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HP/HPE-related stock. Question? Email us: info@hpalumni.org From the independent association for former employees of HP and HPE – and those in the process of leaving. Not officially endorsed or supported. (Page updated Jul 28, 2026) Received a "Potential Private Retirement Benefit" letter from U.S. Social Security? How to decode this confusing letter – and who to contact, if necessary: Potential Benefit letter Received a letter from "EQ Unify" about your stock? You must take action. Letter is unclear and doesn't cover all choices: Letter from "EQ Unify" Situation: Depending on when and how you acquired stock – and due to the sequence of spinoffs and acquisitions – you may now have shares of HP Inc (HPQ), HPE, DXC, Keysight (KEYS), and/or Agilent (A) – in different accounts – and may not have received cash payouts for Micro Focus (MFGP) and Perspecta (PRSP). You may have had stock in a predecessor such as EDS or DEC. Shares, payouts, or dividends may have been turned over to the state as "unclaimed property." Find it all – and verify or estimate your current cost basis. Transactions were often tracked and reported differently by brokerages, plan administrators, and transfer agents – or not at all. Only you – not the company, plan administrators, transfer agents, brokerages, or the IRS – can reconstruct your full employee stock history. The official corporate investor sites have links to the current administrators of the employee stock purchase and stock option/award plans: HPInc and HPE. As of Jul 24, 2026, both HPInc and HPE are using Fidelity www.netbenefits.com for employee stock purchase plans -- and Merrill Lynch www.mybenefits.ml.com for stock option/award plans. Note: The official sites do not provide detailed shareholder information about past events, such as spinoffs, acquisitions, or predecessor companies. The stock information on the HP Alumni Association site was developed by a team of former employees – using original SEC filings, historical data no longer available on company websites, and discussions on the HP Alumni Association Finance Forum. (Independent volunteer online association. Not officially endorsed or supported. 4,500 members.) Steps to take: 1. Check for unclaimed property. Neither cashing dividend checks, receiving direct deposits, online access, nor receiving statements prevents inactive accounts from being turned over to the state – only a personally-initiated transaction, postal response, or call. Difficult to retrieve money; stock is sold. Go to the official US/Canada MissingMoney website: "States and Provinces, through their partnership with the leading, trusted authority in unclaimed property – the National Association of Unclaimed Property Administrators (NAUPA) – provide this free, safe, and secure site to the public." https://www.missingmoney.com Be sure to run multiple searches to check for data-entry errors -- order of first and last names, initial instead of your full first or last name, common misspellings of names. Details: https://www.hpalumni.org/Unclaimed 2. Stock event timeline. How many shares of which companies should I have? (HPQ, HPE, DXC, KEYS, A) How much cash should I have received? (MFGP, PRSP) https://www.hpalumni.org/StockHowMany 3. Find it all. Your stock is probably held in different places. (For example, your MFGP stock may have been at a transfer agent called AST.) Stock certificates. Transfer agents. Plan administrators. Options and stock awards. Your brokerage account. What happens when you leave? Find all your HP/HPE-related stock and options: https://www.hpalumni.org/StockWhere 4. How cost basis works. Inherited stock. Donating stock. You could pay taxes twice on the same income. IRS form. Some brokers let you correct the records. https://www.hpalumni.org/StockCostBasis 5. Cost Basis Spreadsheets. A team of HPAA volunteers has developed spreadsheets to help you determine or estimate cost basis for your HP/HPE-related stock – HP Inc (HPQ), HPE, DXC, Keysight (KEYS), and/or Agilent (A). https://www.hpalumni.org/StockSpread If you don't have good records – or did not input your lot-by-lot cost information into your broker's system – you can use our spreadsheets to estimate your cost basis for most HP/HPE-related stocks for any span of HP employment from Jul 1959 through the Nov 2000 plan changeover – and calculate ordinary income/capital gain lot-by-lot from Nov 2000 to Oct 2017. To perform a thorough analysis, step through the common stock-related issues that may apply to you: https://www.hpalumni.org/StockSteps Index. Jump to specific pages related to your particular questions or situation: https://www.hpalumni.org/StockIndex |
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Helping each other with life after Hewlett-Packard, HP Inc, and HPE. Join independent HP/HPE forums Independent, member-supported volunteer association. Not officially endorsed or supported. ©2026 Hewlett-Packard Alumni Association, Inc. By using this site you accept these terms. |
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