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Mutual help for those who acquired stock via employment at HP, HPE, or predecessor companies. Operated by former employees who volunteer their time. Not officially endorsed or supported. Join us!


Stock issues for former Compaq employees  (Updated Mar 3, 2019.)


Time to untangle your stock! With any employer, no one but you really cares about your employment-related stock. You may have stock in up to seven HP-related companies. It may not all be held in the same place. With each spinoff, the cost basis for your shares changed. Many find stray accounts -- or need to retrieve stock or dividends turned over to a state as "unclaimed." You could pay taxes twice on the same income. Your heirs may not find it all. An HP Alumni team developed a step-by-step process to find it, protect it, and help you avoid double taxation. Go to Employee Stock


Questions or comments to: info@hpalumni.org

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Old stock symbol 

For each share of the old stock owned on that date, you ended up with...

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Check for lost stock or dividends  

Current Transfer Agent

In HPAA cost spread- sheets?


2002-05-03

HP bought Compaq

CPQ

 

0.633

 

share of HWP (18% premium) 

HPQ

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Delaware

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(n/a)

2002-05-06

HP changed symbol to HPQ

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stock symbol changed to HPQ.

HPQ

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Delaware

Equiniti (scroll down)

yes


For full HP stock history, see HP Stock Decoder

HP FAQ on the merger     Compaq stock splits     Last Compaq Annual Report      Compaq SEC filings (Goes back to 1983 IPO and includes Annual Reports)    

For SEC filings, you can also use the SEC's EDGAR site.

Official HP Inc public page on employee stock, including Compaq ESPP: HP Inc Global Total Rewards

HPAA member advice:

If you bought CPQ shares under the Compaq employee stock purchase plan, those shares were automatically converted to HPQ shares at the time of the merger. Unless you have sold or transferred them, the shares (and your corresponding new Hewlett Packard Enterprise shares) are being held by the last administrator of the plan, Morgan Stanley Smith Barney -- which is no longer being paid by the company for this work.

Morgan Stanley customers are getting different results from different divisions of the company -- depending on whether they were participants in the Compaq Employee Stock Purchase Plan or had transferred their HP stock to a personal account at Morgan Stanley's local-office-based retail brokerage division. Morgan Stanley issues

Selling HPQ shares online is still possible at  https://www.stockplanconnect.com . However, selling HPE shares can only be done by calling 1-800-367-4777 or 1-801-617-7414.

To transfer your HPQ shares (and your corresponding new HPE shares) to another financial institution at no charge, you can either:

- Go to https://www.stockplanconnect.com and download the stock transfer forms for faxing to Morgan Stanley -- or

- Send an email to hpoptions@mssb.com  -- you will immediately receive a "deleted without reading" autoreply and, later, a personal reply with instructions and forms.

Postal address: Morgan Stanley Wealth Management, 411 Borel Avenue Suite 220, San Mateo, CA 94089.

Contact HP Inc Investor Relations

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. HP/HPE tax basis letter


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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 HP or HPE -- or are in the process of leaving -- join HPAlumni via email. No charge, thanks to HPAA members.


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