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 director Katherine Irene Fogertey has submitted an initial Form 3, identifying herself as a director of the company. The report shows no buy or sell transactions, no derivative transactions or positions, and no share holdings listed in the data provided.
Valvoline Inc. elected Katherine Fogertey and Scott Mezvinsky to its Board of Directors effective July 22, 2026. Fogertey will serve on the Audit Committee, and Mezvinsky will serve on the Governance & Nominating Committee as non-employee directors.
Under the non-employee director compensation program, each is eligible for a $100,000 annual cash retainer, paid quarterly, and an annual equity retainer of restricted stock units valued at $135,000, pro-rated for partial-year service. The Compensation Committee granted pro-rated RSU awards with a grant-date value of $70,644 on July 22, 2026, vesting in full on July 22, 2027, subject to continued Board service. The company states there are no reportable related-party transactions and attaches a press release as Exhibit 99.1.
Wasatch Advisors reports its beneficial ownership of Valvoline Inc. common stock in an Amendment No. 5 to a Schedule 13G. As of June 30, 2026, it beneficially owned 6,074,830 shares of Valvoline, representing 4.8% of the class, which is at or below the 5% reporting threshold.
Wasatch Advisors has sole voting power over 4,088,390 shares and sole dispositive power over all 6,074,830 shares, with no shared voting or dispositive power. The filing is signed by CEO Mike Yeates on July 17, 2026.
Flees Lori Ann reported acquisition or exercise transactions in this Form 4 filing.
Valvoline Inc. President & CEO Lori Ann Flees received a grant/award of 25.0000 Deferred Stock Units on July 9, 2026, credited at $37.9800 per unit through salary deferral under the Valvoline Inc. 2016 Deferred Compensation Plan for Employees. Each unit represents a contingent right to receive one share of Valvoline common stock, generally payable upon an unforeseeable emergency, or upon her death, disability, or separation from service. Following this award, she holds 15,602.0000 Deferred Stock Units directly.
Valvoline Inc. entered into Amendment No. 1 to its Second Amended and Restated Credit Agreement on June 30, 2026. The amendment refinances all existing Term B Loans into a new class of refinancing term loans while keeping the total debt level unchanged at $738,150,000 of Refinanced Term B Loans.
At Valvoline’s option, these loans now bear interest at either adjusted term SOFR plus 1.75% per year or a base rate plus 0.75% per year. The loans continue to amortize quarterly at 0.25% of the aggregate principal amount starting September 30, 2026, with the remaining balance due on the Term B Facility’s unchanged maturity date, seven years after December 1, 2025. Certain repricing transactions within six months of the amendment are subject to a 1.00% prepayment premium, and all other material credit agreement terms remain the same.
Valvoline Inc. President & CEO Lori Ann Flees reported a compensation-related acquisition of 24 deferred stock units tied to Valvoline common stock. These units were acquired through salary deferral under the company’s 2016 Deferred Compensation Plan for Employees.
Each deferred stock unit represents a contingent right to receive one share of Valvoline common stock in the future. The shares become payable upon an unforeseeable emergency, or upon the executive’s death, disability, or separation from service, consistent with the plan’s terms. Following this grant, Flees directly holds 15,577 deferred stock units.
VALVOLINE INC Chief People Officer Jonathan L. Caldwell reported an open-market sale of 2,851 shares of Common Stock at $40.00 per share. After this transaction, he directly owns 20,918 shares. This is a routine insider sale disclosed to keep investors informed about management’s personal holdings.
Valvoline Inc. President & CEO Lori Ann Flees received 25 Deferred Stock Units on June 11, 2026 as a grant/award acquisition under the company’s 2016 Deferred Compensation Plan for Employees. Each unit represents a contingent right to receive one share of Valvoline common stock.
The units were acquired through salary deferral and increase her directly held deferred stock unit balance to 15,553 units. Shares of Valvoline common stock tied to these units become payable only upon an unforeseeable emergency, or upon her death, disability, or separation from service, as defined by the Deferred Compensation Plan.
Valvoline Inc’s Chief Financial Officer Kevin J. Willis reported equity compensation activity involving restricted stock units and related tax withholding. On the reported date, he exercised 3,876 restricted stock units into common stock at a reference price of $33.94 per share.
Of these shares, 1,768 were disposed of as a tax-withholding transaction to cover obligations, leaving 34,833 shares of common stock held directly and approximately 1,600 shares held indirectly through the Valvoline 401(k) Plan. The restricted stock units convert into common stock on a one-for-one basis and vest in three equal annual installments beginning on the first anniversary of the grant date.