STOCK TITAN

Hewlett Packard Enterprise (HPE) director granted stock in lieu of $39,375 cash retainer

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

RUSSO PATRICIA F reported acquisition or exercise transactions in this Form 4 filing.

Hewlett Packard Enterprise director Patricia F. Russo reported a compensation-related stock transaction. She received 873 shares of common stock, valued at $39,375, issued under the 2021 Stock Incentive Plan in lieu of her Q1 cash retainer for Board Year 2026.

Russo elected to defer receipt of these shares until her service on the Board ends, so they are held indirectly in an account at Merrill Lynch. Following this award, she holds 367,286.4942 indirect shares and 15,318 direct shares of Hewlett Packard Enterprise common stock as of the transaction date.

Positive

  • None.

Negative

  • None.
Insider RUSSO PATRICIA F
Role null
Type Security Shares Price Value
Grant/Award Common Stock 873 $45.11 $39K
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 367,286.494 shares (Indirect, By Merrill Lynch); Common Stock — 15,318 shares (Direct, null)
Footnotes (1)
  1. These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q1 cash retainer of $39,375 for Issuer's Board Year 2026. The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors.
Stock award shares 873 shares Common stock granted in lieu of Q1 cash retainer
Implied cash retainer $39,375 Q1 Board cash retainer replaced by stock for Board Year 2026
Grant price per share $45.11/share Price used for 873-share stock award
Indirect holdings after grant 367,286.4942 shares Indirect HPE common stock held after the transaction
Direct holdings 15,318 shares Direct HPE common stock position as of June 30, 2026
Board year 2026 Stock retainer relates to Issuer's Board Year 2026
2021 Stock Incentive Plan financial
"These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q1 cash retainer"
Q1 cash retainer financial
"in lieu of Q1 cash retainer of $39,375 for Issuer's Board Year 2026"
Board Year 2026 financial
"in lieu of Q1 cash retainer of $39,375 for Issuer's Board Year 2026"
defer the receipt of common stock financial
"The reporting person elected to defer the receipt of common stock until the termination of her service"
indirect ownership financial
"total_shares_following_transaction 367286.4942, direct_or_indirect I, nature_of_ownership By Merrill Lynch"
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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
RUSSO PATRICIA F

(Last)(First)(Middle)
C/O HEWLETT PACKARD ENTERPRISE COMPANY
1701 E MOSSY OAKS ROAD

(Street)
SPRING TEXAS 77389

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Hewlett Packard Enterprise Co [ HPE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/30/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock15,318D
Common Stock06/30/2026A873(1)A$45.11367,286.4942(2)IBy Merrill Lynch
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q1 cash retainer of $39,375 for Issuer's Board Year 2026.
2. The reporting person elected to defer the receipt of common stock until the termination of her service as a member of the Issuer's Board of Directors.
Jonathan Sturz as Attorney-in-Fact for Patricia F. Russo07/02/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did HPE director Patricia Russo report on this Form 4?

Patricia Russo reported receiving 873 shares of Hewlett Packard Enterprise common stock as a stock award. The shares were issued under the 2021 Stock Incentive Plan instead of a Q1 cash retainer of $39,375 for Board Year 2026.

Was Patricia Russo’s HPE Form 4 transaction a market buy or sell?

The Form 4 shows a grant of 873 HPE shares as compensation, not a market trade. The transaction code is A, indicating a grant, award, or other acquisition under Hewlett Packard Enterprise’s 2021 Stock Incentive Plan.

How many Hewlett Packard Enterprise shares does Patricia Russo hold after this Form 4?

After the reported transactions, Patricia Russo holds 15,318 Hewlett Packard Enterprise shares directly and 367,286.4942 shares indirectly. These figures reflect her reported ownership positions as of the June 30, 2026 transaction date.

Why did HPE issue shares to Patricia Russo instead of paying cash?

Hewlett Packard Enterprise issued 873 shares to Patricia Russo in lieu of a $39,375 Q1 cash retainer. This stock-based retainer was granted under the 2021 Stock Incentive Plan for her service on the Board during Board Year 2026.

When will Patricia Russo actually receive the HPE shares granted on this Form 4?

Patricia Russo elected to defer receipt of the HPE common stock until her Board service ends. According to the filing, the 873 shares will be delivered after she terminates her service as a member of the Board of Directors.