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Vanguard Brokerage issues with HP-related employee stock  (Aug 14, 2025)  Not officially endorsed or supported.

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, DXC, Keysight, and/or Agilent – in different accounts – 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 here, go to: HP/HPE-Related Stocks 


In recent decades, when you left the company any shares you owned were automatically moved from an employer-paid account at a plan administrator -- NetBenefits at Fidelity, MyBenefits at Merrill, StockPlan Connect at Morgan Stanley -- to a personal account at their brokerage division. An annual fee is often charged, which can drain a small account. Details of your purchase lots should be preserved. However, if you move the shares to a different brokerage, shares will be moved in a single lot. Some brokers let you correct the records to include lot-by-lot cost basis data.


Question? Email us: info@hpalumni.org

Cost Basis. Can you correct your broker's records to include lot-by-lot cost basis data?
Maybe -- call them. Using Google, did not find a reference to updating your data.
"How we report your cost basis information"
https://investor.vanguard.com/investor-resources-education/taxes/cost-basis-reporting

Micro Focus. HPAA members indicate that Vanguard Brokerage did not report the 2017 Micro Focus spinout to the IRS.

Back to previous step Step 5. Admin/Broker Issues


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