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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Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 4,336 | $29.60 | $128K |
| holding | Option to Buy Common Stock | -- | -- | -- |
| holding | Option to Buy Common Stock | -- | -- | -- |
Footnotes (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. 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.
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.
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.
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.