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Step 1. Stock Overview    2. Stock Decoder    3. Where's my stock?    4. Check for lost stock    5. Other issues    6. Cost Basis    7. Taxes    Map of Stock Pages

1. Stock issues for former and current employees.
 (Updated Apr 17, 2021.)  Questions or comments to: info-stock@hpalumni.org 

This topic is covered in the HPAA's Finance Forum. Discuss U.S. pension, employee stock, Social Security, and other personal finance issues from an ex-HP/HPInc/HPE perspective. Moderated. Join the HPAA Finance Forum

If you received a "Potential Private Retirement Benefit Information" notice from Social Security, it is based on years-old information, as indicated by the "Year Reported" box. The key word is "potential." Here's how to decode it -- and who to contact if you are not sure what happened with that account.

If you are leaving the company, see our ASAP Checklist.

Stock options  How they work. How they expire. Tax issues. If you exercised stock options last year, you need both a 1099-B and a W-2. How to obtain your option-exercise W-2. 

Time to untangle your stock! No one but you really cares about your employment-related stock. You may have stock in up to seven HP-related companies (HPQ, HPE, A, KEYS, DXC, MFGP, PRSP.) Your stock may not all be in the same place. You may need to retrieve lost stock or dividends, find stray accounts, or estimate your cost basis. An HP Alumni team has developed a step-by-step process to find and protect your stock.

Which HP-related companies might I have stock in?  Compare the date when you first acquired HP stock with the dates of these major HP-related stock events.

Record Date     Event   Stock symbol

2000-05-02

  

HP spun off Agilent.

  

A

2002-05-03

 

HP bought Compaq with stock. Compaq stock retired.

  

HWP→HPQ

2008-08-26

 

 

HP bought EDS with cash. EDS stock retired.

 

 

2011-10-31

 

 

HP bought Autonomy (UK) with cash. Autonomy stock retired.

 

 

2014-10-22

 

Agilent spun off Keysight

  

KEYS

2015-10-21

 

HP spun off HPE. Continuing PC and printer company renamed HPInc.

  

HPE

2017-03-20

 

HPE spin/merge with CSC, creating DXC.

 

DXC

2017-09-01

 

HPE Software spin/merge with Micro Focus (UK)

  

MFGP (U.S.)

2018-05-25

 

DXC spin/merge with two other companies, creating Perspecta.

 

PRSP

Next step:  Step 2. Stock Decoder

For more mutual help on this topic and many others, join the independent HP Alumni Association. If you were formerly a regular, direct employee of HP, HPInc, or HPE -- or are in the process of leaving -- join the HP Alumni Association. No charge, thanks to HPAA members.

As financial, legal, and personal advice must be tailored to the specific circumstances of each case, and finances and laws are constantly changing, nothing provided here should be used as a substitute for the personal advice of competent financial, legal, and personal advisors.

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