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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.

Employee Stock Menu   (Updated March 20, 2018.)  Covered in HPAA US Finance Forum

Questions or comments to: info@hpalumni.org 

Getting weird notices about "Seattle SpinCo"? You may have a 2017 US tax liability. 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. Micro Focus 2017 US tax liability

TurboTax: Using TurboTax for ESPP shares -- step-by-step with screenshots. 

Employee stock cost basis spreadsheets. Spreadsheets going back to 1959 to help when selling shares of HP Inc, Hewlett Packard Enterprise, DXC, Micro Focus, Agilent, Keysight, etc. (Also some Compaq employee purchase data.)

Stock Decoder Table. Official FAQ, cost basis, and more for shares of a dozen HP-related companies.

Where's my employee stock?  It is unlikely that all of your employee stock is in one place.

How to obtain employee stock records. Companies pay stock transfer agents, employee stock plan administrators, stock award plan administrators, and other financial firms to handle shareholder recordkeeping.

If you exercised stock options last year, you need both a 1099-B and a W-2. How to obtain your option-exercise W-2.  More Stock Option Advice

Employee stock in predecessor companies:  Compaq    EDS     Indigo, Mercury, Opsware, Peregrine, and other HP predecessors, see: predecessor company employee stock.  

Lost stock and dividends.  How to check state unclaimed property sites for lost shares, uncashed dividend checks, and other stray money. There is no need to pay anyone.

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.