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4//SEC Filing

MITCHELL SAMUEL J 4

Accession 0001674910-21-000118

CIK 0001674910other

Filed

Nov 14, 7:00 PM ET

Accepted

Nov 15, 5:48 PM ET

Size

21.7 KB

Accession

0001674910-21-000118

Insider Transaction Report

Form 4
Period: 2021-11-11
MITCHELL SAMUEL J
DirectorChief Executive Officer
Transactions
  • Award

    Common Stock

    2021-11-11+98,969363,616 total
  • Tax Payment

    Common Stock

    2021-11-11$35.25/sh46,615$1,643,179317,001 total
  • Exercise/Conversion

    Common Stock

    2021-11-12+11,263328,264 total
  • Tax Payment

    Common Stock

    2021-11-12$35.16/sh5,305$186,524322,959 total
  • Exercise/Conversion

    Common Stock

    2021-11-12+11,909334,868 total
  • Tax Payment

    Common Stock

    2021-11-12$35.16/sh5,610$197,248329,258 total
  • Award

    FY 2022 Restricted Stock Units

    2021-11-11+21,11021,110 total
    Common Stock (21,110 underlying)
  • Award

    FY 2022 Stock Appreciation Rights

    2021-11-11+73,87073,870 total
    Exercise: $35.25Exp: 2031-11-11Common Stock (73,870 underlying)
  • Exercise/Conversion

    FY 2020 Restricted Stock Units

    2021-11-1211,26311,264 total
    Common Stock (11,263 underlying)
  • Exercise/Conversion

    FY 2021 Restricted Stock Units

    2021-11-1211,90923,820 total
    Common Stock (11,909 underlying)
Holdings
  • Common Stock

    (indirect: By 401(k))
    5,571
Footnotes (5)
  • [F1]Represents shares earned from the FY19-FY21 performance stock unit ("PSU") award granted on November 19, 2018, as certified by the Compensation Committee of the Board of Directors on November 11, 2021. Earned PSUs became 100% vested on the last day of the performance period. The PSUs were measured against EPS performance goals over three separate one-year measurement periods for each of FY19, FY20 and FY21, and a fourth cumulative FY19-FY21 measurement period with a potential payout of 0% to 200% of Target. Each measurement period was weighted equally at 25%. The entire PSU payout was subject to a payment modifier (-25%, 0% or +25%) based on Valvoline's FY19-FY21 total shareholder return relative to the companies in the S&P MidCap 400 Index. Based on Valvoline's EPS performance and relative TSR performance, the Compensation Committee awarded a PSU payout equal to 144.5% of Target.
  • [F2]Restricted stock units and performance stock units convert into Valvoline common stock on a one-for-one basis.
  • [F3]Represents the approximate number of shares of Valvoline common stock held by the Reporting Person in the Valvoline 401(k) Plan based on the closing price of Valvoline common stock as of the close of business on the earliest Transaction Date.
  • [F4]The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date.
  • [F5]Fifty percent (50%) of the stock appreciation rights vest on the first anniversary of the grant date and 25% vest on each of the second and third anniversaries of the grant date.

Issuer

VALVOLINE INC

CIK 0001674910

Entity typeother

Related Parties

1
  • filerCIK 0001166068

Filing Metadata

Form type
4
Filed
Nov 14, 7:00 PM ET
Accepted
Nov 15, 5:48 PM ET
Size
21.7 KB