Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HALLIBURTON COHAL · Entity 3141 | SVP Internal Assurance Svcs. | March 05, 2026 | March 06, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HALLIBURTON CO
Report date March 05, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,795.081 |
Reported balance
After 2026-03-05 transaction · row 1
1 source rowRow 1 · 2026-03-05 · Tax withholding · Disposed 1,239 · Balance 52,795.081 F1: Shares transferred to Halliburton Company for payment for Federal tax withholding obligations on lapse of restrictions on shares issued under the Stock and Incentive Plan. Said Plan permits Reporting Person to satisfy withholding tax obligation by transferring unrestricted shares to the Issuer. F2: The Performance Unit shares were issued on February 27, 2026. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on February 27, 2026 was $36.00. Shares were withheld for tax reporting on March 5, 2026. |
| Option to Buy Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $49.61 · Expires 2028-01-02 | Direct | 16,733 |
Reported balance
Holding disclosure · report date 2026-03-05 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 16,733 |
| Option to Buy Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $55.68 · Expires 2027-01-03 | Direct | 14,197 |
Reported balance
Holding disclosure · report date 2026-03-05 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 14,197 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares transferred to Halliburton Company for payment for Federal tax withholding obligations on lapse of restrictions on shares issued under the Stock and Incentive Plan. Said Plan permits Reporting Person to satisfy withholding tax obligation by transferring unrestricted shares to the Issuer.
F2: The Performance Unit shares were issued on February 27, 2026. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on February 27, 2026 was $36.00. Shares were withheld for tax reporting on March 5, 2026.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 07, 2022 Filed Jan 11, 2022 18:39 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 275 | $23.99 | $6,597.25 |
DisclosureSEC source: 0001062993-22-000923 · form4.xml · nonDerivative · entry 2 Sharp Jill D. · CIK 0001901659 · SVP Internal Assurance Svcs. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,032.384 F1 · shares: Shares transferred to Halliburton Company for payment for Federal tax withholding obligations on lapse of restrictions on shares issued under the Stock and Incentive Plan. Said Plan permits Reporting Person to satisfy withholding tax obligation by transferring unrestricted shares to the Issuer. F3 · price: The shares vested on January 3, 2022. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on January 3, 2022 was $23.99. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 18:39 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 1,543 | $25.43 | $39,238.49 |
DisclosureSEC source: 0001062993-22-000923 · form4.xml · nonDerivative · entry 1 Sharp Jill D. · CIK 0001901659 · SVP Internal Assurance Svcs. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,307.384 F1 · shares: Shares transferred to Halliburton Company for payment for Federal tax withholding obligations on lapse of restrictions on shares issued under the Stock and Incentive Plan. Said Plan permits Reporting Person to satisfy withholding tax obligation by transferring unrestricted shares to the Issuer. F2 · price: The shares vested on January 4, 2022. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on January 4, 2022 was $25.43. F4 · balance_after: Includes 121.559 shares of stock purchased through the Halliburton Company Employee Stock Purchase Plan for the period ending December 31, 2021. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 14:41 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 781 | $22.87 | $17,861.47 |
DisclosureSEC source: 0001062993-22-000760 · form4.xml · nonDerivative · entry 3 Sharp Jill D. · CIK 0001901659 · SVP Internal Assurance Svcs. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,728.825 F1 · shares: Shares transferred to Halliburton Company for payment for Federal tax withholding obligations on lapse of restrictions on shares issued under the Stock and Incentive Plan. Said Plan permits Reporting Person to satisfy withholding tax obligation by transferring unrestricted shares to the Issuer. F2 · price: The shares vested on January 2, 2022. January 2, 2022 was a non-market date. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on December 31, 2021 was $22.87. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 14:41 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 674 | $22.87 | $15,414.38 |
DisclosureSEC source: 0001062993-22-000760 · form4.xml · nonDerivative · entry 2 Sharp Jill D. · CIK 0001901659 · SVP Internal Assurance Svcs. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,509.825 F1 · shares: Shares transferred to Halliburton Company for payment for Federal tax withholding obligations on lapse of restrictions on shares issued under the Stock and Incentive Plan. Said Plan permits Reporting Person to satisfy withholding tax obligation by transferring unrestricted shares to the Issuer. F2 · price: The shares vested on January 2, 2022. January 2, 2022 was a non-market date. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on December 31, 2021 was $22.87. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 14:41 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 372 | $22.87 | $8,507.64 |
DisclosureSEC source: 0001062993-22-000760 · form4.xml · nonDerivative · entry 1 Sharp Jill D. · CIK 0001901659 · SVP Internal Assurance Svcs. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,183.825 F1 · shares: Shares transferred to Halliburton Company for payment for Federal tax withholding obligations on lapse of restrictions on shares issued under the Stock and Incentive Plan. Said Plan permits Reporting Person to satisfy withholding tax obligation by transferring unrestricted shares to the Issuer. F2 · price: The shares vested on January 2, 2022. January 2, 2022 was a non-market date. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on December 31, 2021 was $22.87. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 20:43 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantCommon Stock | 6,188 | $23.99 | $148,450.12 |
DisclosureSEC source: 0001062993-22-000587 · form4.xml · nonDerivative · entry 1 Sharp Jill D. · CIK 0001901659 · SVP Internal Assurance Svcs. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,555.825 F1 · shares: Shares awarded pursuant to the Halliburton Company Stock and Incentive Plan. Said Plan provides for the surrender of common stock to the Issuer to satisfy withholding tax obligations. F2 · price: The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on the January 3, 2022 grant date was $23.99. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.