Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HALLIBURTON COHAL · Entity 3141 | Senior Vice Pres - Tax | December 06, 2024 | December 10, 2024 |
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 December 06, 2024 · Filed December 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,064.337 |
Reported balance
After 2024-12-06 transaction · row 1
1 source rowRow 1 · 2024-12-06 · Tax withholding · Disposed 551 · Balance 37,064.337 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 December 4, 2024 and is related to stock granted on December 4, 2019. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on December 4, 2024 was $30.60. Shares were withheld for tax reporting on December 6, 2024. |
| 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 2024-12-06 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 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 2024-12-06 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 5,100 |
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 December 4, 2024 and is related to stock granted on December 4, 2019. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on December 4, 2024 was $30.60. Shares were withheld for tax reporting on December 6, 2024.
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, 2019 Filed Dec 9, 2019 20:14 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 220 | $20.79 | $4,573.80 |
DisclosureSEC source: 0000045012-19-000183 · edgar.xml · nonDerivative · entry 1 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,688.673 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 3, 2019 vest date was $20.79. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 21:34 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 229 | $21.29 | $4,875.41 |
DisclosureSEC source: 0000045012-19-000166 · edgar.xml · nonDerivative · entry 2 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,908.673 F3 · 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. F4 · price: The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on the December 2, 2019 vest date was $21.29. F5 · balance_after: Includes 1066.657 shares of stock purchased through the Halliburton Company Employee Stock Purchase Plan for the period ended December 31, 2018, March 31, 2019, June 30, 2019, and September 30, 2019. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 21:34 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantCommon Stock | 7,000 | $21.47 | $150,290.00 |
DisclosureSEC source: 0000045012-19-000166 · edgar.xml · nonDerivative · entry 1 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,071.016 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 |
| December 11, 2018 Filed Dec 12, 2018 20:39 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 147 | $29.68 | $4,362.96 |
DisclosureSEC source: 0000045012-18-000231 · edgar.xml · nonDerivative · entry 2 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,071.016 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 10, 2018 Filed Dec 12, 2018 20:39 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 171 | $29.79 | $5,094.09 |
DisclosureSEC source: 0000045012-18-000231 · edgar.xml · nonDerivative · entry 1 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,218.016 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, 2018 Filed Dec 10, 2018 21:14 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 190 | $31.44 | $5,973.60 |
DisclosureSEC source: 0000045012-18-000206 · edgar.xml · nonDerivative · entry 1 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,389.016 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 05, 2018 Filed Dec 7, 2018 20:39 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantOption to Buy Common Stock · Derivative | 8,700 | $0.00 Strike: $31.44 | $0.00 |
DisclosureSEC source: 0000045012-18-000189 · edgar.xml · derivative · entry 4 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,700 Underlying: Common Stock · 8,700 shares Expires 2028-12-05 F5 · 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 05, 2018 Filed Dec 7, 2018 20:39 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantCommon Stock | 5,100 | $31.44 | $160,344.00 |
DisclosureSEC source: 0000045012-18-000189 · edgar.xml · nonDerivative · entry 3 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,579.016 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 20:39 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 220 | $32.66 | $7,185.20 |
DisclosureSEC source: 0000045012-18-000189 · edgar.xml · nonDerivative · entry 2 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,479.016 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 324.975 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 20:39 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 229 | $31.43 | $7,197.47 |
DisclosureSEC source: 0000045012-18-000189 · edgar.xml · nonDerivative · entry 1 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,374.041 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 |
| March 06, 2018 Filed Mar 8, 2018 17:27 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 244 | $46.03 | $11,231.32 |
DisclosureSEC source: 0000045012-18-000066 · edgar.xml · nonDerivative · entry 1 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,056.041 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 20:24 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 165 | $43.46 | $7,170.90 |
DisclosureSEC source: 0000045012-17-000301 · edgar.xml · nonDerivative · entry 1 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,300.041 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 7, 2017 21:01 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 214 | $43.89 | $9,392.46 |
DisclosureSEC source: 0000045012-17-000237 · edgar.xml · nonDerivative · entry 2 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,965.041 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 266.424 shares of stock purchased through the Halliburton Company Employee Stock Purchase Plan for the periods ended December 31, 2016, March 31, 2017, and June 30, 2017. Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 21:08 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantOption to Buy Common Stock · Derivative | 5,800 | $0.00 Strike: $43.38 | $0.00 |
DisclosureSEC source: 0000045012-17-000266 · edgar.xml · derivative · entry 2 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 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 21:08 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantCommon Stock | 3,500 | $43.38 | $151,830.00 |
DisclosureSEC source: 0000045012-17-000266 · edgar.xml · nonDerivative · entry 1 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,465.041 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 21:01 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 505 | $43.06 | $21,745.30 |
DisclosureSEC source: 0000045012-17-000237 · edgar.xml · nonDerivative · entry 1 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,912.617 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 |
| March 08, 2017 Filed Mar 9, 2017 20:56 UTC | HALLIBURTON CO HAL · Entity 3141 | SaleCommon Stock | 726 | $52.63 | $38,209.38 |
DisclosureSEC source: 0000045012-17-000072 · edgar.xml · nonDerivative · entry 1 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,417.617 F1 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 10, 2017. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 21:01 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 274 | $53.87 | $14,760.38 |
DisclosureSEC source: 0000045012-17-000066 · edgar.xml · nonDerivative · entry 1 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,143.617 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 |
| February 22, 2017 Filed Mar 8, 2018 17:27 UTC | HALLIBURTON CO HAL · Entity 3141 | GiftCommon Stock | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0000045012-18-000066 · edgar.xml · nonDerivative · entry 2 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,603.041 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 20:36 UTC | HALLIBURTON CO HAL · Entity 3141 | SaleCommon Stock | 300 | $57.97 | $17,391.00 |
DisclosureSEC source: 0000045012-17-000043 · edgar.xml · nonDerivative · entry 2 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,417.617 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 20:36 UTC | HALLIBURTON CO HAL · Entity 3141 | SaleCommon Stock | 3,092 | $57.96 | $179,221.60 |
DisclosureSEC source: 0000045012-17-000043 · edgar.xml · nonDerivative · entry 1 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,717.617 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 20:03 UTC | HALLIBURTON CO HAL · Entity 3141 | SaleCommon Stock | 874 | $58.04 | $50,727.83 |
DisclosureSEC source: 0000045012-17-000041 · edgar.xml · nonDerivative · entry 1 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,809.617 Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 20:12 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantOption to Buy Common Stock · Derivative | 5,100 | $0.00 Strike: $53.54 | $0.00 |
DisclosureSEC source: 0000045012-16-000436 · edgar.xml · derivative · entry 2 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 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 20:12 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantCommon Stock | 3,000 | $53.54 | $160,620.00 |
DisclosureSEC source: 0000045012-16-000436 · edgar.xml · nonDerivative · entry 1 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,683.617 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 20:49 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 719 | $54.17 | $38,948.23 |
DisclosureSEC source: 0000045012-16-000415 · edgar.xml · nonDerivative · entry 1 Jones Myrtle L · CIK 0001570736 · Senior Vice Pres - Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,683.617 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 315.511 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.