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Mergers and Spin-offs

We are committed to making Mergers and Spin-offs as straightforward as possible. Here is an ongoing list of mergers and spin-offs along with the vital info you'll need to enter the changes into DRIP Wizard:

Parent Company Child Company Date Option Type Parent's
Price
Cash Recv'd
per share
Allocation
Ratio
Distribution
Ratio
Abbot LabsHospira4/30/2004C0.062210.1
AlcatelLucent11/30/2006A0.1952
Allegheny TeledyneTeledyne Technologies11/29/1999[1]C0.08840.14286
Allegheny TeledyneWaterpik Technologies11/29/1999[2]C0.02660.05
AlltelWindstream7/17/2006C0.18141.033927
AltriaKraft3/30/2007C0.23840.692024
Altria GroupPhilip Morris International3/28/2008C0.6951
American Electric PowerCentral and South West6/15/2000A0.6
American ExpressAmeriprise Financial9/30/2005C0.12470.2
AmgenImmunex7/16/2002B32.874.50.44
AOLTime Warner1/11/2001A1.5
AT&TAmeritech12/31/1983[1]C0.10330.1
AT&TBell Atlantic12/31/1983[2]C0.10490.1
AT&TBell South12/31/1983[3]C0.13530.1
AT&TNynex12/31/1983[4]C0.09840.1
AT&TPacific Telesis12/31/1983[5]C0.08880.1
AT&TSBC Communications12/31/1983[6]C0.09490.1
AT&TUS West12/31/1983[7]C0.08940.1
AT&TLucent9/30/1996C0.27990.324084
AT&TNCR12/31/1996C0.04770.0625
AT&TMediaOne6/15/20001B33.58.51.4912
AT&TMediaOne6/15/20002B33.536.270.95
AT&TMediaOne6/15/20003B33.539.060.8955
AT&TAT&T Wireless7/9/2001C0.22340.3218
AT&TComcast11/18/2002C0.6260.3235
AXAAXA Financial1/2/2001B35.750.925
Bank of AmericaMBNA1/1/2006B46.154.1250.5009
Bell AtlanticNynex8/14/1997A0.768
Bell AtlanticGTE6/30/2000A1.22
Boston ScientificGuidant4/21/2006B22.642.281.6799
Bristol-Myers SquibbZimmer Holdings8/6/2001C0.0482230.1
Canadian Pacific LtdPanCanadian Energy10/3/2001[1]C0.5290.684
Canadian Pacific LtdFording Inc.10/3/2001[2]C0.07290.166
Canadian Pacific LtdCanadian Pac. Railway10/3/2001[3]C0.23410.5
Canadian Pacific LtdCP Ships Ltd.10/3/2001[4]C0.05460.25
Canadian Pacific LtdFairmont Hotels10/3/2001[5]C0.10940.25
Centerpoint EnergyReliant Resources9/30/2002C0.1570.788603
ChaseJP Morgan12/29/2000A45.43753.7
ChevronTexaco10/13/2000A0.77
CitigroupCiticorp7/7/1998A2.5
CitigroupAssociates First Capital11/30/2000A0.7334
CitigroupGolden State Bancorp5/21/2002B45.8516.40.5234
CitigroupTravelers Gp A8/21/2002[1]C0.01980.0432
CitigroupTravelers Gp B8/21/2002[2]C0.04390.08877
CorningQuest Diagnostics12/31/1996[1]A0.04190.125
CorningCovance12/31/1996[2]A0.12660.25
Dow ChemicalUnion Carbide2/6/2001A0.537
DTE EnergyMCN Energy6/7/2001B43.5412.40180.3455
Duke EnergyPanEnergy6/18/1997A1.0444
Duke EnergyCinergy4/3/2006A1.56
Duke EnergySpectra Energy12/29/2006C0.41890.5
Eastman KodakEastman Chemical1/4/1994C0.20.25
ExxonMobil12/1/1998A1.32015
FordAssociates First Capital3/12/1998C0.33590.262085
FordVisteon6/28/2000C0.03930.130933
FordVisteon6/28/2000C0.03930.130933
General MillsDarden Restaurants1/28/1995C0.1735
General MotorsHughes Electronics12/30/1985C0.0268830.05
General MotorsRaytheon12/19/1997C0.05330.06377
General MotorsHughes Electronics1/1/2000C1.065
General Motors.HHughes12/22/2003[1]C0.823220.82322
Gilead SciencesNextar Pharmaceuticals7/29/1999A0.3786
Global CrossingFrontier Communications9/28/1999A2.05
HeinzDel Monte12/23/2002C0.09780.4466
Hewlett PackardCompaq5/3/2002A0.6325
Hewlett PackarkAgilent6/2/2000C0.220.3814
Hughes ElectronicsRaytheon12/18/1997C0.44870.5624
Kimberly ClarkScott Paper7/17/1995A0.765
Kimberly-ClarkNeenah Paper11/19/2004C0.0160240.030303
Liberty Capital (.A)Liberty Entertainment (.A)3/3/2008C40.848873
