Form 4 for HPE Hewlett Packard Enterprise
Accepted 2023-12-12 00:00:00 ET · period of report 2023-12-08 · accession 0001062993-23-022485 · 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 | 2023-12-12 | 2023-12-08+ | HPE | SCHULTZ JOHN F | EVP, COLO | F - Tax | $16.22 | -156.2K | 442.6K | -26% | -$2.53M |
| DM | 2023-12-12 | 2023-12-08 | HPE | SCHULTZ JOHN F | EVP, COLO | A - Grant | $16.22 | +221.4K | 371.5K | +148% | +$3.59M |
| DM | 2023-12-12 | 2023-12-08+ | HPE | SCHULTZ JOHN F | EVP, COLO | M - OptEx | $16.22 | +197.5K | 463.2K | +74% | +$3.20M |
| DM | 2023-12-12 | 2023-12-08+ | HPE | SCHULTZ JOHN F | EVP, COLO | M - OptEx | — | -197.5K | 0 | -100% | — |
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 | 2023-12-08 | F | D | 5,277 | $16.22 | 366,229.04 | D | — | — | |
| 2 | Common | Common Stock | 2023-12-09 | F | D | 4,060 | $16.22 | 487,866.04 | D | — | — | |
| 3 | Common | Common Stock | 2023-12-08 | F | D | 26,742 | $16.22 | 358,099.04 | D | — | — | |
| 4 | Common | Common Stock | 2023-12-08 | A | A | 67,957 | $16.22 | 384,841.04 | D | — | — | (F2) On 12/09/21 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. |
| 5 | Common | Common Stock | 2023-12-08 | F | D | 48,233 | $16.22 | 316,884.04 | D | — | — | |
| 6 | Common | Common Stock | 2023-12-08 | A | A | 140,069 | $16.22 | 365,117.04 | D | — | — | (F1) On 12/10/20 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. |
| 7 | Common | Common Stock | 2023-12-09 | M | A | 10,940 | $16.22 | 491,926.04 | D | — | — | |
| 8 | Common | Common Stock | 2023-12-10 | F | D | 24,298 | $16.22 | 480,986.04 | D | — | — | |
| 9 | Common | Common Stock | 2023-12-10 | M | A | 62,665 | $16.22 | 505,284.04 | D | — | — | |
| 10 | Common | Common Stock | 2023-12-08 | M | A | 68,448 | $16.22 | 434,677.04 | D | — | — | |
| 11 | Common | Common Stock | 2023-12-08 | F | D | 26,935 | $16.22 | 407,742.04 | D | — | — | |
| 12 | Common | Common Stock | 2023-12-09 | M | A | 55,485 | $16.22 | 463,227.04 | D | — | — | |
| 13 | Common | Common Stock | 2023-12-09 | F | D | 20,608 | $16.22 | 442,619.04 | D | — | — | |
| 14 | Common | Common Stock | 2023-12-08 | A | A | 13,407 | $16.22 | 371,506.04 | D | — | — | (F3) On 06/21/22 the reporting person was granted PARSUs subject to subject to Non-GAAP Net Income and relative total stockholder return conditions being met at the time of vesting. These PARSUs vest 50% 2 and 3 years subject to performance and are issued in Issuer's common stock. |
| 15 | Derivative | Restricted Stock Units | 2023-12-08 | M | D | 68,448 | — | 136,894 | D | — · — to — | 68,448 Common Stock | (F8) As previously reported, on 12/08/22, the reporting person was granted 199,509 RSUs, 66,503 of which vested on 12/08/23, and 66,503 of which will vest on each of 12/08/24 and 12/08/25. 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 reflects 1,945 vested dividend equivalent rights and a de minimus adjustment of 0.9467 due to fractional rounding of the dividend equivalent rights. (F4) Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. |
| 16 | Derivative | Restricted Stock Units | 2023-12-09 | M | D | 10,940 | — | 10,940 | D | — · — to — | 10,940 Common Stock | (F7) As previously reported, on 06/21/22, the reporting person was granted 32,510 RSUs, 10,836 of which vested on 12/09/22, 10,432 of which vested on 12/09/23, and 10,433 of which will vest on 12/09/24. 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 reflects 508 vested dividend equivalent rights and a de minimus adjustment of 0.0737 due to fractional rounding of the dividend equivalent rights. (F4) Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. |
| 17 | Derivative | Restricted Stock Units | 2023-12-09 | M | D | 55,485 | — | 55,484 | D | — · — to — | 55,485 Common Stock | (F6) As previously reported, on 12/09/21 the reporting person was granted 162,549 RSUs, 54,183 of which vested on 12/09/22, 52,161 of which vested on 12/09/23, and 52,162 of which will vest on 12/09/24. 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 reflects 3,324 vested dividend equivalent rights and a de minimus adjustment of 0.4269 due to fractional rounding of the dividend equivalent rights. (F4) Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. |
| 18 | Derivative | Restricted Stock Units | 2023-12-10 | M | D | 62,665 | — | 0 | D | — · — to — | 62,665 Common Stock | (F5) As previously reported, on 12/10/20 the reporting person was granted 178,424 restricted stock units ("RSUs"), 59,474 of which vested on 12/10/21, 57,081 of which vested on 12/10/22, and 57,081 of which vested on 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 reflects 5,584 vested dividend equivalent rights and a de minimus adjustment of 0.4065 due to fractional rounding of the dividend equivalent rights. (F4) Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. |