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Stock Menu Stock Issues Spinoff Shares Stock Decoder Where is my stock? Unclaimed property Admins and Brokers Cost Basis Taxes Index of Stock Pages |
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2a. Spinoff Shares and Cash How many shares of which companies should I have? How much cash should I have received? (Updated Mar 22 2023.) Website operated by volunteers. Not officially endorsed or supported. Comments: info@hpalumni.org Perspecta. For stock cost basis information about the purchase of Perspecta by Peraton, go to hpalumni.org/StockPerspecta This page is one step of our Stock Recovery Process. There is a link to the next step at the end of this page. If you haven't gone through the previous steps to determine which HP-related stocks you should have, start here: Employee Stock The information on this site was developed by a team of former employees using archived SEC filings, contemporaneous press releases, and investor information often no longer available on the HP website. No one but you really cares about your employment-related stock. Depending on when and how you acquired HP or HPE stock, you may now have stock in up to five (formerly seven) completely separate HP-related companies -- usually in multiple accounts -- and may have missed cash payouts. How to use the table: Step 1: In the table below, compare the date when you first acquired HP stock with the dates of these major HP-related stock events. This indicates the public companies you should have shares in based on your purchases of HP stock (if if happens that you never sold any of the HP spinoff shares.) Step 2: Click on each "Dividends" link in the blue column to find the most recent dividend or other payout that you should have received if you still have the stock registered in your name -- with your correct postal address. Step 3: If you had 100 HPQ shares on Oct 21, 2015 (date of the HPInc/HPE split) -- and have not initiated the sale of any HP or spinoff stock since -- you should currently have the number of shares (and have received cash) as shown in the green column. (Amounts approximate, since fractional shares are paid out in cash.) Step 3: If you are not getting dividends or payouts for a stock you believe you own, go to Check for lost stock
Members report that brokerages, plan administrators, and transfer agents vary (sometimes dramatically) in how (or if) they make gain/loss and cost basis calculations and in what (if anything) they report to the IRS. As of Mar 2023, no member has reported -- privately or on the HPAA forums -- that their return has been questioned by the IRS due to how they reported the many extremely complex HP-related stock transactions. If you have stock paperwork or certificates from other HP-related companies: Autonomy Compaq DEC DXC EDS Micro Focus Perspecta Tandem Other predecessor companies If you don't have good records -- or did not input your lot-and-cost information into your broker's system -- you can use our spreadsheet to estimate your cost basis for each HP-related stock for any span of HP employment from 7/1/1959 through the 11/1/2000 plan changeover. hpalumni.org/StockSpread |
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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. Operated by volunteers. Not officially endorsed or supported. © 2023 Hewlett-Packard Alumni Association, Inc. By using this site you accept these terms. |