Form 4: Honeywell VP & Controller Reports Stock Transactions

Honeywell's Vice President and Controller, Robert D. Mailloux, reported the acquisition and disposition of common stock related to vested Restricted Stock Units.

Summary

• Robert D. Mailloux, Vice President & Controller of Honeywell International Inc., reported changes in his beneficial ownership of common stock.
• On February 10, 2026, Mr. Mailloux acquired 1,504 shares of common stock upon the vesting and conversion of Restricted Stock Units (RSUs).
• Concurrently, 456 shares were disposed of at a price of $242.02 per share to cover tax withholding obligations related to the RSU vesting.
• Following these transactions, Mr. Mailloux directly owns 5,851 shares of common stock.
• An additional 586.2658 shares are indirectly held in a 401k plan.
• The Restricted Stock Units were adjusted due to the Solstice Advanced Materials spin-off that occurred on October 30, 2025, and included 93 additional units from the reinvestment of dividend equivalents.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive event, reflecting the successful vesting of executive compensation and a net increase in the executive's beneficial ownership, aligning interests with shareholders.

Positives

• The vesting of Restricted Stock Units indicates the successful realization of long-term incentive compensation for the executive.
• The acquisition of 1,504 shares of common stock increases the executive's direct ownership, further aligning management interests with those of shareholders.

Negatives

• The disposition of 456 shares, although for tax purposes, reduces the net increase in the executive's direct beneficial ownership.

Future Outlook

N/A

Industry Context

StockSavvy.ai notes that insider transactions, such as RSU vesting and subsequent tax-related sales, are common occurrences for executives in large industrial conglomerates like Honeywell. These transactions reflect standard executive compensation practices and do not typically indicate a shift in company strategy or performance.

Stakeholder Impact

• Shareholders: The net increase in the executive's direct ownership enhances the alignment of management's financial interests with those of the company's shareholders.
• Employees: The report reflects standard executive compensation practices, which can influence broader employee incentive structures.

Key Dates

Recommendation

The filing details routine insider transactions related to executive compensation, specifically the vesting of Restricted Stock Units and subsequent tax-related sales. While the executive acquired shares, a portion was sold to cover taxes, resulting in a net increase in direct ownership. This type of transaction is common and generally does not signal a fundamental change in the company's outlook or warrant a strong buy/sell recommendation based solely on this filing. It primarily confirms ongoing executive compensation structures and a slight increase in insider alignment.

Keywords

Honeywell, HON, Insider Trading, Form 4, Stock Transaction, Restricted Stock Units, RSU, Beneficial Ownership, Executive Compensation, Robert D. Mailloux, Vice President & Controller