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Marc Bernier
Marc Bernier
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A long time ago, my mother employer's offered discounted stock as part of its compensation plan. Her brother gave her a small sum of money so that she could buy some stock for him. She did this, the stock in her name, and intermingled with some she purchased for herself. Now, 50 years later, he's making subtle references to this, but he hasn't come out and asked about it.

Assuming he does actually ask, and I don't tell him to go pound sand, I'm wondering:

  • Is there any way to determine the stock price when the stock was purchased?
  • The company split up into several companies which have split as well. She now holds stock in many of these. Is there a resource for would help me with this, stock-wise?
  • Similarly, the stocks themselves have undergone many splits. How could I figure this out?
  • How could I determine the dividends paid over this period?

Update

Apologies for my poor attempt at humor... My presumptionuncle is that he's about 40 years too late to make any serious claima fine man who I wouldn't take advantage of.

More information. The stock was AT&T, but thoughtand for sake of argument, let's say it was an interesting problem and maybe one that accountants or lawyers run into from time to timeaccumulation of 10 shares on 1/1/1965. AlsoI have used AT&T's Investor Site to determine share price at purchase, I'd loveas well as here and here to findmore or less figure out exactly how much money he thinks she 'owes' himsplits, mergers and spin-offs to the best of my limited ability. Dividends are MIA.

A long time ago, my mother employer's offered discounted stock as part of its compensation plan. Her brother gave her a small sum of money so that she could buy some stock for him. She did this, the stock in her name, and intermingled with some she purchased for herself. Now, 50 years later, he's making subtle references to this, but he hasn't come out and asked about it.

Assuming he does actually ask, and I don't tell him to go pound sand, I'm wondering:

  • Is there any way to determine the stock price when the stock was purchased?
  • The company split up into several companies which have split as well. She now holds stock in many of these. Is there a resource for would help me with this, stock-wise?
  • Similarly, the stocks themselves have undergone many splits. How could I figure this out?
  • How could I determine the dividends paid over this period?

My presumption is that he's about 40 years too late to make any serious claim, but thought it was an interesting problem and maybe one that accountants or lawyers run into from time to time. Also, I'd love to find out exactly how much money he thinks she 'owes' him.

A long time ago, my mother employer's offered discounted stock as part of its compensation plan. Her brother gave her a small sum of money so that she could buy some stock for him. She did this, the stock in her name, and intermingled with some she purchased for herself.

  • Is there any way to determine the stock price when the stock was purchased?
  • The company split up into several companies which have split as well. She now holds stock in many of these. Is there a resource for would help me with this, stock-wise?
  • Similarly, the stocks themselves have undergone many splits. How could I figure this out?
  • How could I determine the dividends paid over this period?

Update

Apologies for my poor attempt at humor... My uncle is a fine man who I wouldn't take advantage of.

More information. The stock was AT&T, and for sake of argument, let's say it was an accumulation of 10 shares on 1/1/1965. I have used AT&T's Investor Site to determine share price at purchase, as well as here and here to more or less figure out splits, mergers and spin-offs to the best of my limited ability. Dividends are MIA.

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Marc Bernier
Marc Bernier
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Really Old Stock Valuation

A long time ago, my mother employer's offered discounted stock as part of its compensation plan. Her brother gave her a small sum of money so that she could buy some stock for him. She did this, the stock in her name, and intermingled with some she purchased for herself. Now, 50 years later, he's making subtle references to this, but he hasn't come out and asked about it.

Assuming he does actually ask, and I don't tell him to go pound sand, I'm wondering:

  • Is there any way to determine the stock price when the stock was purchased?
  • The company split up into several companies which have split as well. She now holds stock in many of these. Is there a resource for would help me with this, stock-wise?
  • Similarly, the stocks themselves have undergone many splits. How could I figure this out?
  • How could I determine the dividends paid over this period?

My presumption is that he's about 40 years too late to make any serious claim, but thought it was an interesting problem and maybe one that accountants or lawyers run into from time to time. Also, I'd love to find out exactly how much money he thinks she 'owes' him.