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Obtaining Stock Records This is additional information for Step 3 of our Stock Recovery Process. If you haven't gone through the previous steps to determine which HP/HPE-related stocks you should have, start here: Employee Stock (Updated Apr 3, 2022.) Website operated by volunteers. Not officially endorsed or supported. Stock Menu. Keep up with HP/HPE-related stock issues: Join at no charge. Question or comment? Email: info@hpalumni.org No one but you really cares about your employment-related stock. Your own records are the key. Employers do not keep track of your stock and options -- they pay administrators and transfer agents. (HP-related companies have used at least 13 U.S. stock administrators.) Investopedia explanation of the different types of agents, administrators, and brokers. You can download the 1099-B information from your broker's website. (For example, see TurboTax Import Partner list.) If you received a letter from Social Security entitled "Potential Private Retirement Benefit." How to decode: https://www.hpalumni.org/PotentialBenefitLetter. If you have paper stock certificates. What to do: https://www.hpalumni.org/StockCertificate Lost stock: How to check state unclaimed property sites for lost shares, uncashed dividend checks, and other stray money. This is surprisingly common, even for people who haven't changed their address in decades. For example, one member found an HP-related check that had been mailed to a misspelled street address with an incorrect zip code. There is no need to pay anyone. How to check for lost stock, dividends, and other unclaimed property Obtaining stock records from a broker or administrator 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 most HP/HPE-related stocks for any span of HP employment from 7/1/1959 through the 11/1/2000 plan changeover. Start the process at Employee Stock Fidelity
If your ESPP shares (from 2000
onward) are still at Fidelity, there's a good chance that
your lot purchase history is available. Try this: You will see a table listing what Fidelity views as the current basis values, the purchase dates, and quantity for each lot. - John Schmidt Employee Stock Administrators The HP Global Total Rewards page attempts to provide contact information for the various HP employee stock purchase programs over the decades: - SPP -- 1959-07-01 to 2000-11-01 -- Computershare. - SOP -- 2000-11-01 to 2011-06-01 -- Computershare. - ESPP -- 2011-06-01 to 2015-04-01 -- Computershare. -- 2015-04-01 to date -- NetBenefits division of Fidelity The former administrators are no longer being paid by HP. Therefore, you have to pay them for information. Members report that paying to research your old records is generally unsatisfactory. The companies changed hands several times -- and HP changed vendors. (Extreme example: One member was charged $40 by Computershare for a single number that wasn't the number they needed.) DRS: "Contact EQ Shareowner Online, Formerly Wells Fargo Shareowner Services regarding -shares that were transferred to a Direct Registration Service (DRS) account" and gives contact details. We have no member reports about this. Back to previous step: Where's my stock? Additional information See also our main page on general stock issues: https://www.hpalumni.org/stock The cost basis spreadsheets are based on HP records provided by HP Global Equity Administration. - 2000 through 2010: "SOP Historical FMVs & Purchase Prices." - 2011: Announcement of new ESPP - 2011 through 10/31/17: "ESPP Historical FMVs & Purchase Prices."
Hewlett-Packard Stock Splits. |
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Helping each other with life after HP and HPE: Website Forums Operated by volunteers. Not officially endorsed or supported. © 2023 Hewlett-Packard Alumni Association, Inc. By using this site you accept these terms. |
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