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Mutual help for alumni and employee shareholders. Other stockholders should contact the companies directly. Operated by former employees who volunteer their time. Not endorsed or supported by the company.

HP (HWP, HPQ) stock issues for former and current employees  (Updated March 18, 2018.) 

Page updated often -- use browser refresh button to display latest version.

See also our main page on stock issues: http://www.hpalumni.org/stock

Micro Focus "Seattle SpinCo" US tax liability on 2017 return. Hewlett Packard Enterprise shareholders received stock in Micro Focus, a UK company, in the September spinoff of the software business -- and may have realized gains reportable on their 2017 tax returns. Details 

Employee stock cost basis spreadsheets: A team of HPAA volunteers has developed spreadsheets to 1. Help you deal with the Micro Focus "Seattle SpinCo" 2017 US tax liability and 2. Help you determine your cost basis when selling employee shares of HP Inc, Hewlett Packard Enterprise, DXC Technology, or Micro Focus. HPAA Stock Spreadsheets  (Also some Compaq employee purchase data.)

Discussed on the HPAA Finance Forum.   Questions or comments to: info@hpalumni.org

For each share of   [stock symbol]   owned on
   you received   [new stock









stock symbol changed   Cost basis spreadsheet    



It is unlikely that all of your employee stock is in one place -- especially if there have been spinoffs. You need to determine where your stock is currently located -- and keep each of the companies administering your accounts up-to-date on your current address. Where's my employee stock?

HP Inc  stock information and contacts: (formerly Hewlett-Packard Company)
- Check both official pages:  Primary (Scroll down.)     Total Rewards 
- International toll-free phone numbers for Equiniti (formerly Wells Fargo) 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, Wells Fargo (now Equiniti), Fidelity, and Merrill Lynch.
- Pre-merger Compaq shares were administered by Smith Barney (now Morgan Stanley). Dkjljlklklkjlklkils
- HPI Global Equity email: global.equity@hp.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

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.)

HP price history

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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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