Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HALLIBURTON COHAL · Entity 3141 | President - Western Hemisphere | January 08, 2026 | January 09, 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 January 08, 2026 · Filed January 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 480,691.517 |
Reported balance
After 2026-01-08 transaction · row 1
1 source rowRow 1 · 2026-01-08 · Tax withholding · Disposed 7,469 · Balance 480,691.517 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 stock vested on January 2, 2026 and January 3, 2026 and is related to stock granted on January 3, 2022, January 3, 2023, January 2, 2024, and January 2, 2025. January 3, 2026 was a non-market date. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on January 2, 2026 was $29.60. Shares were withheld for tax reporting on January 8, 2026. |
| Option to Buy Common Stock (12/2018)SEC Table II · derivative / convertible security · Conversion / exercise price $27.14 · Expires 2028-12-20 | Direct | 43,924 |
Reported balance
Holding disclosure · report date 2026-01-08 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 43,924 |
| Option to Buy Common Stock (01/2018)SEC Table II · derivative / convertible security · Conversion / exercise price $49.61 · Expires 2028-01-02 | Direct | 24,019 |
Reported balance
Holding disclosure · report date 2026-01-08 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 24,019 |
| Option to Buy Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $55.68 · Expires 2027-01-03 | Direct | 17,119 |
Reported balance
Holding disclosure · report date 2026-01-08 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 17,119 |
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 stock vested on January 2, 2026 and January 3, 2026 and is related to stock granted on January 3, 2022, January 3, 2023, January 2, 2024, and January 2, 2025. January 3, 2026 was a non-market date. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on January 2, 2026 was $29.60. Shares were withheld for tax reporting on January 8, 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 06, 2020 Filed Jan 8, 2020 21:06 UTC | HALLIBURTON CO HAL · Entity 3141 | Exercise / conversionCommon Stock | 2,091 | $24.68 | $51,605.88 |
DisclosureSEC source: 0000045012-20-000021 · edgar.xml · nonDerivative · entry 2 Richard Mark · CIK 0001767591 · President - Western Hemisphere 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,831.53 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Vesting of 20% of restricted stock units granted on January 2, 2015. F2 · price: The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on the January 2, 2020 vest date was $24.68 Read SEC document |
| January 06, 2020 Filed Jan 8, 2020 21:06 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 837 | $24.68 | $20,657.16 |
DisclosureSEC source: 0000045012-20-000021 · edgar.xml · nonDerivative · entry 1 Richard Mark · CIK 0001767591 · President - Western Hemisphere 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,740.53 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 closing price of Halliburton Company's Common Stock on the New York Stock Exchange on the January 2, 2020 vest date was $24.68 Read SEC document |
| December 24, 2019 Filed Dec 27, 2019 15:08 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 2,031 | $24.49 | $49,739.19 |
DisclosureSEC source: 0000045012-19-000217 · edgar.xml · nonDerivative · entry 1 Richard Mark · CIK 0001767591 · President - Western Hemisphere 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,577.53 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 closing price of Halliburton Company's Common Stock on the New York Stock Exchange on the December 20, 2019 vest date was $24.49. F3 · balance_after: Includes 425.906 shares of stock accumulated through dividend reinvestment as of December 26, 2019. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 22:16 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantCommon Stock | 52,600 | $21.47 | $1,129,322.00 |
DisclosureSEC source: 0000045012-19-000178 · edgar.xml · nonDerivative · entry 1 Richard Mark · CIK 0001767591 · President - Western Hemisphere 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,182.624 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 December 4, 2019 grant date was $21.47. Read SEC document |
| October 31, 2019 Filed Nov 4, 2019 21:28 UTC | HALLIBURTON CO HAL · Entity 3141 | Exercise / conversionRestricted Stock Units (10/2015) · Derivative | 2,134 | $0.00 | $0.00 |
DisclosureSEC source: 0000045012-19-000155 · edgar.xml · derivative · entry 3 Richard Mark · CIK 0001767591 · President - Western Hemisphere 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,134 Underlying: Common Stock · 4,268 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. F6 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning with the first anniversary of the award. Shares will be delivered to the reporting person upon vesting. F6 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning with the first anniversary of the award. Shares will be delivered to the reporting person upon vesting. Read SEC document |
| October 31, 2019 Filed Nov 4, 2019 21:28 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 840 | $20.48 | $17,203.20 |
DisclosureSEC source: 0000045012-19-000155 · edgar.xml · nonDerivative · entry 2 Richard Mark · CIK 0001767591 · President - Western Hemisphere 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,582.624 F2 · 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. Read SEC document |
| October 31, 2019 Filed Nov 4, 2019 21:28 UTC | HALLIBURTON CO HAL · Entity 3141 | Exercise / conversionCommon Stock | 2,134 | $20.48 | $43,704.32 |
DisclosureSEC source: 0000045012-19-000155 · edgar.xml · nonDerivative · entry 1 Richard Mark · CIK 0001767591 · President - Western Hemisphere 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,442.624 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Vesting of 20% of restricted stock units granted on October 27, 2015. F3 · balance_after: Includes 899.678 shares of stock purchased through the Halliburton Company Employee Stock Purchase Plan for the periods ended March 31, 2019, June 30, 2019 and September 30, 2019. F4 · balance_after: Includes 1,292.409 shares of stock accumulated through dividend reinvestment as of October 31 2020. 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.