Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CENTERPOINT ENERGY INCCNP · Entity 3178 | Director | May 01, 2024 | May 03, 2024 |
| HALLIBURTON COHAL · Entity 3141 | Director | December 05, 2025 | December 09, 2025 |
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.
CENTERPOINT ENERGY INC
Report date May 01, 2024 · Filed May 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,802 |
Reported balance
After 2024-05-01 transaction · row 1
1 source rowRow 1 · 2024-05-01 · Grant · Acquired 5,798 · Balance 30,802 F1: Shares of common stock granted under the Issuer's Stock Plan for Outside Directors, as amended and restated. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock granted under the Issuer's Stock Plan for Outside Directors, as amended and restated.
HALLIBURTON CO
Report date December 05, 2025 · Filed December 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 12/2025 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,485 |
Reported balance
After 2025-12-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-12-05 · Grant · Acquired 7,485 · Balance 7,485 F1: Each restricted stock unit represents a right to receive one share of the Company's common stock. F2: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. |
| Common StockSEC Table I · non-derivative | Direct | 16,057 |
Reported balance
Holding disclosure · report date 2025-12-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 16,057 |
| 12/2024 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,226.77 |
Reported balance
Holding disclosure · report date 2025-12-05 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 6,226.77 F1: Each restricted stock unit represents a right to receive one share of the Company's common stock. F2: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. F3: Includes dividend equivalent units through September 30, 2025. |
| 12/2023 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,040.19 |
Reported balance
Holding disclosure · report date 2025-12-05 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 5,040.19 F1: Each restricted stock unit represents a right to receive one share of the Company's common stock. F2: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. F3: Includes dividend equivalent units through September 30, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a right to receive one share of the Company's common stock.
F2: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director.
F3: Includes dividend equivalent units through September 30, 2025.
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 |
|---|---|---|---|---|---|---|
| December 05, 2025 Filed Dec 9, 2025 21:23 UTC | HALLIBURTON CO HAL · Entity 3141 | Grant12/2025 Restricted Stock Units · Derivative | 7,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001816687-25-000004 · wk-form4_1765315386.xml · derivative · entry 2 Cummings Earl M · CIK 0001816687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,485 Underlying: Common Stock · 7,485 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock. F2 · derivative.exercise_date: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. F2 · derivative.expiration_date: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 16:55 UTC | HALLIBURTON CO HAL · Entity 3141 | Grant12/2024 Restricted Stock Units · Derivative | 6,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-020164 · form4.xml · derivative · entry 2 Cummings Earl M · CIK 0001816687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,092 Underlying: Common Stock · 6,092 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock. F2 · derivative.exercise_date: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. F2 · derivative.expiration_date: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:44 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 5,798 | $0.00 | $0.00 |
DisclosureSEC source: 0001130310-24-000071 · wk-form4_1714769046.xml · nonDerivative · entry 1 Cummings Earl M · CIK 0001816687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,802 F1 · shares: Shares of common stock granted under the Issuer's Stock Plan for Outside Directors, as amended and restated. Read SEC document |
| December 08, 2023 Filed Dec 8, 2023 17:22 UTC | HALLIBURTON CO HAL · Entity 3141 | Exercise / conversion12/2022 Restricted Stock Units · Derivative | 4,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022154 · form4.xml · derivative · entry 3 Cummings Earl M · CIK 0001816687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,941 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. F2 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock. F3 · derivative.exercise_date: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. F3 · derivative.expiration_date: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. Read SEC document |
| December 08, 2023 Filed Dec 8, 2023 17:22 UTC | HALLIBURTON CO HAL · Entity 3141 | Exercise / conversionCommon Stock | 4,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022154 · form4.xml · nonDerivative · entry 1 Cummings Earl M · CIK 0001816687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,057 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 restricted stock units granted on December 8, 2022. Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 17:22 UTC | HALLIBURTON CO HAL · Entity 3141 | Grant12/2023 Restricted Stock Units · Derivative | 4,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022154 · form4.xml · derivative · entry 2 Cummings Earl M · CIK 0001816687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,826 Underlying: Common Stock · 4,826 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock. F3 · derivative.exercise_date: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. F3 · derivative.expiration_date: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:16 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 5,541 | $0.00 | $0.00 |
DisclosureSEC source: 0001130310-23-000072 · wf-form4_168314494450400.xml · nonDerivative · entry 1 Cummings Earl M · CIK 0001816687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,004 F1 · shares: Shares of common stock granted under the Issuer's Stock Plan for Outside Directors, as amended and restated. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 20:21 UTC | HALLIBURTON CO HAL · Entity 3141 | Exercise / conversion03/2022 Restricted Stock Units · Derivative | 5,516 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007038 · form4.xml · derivative · entry 2 Cummings Earl M · CIK 0001816687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,516 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. F2 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock. F3 · derivative.exercise_date: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. F3 · derivative.expiration_date: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 20:21 UTC | HALLIBURTON CO HAL · Entity 3141 | Exercise / conversionCommon Stock | 5,516 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007038 · form4.xml · nonDerivative · entry 1 Cummings Earl M · CIK 0001816687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,116 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 restricted stock units granted on March 8, 2022. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 21:11 UTC | HALLIBURTON CO HAL · Entity 3141 | Grant12/2022 Restricted Stock Units · Derivative | 4,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-023620 · form4.xml · derivative · entry 2 Cummings Earl M · CIK 0001816687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,941 Underlying: Common Stock · 4,941 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock. F2 · derivative.exercise_date: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. F2 · derivative.expiration_date: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:57 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 5,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001130310-22-000080 · wf-form4_165169769853507.xml · nonDerivative · entry 1 Cummings Earl M · CIK 0001816687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,463 F1 · shares: Shares of common stock granted under the Issuer's Stock Plan for Outside Directors, as amended and restated. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 17:49 UTC | HALLIBURTON CO HAL · Entity 3141 | Grant03/2022 Restricted Stock Units · Derivative | 5,516 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-007273 · form4.xml · derivative · entry 2 Cummings Earl M · CIK 0001816687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,516 Underlying: Common Stock · 5,516 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock. F2 · derivative.exercise_date: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. F2 · derivative.expiration_date: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. Read SEC document |
| May 03, 2021 Filed May 4, 2021 21:16 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 6,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029952 · doc4.xml · nonDerivative · entry 1 Cummings Earl M · CIK 0001816687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,334 F1 · shares: Shares of common stock granted under the Issuer's Stock Plan for Outside Directors, as amended and restated. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 22:09 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 6,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-041129 · doc4.xml · nonDerivative · entry 1 Cummings Earl M · CIK 0001816687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,987 F1 · shares: Shares of common stock granted under the Issuer's Stock Plan for Outside Directors, as amended and restated. 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.