HP Alumni Stock Menu
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We recommend that you work through your stock situation step-by-step. (In addition, this page lists detailed member advice pages for specific situations.)
Micro Focus. Five shareholders who "...purchased or acquired Micro Focus ADSs [American Depository Shares]... in connection with the Merger of Micro Focus and the software business segment of HPE, which was completed on September 1, 2017" have filed a class action against Micro Focus and HPE -- alleging that "...a number of problems seriously undermining Micro Focus’s business and prospects" were not disclosed and citing "...a decline of more than 54% from the Merger closing price..." Details: Micro Focus Suit
Perspecta. For stock cost basis information about the purchase of Perspecta by Peraton, go to hpalumni.org/StockPerspecta
Step-by-step stock recovery process:
1. Stock Issues Fundamentals of employee stock. Why this is so complicated. Sources of official information.
2a. Spinoff Shares and Cash How many shares of which HP-related companies should I have? How much cash should I have received from Perspecta and other events?
2b. Stock Decoder Table Central information page for stock -- old and new stock symbols, shares or cash paid, links to more info, state to check for unclaimed stock, official investor FAQ, cost basis allocations.
3. Where is my stock? No one but you really cares about your employment-related stock.
- Records Your own records are the key. Obtaining stock records from a broker or administrator.
- Certificates You found paper stock certificates -- now what?
- Options Member advice on stock options and other incentives.
4. Lost Stock and Dividends You can easily check the public state unclaimed property sites for lost shares, uncashed dividend checks, and other stray money.
5. Admin and Broker Issues Members report that brokerages, plan administrators, and transfer agents vary (sometimes dramatically) in how (or if) they make gain/loss and cost basis calculations, in what they report to the IRS, and whether you can correct your broker's records to include lot-by-lot cost basis data. Fidelity Morgan Stanley Merrill Lynch Schwab TDAmeritrade Vanguard Brokerage
6. Cost Basis Spreadsheets You can check your cost basis records with our copy of official HP data back to 1959. 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 spreadsheet to estimate your cost basis for each HP-related stock for any span of HP employment from 7/1/1959 through the 11/1/2000 plan changeover.
7. Tax Return Member advice on stock issues for U.S. tax return
Next step: Step 1. Stock Issues
For specific situations:
Details on Spinoffs:
Official Investor FAQ for each company Gives current transfer agent, state of incorporation to check for lost stock and dividends, and other key facts.
Stock Price Histories Links to market price history charts for HP-related stocks.
Original employee stock purchase prices:
- 2000 through 2010: Official "SOP Historical FMVs & Purchase Prices." (Provided to HPAA by HP Global Equity Administration on October 14, 2013.
- 2011 through 10/31/17: Official "ESPP Historical FMVs & Purchase Prices." (Provided to HPAA by HPInc Global Equity Administration on February 2, 2018.)
Learn and discuss
Join the HPAA Finance Group.Deals with employee stock, 401(k), pensions, and other personal finance issues from an ex-HP/HPE perspective.
If formerly a regular, direct U.S. employee of HP or HPE -- or are in the process of leaving -- join the HP Alumni Association. No charge, thanks to HPAA's Supporting Members.
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