STOCK TITAN

Halliburton (HAL) CFO Eric Carre lists tax-related share withholding and option holdings

Filing Impact
(High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Halliburton Company’s EVP & Chief Financial Officer Eric Carre reported a routine share withholding related to equity compensation. On January 8, 2026, 6,283 shares of common stock were transferred to Halliburton to cover federal tax withholding triggered by the lapse of restrictions on previously granted stock under the company’s Stock and Incentive Plan, at a reference price of $29.60 per share.

After this tax-related transaction, Carre beneficially owned 153,436.623 shares of Halliburton common stock directly. He also held vested stock options directly, including 50,100 options with a $31.44 exercise price expiring December 5, 2028, 34,425 options at $43.38 expiring December 6, 2027, and 30,100 options at $53.54 expiring December 7, 2026.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Carre Eric

(Last) (First) (Middle)
3000 N. SAM HOUSTON PARKWAY E.

(Street)
HOUSTON TX 77032

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
HALLIBURTON CO [ HAL ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP & Chief Financial Officer
3. Date of Earliest Transaction (Month/Day/Year)
01/08/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 01/08/2026 F 6,283(1) D $29.6(2) 153,436.623 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Option to Buy Common Stock $31.44 12/05/2018 12/05/2028 Common Stock 50,100 50,100 D
Option to Buy Common Stock $43.38 12/06/2017 12/06/2027 Common Stock 34,425 34,425 D
Option to Buy Common Stock $53.54 12/07/2016 12/07/2026 Common Stock 30,100 30,100 D
Explanation of Responses:
1. 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.
2. 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.
Remarks:
/s/ Sarah I. Rubenfeld, by Power of Attorney 01/09/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did Halliburton (HAL) report for Eric Carre on January 8, 2026?

On January 8, 2026, EVP & Chief Financial Officer Eric Carre reported the transfer of 6,283 shares of Halliburton common stock to the company. The transaction was coded “F”, indicating shares were withheld to satisfy tax obligations related to vesting equity awards.

Why were 6,283 Halliburton (HAL) shares transferred in this Form 4 filing?

The 6,283 shares were transferred to Halliburton Company to pay federal tax withholding obligations when restrictions lapsed on shares issued under Halliburton’s Stock and Incentive Plan. The plan allows the reporting person to satisfy withholding taxes by transferring unrestricted shares to the issuer.

What price per share was used for the Halliburton (HAL) tax withholding transaction?

The transaction reflects a price of $29.60 per share. The filing notes that Halliburton’s common stock closed at $29.60 on the New York Stock Exchange on January 2, 2026, and shares were withheld for tax reporting on January 8, 2026.

How many Halliburton (HAL) shares does Eric Carre own after the reported transaction?

Following the tax-withholding transfer, Eric Carre beneficially owned 153,436.623 shares of Halliburton common stock, held directly according to the Form 4.

What Halliburton (HAL) stock options does Eric Carre hold according to this Form 4?

Eric Carre holds several vested options to buy Halliburton common stock directly: 50,100 options with a $31.44 exercise price expiring December 5, 2028; 34,425 options at $43.38 expiring December 6, 2027; and 30,100 options at $53.54 expiring December 7, 2026.

What equity awards vested for Halliburton (HAL) EVP Eric Carre around January 2026?

The filing explains that the stock related to this tax-withholding event vested on January 2, 2026 and January 3, 2026. These awards were originally granted on January 3, 2022, January 3, 2023, January 2, 2024, and January 2, 2025.

Halliburton

NYSE:HAL

HAL Rankings

HAL Latest News

HAL Latest SEC Filings

HAL Stock Data

27.41B
837.35M
0.51%
92.82%
3.64%
Oil & Gas Equipment & Services
Oil & Gas Field Services, Nec
Link
United States
HOUSTON