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.
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.
Valvoline Inc. President & CEO Lori Ann Flees acquired 29 deferred stock units tied to Valvoline common stock through a salary deferral under the company’s 2016 Deferred Compensation Plan for Employees. Following this grant, she holds 15,412 deferred stock units directly. These units convert into common shares and become payable upon an unforeseeable emergency or upon her death, disability, or separation from service, in line with the plan’s terms. This is a compensation-related award rather than an open-market stock purchase or sale.
Valvoline Inc. Chief Accounting Officer Jordan M. Denny exercised restricted stock units into common shares as part of equity compensation. On April 1, 2026, 3,543 restricted stock units converted into 3,543 shares of Valvoline common stock on a one-for-one basis. To cover tax obligations, 1,195 of these shares were withheld at $34.09 per share, leaving 2,615 common shares held directly after the transactions, along with 7,087 restricted stock units remaining.
Valvoline Inc received an Amendment No. 8 to a Schedule 13G/A from The Vanguard Group reporting 0 shares beneficially owned of Valvoline common stock. Vanguard states an internal realignment effective January 12, 2026 led to separate reporting by subsidiaries in reliance on SEC Release No. 34-39538 (January 12, 1998). The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
Valvoline Inc President & CEO Lori Ann Flees reported receiving 29 deferred stock units tied to Valvoline common stock, credited through salary deferral under the company’s 2016 Deferred Compensation Plan for Employees.
Each unit represents a right to receive one share of common stock in the future, generally upon an unforeseeable emergency, or upon her death, disability, or separation from service. Following this award, she holds 15,383 deferred stock units in total. This is a routine, compensation-related acquisition rather than an open-market stock purchase or sale.
Valvoline Inc. executive Jordan M. Denny, the Chief Accounting Officer, filed an initial ownership report showing his equity-based holdings in the company. The filing lists several grants of restricted stock units that each convert into Valvoline common stock on a one-for-one basis as they vest in future years.
These include FY 2026 restricted stock units tied to 2,140 underlying shares, additional restricted stock units tied to 10,630 shares, FY 2025 units tied to 1,007 shares, another restricted stock unit grant tied to 417 shares, and FY 2024 units tied to 404 shares. The report also shows a stock appreciation right award covering 23,970 underlying shares of common stock with a $37.16 exercise price that became fully vested on the second anniversary of its January 3, 2022 grant date and expires in 2032, plus 267 shares of common stock held directly.
Valvoline Inc. appointed Jordan M. Denny as Chief Accounting Officer and Controller effective March 6, 2026. He succeeds Dione R. Sturgeon, who moved to the role of Vice President, Treasurer and Tax. Denny has held various finance, treasury and development positions at Valvoline since 2013.
Denny’s annual base salary is $319,520, with a target incentive equal to 40% of base pay under the Valvoline Incentive Plan. For fiscal 2026 he received a $125,000 equity grant, split evenly between time-based restricted stock units and performance stock units. Valvoline states there are no related-party transactions or family relationships involving Denny that require disclosure.
Valvoline Inc. President & CEO Lori Ann Flees acquired 27 Deferred Stock Units on Valvoline common stock through a salary deferral under the Valvoline Inc. 2016 Deferred Compensation Plan for Employees. Each unit represents a contingent right to receive one Valvoline share in the future. Following this grant, she holds 15,354 Deferred Stock Units directly. Units become payable in Valvoline common stock only upon an unforeseeable emergency, or upon her death, disability, or separation from service, in line with the plan’s terms.
Valvoline Inc. Chief People Officer Jonathan L. Caldwell reported several share transactions tied to long-term incentives. On March 2, 2026, he exercised an FY 2017 stock appreciation right for 8,877 common shares at a stated exercise price of $20.29. To cover related obligations, 6,198 common shares were disposed of in a tax-withholding transaction at about $37.56. He also completed open-market sales of 983 shares at $38.00 on March 2 and 2,679 shares at $37.54 on March 3. After these moves, Caldwell directly owned 23,769 shares of Valvoline common stock.
Jonathan L. Caldwell reported the sale of 983 common shares on 03/02/2026, with proceeds shown as $37,354.00. The transaction lists Fidelity Brokerage Services LLC as broker. The filing is a Form 144 disclosure of an issuer-related sale.
Valvoline Inc. Chief Accounting Officer Dione Sturgeon exercised 287 restricted stock units into an equal number of Valvoline common shares on February 27, 2026 at $37.80 per share. To cover tax obligations, 104 of these shares were disposed of in a tax-withholding transaction, leaving direct ownership at 6,866 common shares.