Form 4: Halliburton EVP Sells Shares for Tax Obligations

Sentiment:

Insider Transaction Report


Halliburton's EVP and Chief Administrative Officer, Lawrence J. Pope, disposed of 6,163 common shares to cover federal tax withholding obligations on vested stock.

Summary

  • Lawrence J. Pope, Executive Vice President and Chief Administrative Officer of Halliburton Company (HAL), reported a disposition of 6,163 shares of common stock.
  • The transaction occurred on January 8, 2026, and was for the purpose of satisfying federal tax withholding obligations on shares issued under the company's Stock and Incentive Plan.
  • The shares were transferred to Halliburton Company at a price of $29.60 per share, which was the closing price on January 2, 2026.
  • Following this transaction, Mr. Pope beneficially owns 413,636.685 shares of common stock.
  • The filing also lists existing derivative securities, including options to buy common stock with various exercise prices and expiration dates, which remain beneficially owned.

Sentiment

Score: 5

Explanation: The filing reports a routine, non-discretionary transaction by an executive to cover tax withholding obligations on vested stock. This type of transaction is neutral in sentiment as it does not reflect a discretionary sale based on the executive's view of the company's prospects, nor does it indicate any operational or financial changes for the company.

Future Outlook

This filing, a Form 4, does not contain any forward-looking statements or guidance regarding the company's future performance or strategic direction.

Industry Context

This routine insider transaction, involving the disposition of shares for tax withholding purposes, is a common occurrence for executives receiving equity compensation. It does not provide specific insights into broader industry trends or competitive dynamics within the oilfield services sector.

Stakeholder Impact

  • The disposition of shares for tax withholding is a standard practice for executives receiving equity compensation and has a negligible direct impact on shareholders, employees, customers, suppliers, or creditors. It represents a routine administrative event related to executive compensation rather than a strategic or operational change.

Key Dates

DateDescription
12/07/2016Date exercisable for an option to buy common stock with an exercise price of $53.54, expiring 12/07/2026.
12/06/2017Date exercisable for an option to buy common stock with an exercise price of $43.38, expiring 12/06/2027.
12/05/2018Date exercisable for an option to buy common stock with an exercise price of $31.44, expiring 12/05/2028.
01/03/2022Grant date for stock related to the vesting event.
01/03/2023Grant date for stock related to the vesting event.
01/02/2024Grant date for stock related to the vesting event.
01/02/2025Grant date for stock related to the vesting event.
01/02/2026Stock vested; closing price of Halliburton Company's Common Stock on the NYSE was $29.60.
01/03/2026Stock vested (non-market date).
01/08/2026Transaction date; shares withheld for tax reporting obligations.
01/09/2026Signature date of the reporting person's attorney-in-fact.

Keywords

Halliburton, HAL, Form 4, Insider Transaction, Executive Compensation, Stock Vesting, Tax Withholding, Lawrence J. Pope, Oilfield Services

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