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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.
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"
Depending on when and how you acquired stock – and due to the sequence of spinoffs and acquisitions – you may now have shares of HPInc (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).
Transactions were often tracked and reported differently – or not at all.
Only you – not the company, plan administrators, transfer agents, brokers, or the IRS – can reconstruct your full employee stock history.
Start here to find it all – and verify or estimate your current cost basis.
Steps to use the key stock information on this site:
1. Stock event timeline. How many shares of which companies should I have? How much cash should I have received? https://www.hpalumni.org/StockHowMany
2. Find it all. Your stock is probably held in different places. (For example, your MFGP stock may be 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
3. 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
4. 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 (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
The stock information on this 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. (Page updated May 7, 2026)
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Independent, member-supported volunteer association. Not officially endorsed or supported. ©2026 Hewlett-Packard Alumni Association, Inc. By using this site you accept these terms.