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HP/HPE-Related Stock. Find all your shares and payouts. Estimate cost basis.
(Updated
Aug 15,
2025)
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.
Developed by a team of former employees using original SEC filings, information often no longer
available on company websites, and discussions on the
HPAA Finance Forum.
If you were ever an HP shareholder, you may now have shares of HPQ, HPE, Keysight, and/or Agilent – in different accounts. If ever an HPE shareholder, you may now have shares of DXC – and may not have received cash payouts for MFGP and PRSP.
Find it all – and estimate your current cost basis.
How to use this page. Each link on this page opens a new window. Click each of the links that suit your situation -- and close tabs as you resolve each issue.
Quick review – in case you happened to miss a key stock issue...
Keep your postal address current on every financial account. And run an "unclaimed property" search every year. Employer does not update your address. Financial institutions are required to turn over inactive accounts to the state.
Neither cashing dividend checks, receiving direct deposits, accessing accounts online, nor receiving statements prevents this – only a personally-initiated transaction, postal response, or call. Difficult to retrieve funds – and stock is sold. Easy to check: Unclaimed Property Most people will merely find uncashed dividend checks. Some may find lost shares or uncashed stock-buyout checks.
Administrators and brokers. In recent decades, when you left the company any shares you owned were automatically moved from an employer-paid account at a plan administrator -- NetBenefits at Fidelity, MyBenefits at Merrill, StockPlan Connect at Morgan Stanley -- to a personal account at their brokerage division. An annual fee is often charged, which can drain a small account. Details of your purchase lots should be preserved. However, if you move the shares to a different brokerage, shares will be moved in a single lot. Some brokers let you correct the records to include lot-by-lot cost basis data. Fidelity Merrill Morgan Stanley
Financial advisors. You need to understand the role and motivations of each person and company. Member discussion: Financial Advisors
Received a "Potential Private Retirement Benefit" letter from U.S. Social Security? How to decode the letter and who to contact, if necessary: Potential Benefit letter
Received a letter from transfer agent "EQ Unify" about your stock? You must take action. Letter is unclear and doesn't cover all choices. Letter from "EQ Unify"
Exercised stock options? You need both a 1099-B and a W-2. How to obtain your W-2 How stock options work. How they expire. Tax issues: Stock options
Have paper stock certificates? Stock Certificates
Retain your documents and tax calculations indefinitely. Due to the many complex HP-related stock events, only you – not the company, plan administrators, transfer agents, brokers, or the IRS – can reconstruct your full stock history. Transactions were often tracked and reported differently – or not at all. ("IRS Can Audit for Three Years, Six, or Forever" American Bar Association )
What do you want to do?
Find all your HP/HPE-related stock. Your HP, HPE, and spinoff stock is often held in multiple accounts -- at your employer's stock transfer agent, at employee stock purchase or option/incentive plan administrators, at transfer agents for spun-off companies, or in personal brokerage accounts. Where is my stock?
Check that you received the many stock and cash payouts -- often in multiple accounts -- as Hewlett-Packard was broken up into Agilent (A), Keysight (KEYS), HP Inc (HPQ), Hewlett Packard Enterprise (HPE), DXC (DXC), Micro Focus (MFGP, in the form of American Depository Shares), and Perspecta (PRSP). Your current cost basis depends on when you acquired shares as companies were bought, spun off, and merged. Our table covers 1957 to date: How many shares; how much cash?
Check on how these complex transactions were tracked and reported by the company's plan administrators and transfer agents, and by your brokers. Many were handled differently -- or not reported at all. They will use the cost basis in their records (which may be $0) to report your apparent profit to the IRS. You could pay taxes twice on the same income. The IRS has a form to help you deal with cost basis discrepancies. Employee stock cost basis
Ensure that your MFGP
transactions are treated consistently. There are two
very different possible tax treatments for the spinoff. Plan
administrators, transfer agents, and brokers treated the
spinoff and payouts differently.
Easy to pay taxes twice:
Micro
Focus
Check for issues with specific brokers. Reports from
HPAA members on records, tax treatment, etc. Some let you
correct your cost basis records.
Member reports:
Fidelity
Merrill
Morgan Stanley Schwab/TDAmeritrade
Vanguard Brokerage
Retrieve stock records from the various HP/HPE-related stock transfer agents and plan administrators -- when possible. Member Advice on Records
If you don't have good records, use HPAA's stock 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.
If you need additional details on an HP/HPE-related stock...
Agilent (A) and Keysight (KEYS) Spun off by Hewlett-Packard in 2000. KEYS spun off by Agilent in 2014.
DXC (DXC) Spun off by HPE in 2017.
Micro Focus (MFGP) Spun off and merged by HPE in 2017. New shares and cash issued in 2019. Bought by OpenText in 2023.
Perspecta (PRSP) Spun off by DXC in 2018. Bought by Peraton in 2021.
Hewlett-Packard Company and HP Inc (HWP, HPQ)
Hewlett Packard Enterprise (HPE) Spun off by Hewlett-Packard in 2015.
If you had stock in a company that HP or HPE acquired or merged with, check for cash payout or new shares: Autonomy (AUTNF) Compaq (CPQ) DEC (DEC) EDS (EDS) Juniper (JNPR) Micro Focus (MFGP) Plantronics (POLY) Tandem (TDM) Other Predecessor Companies
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