Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HALLIBURTON COHAL · Entity 3141 | Director · Exec Chairman of the Board | December 10, 2018 | December 12, 2018 |
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 10, 2018 · Filed December 12, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 438,447.663 |
Ending reported balance
After 2018-12-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-12-10 · Tax withholding · Disposed 7,333 · Balance 443,894.663 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. Row 2 · 2018-12-11 · Tax withholding · Disposed 5,447 · Balance 438,447.663 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 156,754.29 |
Reported balance
Holding disclosure · report date 2018-12-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 156,754.29 |
| Option to Buy Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $43.38 · Expires 2027-12-06 | Direct | 77,899 |
Reported balance
Holding disclosure · report date 2018-12-10 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 77,899 |
| Option to Buy Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $53.54 · Expires 2026-12-07 | Direct | 114,900 |
Reported balance
Holding disclosure · report date 2018-12-10 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 114,900 |
| Option to Buy Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $38.95 · Expires 2025-12-02 | Direct | 176,900 |
Reported balance
Holding disclosure · report date 2018-12-10 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 176,900 |
| Option to Buy Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $40.75 · Expires 2024-12-03 | Direct | 178,100 |
Reported balance
Holding disclosure · report date 2018-12-10 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 178,100 |
| Option to Buy Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $50.62 · Expires 2023-12-04 | Direct | 137,900 |
Reported balance
Holding disclosure · report date 2018-12-10 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 137,900 |
| Option to Buy Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $33.50 · Expires 2022-12-05 | Direct | 208,900 |
Reported balance
Holding disclosure · report date 2018-12-10 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 208,900 |
| Option to Buy Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $35.57 · Expires 2021-12-06 | Direct | 141,900 |
Reported balance
Holding disclosure · report date 2018-12-10 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 141,900 |
| Option to Buy Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $39.19 · Expires 2020-12-01 | Direct | 108,000 |
Reported balance
Holding disclosure · report date 2018-12-10 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 108,000 |
| 06/2017 Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 326,229 |
Reported balance
Holding disclosure · report date 2018-12-10 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 326,229 F2: Each Restricted Stock Unit represents the right to receive one share of common stock. F3: One-half of the Restricted Stock Units vest and distribute as common stock effective December 31, 2018. The other one-half will be valued on December 31, 2018 and distribute as cash in three equal annual installments beginning December 31, 2019. |
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: Each Restricted Stock Unit represents the right to receive one share of common stock.
F3: One-half of the Restricted Stock Units vest and distribute as common stock effective December 31, 2018. The other one-half will be valued on December 31, 2018 and distribute as cash in three equal annual installments beginning December 31, 2019.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CENTERPOINT ENERGY INC
Report date March 13, 2024 · Filed March 14, 2024
Section 16 reporting ended · disclosed 2024-03-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 773,083 |
Reported balance
After 2024-03-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-13 · Other · Disposed 408,832 · Balance 773,083 F1: Reporting person transferred shares to spouse. F2: Includes (i) 78,851 time-based restricted stock units ("RSUs") awarded under the Issuer's long-term incentive plan (the "Plan") and payable in February 2025 and (ii) 84,964 RSUs awarded under the Plan and payable in February 2026. The vesting and payment of each award is conditioned upon positive operating income in the last full calendar year of the restricted period. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 687,244 |
Reported balance
After 2024-03-13 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-03-13 · Other · Acquired 408,832 · Balance 687,244 F1: Reporting person transferred shares to spouse. |
| Common StockSEC Table I · non-derivative | IndirectBy GreenStream Resources LLC | 37,000 |
Reported balance
Holding disclosure · report date 2024-03-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 37,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting person transferred shares to spouse.
F2: Includes (i) 78,851 time-based restricted stock units ("RSUs") awarded under the Issuer's long-term incentive plan (the "Plan") and payable in February 2025 and (ii) 84,964 RSUs awarded under the Plan and payable in February 2026. The vesting and payment of each award is conditioned upon positive operating income in the last full calendar year of the restricted period.
