Form 4: Valvoline Inc. Executive Lori Ann Flees Reports Acquisition of Deferred Stock Units

Lori Ann Flees, President & CEO of Valvoline Inc., reports acquiring 52 deferred stock units through salary deferral under the company's Deferred Compensation Plan.

Summary

• On April 3, 2025, Lori Ann Flees, President & CEO of Valvoline Inc., acquired 52 deferred stock units.
• These units were acquired 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 upon distribution from the Deferred Compensation Plan.
• The price of the deferred stock units was $34.47.
• Following the transaction, Ms. Flees beneficially owns 9,522 shares of Valvoline common stock.
• Shares of Valvoline Common Stock become payable in respect of the units upon the event of an unforeseeable emergency (as defined in the Deferred Compensation Plan) or the Reporting Person's death, disability or separation from service, in accordance with the terms of the Deferred Compensation Plan.

Sentiment

Score: 7

Explanation: The sentiment is neutral to slightly positive. It reflects standard executive compensation practices and insider alignment with company performance.

Positives

• The acquisition of deferred stock units by the CEO demonstrates her continued investment and alignment with the company's future performance.

Future Outlook

The document does not contain specific forward-looking statements, but the acquisition of deferred stock units suggests an expectation of future value in Valvoline common stock.

Industry Context

Form 4 filings are standard practice for reporting changes in beneficial ownership by company insiders, providing transparency to investors.

Comparison to Industry Standards

• Executive compensation packages often include deferred stock units as a way to align management's interests with those of shareholders.
• Companies like Chevron, ExxonMobil, and Shell also utilize deferred compensation plans for their executives.

Stakeholder Impact

• The transaction has a minor positive impact on shareholders as it demonstrates the CEO's continued investment in the company.

Key Dates

Keywords

Valvoline, Lori Ann Flees, Deferred Stock Units, Form 4, Beneficial Ownership, Executive Compensation, Salary Deferral