Liberty Media Corp - Class ALiberty Media Intl - Class A6/1/2004C0.050.163624
Liberty Media Corp - Class BLiberty Media Intl - Class B6/1/2004C0.050.159619
Liberty Media Corp (.A)Liberty Media International (.A)6/1/2004C0.050.163624
Liberty Media Corp (.A)Discovery Holding Company (.A)7/15/2005C0.10.146281
Liberty Media Corp (.B)Liberty Media International (.B)6/1/2004C0.050.159619
Liberty Media Corp (.B)Discovery Holding Company (.B)7/15/2005C0.10.137656
LSIAgere4/2/2007A2.16
LucentAvaya9/20/2000C0.054760.083333
LucentAgere (A)6/1/2002[1]C0.0071360.010779
LucentAgere (B)6/1/2002[2]C0.1754190.264563
MattelFisher-Price11/30/1993A1.275
MattelTyco Toys3/27/1997A0.48876
MattelThe Learning Company5/13/1999A1.2
MerckMedco Health8/19/2003C0.05350.1206
Millennium PharmaceuticalsCOR Therapeutics2/12/2002A0.9873
MonsantoPharmacia and Upjohn3/31/2000A1.19
MotorolaFreescale12/2/2004C0.1050.110415
Northrop GrummanTRW12/11/2002A0.5357
Pacific TelesisAirtouch4/6/1994C0.39831
PanCanadianAlberta Energy4/5/2002A1.472
PepsiQuaker8/2/2001A2.3
PfizerWarner Lambert2/7/2000A2.75
PfizerPharmacia4/16/2003A1.4
PharmaciaMonsanto7/29/2002C0.0610.170593
Proctor-GambleSmuckers5/29/2002C0.007830.02
Proctor-GambleGillette10/3/2005A0.975
QwestUS West6/30/2000A1.72932
Sara LeeCoach4/11/2001[*]C0.846
SBCSouthern New England Telecom10/26/1998A1.7568
SBC (new AT&T)AT&T11/18/2005A0.77942
SBC CommunicationsPacific Telesis4/1/1997A0.73145
SBC CommunicationsAmeritech10/8/1999A1.316
SchlumbergerTransOcean Sedco Forex12/31/1999C0.105080.1936
Shire PharmaceuticalsBioChem Pharmaceuticals5/8/2001A2.2757
Southern CompanyMirant4/2/2001C0.38910.397614
Sprint NextelNextel8/12/2005B26.04150.846291.2675
SquibbWestmark International1/2/1987C0.02880.2
St. PaulTravelers4/1/2004A40.010.4334
SynovusTotal System Services12/31/2007C0.55991350.483921
Telefonos de MexicoAmerica Movil9/25/2000C0.38031
Temple-InlandForestar Real Estate Group12/28/2007[1]C0.24810.333333
Temple-InlandGuaranty Financial Group12/28/2007[2]C0.15920.333333
TimeTemple-Inland1/26/1984C0.21660.36
Time WarnerAOL11/27/2009C0.0656070.090909
Time Warner IncTime Warner Cable3/12/2009C0.2478290.08367
Union CarbidePraxair6/30/1992C0.5839
US WestMediaOne11/1/1995C0.40181
VerizonBell Atlantic6/30/2000A1
VerizonIdearc11/20/2006C0.036660.05
VerizonFairpoint4/1/2008C0.004630.018859
VerizonFrontier7/11/2010C0.0620110.24004
ViadDial Corp.8/15/1996C0.49081
VodafoneAirtouch6/30/1999B19790.5
VodafoneMannesmann12/4/2000A58.9646

Watch for this list to expand quickly, as we are aggressively adding more merger and spin-off terms each day. Once you have these values in your hand, accounting for the spin-off or merger with DRIP Wizard is as easy as 1-2-3.

For Option, [ ], indicates that the company simultaneously spun-off more than one company at the same time. As such, it should be entered into DRIP Wizard as one Spin-off into multiple companies. Numbers not in [ ] indicate that the investor could choose from multiple options for the merger/spin-off.

Let us know what company and we'll do the research for you!

Consult Your Tax Adviser. The information in this website represents our understanding of Federal income tax laws and regulations, and does not constitute tax advice. It does not purport to be complete or to describe the consequences that may apply to particular categories of shareowners. You should consult your own tax adviser regarding the calculation of your tax basis.

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