HP (HWP, HPQ) stock issues for former and current employees (Updated Feb 27, 2022.)
Time to untangle your stock! Depending on when and how you acquired HP or HPE stock, you may now have stock in up to six completely separate HP-related companies in various accounts -- or have missed cash payouts. How many shares of which HP-related companies should I have? How much cash should I have received? hpalumni.org/stock
If you received a letter from Social Security entitled "Potential Private Retirement Benefit." Look at the "Year Reported" and the table on the back of the letter. If "Type of Benefit" is "A" -- you rolled to a different plan, bought an annuity, or took cash. How to decode and what to do: https://www.hpalumni.org/PotentialBenefitLetter.
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For full HP stock history, see HP Stock Decoder
Transfer agent for HP is currently Equiniti (formerly the "Shareowner Services" division of Wells Fargo.)
- Equiniti https://www.shareowneronline.com
- International toll-free phone numbers for Equiniti are listed on the Equiniti website
- Long-time HP employees will have old statements from HP's previous transfer agents: Harris Trust, Computershare (which bought the Harris registry business), BNY Mellon, then Computershare again. Employee purchase administration is now at Fidelity. Member advice on Obtaining Stock Records
- HP option administrators have included Fidelity and Merrill Lynch.
- Pre-merger Compaq shares were administered by Smith Barney (now Morgan Stanley.)
- HPInc Global Equity email: firstname.lastname@example.org
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 Fidelity stock issues reported by members
On May 1, 2015 the shares purchased and held in the Employee Stock Purchase Plan ("ESPP") and the former Share Ownership Plan ("SOP") were transferred from Computershare Shareowner Services (formerly BNY Mellon) to Fidelity Investment Services. Initial notification was on the Computershare website. A notification with instructions was mailed to inactive HP employees.
If you have an existing HP 401(k) or personal brokerage account at Fidelity, go to http://netbenefits.com and use your existing username and password. Otherwise, call 1-800-457-4015 (Outside US 1-508-787-9902 collect.) Fidelity (Don't go to a local Fidelity office.)
You may have held HP shares in HP's 401(k) program. Note: HP originally gave its 401(k) program the confusing name "TAXCAP" -- "Tax Savings Capital Accumulation Plan." 1984 HP Annual Report 1998 Measure Article (pages 8-10) 2004 SEC filing
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If formerly a regular, direct U.S. employee of HP or HPE -- or are in the process of leaving -- join the HP Alumni Association. No charge, thanks to HPAA's Supporting Members.
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