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Step 1. Unofficial HP Alumni Stock Decoder.

Part of our step-by-step Stock Recovery process to findit, 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

Market price history chart

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)

Details

 

Delaware

Equiniti (scroll down)

yes

2000-05-02

HP spun off Agilent

HWP

 

0.381

 

share of Agilent.

A

Chart (Agilent)

Details

 

Delaware

Computer-share

yes

2000-09-27

HP stock split 2 for 1

HWP

 

2

 

share of HWP

HWP

Chart (HPQ)

Details

 

Delaware

Equiniti (scroll down)

yes

2002-05-03

HP bought Compaq

CPQ

 

0.633

 

share of HWP (18% premium) 

HPQ

Chart (HPQ)

Details

 

Delaware

(n/a)

(n/a)

2002-05-06

HP changed symbol to HPQ

HWP

 

1

 

stock symbol changed to HPQ.

HPQ

Chart (HPQ)

Details

 

Delaware

Equiniti (scroll down)

yes

2006-10-16

Agilent spun off Verigy

A

 

0.122

 

share of Verigy.

VRGY

- -

Details

 

?

(n/a)

yes

2008-08-26

HP bought EDS

EDS

 

$25

 

cash from HP (32% premium)

- -

- -

Details

 

Delaware (Texas 1962-1984)

(n/a)

(n/a)

2011-07-04

Verigy bought by Japanese Advantest

VRGY

 

$15

 

cash from Advantest

- -

- -

 

Details

Options

 

?

(n/a)

(n/a)

2011-10-03

HP bought British Autonomy

AU

 

25.50

 

cash from HP (64% premium)

- -

- -

Details

 

?

(n/a)

(n/a)

2014-10-22

Agilent spun off Keysight

A

 

0.5

 

share of Keysight.

KEYS

Chart (KEYS)

Details

 

Delaware

Computer-share

yes

2015-10-21

HP spun off HPE

HPQ

 

1

 

share of Hewlett Packard Enterprise.

HPE

Chart (HPE)

Details

 

Delaware

Wells Fargo [now Equiniti]

yes

2015-10-21

HP renamed HPInc

HPQ

   

(stock symbol not changed)

- -

- -

Details

 

Delaware

Equiniti

yes

2017-03-20

HPE spin/merge with CSC, creating DXC

HPE

 

0.086

 

share of DXC. ("Everett SpinCo")

DXC

Chart (DXC)

Details

 

Nevada

Wells Fargo [now Equiniti]

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)

Details

Article

 

US ADSs: New York?

AST

partly (see Note 1)

    Potential Micro Focus "Seattle SpinCo" 2017 US tax liability  

2018-05-25

DXC spin/merge, creating Perspecta

DXC

 

0.5

 

share of Perspecta. ("Ultra SpinCo")

PRSP

Chart (PRSP)

Details

 

Delaware

Equiniti

no

2019-04-30

Micro Focus "Return of Value"

MFGP

 

0.8296

 

share of MFGP plus ~$4.35 cash

MFGP (in US)

Chart (MFGP)

Details

Details

 

US ADSs: New York?

AST

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.  Where's my stock?


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.


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