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Your own account at a brokerage. (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, Keysight, and/or Agilent – in different accounts. If ever an HPE shareholder, you may now have shares of DXC – 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 with this page, 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.
Since your employer is no longer paying for the account, you will probably be billed an annual fee (which may be higher than you might expect.) Lot-and-cost data for your lots should have been preserved if you move between the "benefits" and "retail" divisions of the same financial company.
However, if you move the shares to a different stock brokerage, the shares of each company will be moved in a single lot -- you will have to use your own records to enter date and purchase price for each lot into the second broker's system.
If there is a stock spinoff, the new stock will either be at the spun-off company's Transfer Agent or in your personal Stock Brokerage account -- depending on where the parent stock was located.
Indirect registration at a stock brokerage that you have selected. You are a "beneficial owner" of those shares in an account at a brokerage, trustee, or other nominee.
- Your point of contact is the stock brokerage, not the company. The company's transfer agent knows only the grand total holding by all clients of the brokerage.
- Dividend payments and stockholder communications are sent to the address on file with the brokerage.
- Multiple roles played by different divisions of these financial companies can be confusing. For example, "Wells Fargo Shareowner Services" (now Equiniti) was a transfer agent -- a different company from the stock brokerage called "Wells Fargo Advisors."
- Spinoff shares should show up in the same brokerage account as the corresponding parent shares.
- If you moved your stock to a stock brokerage other than one used by the company, date and cost basis for each lot will have been lost unless you made a special effort to input your cost basis for each lot. Fidelity has an online process to enter purchase lots and cost for each lot. Members report successfully doing this years later. https://www.Fidelity.com/customer-service/how-to-change-your-cost-basis-info Unknown if other brokerages offer this feature.
- 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. Admin and Broker Issues
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