Form 4: Honeywell Director Rose Lee Boosts Phantom Share Holdings

Honeywell International Inc. Director Rose Lee increased her beneficial ownership of deferred compensation phantom shares by 154.6252 units on October 1, 2025, bringing her total to 2,974.2361 shares.

Summary

• Rose Lee, a Director at Honeywell International Inc. (HON), reported a change in beneficial ownership.
• On October 1, 2025, Lee acquired 154.6252 Deferred Compensation (Phantom Shares).
• These phantom shares were valued at $210.18 per share, based on the common stock price on the contribution date.
• Following this transaction, Lee's direct beneficial ownership of phantom shares increased to 2,974.2361 units.
• Phantom shares are accrued under the Deferred Compensation Plan for Non-Employee Directors and will be settled in cash based on the price of Common Stock at settlement.

Sentiment

Score: 6

Explanation: Slightly positive as it indicates a director's continued participation in the company's compensation plan, aligning their interests with shareholders, even though the shares are cash-settled phantom shares.

Positives

• Director Rose Lee increased her beneficial ownership of company-linked securities, which can signal confidence in the company's future performance.
• The transaction is part of a structured deferred compensation plan, indicating a stable and predictable compensation mechanism for non-employee directors.

Negatives

• The acquired securities are phantom shares, which are cash-settled and do not represent direct equity ownership or voting rights.

Future Outlook

No forward-looking statements or guidance are provided in this Form 4 filing.

Industry Context

This Form 4 reports a routine insider transaction related to director compensation. It does not provide information relevant to broader industry trends or competitive analysis. Such filings are standard for publicly traded companies as part of their executive and director compensation structures.

Related Party Transactions

• Director Rose Lee's acquisition of phantom shares is a related party transaction as it involves compensation provided by Honeywell International Inc. to one of its non-employee directors under a deferred compensation plan.

Stakeholder Impact

• Shareholders may view the director's increased beneficial ownership of company-linked securities as a positive sign of alignment with shareholder interests, even though these are phantom shares.
• The transaction reflects a standard component of compensation for non-employee directors, impacting the company's overall compensation expenses.

Key Dates

Keywords

Honeywell International Inc., HON, Rose Lee, Director, Form 4, Insider Transaction, Deferred Compensation, Phantom Shares, Beneficial Ownership, Executive Compensation