Plan Administrator for an employee stock plan.  (Updated Aug 15, 2025)  Not officially endorsed or supported.

Your HP, HPE, and spinoff stock is probably not all held in one place. For example, spinoff shares may not wind up in the same place as the parent shares. Records at plan administrators and stock brokerages often don't have the original acquisition date and correctly-calculated current cost basis for each lot of acquired shares -- a major impact on what they report to the IRS when the stock is sold. An "Unknown" basis defaults to $0.

Your employment-related stock may held in a stock plan managed by a Plan Administrator [you are here] hired by your employer, or held in your name by the company's Transfer Agent -- or your shares may be held in a personal Stock Brokerage account.

In recent decades, when you left the company any shares you owned were automatically moved from an employer-paid account at a plan administrator -- NetBenefits at Fidelity, MyBenefits at Merrill, StockPlan Connect at Morgan Stanley -- to a personal account at their brokerage division. An annual fee is often charged, which can drain a small account. Details of your purchase lots should be preserved. However, if you move the shares to a different brokerage, shares will be moved in a single lot. Some brokers let you correct the records to include lot-by-lot cost basis data. Fidelity  Merrill  Morgan Stanley

If there is a stock spinoff, the new stock will either be at the spun-off company's Transfer Agent or in your personal Stock Brokerage account -- depending on where the parent stock was located.

An employer generally hires different plan administrators for stock acquired in different ways, such as employee purchase, options or equity awards, or retirement plan.

- Your points of contact are the various plan administrators, not the company or the company's stock transfer agent. The company's transfer agent knows only the grand total holding by all clients of each plan administrator.

- Dividend payments and stockholder communications are sent to the address on file with each plan administrator. Even if still employed by the company, the company may not update those addresses for you.

- Plan administrators have lot-and-cost records -- however, members report that the data may be lost when the company changes plan administrators.

- In recent decades, when you left the company any shares you owned were automatically moved from an employer-paid account at a plan administrator -- NetBenefits at Fidelity, MyBenefits at Merrill, StockPlan Connect at Morgan Stanley -- to a personal account at their brokerage division. An annual fee is often charged, which can drain a small account. Details of your purchase lots should be preserved. However, if you move the shares to a different brokerage, shares will be moved in a single lot. Some brokers let you correct the records to include lot-by-lot cost basis data. Fidelity  Merrill  Morgan Stanley See details below under "After leaving a company."

- Spinoff shares should show up in your account at each plan administrator.

- Equity awards, such as stock options and RSUs. In addition to checking your current statement, review the original Terms-and-Conditions documents for expiration dates, vesting schedule, provisions when leaving, and other limitations. Stock options have an expiration date and a vesting schedule, as specified in the original Option Grant document. If not vested or not exercised by that date, stock options expire.  Investopedia article

Non-U.S. employees:

- Non-U.S. employees may have shares at Morgan Stanley's "StockPlan Connect." Statements for non-U.S. employee accounts are mailed from Columbus, Ohio. Login   FAQ  Non-U.S. plan participants may not have a Morgan Stanley "Global ID" number -- not the same as your Account Number:  Morgan Stanley issues reported by members 

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