Halliburton (HAL) SVP uses 4,336 shares to cover tax on vested stock
Rhea-AI Filing Summary
Halliburton Company executive Stephanie Spoelker Holzhauser, SVP & Chief Accounting Officer, transferred 4,336 shares of common stock to Halliburton on January 8, 2026 to cover federal tax withholding on vested stock awards. The shares were valued at $29.60 per share, based on the January 2, 2026 New York Stock Exchange closing price, as allowed under the company’s Stock and Incentive Plan. After this withholding-related transfer, she beneficially owned 68,974.422 shares of Halliburton common stock directly.
She also continued to hold stock options directly, including options exercisable for 9,688 shares of common stock at an exercise price of $49.61 per share expiring January 2, 2028, and options for 7,994 shares at $55.68 per share expiring January 3, 2027. The filing characterizes the reported share movement as satisfying tax obligations tied to previously granted restricted stock that vested in early January 2026.
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FAQ
What insider transaction did Halliburton (HAL) report for January 8, 2026?
Halliburton (HAL) reported that executive Stephanie Spoelker Holzhauser, SVP & Chief Accounting Officer, transferred 4,336 shares of common stock to Halliburton on January 8, 2026 to cover federal tax withholding on vested stock awards.
Was the Halliburton (HAL) insider transaction an open-market sale?
No. The filing explains that the 4,336 shares were transferred to Halliburton Company to pay federal tax withholding when restricted shares vested, as permitted under the company’s Stock and Incentive Plan, rather than being sold in an open-market trade.
How many Halliburton (HAL) shares did the executive own after the January 8, 2026 transaction?
After the tax-withholding transfer, Stephanie Spoelker Holzhauser beneficially owned 68,974.422 Halliburton common shares directly, according to the Form 4.
What stock options does the Halliburton (HAL) executive report holding?
The executive reports directly holding options to buy 9,688 shares of Halliburton common stock at an exercise price of $49.61 per share expiring on January 2, 2028, and options to buy 7,994 shares at $55.68 per share expiring on January 3, 2027.
How was the share price determined for the Halliburton (HAL) tax-withholding transfer?
The footnotes state that the $29.60 value used for the 4,336 transferred shares was the January 2, 2026 New York Stock Exchange closing price for Halliburton’s common stock, and that shares were withheld for tax reporting on January 8, 2026.
Which Halliburton (HAL) executive filed this Form 4 and what is their role?
The Form 4 was filed for Stephanie Spoelker Holzhauser, who is identified as an officer of Halliburton and serves as SVP & Chief Accounting Officer.