Form 4 for HPE Hewlett Packard Enterprise
Accepted 2021-12-13 00:00:00 ET · period of report 2021-12-09 · accession 0001062993-21-012817 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2021-12-13 | 2021-12-09+ | HPE | SCHULTZ JOHN F | EVP, COLO | F - Tax | $15.28 | -113.3K | 121.4K | -48% | -$1.73M |
| DM | 2021-12-13 | 2021-12-10 | HPE | SCHULTZ JOHN F | EVP, COLO | M - OptEx | $15.21 | +142.5K | 122.8K | New | +$2.17M |
| DM | 2021-12-13 | 2021-12-09 | HPE | SCHULTZ JOHN F | EVP, COLO | A - Grant | $15.38 | +113.7K | 101.2K | New | +$1.75M |
| DM | 2021-12-13 | 2021-12-10 | HPE | SCHULTZ JOHN F | EVP, COLO | M - OptEx | — | -133.5K | 123.0K | -52% | — |
| DM | 2021-12-13 | 2021-07-07+ | HPE | SCHULTZ JOHN F | EVP, COLO | A - Grant | — | +164.6K | 162.5K | New | — |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2021-12-10 | F | D | 890 | $15.21 | 155,828.88 | D | — | — | |
| 2 | Common | Common Stock | 2021-12-10 | F | D | 26,178 | $15.21 | 154,696.88 | D | — | — | |
| 3 | Common | Common Stock | 2021-12-10 | M | A | 2,022 | $15.21 | 156,718.88 | D | — | — | |
| 4 | Common | Common Stock | 2021-12-10 | M | A | 59,474 | $15.21 | 180,874.88 | D | — | — | |
| 5 | Common | Common Stock | 2021-12-09 | A | A | 66,002 | $15.38 | 78,989.88 | D | — | — | (F2) As previously reported, on 12/10/18 the reporting person was granted performance adjusted restricted stock units ("PARSUs") subject to Non-GAAP Net Income and relative total stockholder return conditions being met at the time of vesting. These PARSUs vest 50% after 2 and 3 years subject to performance and are issued in Issuer's common stock. (F1) The total beneficial ownership includes 509.2293 shares at $15.2190 per share acquired under the Issuer's 2015 Employee Stock Purchase Plan ("ESPP") on 04/30/21 with respect to shares held under the ESPP, and 556.8300 shares at $14.6500 per share acquired under the ESPP on 10/31/21 with respect to shares held under the ESPP. The total beneficial ownership includes the acquisition of 5.0840 shares at $14.5584 per share received on 07/07/21 through dividends paid in shares, and 5.0960 shares at $14.6419 per share received on 10/06/21 through dividends paid in shares. |
| 6 | Common | Common Stock | 2021-12-09 | F | D | 25,445 | $15.38 | 53,544.88 | D | — | — | |
| 7 | Common | Common Stock | 2021-12-09 | A | A | 47,682 | $15.38 | 101,226.88 | D | — | — | (F3) On 12/10/19 the reporting person was granted PARSUs subject to Non-GAAP Net Income and relative total stockholder return conditions being met at the time of vesting. These PARSUs vest 50% after 2 and 3 years subject to performance and are issued in Issuer's common stock. |
| 8 | Common | Common Stock | 2021-12-09 | F | D | 22,530 | $15.38 | 78,696.88 | D | — | — | |
| 9 | Common | Common Stock | 2021-12-10 | M | A | 37,177 | $15.21 | 115,873.88 | D | — | — | |
| 10 | Common | Common Stock | 2021-12-10 | F | D | 17,742 | $15.21 | 98,131.88 | D | — | — | |
| 11 | Common | Common Stock | 2021-12-10 | M | A | 4,073 | $15.21 | 102,204.88 | D | — | — | |
| 12 | Common | Common Stock | 2021-12-10 | F | D | 1,944 | $15.21 | 100,260.88 | D | — | — | |
| 13 | Common | Common Stock | 2021-12-10 | M | A | 36,827 | $15.21 | 137,087.88 | D | — | — | |
| 14 | Common | Common Stock | 2021-12-10 | F | D | 17,234 | $15.21 | 119,853.88 | D | — | — | |
| 15 | Common | Common Stock | 2021-12-10 | M | A | 2,908 | $15.21 | 122,761.88 | D | — | — | |
| 16 | Common | Common Stock | 2021-12-10 | F | D | 1,361 | $15.21 | 121,400.88 | D | — | — | |
