.