Honeywell Intl Inc SEC Filings

Honeywell International Inc. disclosed an organizational realignment that is expected to be effective in the first quarter of 2026. The company will form a new reportable segment, Process Automation and Technology, combining UOP from Energy and Sustainability Solutions with the core portion of Process Solutions from Industrial Automation.

After the change, Honeywell’s reportable segments will be Aerospace Technologies, Building Automation, Process Automation and Technology, and Industrial Automation. The updated Industrial Automation segment will include smart energy, thermal solutions, process measurement and control, Sensing and Safety Technologies, Warehouse and Workflow Solutions, and Productivity Solutions and Services. Leadership following the spin-off of the Aerospace Technologies business remains defined, with division CEOs reporting to Vimal Kapur, who will continue as Chairman and CEO.

The company stated the realignment has no impact on historical consolidated financial position, results of operations, or cash flows. Honeywell will report under the new structure beginning with first quarter 2026 results and plans to provide recast historical segment information for comparability.

Honeywell International Inc. (HON) approved the spin-off of its Advanced Materials business into Solstice Advanced Materials Inc. and set the distribution terms. The Board declared a pro rata distribution of all Solstice common stock to Honeywell stockholders of record as of the close of business on October 17, 2025. The distribution will occur at 12:01 a.m. (New York City time) on October 30, 2025.

Holders of Honeywell common stock will receive one share of Solstice common stock for every four shares of Honeywell common stock they own on the record date; cash will be paid in lieu of fractional shares. Completion of the distribution is conditioned upon satisfaction or waiver of conditions outlined in the Separation and Distribution Agreement referenced in Solstice’s Form 10, which was declared effective on September 30, 2025.

Separately, Ms. Rose Lee notified the Board that she will resign from Honeywell’s Board immediately prior to and conditioned upon the consummation of the spin-off. Her decision is not due to any disagreement and aligns with her planned service on Solstice’s Board.

Honeywell International (HON) reported an insider equity grant. On 10/13/2025, an officer (President and CEO, IA) received 12,441 employee stock options with a $201.93 exercise price, expiring on 10/12/2035, and 2,352 restricted stock units.

The options vest as follows: 3,110 on 10/13/2026, 3,110 on 10/13/2027, 3,110 on 10/13/2028, and 3,111 on 10/13/2029. The RSUs convert to common stock on a one-for-one basis and vest 776 on 10/13/2027, 776 on 10/13/2028, and 800 on 10/13/2029. Both awards were reported as directly owned.

Honeywell International Inc. (HON) filed a Form 3 to report the initial insider status of an officer listed as President and CEO, IA. The filing states no securities are beneficially owned by the reporting person. The event date is 10/13/2025, and the form was filed by one reporting person.

Honeywell (HON) officer Kenneth J. West reported routine equity activity on Form 4. On 10/02/2025, 950 restricted stock units converted to common stock (code M), and 443 shares were withheld to cover taxes at $211.55 (code F). Two small trades of 3 shares each on 09/18/2025 at $212.41 (A) and 09/23/2025 at $209.63 (D) were noted as broker errors and reversed (code J).

Following these transactions, beneficial ownership was 2,020 shares direct and 611.0189 indirect in a 401(k). RSUs remaining totaled 1,822, with 911 vesting on each of October 2, 2025, 2026, and 2027.

Stephen Williamson, a director of Honeywell International Inc. (HON), reported a grant of 160.5778 deferred compensation (phantom) shares on 10/01/2025. The filing shows a per-share valuation of $210.18 used to calculate the allocation, and reports 676.3872 shares beneficially owned following the transaction. The filing explains these phantom shares are accrued under the company’s Deferred Compensation Plan for Non-Employee Directors and will be settled in cash according to the director’s election.

Honeywell sold Sterling Wander, the entity holding certain legacy asbestos liabilities, to Delticus in a transaction that moved those liabilities and related insurance assets off Honeywell's consolidated balance sheet. At closing, Sterling Wander was capitalized with the insurance assets and approximately $1.68 billion in cash, and Delticus assumed management of claims and insurance policy reimbursements.

A solvency opinion from an independent advisory firm supported the determination that Sterling Wander and its subsidiaries were solvent and adequately capitalized as of and after the Divestiture. Honeywell furnished a press release announcing the transaction as an exhibit to its report. The filing also includes standard forward-looking statement disclosures and notes material risks and uncertainties related to future strategic actions.

Honeywell announced key steps for the separation of its Advanced Materials business into a new public company, Solstice Advanced Materials Inc. The company set a record date of October 17, 2025 for a pro rata distribution expected to be effective at 12:01 a.m. on October 30, 2025, with eligible Honeywell holders to receive one share of Solstice for every four Honeywell shares held on the record date. The Form 10 for Solstice was declared effective by the SEC on September 30, 2025.

Solstice issued $1.0 billion of 5.625% Senior Notes due 2033 on September 30, 2025. The notes were sold under Rule 144A and Regulation S, will pay interest semiannually on March 31 and September 30 beginning March 31, 2026, and proceeds will be held in escrow until spin-off conditions are satisfied. If conditions are not met by March 31, 2026, the notes will be redeemed at 100% of principal plus accrued interest. The indenture contains customary covenants limiting additional debt, dividends, asset sales, liens, and certain transactions with affiliates.

This Form 4 for Honeywell International Inc. (HON) discloses that Lucian Boldea is no longer an officer of the company for purposes of Rule 16a-1. The form lists a transaction date of 08/31/2025 and is signed by Richard Kent on 09/02/2025. No non-derivative or derivative securities trades, amounts, or prices are reported on this filing; the form was filed solely to report the change in officer status.