| 17 | Derivative | Restricted Stock Units | 2021-12-10 | M | D | 37,177 | — | 0 | D | — · — to — | 37,177 Common Stock | (F5) As previously reported, on 12/10/18 the reporting person was granted 111,531 Restricted Stock Units ("RSUs"), 37,177 of which vested on each of 12/10/19 and 12/10/20, and 37,177 of which vested on 12/10/21. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 includes 308.9501 dividend equivalent rights at $14.44 per RSU credited to the reporting person's account on 07/07/21, and 303.2794 dividend equivalent rights at $14.71 per RSU credited to the reporting person's account on 10/06/21. The number of derivative securities in column 5 also includes 4,073 vested RSU dividend equivalent rights and a de minimus adjustment of 0.6545 due to fractional rounding of the dividend. (F4) Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. |
| 18 | Derivative | Restricted Stock Units | 2021-07-07 | A | A | 2,077.98 | — | 138,056.71 | D | — · — to — | 2,077.98 Common Stock | (F6) As previously reported, on 04/03/19, the reporting person was granted 126,183 RSUs, all of which will cliff vest on 04/03/22. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 includes 1,048.6122 dividend equivalent rights at $14.44 per RSU credited to the reporting person's account on 07/07/21, and 1,029.3651 dividend equivalent rights at $14.71 per RSU credited to the reporting person's account on 10/06/21. (F4) Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. |
| 19 | Derivative | Restricted Stock Units | 2021-12-10 | M | D | 36,827 | — | 39,734 | D | — · — to — | 36,827 Common Stock | (F7) As previously reported, on 12/10/19 the reporting person was granted 110,480 RSUs, 36,826 of which vested on 12/10/20, 36,827 of which vested on 12/10/21, and 36,827 of which will vest on 12/10/22. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 includes 612.0831 dividend equivalent rights at $14.44 per RSU credited to the reporting person's account on 07/07/21, and 600.8484 dividend equivalent rights at $14.71 per RSU credited to the reporting person's account on 10/06/21. The number of derivative securities in column 5 also includes 2,908 vested RSU dividend equivalent rights and a de minimus adjustment of 0.0963 due to fractional rounding of the dividend. (F4) Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. |
| 20 | Derivative | Restricted Stock Units | 2021-12-10 | M | D | 59,474 | — | 122,992 | D | — · — to — | 59,474 Common Stock | (F8) As previously reported, on 12/10/20 the reporting person was granted 178,424 RSUs, 59,474 of which vested on 12/10/21, and 59,475 of which will vest on each of 12/10/22 and 12/10/23. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The number of derivative securities in column 5 includes 1,482.7479 dividend equivalent rights at $14.44 per RSU credited to the reporting person's account on 07/07/21, and 1,455.5323 dividend equivalent rights at $14.71 per RSU credited to the reporting person's account on 10/06/21. The number of derivative securities in column 5 also includes 2,022 vested RSU dividend equivalent rights and a de minimus adjustment of 0.8113 due to fractional rounding of the dividend. (F4) Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. |
| 21 | Derivative | Restricted Stock Units | 2021-12-09 | A | A | 162,549 | — | 162,549 | D | — · — to — | 162,549 Common Stock | (F9) On 12/09/21 the reporting person was granted 162,549 RSUs, 54,183 of which will vest on each of 12/09/22, 12/09/23 and 12/09/24. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. (F4) Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. |