Stock-Records. HP/HPE Alumni

(Apr 3, 2022) Website operated by volunteers. Not officially endorsed or supported.

You can download the 1099-B information from your broker's website. (For example, see TurboTax Import Partner list.)

Lost stock: How to check state unclaimed property sites 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

If you don't have good records -- 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 the process at Stock Recovery and Cost Basis

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:
- Log into Fidelity https://www.fidelity.com
- Click on your "Individual" account.
- Click on the "Positions" tab.
- Click on the security of interest, for example "HPE".
- Slightly down on the page, click "Purchase History/Lots"
- Click on "View lots for this position."

You will see a table listing what Fidelity views as the current basis values, the purchase dates, and quantity for each lot.

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.