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HPE (Hewlett Packard Enterprise) stock issues for former and current employees   (Apr 8, 2024)

Stock. Over the decades, Hewlett-Packard has been broken into several companies.

Depending on when you acquired stock, you may now have shares in HPInc, Hewlett Packard Enterprise, Agilent, Keysight, and DXC held in multiple accounts and may not have received cash payouts for Micro Focus or Perspecta.

HPAA members have developed a step-by-step process to untangle HP/HPE-related stock including spreadsheets to verify your records or estimate cost basis for employee stock purchases: Stock

Received a "Potential Private Retirement Benefit" letter from Social Security? How to decode the letter and who to contact, if necessary: Potential Benefit letter

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Stock Menu. Keep up with HP/HPE-related stock issues: Join HPAA at no charge. Question? Email: info@hpalumni.org

Announcement   Completion    FAQ   HP/HPE tax basis letter   

To check for lost stock and uncashed checks: https://www.hpalumni.org/Unclaimed. HPE is incorporated in Delaware

Plan administrators, transfer agents, and brokerages vary significantly in how (or if) they track gain/loss and cost basis for the many complex HP-related stock events and what (if anything) they report to the IRS. Issues with major brokers

HPE stock information and contacts:
Check both official pages: Stock(Scroll down.)    Total Rewards

Transfer agent for HPE is currently Equiniti, formerly Wells Fargo Shareowner Services. Long-time HP employees will 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. 

- Equiniti https://www.shareowneronline.com

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

- HPE Global Equity email: global.equity@hpe.com

"...you will generally not recognize gain or loss for US federal income tax purposes..." HP/HPE tax basis letter

HPE 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

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 (Members advise that local Fidelity offices are focused on sales.)      

Stock options and SARs. "Each award of HP Co. stock options or SARs held by an individual who will be an employee of HP Inc. following the separation, or who is a former employee of HP Co. as of the separation, will continue to relate to HP Inc. common stock, provided that the exercise price of, and number of shares subject to, each such award will be adjusted in a manner intended to preserve the aggregate intrinsic value of the original HP Co. award as measured immediately before and immediately after the separation. Such adjusted award will otherwise to subject to the same terms and conditions that applied to the original HP Co. award immediately prior to the separation, except that, for each such award of stock options that are performance-contingent stock options, the performance requirements will be adjusted in a manner that preserves the original ratio of stock price hurdle to exercise price."  Options and SARs for those who will be an HPE employee after the separation will be similarly adjusted and converted into HPE options and SARs.      HPE SEC filing  [Document page 154. Condensed and boldface emphasis added.]

If you don't have good records -- or didn't get your lot-and-cost information into your broker's system -- you can use our spreadsheets to develop a reasonable estimate of your cost basis for most HP/HPE-related stocks for any span of HP employment through the 11/1/2000 plan changeover. hpalumni.org/StockSpread

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:

Price history

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

Details on distribution of HPE shares to Hewlett-Packard Co. shareholders: https://www.hpalumni.org/StockHPE-Separation.htm

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