Halliburton (HAL) EVP reports 5,840-share tax transfer and option expiry
Rhea-AI Filing Summary
Halliburton Company executive Sarah I. Rubenfeld, EVP Administration & CHRO, reported routine equity transactions involving Halliburton common stock. On December 4, 2025, 5,840 shares of common stock were transferred to Halliburton to cover federal tax withholding when restricted stock vested under the Stock and Incentive Plan. The vesting relates to stock granted on December 2, 2020, using the New York Stock Exchange closing price of $26.91 on December 2, 2025 for tax purposes. After these tax-related shares were withheld, she beneficially owned 484,831.685 shares directly, including 929.708 shares acquired through the Employee Stock Purchase Plan.
The filing also lists several outstanding stock options, including options to buy 51,100, 34,300, and 30,500 shares at exercise prices of $31.44, $43.38, and $53.54, respectively, with expirations in 2028, 2027, and 2026. A separate option for 44,500 shares at an exercise price of $38.95 expired unexercised on December 2, 2025.
Positive
- None.
Negative
- None.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 5,840 | $26.91 | $157K |
| holding | Option to Buy Common Stock | -- | -- | -- |
| holding | Option to Buy Common Stock | -- | -- | -- |
| 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 December 2, 2025 and is related to stock granted on December 2, 2020. The closing price of Halliburton Company's Common Stock on the New York Stock Exchange on December 2, 2025 was $26.91. Shares were withheld for tax reporting on December 4, 2025. Includes 929.708 shares of stock purchased through the Halliburton Company Employee Stock Purchase Plan for the periods ending March 31, 2025 and June 30, 2025. Stock option expired December 2, 2025.