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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.

HPE (Hewlett Packard Enterprise) stock issues for former and current employees  (Updated March 14, 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





share of Hewlett Packard Enterprise. 

Announcement   Completion    FAQ   Cost basis letter   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?

HPE stock information and contacts:
- 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
- HPE Global Equity email: global.equity@hpe.com

"...you will generally not recognize gain or loss for US federal income tax purposes..." HPI/HPE cost basis letter

- 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.

If you have an existing HP 401(k) or personal brokerage account at Fidelity, go to netbenefits.fidelity.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.

Stock options and SARs. "Each award of HP Co. stock options or SARs held by an individual who will be an employee of HP Inc. following the separation, or who is a former employee of HP Co. as of the separation, will continue to relate to HP Inc. common stock, provided that the exercise price of, and number of shares subject to, each such award will be adjusted in a manner intended to preserve the aggregate intrinsic value of the original HP Co. award as measured immediately before and immediately after the separation. Such adjusted award will otherwise to subject to the same terms and conditions that applied to the original HP Co. award immediately prior to the separation, except that, for each such award of stock options that are performance-contingent stock options, the performance requirements will be adjusted in a manner that preserves the original ratio of stock price hurdle to exercise price."  Options and SARs for those who will be an HPE employee after the separation will be similarly adjusted and converted into HPE options and SARs. HPE SEC filing  [Document page 154. Condensed and boldface emphasis added.]

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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