Form 4: Halliburton Executive Slocum Acquires Shares Through Performance Unit Vesting

Sentiment:

SEC Form 4 Filing


Halliburton's President of Eastern Hemisphere, Jeffrey Shannon Slocum, acquired 17,156 shares of common stock on March 3, 2025, following the vesting of performance share units.

Summary

  • On March 3, 2025, Jeffrey Shannon Slocum, President Eastern Hemisphere at Halliburton, acquired 17,156 shares of Halliburton common stock.
  • The acquisition was a result of the vesting of performance share units granted on January 3, 2022, under the Halliburton Company Performance Unit Program.
  • The price per share was $25.01.
  • Following the transaction, Slocum directly owns 179,608.401 shares of Halliburton common stock.
  • Slocum also holds options to buy common stock at prices of $49.61, $55.68, and $34.48, exercisable on various dates.

Sentiment

Score: 6

Explanation: The document is a routine SEC filing related to executive compensation. The vesting of performance shares is generally a positive sign, suggesting performance targets were met, but it's not a major event.

Positives

  • The vesting of performance share units suggests that performance criteria were met, which could be viewed positively.

Industry Context

Executive stock ownership is common in the oilfield services industry, aligning management's interests with those of shareholders.

Comparison to Industry Standards

  • Executive compensation packages in the oil and gas industry often include performance-based equity awards.
  • Companies like Schlumberger and Baker Hughes also utilize performance share units as part of their executive compensation plans.
  • The vesting of these units is typically tied to the achievement of specific financial or operational targets.

Stakeholder Impact

  • The transaction has a minor positive impact on shareholders as it aligns executive interests with company performance.

Key Dates

DateDescription
01/04/2016Date exercisable for options to buy 3,882 shares at $34.48.
01/03/2017Date exercisable for options to buy 3,722 shares at $55.68.
01/02/2018Date exercisable for options to buy 12,090 shares at $49.61.
01/04/2026Expiration date for options to buy 3,882 shares at $34.48.
01/03/2027Expiration date for options to buy 3,722 shares at $55.68.
01/02/2028Expiration date for options to buy 12,090 shares at $49.61.
01/03/2022Date of grant for performance share units that vested on 03/03/2025.
03/03/2025Date of transaction: Acquisition of 17,156 shares of common stock due to vesting of performance share units.
03/05/2025Date of Form 4 filing.

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