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Stock Menu: 1. Stock Decoder 2. Where's my stock? 3. Lost Stock 4. Other 5. Spreadsheets 6. Taxes Main Menu |
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Mutual help for those who acquired stock via employment at HP, HPE, or predecessor companies. Operated by former employees who volunteer their time. Not officially endorsed or supported. Join us! |
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Step 1. Unofficial HP Alumni Stock Decoder.
Part of our step-by-step
Stock Recovery process to find it, protect it, and
help you avoid double taxation. If you haven't gone through the
previous steps, start here:
Employee Stock
(Updated Aug 5, 2020.) Questions or comments to:
info@hpalumni.org
Which companies might I have stock in? Compare the date
when you first acquired HP stock with the Record Dates in the left-hand
column. The table is sorted by
Record Date -- the date used to determine the number of shares or amount
of cash each shareholder received.
Examples of how to use the table:
- If you owned any HP stock on 2000-05-02 (May 2, 2000) -- and have never
sold any -- in addition to your stock in HP, you would now also have stock
in Agilent, Keysight, Hewlett Packard Enterprise, DXC, Micro Focus, and
Perspecta. You would have also have received cash and stock in the
Micro Focus "Return of Value."
- If you owned any HP stock on 2015-10-21 (Oct 21, 2015) -- and have never
sold any -- in addition to your stock in HP, you would now also have stock
in Hewlett Packard Enterprise, DXC, Micro Focus, and
Perspecta. You would have also have received cash and stock in the Micro
Focus "Return of Value."
HPAA stock decoder tables for employee stock in major predecessor
companies:
Compaq
DEC
Tandem
Other predecessor companies,
such as Indigo, Mercury, Opsware, Peregrine, etc.
Predecessor
company stock
This topic is discussed on the
HPAA's Finance Forum. Ongoing discussions of US personal
finance issues -- such as Social Security, pensions, and stock -- from
an ex-HP/HPE perspective.
Join the HPAA Finance Forum
Step 1. What happened?
Record Date
Event
Old
stock symbol
For each share of the old
stock owned on that date, you
ended up with... New
stock
symbol
Details Check for
lost
stock or dividends Current
Transfer
Agent
In HPAA
cost
spreadsheets?
1960
to
1996
HP split the stock
seven times
HWP
2 or 3
shares of HWP HWP
Chart (HPQ)
Equiniti
(scroll down)
yes 2000-05-02
HP spun off Agilent HWP
0.381 share of
Agilent. A
Chart (Agilent)
yes 2000-09-27
HP stock split 2 for
1 HWP
2
share of HWP HWP
Chart (HPQ)
Equiniti
(scroll down)
yes
2002-05-03
HP bought Compaq
CPQ
0.633
share of HWP
(18% premium)
HPQ
Chart (HPQ)
(n/a)
(n/a) 2002-05-06
HP changed symbol
to HPQ HWP
1 stock symbol
changed to HPQ.
HPQ
Chart (HPQ)
Equiniti
(scroll down)
yes
2006-10-16
Agilent spun off
Verigy A
0.122 share of
Verigy. VRGY
- -
? (n/a)
yes
2008-08-26
HP bought EDS
EDS
$25
cash from HP
(32% premium)
- -
- -
(n/a)
(n/a) 2011-07-04
Verigy bought by
Japanese Advantest VRGY
$15 cash from
Advantest
- -
- -
?
(n/a)
(n/a)
2011-10-03
HP bought British
Autonomy
AU
£25.50
cash from HP
(64% premium)
- -
- -
?
(n/a)
(n/a)
2014-10-22
Agilent spun off
Keysight A
0.5
share of
Keysight. KEYS
Chart (KEYS)
yes 2015-10-21
HP spun off HPE HPQ
1
share of Hewlett
Packard Enterprise. HPE
Chart (HPE)
yes
2015-10-21
HP renamed HPInc
HPQ
(stock symbol not changed)
- -
- -
yes
2017-03-20
HPE spin/merge with
CSC, creating DXC
HPE
0.086 share of DXC.
("Everett SpinCo") DXC
Chart (DXC)
yes
2017-09-01
HPE spun off
Seattle SpinCo
HPE
1
share of
temporary
"Seattle SpinCo." - - - -
(See Micro
Focus)
(n/a)
(n/a)
yes
2017-09-01
Seattle
spin/merge
with British
Micro Focus - -
0.137
Micro Focus ADSs
(American Depositary
Shares.)
MFGP
(in US)
Chart (MFGP)
US ADSs:
New
York?
partly (see
Note 1)
2018-05-25
DXC spin/merge,
creating Perspecta DXC
0.5 share of
Perspecta.
("Ultra SpinCo")
PRSP
Chart (PRSP)
no
2019-04-30
Micro Focus
"Return of Value" MFGP
0.8296 share of MFGP
plus ~$4.35 cash
MFGP
(in US)
Chart (MFGP)
US ADSs:
New
York?
no (see
Note 1)
Note 1.
The cost basis treatment for the original spin/merge used in the
HPAA spreadsheets is based on the opinion provided by HPE's
outside tax counsel. However, some brokers and administrators
apparently interpreted the transaction differently -- or
did not report, or reported incorrectly -- to the IRS. The
variation in reporting of the original spin/merge means that the
"Return of Value" transaction cannot be included in the HPAA
spreadsheets.
Background on dates.
There are four dates associated with any stock event. The Announcement
Date.
The Record Date, used in this table and specified in the announcement,
is the date used to determine the number of shares or
amount of cash each shareholder receives. The next stock
market business day is the Effective Date. The Distribution Date,
usually weeks later, is the actual distribution of
the additional shares or cash.
Next: Step 2.
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Disclaimer. The information contained in this website, or sites linked to it, is provided as a service to the community, and does not constitute financial, legal, or personal advice. We make no claims, promises or guarantees about the accuracy, completeness, or adequacy of the information contained in or linked to this website and associated sites. As financial, legal, and personal advice must be tailored to the specific circumstances of each case, and finances and laws are constantly changing, nothing provided here should be used as a substitute for the personal advice of competent financial, legal, and personal advisors. For more mutual help on this topic and many others, join the independent HP Alumni Association. If you were formerly a regular, direct employee of HP or HPE -- or are in the process of leaving -- join HPAlumni via email. Transition, Benefits, and Finance forums. No charge, thanks to HPAA members. © 2020 Hewlett-Packard Alumni Association, Inc. • By using this site you accept these terms • Operated by former employees who volunteer their time. Not officially endorsed or supported by any company. |
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