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Obtaining Stock Records This is additional information for Step 3 of our Stock Recovery and Cost Basis Process. If you haven't gone through the previous steps to determine which HP/HPE-related stocks you should have, go to Stock (Updated Dec 30, 2024) Question? Email: info@hpalumni.org 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 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 Obtaining stock records from a broker or administrator 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 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. --JS 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: 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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