HPE EVP Rahim exercises RSUs, gifts shares to trust
Hewlett Packard Enterprise EVP Rami Rahim reported a series of equity compensation and estate-planning transactions.
Rhea-AI Filing Summary
Hewlett Packard Enterprise EVP Rami Rahim reported a series of equity compensation and estate-planning transactions. On July 2–3, 2026, he exercised multiple restricted stock unit awards into a total of 1,122,365 shares of common stock, with 556,472 shares withheld to cover tax obligations.
After these transactions, his directly held common stock was transferred by bona fide gifts into the Rahim Family Trust. Footnotes explain decreases of 89,534 shares on March 10, 2026 and 565,893 shares on July 7, 2026 in direct holdings, matched by increases in indirect holdings in the trust, leaving 909,589 common shares held indirectly.
Positive
- None.
Negative
- None.
Insider Trade Summary
1,122,365 shares exercised/converted
Exercise
20 txns
Insider
rahim rami
Role
EVP, Pres GM Networking
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 565,893 | $0.00 | $0.00 |
| Gift | Common Stock | 565,893 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 109,401 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 308,311 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 260,290 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 394,379 | $0.00 | $0.00 |
| Exercise | Common Stock | 308,311 | $41.23 | $12.71M |
| Exercise Price or Tax Liability | Common Stock | 152,861 | $41.23 | $6.30M |
| Exercise | Common Stock | 109,401 | $41.23 | $4.51M |
| Exercise Price or Tax Liability | Common Stock | 54,242 | $41.23 | $2.24M |
| Exercise | Common Stock | 260,290 | $41.23 | $10.73M |
| Exercise Price or Tax Liability | Common Stock | 129,052 | $41.23 | $5.32M |
| Exercise | Common Stock | 394,379 | $41.23 | $16.26M |
| Exercise Price or Tax Liability | Common Stock | 195,534 | $41.23 | $8.06M |
| Exercise | Restricted Stock Units | 49,984 | $0.00 | $0.00 |
| Exercise | Common Stock | 49,984 | $41.23 | $2.06M |
| Exercise Price or Tax Liability | Common Stock | 24,783 | $41.23 | $1.02M |
| Grant/Award | Restricted Stock Units | 1,142.5561 | $0.00 | $0.00 |
| Gift | Common Stock | 89,534 | $0.00 | $0.00 |
| Gift | Common Stock | 89,534 | $0.00 | $0.00 |
Holdings After Transaction:
Restricted Stock Units — 327,804.9285 contracts (Direct);
Common Stock — 0 shares (Direct);
Common Stock — 909,589 shares (Indirect, Living Trust)
Footnotes (9)
- F1. The total direct beneficial ownership reflects a decrease of 89,534 shares on 03/10/26 and 565,893 shares on 07/07/26 due to transfer of the shares into the reporting person's Rahim Family Trust.
- F2. The total indirect beneficial ownership reflects an increase of 89,534 shares on 03/10/26 and 565,893 shares on 07/07/26 due to transfer of the shares into the reporting person's Rahim Family Trust.
- F3. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.
- F4. As previously reported, on 07/02/25, the reporting person's 02/20/24 equity award was converted into 218,800 Restricted Stock Units ("RSUs"), 65,631 of which vested on 07/02/25, 43,769 of which vested on 02/20/26, and 109,401 of which vested on 07/03/26.
- F5. As previously reported, on 07/02/25, the reporting person's 02/20/24 PSU equity award was converted into 308,311 RSUs, all of which vested on 07/03/26.
- F6. As previously reported, on 07/02/25, the reporting person's 02/20/25 equity award was converted into 394,379 RSUs, 134,089 of which vested on 02/20/26, and 260,290 of which vested on 07/03/26.
- F7. As previously reported, on 07/02/25, the reporting person's 06/20/25 PSU equity award was converted into 394,379 RSUs, all of which vested on 07/03/26.
- F8. As previously reported, on 07/17/2025, the reporting person was granted 146,484 RSUs, 48,828 of which vested on 07/02/26, and 48,828 of which will vest on each of 07/02/27 and 07/02/28. 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 RSUs that vested, 1,156 vested dividend equivalent rights, and a portion of the 747.3673 dividend equivalent rights at $27.93 per RSU credited to the reporting person's account on 04/23/26 reflected in column 9.
- F9. As previously reported, on 09/30/2025, the reporting person was granted 223,941 RSUs, 74,647 of which will vest on each of 12/15/26, 12/15/27 and 12/15/28. 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 1,142.5561 dividend equivalent rights at $27.93 per RSU credited to the reporting person's account on 04/23/26.
Key Figures
RSU exercises into common stock: 1,122,365 shares
Tax-withholding dispositions: 556,472 shares
Bona fide gifts: 1,310,854 shares
+5 more
8 metrics
RSU exercises into common stock
1,122,365 shares
Total exerciseShares from derivative exercises reported
Tax-withholding dispositions
556,472 shares
Shares delivered to cover tax or exercise obligations
Bona fide gifts
1,310,854 shares
Total giftShares transferred, including to Rahim Family Trust
Indirect holdings after transfers
909,589 shares
Common stock held indirectly following July 7, 2026 transactions
Decrease in direct holdings on 03/10/26
89,534 shares
Transferred from direct ownership to Rahim Family Trust
Decrease in direct holdings on 07/07/26
565,893 shares
Transferred from direct ownership to Rahim Family Trust
RSU grant on 07/17/2025
146,484 RSUs
Equity award with scheduled vesting through 2028
PSU-converted RSUs on 09/30/2025
223,941 RSUs
Grant with vesting in 2026, 2027 and 2028
Key Terms
Restricted Stock Units, bona fide gift, tax-withholding disposition, dividend equivalent rights, +2 more
6 terms
Restricted Stock Units financial
"Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
bona fide gift financial
"transaction_code_description": "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
dividend equivalent rights financial
"Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid"
Dividend equivalent rights are promises that mirror the cash payments shareholders get from a company’s profits, but they are paid to holders of certain awards (like stock options or restricted stock units) rather than to actual shares. Think of them as a paycheck top‑up that matches dividends while the award is not yet a real stock, and they matter to investors because they add to employee compensation costs and potential share dilution, affecting company profitability and per‑share value.
Rahim Family Trust financial
"due to transfer of the shares into the reporting person's Rahim Family Trust."
PSU equity award financial
"the reporting person's 02/20/24 PSU equity award was converted into 308,311 RSUs"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did HPE executive Rami Rahim report in this Form 4 for HPE?
Rami Rahim reported exercising multiple restricted stock unit awards into HPE common stock and related tax-withholding dispositions. He also reported bona fide gifts transferring directly held shares into the Rahim Family Trust, shifting his ownership from direct to indirect while retaining economic exposure.
What gifts or transfers did Rami Rahim make involving HPE stock?
Rahim reported bona fide gifts totaling 1,310,854 shares of HPE common stock. Footnotes state that 89,534 shares in March 2026 and 565,893 shares in July 2026 moved from direct ownership into the Rahim Family Trust as part of these transfers.
Were Rami Rahim’s transactions in HPE stock open-market buys or sells?
The filing does not show open-market buys or sells. Instead, it reports derivative exercises converting restricted stock units to shares, tax-withholding dispositions to cover obligations, and bona fide gifts transferring shares into the Rahim Family Trust, all classified under specific transaction codes.
AI-generated analysis. How Rhea-AI works. Not financial advice.
