This page gives details for only one aspect of the many HP/HPE-related stocks. Depending on when you acquired stock – and due to the sequence of spinoffs and acquisitions – you may now have shares of HPInc (HPQ), HPE, DXC, Keysight (KEYS), and/or Agilent (A) – in different accounts – and may not have received cash payouts for Micro Focus (MFGP) and Perspecta (PRSP).

Transactions were often tracked and reported differently – or not at all. Only you – not the company, plan administrators, transfer agents, brokers, or the IRS – can reconstruct your full employee stock history. Start here: HP/HPE-related stock 

Received a "Potential Private Retirement Benefit" letter from U.S. Social Security? How to decode this confusing letter -- and who to contact, if necessary: "Potential Benefit" letter

If you have paper stock certificates. What to do: Stock Certificates

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.

Official HPInc stock info:  Investor Relations   Global Total Rewards    

Keep address current on every financial account. Run easy unclaimed property search every year. Employer does not update your address. Neither cashing dividend checks, receiving direct deposits, online access, nor receiving statements prevents inactive accounts from being turned over to the state – only a personally-initiated transaction, postal response, or call. Difficult to retrieve money; stock is sold. Unclaimed Property

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 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. StockSpread

HP (HWP, HPQ) employee stock purchase plans over the years...

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 awards, stock options, etc. https://www.hpalumni.org/StockOptions

If you transfer stock out of an account at a transfer agent, administrator, or brokerage, you must obtain a "Medallion Signature Guarantee." https://www.hpalumni.org/StockMedallion

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.

The cost basis spreadsheets are based on HP records provided by HP Global Equity Administration.

- 2000 through 2010: "SOP Historical FMVs & Purchase Prices."

- 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 the Internet Archive 

Helping each other with life after Hewlett-Packard, HPInc, and HPE. Join independent HP/HPE forums