|
Operated by volunteers. Not officially endorsed or supported. |
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Step 1. Stock Overview 2. Stock Decoder 3. Where's my stock? 4. Check for lost stock 5. Other issues 6. Cost Basis 7. Taxes Map of Stock Pages |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Step 2.
Unofficial HP Alumni Stock Decoder
(Updated Jun 20,
2021.)
This is part of our Stock Recovery Process. There is
a link to the next step at the end of this page. If you
haven't gone through the previous steps to determine which
of seven HP-related stocks you should have, start here:
Employee Stock
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 have stock
in six companies:
HPInc, Agilent, Keysight, Hewlett Packard Enterprise, DXC, and Micro Focus.
You received cash and replacement stock in April 2019 from the
Micro Focus "Return of Value."
You were paid cash in May 2021
for your former stock in Perspecta.
- 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 have stock
in four companies:
HP Inc, Hewlett Packard Enterprise, DXC, and Micro Focus. You received cash and
replacement stock in April 2019 from the
Micro Focus "Return of Value."
You were paid cash in May 2021
for your former stock in Perspecta.
If you have stock paperwork or certificates from other related
companies:
Join the
HPAA Finance Forum.
HPAA Stock Decoder Table
Record Date
Event
Old
stock symbol
For each share of the old
stock owned on that date, you
ended up with...
Stock
symbol More info Check for
Current
Transfer
In HPAA
spread- 1960-09-01
HP stock split
3 for
1 HWP 3
shares of HWP (the only 3:1 split) HWP yes 1970-02-25
HP stock split 2 for
1 HWP
2
shares of HWP HWP yes 1979-06-27
HP stock split 2 for
1 HWP
2
shares of HWP HWP yes 1981-06-17
HP stock split 2 for
1 HWP
2
shares of HWP HWP yes 1983-08-01
HP stock split 2 for
1 HWP
2
shares of HWP HWP yes 1995-03-24
HP stock split 2 for
1 HWP
2
shares of HWP HWP yes 1996-06-21
HP stock split 2 for
1 HWP
2
shares of HWP HWP yes 2000-05-02
HP spun off
Agilent HWP 0.381
share of
Agilent
A
Chart yes 2000-09-27
HP stock split 2 for
1 HWP
2
shares of HWP HWP
Chart (HPQ)
Delaware
Equiniti
yes
2002-05-03
HP bought
Compaq with HWP shares. CPQ
0.6325
CPQ holders got fractional
share of HWP
in exchange (18% over market price)
HPQ
Chart
Delaware
(n/a)
(n/a) 2002-05-06
HP changed stock symbol
from HWP to HPQ HWP
1 stock symbol
changed to HPQ ("Q" from the Compaq symbol) HPQ
Chart
Delaware
Equiniti
yes 2006-10-16
Agilent spun off
Verigy A
0.122
share of
Verigy VRGY
- -
(n/a) yes
2008-08-26
HP bought EDS
with cash. EDS $25
EDS holders got cash from HP in exchange
(32% over market price)
Note 5
- -
Note 4
(n/a)
(n/a) 2011-07-04
VRGY
$15
cash from
Advantest in exchange
Note 5
- -
(n/a)
(n/a)
2011-10-31
HP bought
Autonomy (UK) with cash.
AUTNF
£25.50
Autonomy holders got cash from HP in exchange
(79% over market price)
Note 5
- -
(n/a)
(n/a)
2014-10-22
Agilent spun off
Keysight
A
0.5
share of
Keysight
KEYS
Chart
yes
2015-10-21
HP spun off
HPE
HPQ
1
share of Hewlett
Packard Enterprise (HPE)
HPE
Chart
yes
2015-10-21
Continuing
PC and printer company renamed HP Inc.
HPQ
Was "Hewlett-Packard Company" (stock symbol not changed)
HPQ
- -
Equiniti
yes
2017-03-20
HPE Enterprise Services spin/merge with
CSC, creating DXC
HPE
0.086
share of DXC
(via temporary "Everett SpinCo")
DXC
Chart
yes
HPE Software
spin/merge
with Micro Focus (UK)
HPE
0.137 share of a
Micro Focus American Depositary
Share (ADS) (via temporary "Seattle SpinCo")
Potential 2017 U.S. tax liability
MFGP
(U.S.)
Chart (MFGP)
U.S. ADSs:
partly
2018-05-25
DXC U.S. Public Sector spin/merge
with two other companies,
creating Perspecta
DXC
0.5
share of
Perspecta
(via temporary "Ultra SpinCo")
PRSP
Chart
no
2019-04-30
Micro Focus
"Return of Value"
MFGP
0.8296
share of MFGP
in exchange, plus $4.30 cash payment.
MFGP
(U.S.)
Chart (MFGP)
U.S. ADSs:
no
2021-05-06
Perspecta
bought by Peraton
PRSP
$29.35
cash from
Peraton in exchange. PRSP shares have vanished from your account. Either cash was added to your account or check
mailed by approx. 6/2/21.
Note 5
no
Note 1.
The cost basis treatment for the original Micro Focus spin/merge
used in the HPAA cost basis 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
April 2019 Micro Focus "Return of Value" transaction cannot be included in the HPAA
cost basis spreadsheets.
Note 2.
Yahoo Finance charts do not always accurately reflect stock splits and other events.
Note 3.
The Hewlett-Packard Company was originally incorporated in
California in 1947. In May 1998, it was reincorporated in
Delaware.
CA Secretary of State filing
Note 4. Electronic Data Systems was originally incorporated
in
Texas.
In 1984, it was reincorporated in
Delaware. (For unclaimed
property related to the 1984-1996 ownership of EDS by
General Motors, check
Michigan.)
Note 5. Stock of acquired company was "retired" -- i.e.
no longer traded. See
Where's my
stock?
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.
Website operated by former employees. Comments welcome. Do not send personal information to us.
info-stock@hpalumni.org
Next step:
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
If you were formerly a regular, direct employee of HP or HPE -- or are in the process of leaving -- join the HP Alumni Association. Membership is also open to heirs with HP-related stock and to those receiving company benefits -- spouses, partners, dependents, DEC and EDS retirees. No charge, thanks to HPAA members. 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 personalized advice of competent financial, legal, and personal advisors. © 2021 Hewlett-Packard Alumni Association, Inc. • By using this site you accept these terms • Operated by volunteers. Not officially endorsed or supported. |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
