Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HALLIBURTON COHAL · Entity 3141 | SVP & Chief Accounting Officer | March 06, 2025 | March 07, 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.
HALLIBURTON CO
Report date March 06, 2025 · Filed March 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 110,416.088 |
Reported balance
After 2025-03-06 transaction · row 1
1 source rowRow 1 · 2025-03-06 · Tax withholding · Disposed 3,379 · Balance 110,416.088 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 March 3, 2025. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on March 3, 2025 was $25.01. |
| Option to Buy Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $31.44 · Expires 2028-12-05 | Direct | 8,700 |
Reported balance
Holding disclosure · report date 2025-03-06 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 8,700 |
| Option to Buy Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $43.38 · Expires 2027-12-06 | Direct | 5,800 |
Reported balance
Holding disclosure · report date 2025-03-06 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 5,800 |
| Option to Buy Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $53.54 · Expires 2026-12-07 | Direct | 5,100 |
Reported balance
Holding disclosure · report date 2025-03-06 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 5,100 |
| Option to Buy Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $38.95 · Expires 2025-12-02 | Direct | 8,700 |
Reported balance
Holding disclosure · report date 2025-03-06 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 8,700 |
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 March 3, 2025. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on March 3, 2025 was $25.01.
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, 2018 Filed Dec 7, 2018 20:35 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantCommon Stock | 12,500 | $31.44 | $393,000.00 |
DisclosureSEC source: 0000045012-18-000187 · edgar.xml · nonDerivative · entry 3 Geer Charles Jr. · CIK 0001630205 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,282.192 F3 · 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. F4 · price: December 5, 2018 was declared a Federal Holiday. On December 4, 2018, the closing price of Halliburton Company's Common Stock on the New York Stock Exchange was $31.44. Read SEC document |
| December 05, 2018 Filed Dec 7, 2018 20:35 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 229 | $32.66 | $7,479.14 |
DisclosureSEC source: 0000045012-18-000187 · edgar.xml · nonDerivative · entry 2 Geer Charles Jr. · CIK 0001630205 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,782.192 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 · balance_after: Includes 526.102 shares of stock purchased through the Halliburton Company Employee Stock Purchase Plan for the period ended March 31, 2018, June 30, 2018, and September 30, 2018 Read SEC document |
| December 04, 2018 Filed Dec 7, 2018 20:35 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 239 | $31.43 | $7,511.77 |
DisclosureSEC source: 0000045012-18-000187 · edgar.xml · nonDerivative · entry 1 Geer Charles Jr. · CIK 0001630205 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,485.09 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. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 20:22 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 165 | $43.46 | $7,170.90 |
DisclosureSEC source: 0000045012-17-000300 · edgar.xml · nonDerivative · entry 1 Geer Charles Jr. · CIK 0001630205 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,724.09 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. Read SEC document |
| December 07, 2017 Filed Dec 12, 2017 00:44 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 274 | $43.63 | $11,954.62 |
DisclosureSEC source: 0000045012-17-000277 · edgar.xml · nonDerivative · entry 1 Geer Charles Jr. · CIK 0001630205 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,889.09 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. Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 21:06 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantOption to Buy Common Stock · Derivative | 5,800 | $0.00 Strike: $43.38 | $0.00 |
DisclosureSEC source: 0000045012-17-000265 · edgar.xml · derivative · entry 2 Geer Charles Jr. · CIK 0001630205 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,800 Underlying: Common Stock · 5,800 shares Expires 2027-12-06 F3 · derivative.exercise_date: The options awarded become exercisable on each of the first, second and third anniversaries of the grant in cumulative increments of one-third each of the number of shares subject to the grant. Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 21:06 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantCommon Stock | 3,500 | $43.38 | $151,830.00 |
DisclosureSEC source: 0000045012-17-000265 · edgar.xml · nonDerivative · entry 1 Geer Charles Jr. · CIK 0001630205 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,163.09 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: On December 6, 2017, the closing price of Halliburton Company's Common Stock on the New York Stock Exchange was $43.38. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 20:56 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 527 | $43.06 | $22,692.62 |
DisclosureSEC source: 0000045012-17-000235 · edgar.xml · nonDerivative · entry 1 Geer Charles Jr. · CIK 0001630205 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,663.09 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 · balance_after: Includes 295.978 shares of stock purchased through the Halliburton Company Employee Stock Purchase Plan for the periods ended June 30, 2017 and September 30, 2017. Read SEC document |
| May 17, 2017 Filed May 19, 2017 19:22 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantCommon Stock | 5,408 | $46.34 | $250,606.72 |
DisclosureSEC source: 0000045012-17-000105 · edgar.xml · nonDerivative · entry 1 Geer Charles Jr. · CIK 0001630205 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,894.112 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: On May 17, 2017, the closing price of Halliburton Company's Common Stock on the New York Stock Exchange was $46.34. F3 · balance_after: Includes 194.244 shares of stock purchased through the Halliburton Company Employee Stock Purchase Plan for the period ended March 31, 2017. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 20:42 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 274 | $53.90 | $14,768.60 |
DisclosureSEC source: 0000045012-16-000413 · edgar.xml · nonDerivative · entry 2 Geer Charles Jr. · CIK 0001630205 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,291.868 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 · balance_after: Includes 674.848 shares of stock purchased through the Halliburton Company Employee Stock Purchase Plan for the periods ended March 31, 2016, June 30, 2016 and September 30, 2016. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 20:06 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantOption to Buy Common Stock · Derivative | 5,100 | $0.00 Strike: $53.54 | $0.00 |
DisclosureSEC source: 0000045012-16-000434 · edgar.xml · derivative · entry 2 Geer Charles Jr. · CIK 0001630205 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,100 Underlying: Common Stock · 5,100 shares Expires 2026-12-07 F3 · derivative.exercise_date: The options awarded become exercisable on each of the first, second and third anniversaries of the grant in cumulative increments of one-third each of the number of shares subject to the grant. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 20:06 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantCommon Stock | 3,000 | $53.54 | $160,620.00 |
DisclosureSEC source: 0000045012-16-000434 · edgar.xml · nonDerivative · entry 1 Geer Charles Jr. · CIK 0001630205 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,291.868 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: On December 7, 2016, the closing price of Halliburton Company's Common Stock on the New York Stock Exchange was $53.54. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 20:42 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 527 | $54.17 | $28,547.59 |
DisclosureSEC source: 0000045012-16-000413 · edgar.xml · nonDerivative · entry 1 Geer Charles Jr. · CIK 0001630205 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,891.02 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. 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.