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 

Fundamentals

Inherited stock, unlike gifted securities, is not valued at its original cost basis. When an individual inherits a stock, its cost basis is stepped up to the value of the security at the date of the inheritance.

Donating stock. "If you are planning donations to charity anyway, you may be able to avoid having to figure out the basis for stocks by just donating the stock. Check with an accountant or tax advisor for details or possible pitfalls. Saved me a lot of grief." --HPAA member

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. Find it all – and estimate your current cost basis: HP/HPE-Related Stocks

- If you owned any HP stock on 2000-05-02 (May 2, 2000) -- and have not sold all of it -- as of March 2023 you would have stock in six companies: HPInc, Agilent, Keysight, Hewlett Packard Enterprise, DXC, and Micro Focus. You received cash and replacement stock in April 2019 from the Micro Focus "Return of Value." You were paid cash in May 2021 for your former stock in Perspecta.

- If you owned any HP stock on 2015-10-21 (Oct 21, 2015) -- and have not sold all of it -- as of March 2023 you would have stock in four companies: HP Inc, Hewlett Packard Enterprise, DXC, and Micro Focus. You received cash and replacement stock in April 2019 from the Micro Focus "Return of Value." You were paid cash in May 2021 for your former stock in Perspecta.

You could pay taxes twice on the same income. At the time you acquired employee stock, you paid income tax on the company contribution. If you sell stock, the broker will use the cost basis in their records (which should not be "unknown" -- i.e. $0) to report your apparent profit to the IRS.

The original cost basis info for your early HP Employee Purchase shares has been lost. (Long-time HP employees may have old statements from HP's previous transfer agents: Harris Trust, Computershare (which bought the Harris stock registry business), BNY Mellon, then Computershare again. Employee purchase administration is now at Fidelity NetBenefits.)

Keep your postal address current on every financial account. And run an "unclaimed property" search every year. Employer does not update your address. Financial institutions are required to turn over inactive accounts to the state. Neither cashing dividend checks, receiving direct deposits, accessing accounts online, nor receiving statements prevents this – only a personally-initiated transaction, postal response, or call. Difficult to retrieve funds – and stock is sold. Easy to check: Unclaimed Property

1. The Basics.