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 07, 2016 Filed Dec 9, 2016 20:20 UTC | HALLIBURTON CO HAL · Entity 3141 | GrantCommon Stock | 69,200 | $53.54 | $3,704,968.00 |
DisclosureSEC source: 0000045012-16-000438 · edgar.xml · nonDerivative · entry 1 LESAR DAVID J · CIK 0001198405 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 614,346.389 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 20:58 UTC | HALLIBURTON CO HAL · Entity 3141 | Tax withholdingCommon Stock | 7,946 | $54.17 | $430,434.82 |
DisclosureSEC source: 0000045012-16-000417 · edgar.xml · nonDerivative · entry 1 LESAR DAVID J · CIK 0001198405 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545,146.389 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 |
| November 30, 2016 Filed Dec 1, 2016 21:05 UTC | HALLIBURTON CO HAL · Entity 3141 | SaleCommon Stock | 10,000 | $51.74 | $517,400.00 |
DisclosureSEC source: 0000045012-16-000407 · edgar.xml · nonDerivative · entry 4 LESAR DAVID J · CIK 0001198405 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 78,570.24 F2 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person's Spouse on May 16, 2016. The Reporting Person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 21:05 UTC | HALLIBURTON CO HAL · Entity 3141 | SaleCommon Stock | 10,000 | $52.99 | $529,900.00 |
DisclosureSEC source: 0000045012-16-000407 · edgar.xml · nonDerivative · entry 3 LESAR DAVID J · CIK 0001198405 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 88,570.24 F2 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person's Spouse on May 16, 2016. The Reporting Person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 21:05 UTC | HALLIBURTON CO HAL · Entity 3141 | SaleCommon Stock | 10,000 | $51.99 | $519,900.00 |
DisclosureSEC source: 0000045012-16-000407 · edgar.xml · nonDerivative · entry 2 LESAR DAVID J · CIK 0001198405 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 553,092.389 F1 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 16, 2016. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 21:05 UTC | HALLIBURTON CO HAL · Entity 3141 | SaleCommon Stock | 10,000 | $53.99 | $539,900.00 |
DisclosureSEC source: 0000045012-16-000407 · edgar.xml · nonDerivative · entry 1 LESAR DAVID J · CIK 0001198405 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563,092.389 F1 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 16, 2016. Read SEC document |
| October 19, 2016 Filed Oct 20, 2016 20:57 UTC | HALLIBURTON CO HAL · Entity 3141 | SaleCommon Stock | 10,000 | $49.99 | $499,900.00 |
DisclosureSEC source: 0000045012-16-000398 · edgar.xml · nonDerivative · entry 1 LESAR DAVID J · CIK 0001198405 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 573,092.389 F1 · shares: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 16, 2016. F2 · balance_after: Includes 679.148 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 |
| March 19, 2014 Filed May 8, 2018 20:06 UTC | HALLIBURTON CO HAL · Entity 3141 | OtherCommon Stock | 65,907.05 | $0.00 | $0.00 |
DisclosureSEC source: 0000045012-18-000088 · edgar.xml · nonDerivative · entry 2 LESAR DAVID J · CIK 0001198405 · Director · Exec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 156,754.29 F1 · kind: Reporting person transferred shares to spouse. F2 · balance_after: Indirect beneficial ownership total reduced by 25,000 to correct for an administrative error in the indirect beneficial ownership total listed on Form 4 report submitted 12/7/2017. Read SEC document |
| March 19, 2014 Filed May 8, 2018 20:06 UTC | HALLIBURTON CO HAL · Entity 3141 | OtherCommon Stock | 65,907.05 | $0.00 | $0.00 |
DisclosureSEC source: 0000045012-18-000088 · edgar.xml · nonDerivative · entry 1 LESAR DAVID J · CIK 0001198405 · Director · Exec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,680.663 F1 · kind: Reporting person transferred shares to spouse. 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.