Your HP, HPE, and spinoff stock is probably not all held in one place. For example, spinoff shares may not wind up in the same place as the parent shares. Records at plan administrators and stock brokerages often don't have the original acquisition date and correctly-calculated current cost basis for each lot of acquired shares -- a major impact on what they report to the IRS when the stock is sold. An "Unknown" basis defaults to $0.

Your employment-related stock may held in a stock plan managed by a Plan Administrator hired by your employer, or held in your name by the company's Transfer Agent [you are here] -- or your shares may be held in a personal Stock Brokerage account.

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.

What is a "transfer agent"?

Every company that issues stock has a Stock transfer agent that the company pays to keep track of all the shares. If you have shares in "Direct Registration" -- you are a "stockholder of record" with the company's transfer agent. The Agent's name will include words like "trust" or "shareowner."

- Shares are registered in your name in "book-entry" form at the transfer agent. (In the past, you may have been mailed paper certificates.) There are 1.08 billion HPQ shares outstanding.

- Your point of contact is the transfer agent, not the company. Dividend payments and stockholder communications are sent to the address on file with the transfer agent. Your employer does not update that address for you.

- The transfer agent has limited lot and cost-basis data. When a company changes transfer agents, the old one passes current shareholding data along to the next one. Unclear if the detailed cost-basis quarter-by-quarter purchase records are also passed on.

- After you leave the company, those shares will stay with the transfer agent -- at no charge to you. You may move the shares to a personal account you pay for at a brokerage -- which provides more flexibility in selling shares.

- Spinoff shares will be in a new direct-registration account administered by the new company's transfer agent, as listed below.

- Details on what a transfer agent does: transfer agent Overview (pdf on Computershare site.)

- HPAA member advice on obtaining stock records

Find the current transfer agent for each HP-related company on the company's website:

Note 1: Hewlett-Packard Company. Long-time HP employees will have old statements from HP's previous transfer agents: Harris Trust, Computershare (which bought the Harris stock registry business), BNY Mellon, then Computershare again. Employee purchase administration is now at Fidelity NetBenefits. 

A company's stock transfer agent

Every company that issues stock has a stock transfer agent that the company pays to keep track of all the shares. If you have shares in "Direct Registration" -- you are a "stockholder of record" with the company's transfer agent. The Agent's name will include words like "trust" or "shareowner."

- Shares are registered in your name in "book-entry" form at the transfer agent. (In the past, you may have been mailed paper certificates.) There are 1.08 billion HPQ shares outstanding.

- Your point of contact is the transfer agent, not the company. Dividend payments and stockholder communications are sent to the address on file with the transfer agent. Your employer does not update that address for you.

- The transfer agent has limited lot and cost-basis data. When a company changes transfer agents, the old one passes current shareholding data along to the next one. Unclear if the detailed cost-basis quarter-by-quarter purchase records are also passed on.

- After you leave the company, those shares will stay with the transfer agent -- at no charge to you. You may move the shares to a personal account you pay for at a stock brokerage -- which provides more flexibility in selling shares.

- Spinoff shares will be in a new direct-registration account administered by the new company's stock transfer agent, as listed below.

- HPAA member advice on obtaining stock records

Company Stock transfer agents as of Dec 2021:

- HP Inc. Current stock transfer agent is Equiniti, formerly Wells Fargo Shareowner Services.
Long-time HP employees will have old statements from HP's previous transfer agents: Harris Trust, Computershare (which bought the Harris stock registry business), BNY Mellon, then Computershare again. Employee purchase administration is now at Fidelity NetBenefits. 
HP Investor Relations Site gives Equiniti's website, U.S. and international phone numbers. (scroll down)  
HP does not give an address for Equiniti, which is 1110 Centre Pointe Curve, Suite 101, Mendota Heights, MN 55120-4100 (per HP's 2021 Proxy Statement.)
The Equiniti website https://www.shareowneronline.com has several forms, including a "Sale Request / Certificate Deposit" form.

- Hewlett Packard Enterprise Company (HPE)  Current stock transfer agent is Equiniti Trust Company.
HPE Investor Relations gives Equiniti's website, U.S. phone number, and mailing address. (scroll down)  
HPE does not give the international number for Equiniti, which is 1-651-450-4064 (per HPE's 2021 Proxy Statement.)
HPE does not give a delivery address for Equiniti, which is 1110 Centre Pointe Curve, Suite 101, Mendota Heights, MN 55120-4100 (per HPE's 2021 Proxy Statement.)
The Equiniti website https://www.shareowneronline.com has several forms, including a "Sale Request / Certificate Deposit" form.

- DXC Stock. Go to DXC Investor Relations

- Agilent. Go to Agilent Stock FAQ  

- Keysight. Go to Keysight Stock FAQ

- Micro Focus. Current stock transfer agent for U.S. Micro Focus ADRs (MFGP) is American Stock Transfer -- "AST Financial." MFGP ADR Information   Micro Focus London and US stock exchange info  

- Perspecta. Stock transfer agent for Perspecta (and Distribution Agent for the spinoff and merger) was Equiniti Perspecta spinoff.

Details on what a stock transfer agent does: Transfer Agent Overview (pdf on Computershare site.)

(Apr 7, 2024)