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HPE (Hewlett Packard Enterprise) 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, protectit from being treated as abandoned property, and prevent double taxation. Go to Employee Stock


Questions or comments to: info@hpalumni.org


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

Hewlett-Packard

HPQ

2015-10-21

1.0

share of Hewlett Packard Enterprise. 

Announcement   Completion    FAQ   Cost basis letter   Cost basis spreadsheet   .

HPE


HPE stock information and contacts:
Check both official pages: Employee Stock (Scroll down.)    Total Rewards

Transfer agent for HPE 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

- 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. HPI/HPE cost basis letter   Fidelity stock issues reported by members

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.


 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.