Form 4: Halliburton COO Sells Shares, Tax Withholding Reported

Halliburton's Director, EVP, and COO, Jeffrey Shannon Slocum, reported the sale of common stock and shares withheld for tax obligations.

Summary

• Jeffrey Shannon Slocum, Director, EVP, and COO of Halliburton Co (HAL), reported two transactions involving common stock.
• On January 8, 2026, 7,912 shares were transferred to Halliburton Company for federal tax withholding obligations at a price of $29.60 per share, related to the vesting of shares under the Stock and Incentive Plan.
• On January 9, 2026, Slocum sold 23,895 shares of common stock at a price of $32.30 per share.
• This sale was executed pursuant to a Rule 10b5-1 trading plan adopted by Slocum on August 7, 2025.
• Following these transactions, Slocum beneficially owns 187,422.952 shares of Halliburton common stock.
• Slocum also holds options to buy 12,090 shares of common stock at $49.61 (exercisable 01/02/2018, expiring 01/02/2028) and 3,722 shares at $55.68 (exercisable 01/03/2017, expiring 01/03/2027).

Sentiment

Score: 5

Explanation: A Form 4 reports factual insider transactions. The sale was pre-planned under a 10b5-1 plan, which is a neutral to slightly positive factor for transparency, while tax withholding is a routine event associated with executive compensation.

Positives

• The vesting of shares, which led to the tax withholding, indicates the executive's compensation plan is progressing.
• The sale of shares was conducted under a Rule 10b5-1 trading plan, adopted well in advance on August 7, 2025, which demonstrates pre-planning and mitigates concerns about opportunistic insider selling.

Negatives

• The sale of 23,895 shares by a key executive, even if pre-planned, represents a reduction in direct insider ownership.

Future Outlook

This Form 4 filing is a disclosure of past insider transactions and does not contain forward-looking statements or guidance regarding the company's future performance or outlook.

Industry Context

This filing is a routine insider transaction report specific to Halliburton and its executive, Jeffrey Shannon Slocum. It does not provide broader industry trends or competitive analysis.

Related Party Transactions

• Transfer of 7,912 shares to Halliburton Company for payment of Federal tax withholding obligations on the lapse of restrictions on shares issued under the Stock and Incentive Plan.

Stakeholder Impact

• Shareholders: The transactions represent routine insider activity, with a pre-planned sale and tax-related share withholding. The impact on overall shareholder value is likely minimal.

Key Dates

Keywords

Halliburton, HAL, insider transaction, Form 4, stock sale, executive compensation, Jeffrey Slocum, 10b5-1 plan, tax withholding