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

Plan administrators, transfer agents, and brokerages vary significantly in how (or if) they track lot-by-lot original cost and acquisition date, gain/loss, cash payouts, and current cost basis for the many complex HP-related stock events – and what (if anything) they report to the IRS. Some let you correct your cost basis information, reducing the tax when you sell. Preserve the documents and spreadsheets you used to figure your taxes. Admin and Broker Issues

HP Inc. is the legal successor to Hewlett-Packard and to companies acquired by Hewlett-Packard before Nov 1, 2015 – such as Compaq, DEC, EDS, Tandem, etc.

For full HP stock history, see HP Stock Decoder

To check for lost stock and uncashed checks: https://www.hpalumni.org/Unclaimed. 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 Stock Owners    HP Employee Stock and Options    HPInc 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.)

- HPInc Global Equity 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

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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 HPInc website. Our copy: HP/HPE tax basis letter )

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