Form 4: Halliburton Executive Lawrence J. Pope Reports Stock Transaction

Sentiment:

SEC Form 4 Filing


EVP Lawrence J. Pope reports disposition of Halliburton shares to cover tax obligations.

Summary

  • Lawrence J. Pope, an Executive Vice President at Halliburton, reported a transaction involving the disposition of 33,206 shares of common stock on March 6, 2025.
  • The shares were transferred to Halliburton to cover federal tax withholding obligations related to the lapse of restrictions on shares issued under the company's Stock and Incentive Plan.
  • The price per share for the transaction was $25.01, which was the closing price of Halliburton's common stock on the New York Stock Exchange on March 3, 2025.
  • Following the transaction, Pope directly owns 489,741.977 shares of Halliburton common stock.
  • Pope also holds options to buy common stock at various exercise prices and expiration dates.

Sentiment

Score: 5

Explanation: Neutral sentiment as it's a standard transaction for tax purposes.

Industry Context

This is a routine transaction for executives to cover tax obligations related to stock-based compensation. It doesn't necessarily reflect a change in the executive's confidence in the company.

Comparison to Industry Standards

  • Executive compensation practices, including stock options and restricted stock units, are common across the oil and gas industry.
  • Companies like Schlumberger, Baker Hughes, and Weatherford International also utilize similar equity-based compensation plans for their executives.
  • The specific terms of these plans, such as vesting schedules and performance metrics, can vary, but the overall goal is to align executive incentives with shareholder value.

Key Dates

DateDescription
12/02/2015Date of option grant for 44,500 shares at $38.95 expiring 12/02/2025
12/07/2016Date of option grant for 30,500 shares at $53.54 expiring 12/07/2026
12/06/2017Date of option grant for 34,300 shares at $43.38 expiring 12/06/2027
12/05/2018Date of option grant for 51,100 shares at $31.44 expiring 12/05/2028
03/03/2025Performance Unit shares were issued; closing price of Halliburton's common stock was $25.01.
03/06/2025Date of transaction: Disposition of 33,206 shares for tax obligations.
03/07/2025Date of Form 4 filing.

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