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3d. Fidelity issues with HP-related employee stock 
(Updated April 29, 2018.)  Questions or comments to: info@hpalumni.org

Mutual help for those who acquired stock via employment at Hewlett-Packard, HP Inc, Hewlett Packard Enterprise, Compaq, EDS, or other HP predecessor companies.

Other stockholders should contact the companies directly.

Operated by former employees who volunteer their time. Not endorsed or supported by the company.


This is an intermediate step in our step-by-step process to help you find all your stock, protectit from being treated as abandoned property, and prevent double taxation. If you haven't gone through the previous steps, start the HPAA's Five-Step Stock Recovery Program here: Employee Stock


For any of the spinoffs, your broker may have used a different formula than the one suggested in the tax basis letter provided by the company -- resulting in a somewhat different value.

HPI/HPE split: Fidelity used 48.85% instead of HPE's suggested 47.15% cost basis ratio for the HP-to-HPE split. If you wish, you can adjust that value in cell H59 of the "Data" tab of HPAA's Pre-2001 spreadsheet. HPI/HPE cost basis letter 


For more mutual help on this topic and many others, join the independent HP Alumni Association. If you were formerly a regular, direct employee of Hewlett-Packard, HP Inc, or Hewlett Packard Enterprise -- or have a defined retirement or termination date, join the HPAA. No charge, thanks to HPAA members.


 2018 Hewlett-Packard Alumni Association, Inc.  By using this site you accept these terms  Operated by former employees who volunteer their time. Not endorsed or supported by the company.