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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 Sep 1, 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" Have paper stock certificates? Member advice: Stock Certificates Situation: Depending on when and how you acquired stock – and due to the sequence of spinoffs and acquisitions – you may now have shares of HPInc, HPE, DXC, Keysight, and/or Agilent – in different accounts – and may not have received cash payouts for Micro Focus and Perspecta. You may have had stock in a predecessor company. 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. Currently, 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 member-supported 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. Steps to take: 1. Check for unclaimed property. Neither cashing dividend checks, receiving direct deposits, nor online accesses prevent 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 – HPInc, HPE, DXC, Keysight, and/or Agilent. 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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