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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 |
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Step 2.
Unofficial HP Alumni Stock Decoder
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, 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 seven companies:
- 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 five companies:
If you have stock paperwork or certificates from related
companies:
Agilent
and Keysight
Autonomy
Compaq
Digital
DXC
EDS
Micro
Focus
Perspecta
Tandem
Other
predecessor companies
This topic is covered in the
HPAA's Finance Forum. Discuss U.S. pension, employee
stock, Social Security, and other personal finance issues
from an ex-HP/HPInc/HPE perspective. Moderated.
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
unclaimed stock or dividends Current
Transfer
Agent
In HPAA
spreadsheets? 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 4
(n/a)
(n/a) 2011-07-04 Verigy bought
Advantest (Japanese) VRGY
$15 cash from
Advantest in exchange
- -
- -
(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)
- -
- -
(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 HPInc HPQ
Was "Hewlett-Packard Company" (stock symbol not changed)
HPQ
- -
Equiniti
yes
2017-03-20
HPE 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:
New
York
partly (see
Note 1)
2018-05-25 DXC 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:
New
York
no
(see Note 1)
2021-01-27
Proposed purchase of
Perspecta by Peraton PRSP
$29.35 cash from
Peraton in exchange (expected close by mid-2021.)
n/a (private)
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 1962. In 1984, it was reincorporated in Delaware
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.
(Updated Apr 18,
2021.) Questions or comments to:
info-stock@hpalumni.org
Next step:
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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, HPInc, or HPE -- or are in the process of leaving -- join the HP Alumni Association. 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 personal advice of competent financial, legal, and personal advisors. © 2021 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. |