|
|
Stock Step-by-Step: Determine what stock you should have, find it all, estimate your cost basis.
(+Updated Feb 22, 2025) Question? Email: 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.)
No one but you really cares about your employment-related stock.
Due to the breakup of HP, you may now have shares of HPInc, HPE, and DXC – in different accounts – and may not have received cash payouts for MFGP or PRSP.
Your current cost basis depends on when you acquired shares as companies were bought, spun off, and merged.
Letters related to your stock:
- "Potential Benefit" letter from U.S. Social Security may refer to stock or an incentive plan. How to decode the letter and who to contact, if necessary
- Letter from "EQ Unify" about your stock? You must take action. Letter is unclear and doesn't cover all choices.
Heads up:
- If a stock dividend or buyout check is not cashed -- and there are no other transactions that were initiated by you on the stock account -- by law, the "unclaimed" timer generally starts. Companies are required to turn over unclaimed property to the state after a specific time period, as little as two years in some states. Uncashed stock-buyout or dividend checks
- Stock options If you exercised stock options last year, you need both a 1099-B and a W-2. How to obtain your W-2 How they work. How they expire. Tax issues: Stock options
If you have stock records or paper stock certificates for a predecessor or successor company: Agilent (A) Autonomy (AUTNF) Compaq (CPQ) DEC (DEC) DXC (DXC) EDS (EDS) Keysight (KEYS) Micro Focus (MFGP) Perspecta (PRSP) Poly/Plantronics (POLY) Tandem (TDM) Other Predecessor Companies
Step-by-Step
HPAA members have developed a step-by-step process to find all your HP/HPE-related stock – and estimate cost basis.
We recommend that you work through your stock situation step-by-step. (Alternatively, Map of stock info on this site )
1. Stock Issues Fundamentals of employee stock.
2. Stock Event Timeline How many shares of which companies should I have? How much cash should I have received?
3. Where is my 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. Stock records. Paper stock certificates. Stock options. Stock in predecessor companies. Unclaimed property.
4. Lost Stock and Uncashed Checks You can easily check the public state unclaimed property sites for lost shares, uncashed stock-buyout or dividend checks, and other stray money.
5. Admin and Broker Issues Plan administrators, transfer agents, and brokerages vary significantly in how (or if) they track lot-by-lot original cost and acquisition date, gain/loss, cash payouts, and current cost basis for the many complex HP-related stock events – and what (if anything) they report to the IRS. Some let you correct your cost basis information, reducing the tax when you sell. Preserve the documents and spreadsheets you used to figure your taxes.
- You can check your cost basis records with our copy of official HP data back to 1959.
- If you don't have good records -- or did not input your lot-and-cost information into your broker's system -- you can use our spreadsheet to estimate your cost basis for most HP/HPE-related stocks for any span of HP employment from 7/1/1959 through the 11/1/2000 plan changeover.
- You can calculate ordinary income/capital gain lot-by-lot from 11/2000 to 10/2017 for most HP/HPE-related stocks.
7. Tax Return Member advice on stock issues for U.S. tax return. Preserve the documents and spreadsheets you used to figure your taxes.
Next step: Stock Basics Review
For specific situations:
Details on Spinoffs: Perspecta Sale Perspecta spinoff from DXC Micro Focus - HPE stock history
Reference information:
Map of stock info on this site The information on this site was developed by a team of former employees using archived SEC filings, contemporaneous press releases, and investor information often no longer available on the original company websites.
Stock Decoder Table The HPAA's central information page for stock -- old and new stock symbols, shares or cash paid, links to more info, state to check for unclaimed stock, official investor FAQ, cost basis allocations.
Official Investor FAQ for each company Gives current transfer agent, state of incorporation to check for Lost Stock and Uncashed Checks, and other key facts.
Stock Price Histories Links to market price history charts for HP/HPE-related stocks.
Stock splits: HP website HPAA Copy Official history of HP stock splits.
Original employee stock purchase prices:
- 2000 through 2010: Official "SOP Historical FMVs & Purchase Prices." (Provided to HPAA by HP Global Equity Administration on October 14, 2013.
- 2011 through 10/31/17: Official "ESPP Historical FMVs & Purchase Prices." (Provided to HPAA by HPInc Global Equity Administration on February 2, 2018.)
Helping each other with life after HP and HPE. Website Map Forums
Independent, member-supported volunteer association. Not officially endorsed or supported. © 2025 Hewlett-Packard Alumni Association, Inc. By using this site you accept these terms.