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Stock and Options - HP, HPI, HPE, DXC, Micro Focus, etc. 

Advice and reference info from members. (Reorganized November 29, 2017.)
This topic is covered in the HPAA's US Finance Forum. Discuss US personal finance issues -- such as Social Security and stock -- from an ex-HP perspective.
Questions or comments to: info@hpalumni.org

HP Breakup:
HPAA's master stock table -- the Stock Decoder -- explains how shares of the Hewlett-Packard Company have spawned shares of HP Inc, Hewlett Packard Enterprise, DXC Technology, Micro Focus, Agilent, Keysight... and a new IT services company yet to be named. For each step in the HP Breakup, the stock decoder table includes links to official FAQ, official cost basis tax document, stock price history, HPAA member advice, and "Where's my stock?"

Where is my stock? 
Depends on how and when you acquired the stock. See HPAA's master stock table -- the Stock Decoder

Lost stock and dividends:
Be sure to check state unclaimed property sites for lost shares, uncashed dividend checks, and other stray money. You may be approached by companies claiming to have found money for you -- for example, a private investigator has been contacting ex-EDS folks. There is no need to pay anyone. Member advice on unclaimed property

Info for former employees on stock issues -- including options and SARs, etc:
See HPAA's Stock Decoder

Stock in predecessor companies:
Compaq, EDS, Indigo, Mercury, Opsware, Peregrine, and others. Predecessor company stock

HP Employee Stock Purchase cost basis before the HP Breakup: 

- 1959 through 2000: HPAA's HP Employee Stock Purchase Spreadsheet. Employee Stock Purchase Plan FMV's and Prices – 6/59 through 1/01. Includes the exact amounts that employees paid taxes on -- for employee stock purchase and service awards. Includes stock splits and the Agilent and Verigy spinoffs. Developed by a team of HPAA members.

- Reference example for the HPAA's stock purchase spreadsheet, by Tom von Alten.

- 2000 through 2010: Official "SOP Historical FMVs & Purchase Prices." Document sent to HPAA by HP Global Equity Administration on October  14, 2013.

- 2011 through 2013: Official "ESPP Historical FMVs & Purchase Prices." Document sent to HPAA by HP Global Equity Administration on October  14, 2013.

- HP Share Ownership Plan (SOP) tax reporting. Very helpful information collected by HPAA member Alan Silverstein and posted on his personal website: HP SOP Tax Reporting Info (revised Dec 11, 2013.)

Taxes on options:

- Option exercise -- obtaining your annual W-2 Wage and Tax Statement. You need your W-2 from the company if you exercised any options during the year -- even if you did not work for the company during that year. (You will also get a 1099-B from the broker. You need both documents for every option exercise.)  How to obtain your annual W-2 or final Earnings Statement

- Advice from HPAA members: Stock Option Advice

HP investor purchase cost basis:  
HP formerly provided a link to a third-party site: "For a fee, you may use NetBasis to calculate the cost basis for your HP stock. To use the system, you will need your purchase/acquisition/sales dates and the number of shares acquired and/or sold on those dates."

Which investors control the companies?

- HPI - NASDAQ Ownership Summary

- HPE - NASDAQ Ownership Summary

- DXC - NASDAQ Ownership Summary


For more mutual help on these topics and many others, join the HP Alumni Association. You are eligible to join 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.  Thanks to the HPAA's Supporting Members, there is no charge to join the HP Alumni Association.

 

The Hewlett-Packard Alumni Association is an independent volunteer organization of former HP, HP Inc, and Hewlett Packard Enterprise employees – and current employees in the process of leaving. Operated by former employees who volunteer their time; not endorsed or supported by HPI or HPE. 


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