Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HP INCHPQ · Entity 642 | Pres Imaging Prtng & Solutions | December 19, 2023 | December 21, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HP INC
Report date December 19, 2023 · Filed December 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 83,910 |
Reported balance
After 2023-12-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-12-19 · Grant · Acquired 83,910 · Balance 83,910 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock. F2: On 12/19/2023, the reporting person was granted 83,910 RSUs, 1/3 of which vest annually over 3 years on the anniversary of 12/7/2023. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock.
F2: On 12/19/2023, the reporting person was granted 83,910 RSUs, 1/3 of which vest annually over 3 years on the anniversary of 12/7/2023. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 07, 2019 Filed Dec 10, 2019 23:44 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Units · Derivative | 17,946 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005985 · primarydocument.xml · derivative · entry 7 Tran Tuan · CIK 0001793233 · President of Printing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,946 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of HP common stock. F8 · price: On 12/7/2016, the reporting person was granted 49,536 RSUs, 16,512 of which vested on each of 12/7/2017, 12/7/2018 and 12/7/2019. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 1,434 vested dividend equivalent rights. F8 · derivative.exercise_date: On 12/7/2016, the reporting person was granted 49,536 RSUs, 16,512 of which vested on each of 12/7/2017, 12/7/2018 and 12/7/2019. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 1,434 vested dividend equivalent rights. F8 · derivative.expiration_date: On 12/7/2016, the reporting person was granted 49,536 RSUs, 16,512 of which vested on each of 12/7/2017, 12/7/2018 and 12/7/2019. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 1,434 vested dividend equivalent rights. Read SEC document |
| December 07, 2019 Filed Dec 10, 2019 23:44 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Units · Derivative | 16,795 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005985 · primarydocument.xml · derivative · entry 6 Tran Tuan · CIK 0001793233 · President of Printing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,896 Underlying: Common Stock · 16,795 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of HP common stock. F7 · price: On 12/7/2017, the reporting person was granted 47,687 RSUs, 15,895 of which vested on 12/7/2018, 15,896 of which vested on 12/7/2019, and 15,896 of which are scheduled to vest on 12/7/2020. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 899 vested dividend equivalent rights. F7 · derivative.exercise_date: On 12/7/2017, the reporting person was granted 47,687 RSUs, 15,895 of which vested on 12/7/2018, 15,896 of which vested on 12/7/2019, and 15,896 of which are scheduled to vest on 12/7/2020. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 899 vested dividend equivalent rights. F7 · derivative.expiration_date: On 12/7/2017, the reporting person was granted 47,687 RSUs, 15,895 of which vested on 12/7/2018, 15,896 of which vested on 12/7/2019, and 15,896 of which are scheduled to vest on 12/7/2020. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 899 vested dividend equivalent rights. Read SEC document |
| December 07, 2019 Filed Dec 10, 2019 23:44 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Units · Derivative | 13,504 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005985 · primarydocument.xml · derivative · entry 5 Tran Tuan · CIK 0001793233 · President of Printing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,167 Underlying: Common Stock · 13,504 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of HP common stock. F6 · price: On 12/7/2018, the reporting person was granted 39,250 RSUs, 13,083 of which vested on 12/7/2019, 13,083 of which are scheduled to vest on 12/7/2020, and 13,084 of which are scheduled to vest on 12/7/2021. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 421 vested dividend equivalent rights. F6 · derivative.exercise_date: On 12/7/2018, the reporting person was granted 39,250 RSUs, 13,083 of which vested on 12/7/2019, 13,083 of which are scheduled to vest on 12/7/2020, and 13,084 of which are scheduled to vest on 12/7/2021. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 421 vested dividend equivalent rights. F6 · derivative.expiration_date: On 12/7/2018, the reporting person was granted 39,250 RSUs, 13,083 of which vested on 12/7/2019, 13,083 of which are scheduled to vest on 12/7/2020, and 13,084 of which are scheduled to vest on 12/7/2021. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 421 vested dividend equivalent rights. Read SEC document |
