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

If you have paper stock certificates. What to do: Stock Certificates

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

HP Inc is the overall legal successor to Hewlett-Packard and to companies acquired by Hewlett-Packard before Nov 1, 2015 – such as Compaq, DEC, EDS, Tandem, etc. -- regardless of whether a business unit ended up in HP Inc or HPE.

For full HP stock history, see HP Stock Decoder

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

The Hewlett-Packard Company was originally incorporated in California in 1947. In May 1998, it was reincorporated in Delaware. CA Secretary of State filing

Stock Contacts. Check all three official HP sites: HP Inc Investor Relations    HP Employee Stock and Options    HP Inc Worldwide Former Employee Sites    Member advice

Transfer agent for HP is currently Equiniti (formerly Wells Fargo Shareowner Services.)

- Equiniti https://www.shareowneronline.com

- International toll-free phone numbers for Equiniti are listed on the Equiniti website

- 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. 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.)

- HP Inc Global Equity Question? Email: global.equity@hp.com

- HWP/HPQ Price Chart Note: Stock price charts do not always accurately reflect stock splits and other events.

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 (If no password, keep hitting #.) (Outside US 1-508-787-9902 collect.) Fidelity (Don't go to a local Fidelity office, which is focused on sales.)      

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

Sign up for HP Investor Email Alerts

Who controls HP and HPE? Institutions focused on short-term profits -- mutual funds, asset managers, brokers, pension plans,  etc. -- own or administer some 80% of HP and HPE stock:
https://www.nasdaq.com/market-activity/stocks/hpq/institutional-holdings 
https://www.nasdaq.com/market-activity/stocks/hpe/institutional-holdings

Xerox raid -- 2019-2020 Corporate raider Carl Icahn abandoned the raid and sold his 4.4% of HP Inc.

(The HP/HPE tax basis letter is apparently no longer on the HP Inc website. Our copy: HP/HPE tax basis letter )

Question? Email us: info@hpalumni.org

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