Employee Stock:1. Start Here 2. Stock Decoder 3. Where's my stock? 4. Unclaimed property 5. Admins and Brokers 6. Cost Basis 7. Taxes Map of Stock Pages
1. How many shares of which HP-related companies should I have?
(Updated Dec 23, 2021.) Website operated by volunteers. Not officially endorsed or supported. Comments: firstname.lastname@example.org
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 of six 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.
Depending on when and how you acquired stock, you may now have stock in up to six HP-related companies in various accounts -- or have missed cash payouts.
The six companies currently include: HP Inc. Hewlett Packard Enterprise, DXC, Micro Focus, Agilent, and Keysight. There was a cash payout for an additional spinoff, Perspecta.
Example of how to use the table below:
If you owned 200 shares of HPQ on Oct 21, 2015 -- and never sold any of the stock that resulted from the HP Breakup -- today you should have:
- 200 HPQ shares (HP Inc.)
- 200 HPE shares (Hewlett Packard Enterprise)
- 17 DXC shares
- 22 MFGP (Micro Focus) "B" shares (and you were paid $118 in cash as of April 30, 2019 when your original MFGP shares were traded for MFGP "B" shares.)
- You have been paid $252 for your PRSP shares, which were sold on May 6, 2021. Either cash was added to your account or check mailed by approx. 6/2/21.
Steps 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
2. If you owned HP stock on May 2, 2000, you participated in the spinoff of Agilent from the Hewlett-Packard Company (stock symbol HWP at the time.) Go to Agilent and Keysight Stock to check your stock and dividends. Agilent subsequently spun out Keysight.
3. 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 an entry on your tax return about a stock sale doesn't match what a transfer agent, administrator, or broker reported to the IRS (shown in the 1099-B they sent you) enter the correct data and include an explanatory note in your return -- using your tax software or via your tax preparer. Eventually, the IRS will mail you a computer-generated notice about the discrepancy. You reply with a copy of your supporting data. The IRS does not have the ability to independently determine your cost basis.
If you do not have employee purchase records -- or did not input your lot-and-cost information into your broker's system -- for a particular time period before 3/1/2002, you can use the HPAA spreadsheet to help estimate the average cost basis for the various spinoff shares over that period.
Next step: Step 2. Stock Decoder
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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