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Obtaining Stock Records (Updated Aug 14, 2025) Click to join the HPAA Question? Email us: info@hpalumni.org
This page gives details for only one aspect of the many HP/HPE-related stocks. If you were ever an HP shareholder, you may now have shares of HPQ, HPE, Keysight, and/or Agilent – in different accounts. If ever an HPE shareholder, you may now have shares of DXC – and may not have received cash payouts for MFGP and PRSP. Only you – not the company, plan administrators, transfer agents, brokers, or the IRS – can reconstruct your full stock history. Transactions were often tracked and reported differently – or not at all.
When finished with this page, go to: HP/HPE-Related Stocks
Public companies outsource stock ownership recordkeeping -- including records for employee stock and option administration. HP has changed outsourcing companies several times over the decades -- plus, the outsourcing companies keep changing hands. (Members report statements under up to 13 different company names.) Guide to 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.)
Received a "Potential Private Retirement Benefit" letter from U.S. Social Security? How to decode the letter and who to contact, if necessary: "Potential Benefit" letter
If you have paper stock certificates. What to do: Stock Certificates
Keep your postal address current on every financial account. And run an "unclaimed property" search every year. Employer does not update your address. Financial institutions are required to turn over inactive accounts to the state. Neither cashing dividend checks, receiving direct deposits, accessing accounts online, nor receiving statements prevents this – only a personally-initiated transaction, postal response, or call. Difficult to retrieve funds – and stock is sold. Easy to check: Unclaimed Property
Lost stock: How to check US/Canada unclaimed property site for lost shares, uncashed stock-buyout or 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 of your employee stock purchases -- 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. Start here Stock
Which brokers have you used? Issues and tips from members: Fidelity Merrill Lynch Morgan Stanley Schwab/TDAmeritrade Vanguard Brokerage
HP (HWP, HPQ) employee stock purchase plans over the years:
- Purchased from Jul 1959 to Nov 1, 2000: "[Legacy] Stock Purchase Plan." Stock is at HP's current Transfer Agent: EQ (formerly Equiniti) https://www.shareowneronline.com 1-800-286-5977 (Outside U.S., Canada and Puerto Rico: 651-450-4064)
Detailed quarterly purchase records at HP's various Transfer Agents -- Harris, Computershare, BNY Mellon, Computershare again -- were not kept. Members report that paying to research your old records is generally unsatisfactory. Use HPAA's stock spreadsheets to estimate your cost basis for most HP/HPE-related stocks for any span of HP employment from Jul 1959 through the Nov 2000 plan changeover -- and calculate ordinary income/capital gain lot-by-lot from Nov 2000 to Oct 2017.
- Purchased from Nov 1, 2000 to Apr 1, 2015: "Share Ownership Plan." Computershare http://www.computershare.com/hp-espp U.S. & Canada: 1-888-892-4853 Outside U.S.: 1-201-296-4789; 1-201-680-6941
- Purchased Apr 2015 to date: "Employee Stock Purchase Plan." Fidelity NetBenefits has the detailed records. http://www.netbenefits.com U.S. 1-800-457-4015 Outside U.S.: dial your Country specific dialing code + 800-544-0275
- If purchased under any plan and transferred to a Direct Registration Service (DRS) account at HP's current Transfer Agent: EQ (formerly Equiniti, formerly Wells Fargo) https://www.shareowneronline.com 1-800-286-5977 (Outside U.S., Canada and Puerto Rico: 651-450-4064) Detailed quarterly purchase records are not preserved
HP equity rewards, stock options, etc. Merrill/BofA (formerly Merrill Lynch) is the administrator and has records. www.mybenefits.ml.com 888-447-7862 (Outside U.S., Canada and Puerto Rico: 609-818-8913)
Official stock info: Investor Relations Global Total Rewards
Additional information
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.
Record date and event:
September 27, 2000 2 for 1 split
June 21, 1996 2 for 1 split
March 24, 1995 2 for 1 split
August 1, 1983 2 for 1 split
June 17, 1981 2 for 1 split
June 27, 1979 2 for 1 split
February 25, 1970 2 for 1 split
September 1, 1960 3 for 1 split
November 6, 1957 initial public offering
--from 2015 copy of HP website on
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