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. 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.
The filing is a Form 144 notice of a proposed sale of common stock related to restricted stock vesting events. The entry lists 382 common shares from a vesting on 11/11/2024 and 601 common shares from a vesting on 11/16/2024. The brokerage listed is Fidelity Brokerage Services LLC with an action date of 03/02/2026.
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.