Form 4: Halliburton Executive Jill D. Sharp Reports Stock Transactions for Tax Obligations

Sentiment:

SEC Form 4 Filing


Jill D. Sharp, a Senior Vice President at Halliburton, reported the transfer of company stock to cover tax obligations related to vested shares.

Summary

  • Jill D. Sharp, a Senior Vice President at Halliburton, filed a Form 4 detailing changes in her beneficial ownership of company stock.
  • The transactions involved the transfer of 781 and 227 shares of common stock to Halliburton to cover federal tax withholding obligations.
  • These shares were related to stock grants that vested on January 2, 2025, with the stock price at $27.73 on that date.
  • The transfers occurred on January 6, 2025, and were part of a plan that allows the reporting person to satisfy tax obligations by transferring unrestricted shares to the issuer.
  • Following these transactions, Ms. Sharp beneficially owns 37,581.476 shares of Halliburton common stock.

Sentiment

Score: 7

Explanation: The document is a routine filing of stock transactions, which is neither positive nor negative. It reflects standard executive compensation practices.

Industry Context

This filing is a routine disclosure of stock transactions by a company executive, which is common practice in publicly traded companies. It reflects standard compensation practices and tax obligations related to equity awards.

Comparison to Industry Standards

  • The stock transactions are typical for executives at publicly traded companies like Halliburton, where equity compensation is a common practice.
  • Similar filings are regularly made by executives at companies such as Schlumberger and Baker Hughes, reflecting similar compensation and tax practices.
  • The use of stock to cover tax obligations is a standard method to manage tax liabilities associated with equity awards.

Stakeholder Impact

  • The transactions have a minimal impact on shareholders as they are related to executive compensation and tax obligations.
  • The transactions do not directly impact employees, customers, suppliers, or creditors.

Key Dates

DateDescription
01/02/2017Date of option grant for 14,197 shares at $55.68, expiring 01/03/2027
01/02/2018Date of option grant for 16,733 shares at $49.61, expiring 01/02/2028
01/02/2020Date of stock grant related to 781 shares that vested on 01/02/2025
01/02/2024Date of stock grant related to 227 shares that vested on 01/02/2025
01/02/2025Vesting date of stock grants, with a closing price of $27.73 per share
01/06/2025Date of stock transfers for tax obligations
01/08/2025Date of Form 4 filing

Keywords

Halliburton, Stock Transactions, Form 4, Beneficial Ownership, Tax Withholding, Executive Compensation, Equity Securities

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