STOCK TITAN

Halliburton (HAL) SVP uses 4,336 shares to cover tax on vested stock

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

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.

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*
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)
01/08/2026
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 4,336(1) D $29.6(2) 68,974.422 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 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, January 3, 2026, and January 4, 2026 and is related to stock granted on January 4, 2021, January 3, 2022, January 3, 2023, January 2, 2024, and January 2, 2025. January 3, 2026 and January 4, 2026 were non-market dates. 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 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.

Halliburton

NYSE:HAL

HAL Rankings

HAL Latest News

HAL Latest SEC Filings

HAL Stock Data

27.59B
837.47M
0.51%
92.82%
3.64%
Oil & Gas Equipment & Services
Oil & Gas Field Services, Nec
Link
United States
HOUSTON