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Administrator and Broker Issues    (Updated Aug 15, 2025)  Not officially endorsed or supported.

This page gives details for only one aspect of the many HP/HPE-related stocks. If you were ever an HP shareholder, you may now have shares of HPQ, HPE, DXC, Keysight, and/or Agilent – in different accounts – and may not have received cash payouts for MFGP and PRSP. Only you – not the company, plan administrators, transfer agents, brokers, or the IRS – can reconstruct your full stock history. Transactions were often tracked and reported differently – or not at all.

When finished here, go to: HP/HPE-Related Stocks 


In recent decades, when you left the company any shares you owned were automatically moved from an employer-paid account at a plan administrator -- NetBenefits at Fidelity, MyBenefits at Merrill, StockPlan Connect at Morgan Stanley -- to a personal account at their brokerage division. An annual fee is often charged, which can drain a small account. Details of your purchase lots should be preserved. However, if you move the shares to a different brokerage, shares will be moved in a single lot. Some brokers let you correct the records to include lot-by-lot cost basis data.


Question? Email us: info@hpalumni.org

Letter from "EQ Unify" about your stock? You must take action. Letter is unclear and doesn't cover all choices.

What will be reported? Due to the many complex HP-related stock events, only you – not the company, plan administrators, transfer agents, brokers, or the IRS – can reconstruct your full stock history. Transactions were often tracked and reported differently – or not at all. Retain your documents and tax calculations indefinitely.

"Noncovered" Security -- Definition, Reporting Rules, vs. "Covered" Investopedia on "Noncovered" securities

Issues reported by HPAA members: Fidelity   Merrill Lynch   Morgan Stanley   Schwab/TDAmeritrade  Vanguard Brokerage

Long-time HP employees may have old statements from HP's previous transfer agents -- which also administered the employee stock purchase plans over the years: Stock Administrator Decoder


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