HP (HWP, HPQ) stock issues for former and current employees (Updated June 6, 2018.)
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.
Time to untangle your stock! Due to the breakup of HP, many have discovered that they have stock in more HP-related companies (as many as seven), located in more accounts, and with much less accurate cost basis values that they thought. You or your heirs could lose some of the stock or dividends as "abandoned" -- and you could wind up paying taxes twice on the same income. A team of HP Alumni volunteers has developed a step-by-step process to help you find all your stock, protect it from being treated as abandoned property, and prevent double taxation. Go to Employee Stock
Questions or comments to: firstname.lastname@example.org
Transfer agent for HP is currently Equiniti (formerly the "Shareowner Services" division of Wells Fargo, which still has a separate local-office-based retail brokerage division called "Wells Fargo Advisors.") Long-time HP employees will have old statements from HP's previous transfer agents: Harris Trust, Computershare, and Mellon, then Computershare again because Computershare bought Mellon.
- Equiniti https://www.shareowneronline.com
- International toll-free phone numbers for Equiniti are listed on the Equiniti website
- Hewlett-Packard Company stock and option administrators in your records over the years may include: Harris Trust, Computershare, BNYMellon, Equiniti (formerly the Shareowner Services division of Wells Fargo), Fidelity, and Merrill Lynch. Member advice on Obtaining Stock Records
- Pre-merger Compaq shares were administered by Smith Barney (now Morgan Stanley.)
- HPI Global Equity email: email@example.com
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. Check your brokerage account online -- or by examining a recent account statement -- to view your holdings in each stock going forward. HPI/HPE cost basis letter Fidelity stock issues reported by members
On May 1, 2015 the shares purchased and held in the Employee Stock Purchase Plan ("ESPP") and the former Share Ownership Plan ("SOP") were transferred from Computershare Shareowner Services (formerly BNY Mellon) to Fidelity Investment Services. Initial notification was on the Computershare website. A notification with instructions was mailed to inactive HP employees.
If you have an existing HP 401(k) or personal brokerage account at Fidelity, go to http://netbenefits.com and use your existing username and password. Otherwise, call Fidelity at 1-800-457-4015 -- select "ESPP" -- on any business day (except NYSE holidays) between 8:30 a.m. and midnight Eastern time. Outside the US, call 1-508-787-9902 collect. You may have held HP shares in HP's 401(k) program. (Formerly called TaxCAP -- "Tax Savings Capital Accumulation Plan.") 1984 HP Annual Report 1998 Measure Article 2004 SEC filing
HP's official documents on original employee stock purchase prices:
- 2000 through 2010: Official "SOP Historical FMVs & Purchase Prices." (Provided to HPAA by HP Global Equity Administration on October 14, 2013.
- 2011 through 10/31/17: Official "ESPP Historical FMVs & Purchase Prices." (Provided to HPAA by HPI Global Equity Administration on February 2, 2018.)
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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.
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