Halliburton (NYSE: HAL) EVP uses shares to cover tax withholding

Rhea-AI Filing Summary

Halliburton Company director, EVP and COO Jeffrey Shannon Slocum transferred 3,404 shares of common stock at $36.00 per share to Halliburton to cover federal tax withholding obligations. This tax-withholding disposition occurred when restrictions lapsed on shares issued under the company’s Stock and Incentive Plan.

The footnotes state that the performance unit shares were issued on February 27, 2026, when Halliburton’s common stock closed at $36.00, and shares were withheld for tax reporting on March 5, 2026. After this transaction, Slocum directly held 192,863.952 shares of common stock, along with outstanding options to buy additional shares.

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

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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^*

Slocum Jeffrey Shannon

(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)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Director, EVP and COO

3. Date of Earliest Transaction (Month/Day/Year)
03/05/2026

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	03/05/2026		F		3,404(1)	D	$36(2)	192,863.952	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	12,090		12,090	D
Option to Buy Common Stock	$55.68							01/03/2017	01/03/2027	Common Stock	3,722		3,722	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 Performance Unit shares were issued on February 27, 2026. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on February 27, 2026 was $36.00. Shares were withheld for tax reporting on March 5, 2026

Remarks:

	/s/ Sarah I. Rubenfeld, by Power of Attorney	03/06/2026
	** 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).
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FAQ

What did HAL executive Jeffrey Shannon Slocum report in this Form 4?

Jeffrey Shannon Slocum reported transferring 3,404 Halliburton common shares to the company to cover federal tax withholding. The transfer related to performance-based shares that vested under Halliburton’s Stock and Incentive Plan, and was structured as a tax-withholding disposition rather than an open-market sale.

Was Slocum’s HAL share transaction an open-market sale?

The transaction was not an open-market sale; it was a tax-withholding disposition. Shares were transferred back to Halliburton to satisfy federal tax obligations upon vesting of restricted performance shares issued under the company’s Stock and Incentive Plan, per the filing’s footnotes.

How many Halliburton (HAL) shares did Slocum transfer and at what price?

Slocum transferred 3,404 Halliburton common shares valued at $36.00 per share. That $36.00 price matches the closing price of Halliburton stock on February 27, 2026, the date the performance unit shares were issued before tax withholding on March 5, 2026.

How many HAL shares does Jeffrey Shannon Slocum hold after this Form 4 transaction?

After the tax-withholding transfer, Slocum directly held 192,863.952 Halliburton common shares. The filing also shows he holds options to buy additional shares, with option positions of 12,090 and 3,722 shares reported as outstanding holdings on the same reporting date.

What do the footnotes in this HAL Form 4 say about the performance units?

The footnotes explain that performance unit shares were issued on February 27, 2026, at a closing stock price of $36.00. Shares were then withheld on March 5, 2026 for tax reporting, in line with the Stock and Incentive Plan’s allowance to satisfy tax obligations with unrestricted shares.

Does the Halliburton Stock and Incentive Plan allow tax withholding via share transfer?

Yes. The filing notes that Halliburton’s Stock and Incentive Plan permits the reporting person to satisfy withholding tax obligations by transferring unrestricted shares to the issuer. Slocum used this feature when restrictions lapsed on his performance-based shares and taxes became due.