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Mutual help for those who acquired stock via employment at HP, HPE, or predecessor companies. Operated by former employees who volunteer their time. Not officially endorsed or supported. Join us!


Employee Stock.
Step-by-step process to find it, protect it, and help you avoid double taxation.  (Updated Mar 18, 2020.)  Questions or comments to: info@hpalumni.org 


Stock issues for former and current employees:

Xerox offer to HP shareholders -- Advice and reference info from HPAA members.

If you received a "Potential Private Retirement Benefit Information" notice from Social Security, it is usually based on outdated information -- as indicated by the "Year Reported" date on the form included in the body of the notice. Here's how to decode it: https://www.hpalumni.org/PotentialBenefitLetter

If you are leaving the company, see our ASAP Checklist for additional information on this topic.

Fundamental principle: With any employer, no one but you really cares about your employment-related stock.

- Time to untangle your stock! Due to the HP Breakup, you may have stock in up to seven HP-related companies. It may not all be held in the same place. With each spinoff, the cost basis for your shares changed. Many find stray accounts -- or need to retrieve stock or dividends turned over to a state as "unclaimed." You could pay taxes twice on the same income. Your heirs may not find it all. An HP Alumni team developed a step-by-step process to find it, protect it, and help you avoid double taxation.

- New spinoff. If you owned DXC shares on May 25, 2018, you have been issued shares in a new company called "Perspecta" -- with corresponding adjustment in value of your DXC shares. (This is not reflected in the HPAA's stock spreadsheets.)

Reference info about employee stock: Check your termination paperwork and the very helpful official "leaving" site for your company -- both accessible outside company firewalls:
- "Leaving/Retiring from HP" https://www.leavinghpinc.com   (Official HP site: password no longer required.)
- "Leaving Hewlett Packard Enterprise" https://www.leavinghpe.com   (Official HPE site: login=leaving   password=HPE (both case-sensitive)

 

Start the HPAA's step-by-step Stock Recovery process  Step 1. Stock Decoder


Other stock-related topics:

- Join the HPAA Finance Forum

- Stock records: Companies pay various firms to perform shareholder recordkeeping. How to obtain stock records.

- Lost stock: This is surprisingly common, even for people who haven't changed their address in decades. How to check for lost stock and dividends

- Stock options: 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.  More Stock Option Advice

- Employee stock in predecessor companies:  Compaq    EDS     For Indigo, Mercury, Opsware, Peregrine, and other HP predecessors, see: Predecessor company employee stock.


Disclaimer. The information contained in this website, or sites linked to it, is provided as a service to the community, and does not constitute financial, legal, or personal advice. We make no claims, promises or guarantees about the accuracy, completeness, or adequacy of the information contained in or linked to this website and associated sites. 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.


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 or HPE -- or are in the process of leaving -- join HPAlumni via email. No charge, thanks to HPAA members.


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