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Halliburton (HAL) SVP & Chief Accounting Officer details new stock grant

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Halliburton Company executive Sarah I. Rubenfeld, SVP & Chief Accounting Officer, reported a new stock award in company shares. On 01/02/2026 she acquired 5,610 shares of Halliburton common stock under the Halliburton Company Stock and Incentive Plan, based on a New York Stock Exchange closing price of $29.60 on the grant date. The plan allows shares to be surrendered back to Halliburton to cover tax withholding obligations.

After this grant, she beneficially owns 73,310.422 Halliburton shares, which includes 15.422 shares purchased through the Employee Stock Purchase Plan for the period ending September 30, 2025. She also holds options to buy 9,688 shares at an exercise price of $49.61 exercisable from January 2, 2018 until January 2, 2028, and options to buy 7,994 shares at $55.68 exercisable from January 3, 2017 until January 3, 2027.

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Insider Holzhauser Stephanie Spoelker
Role SVP & Chief Accounting Officer
Type Security Shares Price Value
Grant/Award Common Stock 5,610 $29.60 $166K
holding Option to Buy Common Stock -- -- --
holding Option to Buy Common Stock -- -- --
Holdings After Transaction: Common Stock — 73,310.422 shares (Direct); Option to Buy Common Stock — 9,688 shares (Direct)
Footnotes (1)
  1. 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. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on the January 2, 2026 grant date was $29.60. Includes 15.422 shares of stock purchased through the Halliburton Company Employee Stock Purchase Plan for the period ending September 30, 2025.
Form 4 Insider Transactions: What Each Field Means →
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*
Holzhauser Stephanie Spoelker
(Last) (First) (Middle)
3000 NORTH 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)
SVP & Chief Accounting Officer
3. Date of Earliest Transaction (Month/Day/Year)
01/02/2026
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 01/02/2026 A 5,610(1) A $29.6(2) 73,310.422(3) 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 $49.61 01/02/2018 01/02/2028 Common Stock 9,688 9,688 D
Option to Buy Common Stock $55.68 01/03/2017 01/03/2027 Common Stock 7,994 7,994 D
Explanation of Responses:
1. 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.
2. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on the January 2, 2026 grant date was $29.60.
3. Includes 15.422 shares of stock purchased through the Halliburton Company Employee Stock Purchase Plan for the period ending September 30, 2025.
Remarks:
/s/ Sarah I. Rubenfeld, by Power of Attorney 01/05/2026
** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Halliburton (HAL) report in this Form 4?

The filing reports that SVP & Chief Accounting Officer Sarah I. Rubenfeld acquired 5,610 shares of Halliburton common stock on 01/02/2026 under the Halliburton Company Stock and Incentive Plan.

At what price was the new Halliburton (HAL) stock award valued?

The stock award was based on the $29.60 closing price of Halliburton common stock on the New York Stock Exchange on January 2, 2026, the grant date.

How many Halliburton (HAL) shares does the reporting person own after this transaction?

Following the reported grant, the executive beneficially owns 73,310.422 shares of Halliburton common stock, including 15.422 shares purchased through the Employee Stock Purchase Plan for the period ending September 30, 2025.

What stock options are reported for the Halliburton (HAL) executive?

The filing lists options to buy 9,688 shares of Halliburton common stock at an exercise price of $49.61, exercisable from 01/02/2018 until 01/02/2028, and options to buy 7,994 shares at $55.68, exercisable from 01/03/2017 until 01/03/2027.

What compensation plans are referenced in this Halliburton (HAL) insider filing?

The Form 4 references the Halliburton Company Stock and Incentive Plan, which allows surrender of shares to satisfy tax withholding, and the Halliburton Company Employee Stock Purchase Plan under which 15.422 shares were acquired for the period ending September 30, 2025.

What is the reporting person’s role at Halliburton (HAL)?

The reporting person in this Form 4 is an Officer of Halliburton, serving as SVP & Chief Accounting Officer.