Welcome to our dedicated page for Valvoline SEC filings (Ticker: VVV), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Valvoline Inc. (NYSE: VVV) SEC filings page on Stock Titan aggregates the company’s official disclosures filed with the U.S. Securities and Exchange Commission, giving investors structured access to the regulatory record of this preventive automotive maintenance business. As a Kentucky corporation with Commission File Number 001-37884, Valvoline Inc. submits a range of filings that explain its operations, governance, capital structure, and strategic actions related to its franchised and company-operated service center network in the United States and Canada.
Core documents for analysis include annual reports on Form 10-K and quarterly reports on Form 10-Q, which provide detailed discussions of net revenues from company-operated stores and franchise-related fees, key business measures such as system-wide store counts and same-store sales, risk factors, and management’s discussion and analysis. Investors can also review the company’s definitive proxy statement on Schedule 14A, which outlines board composition, committee structures, executive compensation programs, stock ownership information, and proposals such as the election of directors and approval of incentive plans.
Valvoline Inc. frequently uses current reports on Form 8-K to disclose material events. Recent 8-K filings describe topics such as financial results for completed quarters and fiscal years, the entry into and amendment of credit agreements, the creation of an incremental senior secured term loan B facility, and the closing of the acquisition of OC IntermediateCo, Inc., which owns the Breeze Autocare business and Oil Changers quick lube oil change stores. Other 8-Ks cover changes in directors and certain officers, including retirements and nominations to the board, as well as investor update presentations.
Through Stock Titan, users can access these filings as they are made available on EDGAR, along with AI-powered summaries that help explain the structure and implications of lengthy documents, including complex credit agreements and compensation disclosures. This page is also a reference point for tracking governance-related information contained in proxy materials and for monitoring how Valvoline Inc. reports on its strategy to drive the full potential of its core business, deliver sustainable network growth, and innovate to meet evolving customer and car parc needs.
Valvoline Inc's Chief Legal Officer Julie Marie O'Daniel exercised 15,810 FY 2020 Stock Appreciation Rights into common stock at $23.01 per share. To cover taxes, 11,498 common shares were disposed of at $38.53, and 4,312 common shares were sold in an open-market transaction at $38.55 per share. After these transactions, she held 17,979 common shares directly and approximately 3,042 common shares indirectly through the Valvoline 401(k) Plan.
Valvoline Inc. President & CEO Lori Ann Flees reported acquiring 25 deferred stock units on February 19, 2026 under the company’s 2016 Deferred Compensation Plan for Employees. Each unit is a right to receive one share of Valvoline common stock, generally payable upon unforeseeable emergency, death, disability, or separation from service.
Julie M. O'Daniel reported an intent to sell 4,312 common shares on 02/20/2026 under a Form 144 notice. The filing also lists prior sales of 3,201 common shares on 11/26/2025 for $102,028.91.
Wasatch Advisors reported passive beneficial ownership of 8,143,960 Valvoline Inc. shares, representing 6.4% of the common stock. The firm has sole voting power over 5,335,879 shares and sole dispositive power over 8,143,960 shares as of the stated measurement date.
Wasatch certifies the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Valvoline, and not in connection with any control-related transaction, other than activities solely in connection with a nomination under Rule 240.14a-11.
Valvoline Inc. executive Adam C. Worsham, SVP and Chief Franchising Officer, has filed an initial statement of beneficial ownership. He directly holds 6,765 shares of Valvoline common stock and indirectly holds 1,279 shares through the Valvoline 401(k) Plan.
He also holds restricted stock units covering 604, 1,207 and 2,380 shares for fiscal years 2024, 2025 and 2026, plus 7,720 additional restricted stock units, which vest in three equal annual installments and convert into common stock on a one-for-one basis. Stock appreciation rights cover 3,790, 4,570, 5,610 and 12,100 shares at exercise prices of $34.94, $38.56, $31.62 and $38.43, with vesting spread over the first three anniversaries of the grant dates and expirations between 2033 and 2035.
Valvoline Inc. filed an initial insider ownership report for Chief Technology Officer Hitesh C. C. Patel. The filing shows FY 2026 restricted stock units covering 9,500 shares of common stock, vesting in three equal annual installments starting one year after the grant date, and converting into common stock on a one-for-one basis.
Patel also holds FY 2026 stock appreciation rights tied to 7,470 shares of common stock with a $31.62 exercise price. Fifty percent of these rights vested on the first anniversary of the grant date, with 25% vesting on each of the second and third anniversaries. The RSU award reflects a combined new hire and annual equity grant.
Valvoline Inc. President & CEO Lori Ann Flees reported acquiring 26 deferred stock units on February 5, 2026 under the Valvoline Inc. 2016 Deferred Compensation Plan for Employees. These units were obtained through salary deferral at a reference price of $36.76 per unit, bringing her total directly held deferred stock units to 15,302. Each unit represents a contingent right to receive one share of Valvoline common stock, payable upon an unforeseeable emergency or upon her death, disability, or separation from service, as outlined in the plan.
Valvoline Inc. shareholder plans Rule 144 stock sale. A holder has filed to sell 1,343 shares of common stock through Fidelity Brokerage Services LLC on or about 02/09/2026 on the NYSE, with an aggregate market value of $49,993.18, versus 127,315,826 common shares outstanding.
The shares to be sold were acquired via restricted stock vesting from the issuer, with 183 shares vesting on 01/25/2023 and 1,160 shares vesting on 01/28/2026, both as compensation. The seller represents they are not aware of undisclosed material adverse information about Valvoline’s operations.
Valvoline Inc. reported higher revenue but a GAAP loss for the quarter ended December 31, 2025, as major Breeze Autocare deal and required divestitures drove one-time charges. Net revenues rose to $461.8 million from $414.3 million, helped by 335 net new system-wide stores and 5.8% system-wide same-store sales growth.
The company posted a $32.2 million loss from continuing operations, versus $93.9 million income a year earlier, mainly from a $57.9 million pre-tax loss on the FTC-required sale of 45 Breeze stores and related tax effects. Diluted loss per share was $0.26.
Valvoline acquired Breeze for $638.7 million, funded with a new $740.0 million Term Loan B, increasing total debt to $1,664.8 million. Despite higher leverage, Adjusted EBITDA rose to $117.4 million, reflecting stronger operations. The company continues to report a material weakness in internal control over financial reporting tied to business process controls following its ERP implementation, though remediation is underway.
Valvoline Inc. furnished an 8-K to announce that it has issued a press release with its financial results for the first quarter ended December 31, 2025. The earnings press release, dated February 4, 2026, is provided as Exhibit 99.1 and is available on Valvoline’s investor website, along with a webcast and slide presentation.