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Employee stock administrators used by HP
Part of our process to find stock and estimate cost basis. Start here: Stock Step-by-Step (Not officially endorsed or supported.)
(Jul 27, 2024) Question? Email: info@hpalumni.org
Member advice on Obtaining Stock Records
Long-time HP employees may have old statements from HP's previous transfer agents -- which also administered the employee stock purchase plans over the years:
- Harris Trust.
- Computershare. Bought the Harris stock registry business in 2001.
- ChaseMellon. Joint venture between Mellon and Chase in 1995.
- BNY Mellon. Unencrypted backup tapes with information on 12 million shareholders -- including HP's -- were twice lost by BNY couriers in 2008. (We got one year of identity monitoring service. No members reported breaches.)
- Computershare again. Bought the Mellon stock registry business in 2012.
Currently:
- HP's transfer agent is Equiniti. Bought Shareowner Services division of Wells Fargo in 2019.
- HP employee purchase administration is now at the benefits administration division of Fidelity.
So far members report finding paperwork for their HP/HPE-related stock and options from the following 13 administrators -- hired at various times over the years by the various HP-related companies.
In alphabetical order:
- AST (American Stock Transfer) which is now part of Equiniti (Micro Focus deal.)
- BNY Mellon
- Chase/Mellon (Administrator for "Hewlett-Packard Share Ownership Plan" which replaced the "Stock Purchase Plan" on Nov 1, 2000.)
- Computershare
- Equiniti (formerly the Shareowner Services division of Wells Fargo.)
- Fidelity NetBenefits division
- Fiserv (HP options)
- Harris Bank and Trust
- Morgan Stanley
- Merrill Lynch MyBenefits division (Merrill Lynch also has a separate local-office-based retail brokerage division)
- Smith Barney (now Morgan Stanley)
- StockCross (HP options)
- Wells Fargo Shareholder Services division (now Equiniti.)
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