| December 07, 2019 Filed Dec 10, 2019 23:44 UTC | HP INC HPQ · Entity 642 | Tax withholdingCommon Stock | 12,767 | $20.50 | $261,723.50 |
DisclosureSEC source: 0001562180-19-005985 · primarydocument.xml · nonDerivative · entry 2 Tran Tuan · CIK 0001793233 · President of Printing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,078 F2 · shares: 12,767 shares were withheld by HP to satisfy tax withholding on vesting of Restricted Stock Units ("RSUs"). Read SEC document |
| December 07, 2019 Filed Dec 10, 2019 23:44 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 48,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-005985 · primarydocument.xml · nonDerivative · entry 1 Tran Tuan · CIK 0001793233 · President of Printing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,845 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 8,763.945 shares previously acquired pursuant to HP's employee stock purchase plan. Read SEC document |
| December 06, 2019 Filed Dec 10, 2019 23:44 UTC | HP INC HPQ · Entity 642 | GrantRestricted Stock Units · Derivative | 87,805 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005985 · primarydocument.xml · derivative · entry 4 Tran Tuan · CIK 0001793233 · President of Printing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,805 Underlying: Common Stock · 87,805 shares Expires not disclosed F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of HP common stock. F5 · price: On 12/6/2019, the reporting person was granted 87,805 RSUs, one-third of which vest annually over three years on each of 12/7/2020, 12/7/2021 and 12/7/2022. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. F5 · derivative.exercise_date: On 12/6/2019, the reporting person was granted 87,805 RSUs, one-third of which vest annually over three years on each of 12/7/2020, 12/7/2021 and 12/7/2022. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. F5 · derivative.expiration_date: On 12/6/2019, the reporting person was granted 87,805 RSUs, one-third of which vest annually over three years on each of 12/7/2020, 12/7/2021 and 12/7/2022. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. Read SEC document |
| December 06, 2019 Filed Dec 10, 2019 23:44 UTC | HP INC HPQ · Entity 642 | GrantPerformance Adjusted Restricted Stock Units · Derivative | 122,999 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005985 · primarydocument.xml · derivative · entry 3 Tran Tuan · CIK 0001793233 · President of Printing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,999 Underlying: Common Stock · 122,999 shares Expires not disclosed F3 · derivative.exercise_price: On 12/6/2019, the reporting person was granted 122,999 Performance Adjusted Restricted Stock Units ("PARSUs"), 100% of which will only be earned after certification of financial results as of 10/31/22, subject to certain earnings per share and relative total stockholder return conditions being met as of that date. Dividend equivalent rights accrue with respect to these PARSUs when and as dividends are paid on HP common stock. F3 · price: On 12/6/2019, the reporting person was granted 122,999 Performance Adjusted Restricted Stock Units ("PARSUs"), 100% of which will only be earned after certification of financial results as of 10/31/22, subject to certain earnings per share and relative total stockholder return conditions being met as of that date. Dividend equivalent rights accrue with respect to these PARSUs when and as dividends are paid on HP common stock. F3 · derivative.exercise_date: On 12/6/2019, the reporting person was granted 122,999 Performance Adjusted Restricted Stock Units ("PARSUs"), 100% of which will only be earned after certification of financial results as of 10/31/22, subject to certain earnings per share and relative total stockholder return conditions being met as of that date. Dividend equivalent rights accrue with respect to these PARSUs when and as dividends are paid on HP common stock. F3 · derivative.expiration_date: On 12/6/2019, the reporting person was granted 122,999 Performance Adjusted Restricted Stock Units ("PARSUs"), 100% of which will only be earned after certification of financial results as of 10/31/22, subject to certain earnings per share and relative total stockholder return conditions being met as of that date. Dividend equivalent rights accrue with respect to these PARSUs when and as dividends are paid on HP common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.