Stock Purchase Plans

You may have purchased shares of HPE or HP stock through the Employee Stock Purchase Plan (ESPP). Depending on your circumstances, you may have also purchased stock under one of the following prior Stock Purchase Plans:

The HP Share Ownership Plan (SOP) prior to November 1, 2010;
The legacy HP Stock Purchase Plan (SPP) prior to November 1, 2000; or
The pre-merger Compaq Employee Stock Purchase Plan (ESPP) prior to March 13, 2002 (all Compaq stock purchased under this plan was converted to HP stock with a conversion rate of 0.6325).

The chart below summarizes what happens when you leave HPE.

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Decide whether to hold, sell, or transfer shares. You continue to own, monitor, and manage shares accumulated as a result of participation in a Stock Purchase Plan.

Program	What happens when you leave HPE
Employee Stock Purchase Plan (ESPP) HP Share Ownership Plan (SOP), for shares purchased prior to November 1, 2010	If you leave HPE, your participation in the Employee Stock Purchase Plan (ESPP) ends. HPE will refund accumulated contributions for the current Offering Period on the next available payroll-processing schedule and mail the check to your address of record. If your termination date is the final day of an Offering Period, your contributions will be used to purchase shares and won’t be refunded. For information about your Employee Stock Purchase Plan (ESPP), you can log on and access your Fidelity Account through the website using the user name and password you used while you were working at HPE. You can also call a Fidelity Stock Plan Services (Fidelity) representative: U.S.: 1-800-409-4015 Outside the U.S.: Use the following link: nb.fidelity.com/public/nb/default/resourceslibrary/articles/HowtoContactaFidelitySPSRep# For historical information on the ESPP (prior to April 2015) or the Share Ownership Plan (prior to November 1, 2010), call Computershare between 3 a.m. and 9 p.m. ET (12 a.m. and 6 p.m. PT) at 1-888-892-4853 (within the U.S.) or 1-201-296-4789 or 1-201-680-6941 (outside the U.S.). You may continue to hold your shares in the Fidelity account for as long as you wish. You also have the option to sell your shares at any time through Fidelity, with the same fees and disbursement options that are in effect for all ESPP and SOP participants. You may also request that the shares be transferred to another broker if your shares have been held through the mandatory holding period, which is two years from the cycle entry date for each Offering Period. Dividend shares aren’t subject to the holding period. If you request a transfer to another broker, Fidelity will sell the fractional shares and the proceeds ( minus applicable fees) will remain in your account until you give instructions to send a wire or mail a check to your address on record with Fidelity at the time of the transfer. If you continue to hold shares in your Fidelity account, your election to have your dividends reinvested into additional shares will continue to apply. If you have not elected to reinvest dividends, you’ll continue to receive a dividend check. If you choose to sell shares through Fidelity, the timing will be the same as for all ESPP and SOP participants. Funds will be disbursed on the settlement date, with the exception of disbursements in non-U.S. currencies, which take additional time. If you request a transfer to another broker, please allow approximately two weeks for the shares to be transferred. Fidelity will sell the fractional shares and the proceeds (minus applicable fees) will remain in your account until you give instructions to send a wire or mail a check to your address on record with Fidelity at the time of the transfer. If you haven’t received your proceeds, contact Fidelity Stock Plan Services. Keep in mind that you’ll be responsible for managing your account and updating your address with Fidelity after you leave HPE. Fidelity will make a statement available electronically, which will be sent to the email address that you provide. The statement will be sent within three business days after each purchase or transaction is completed. In addition, an annual account statement will be available electronically and will include information about your purchases, sales, or dividends reinvested during the year. Fidelity will also send you a monthly statement (or quarterly statement, if there has been no activity in your account). To update your address, inquire about your shares, or sell or transfer shares, contact Fidelity directly.
Legacy HP Stock Purchase Plan (SPP)	Shares previously purchased through the SPP are unaffected. You continue to own, monitor, and manage any shares remaining in your Direct Registration Service (DRS) account at Equiniti (formerly Wells Fargo Shareowner Services), and you can generally transfer or sell shares at any time. If you have questions regarding shares previously purchased through the SPP or you need to request a legacy HP SPP Historical Statement, contact Computershare Investor Services at 1-312-360-5100.
Pre-Merger Compaq Employee Stock Purchase Plan (ESPP)	Shares previously purchased through the ESPP are unaffected and you can generally transfer or sell shares at any time. You continue to own, monitor, and manage any shares remaining in your Morgan Stanley account. If you have questions, contact Morgan Stanley at 1-210-677-3712, or log on to stockplanconnect.com.

Program

What happens when you leave HPE

Employee Stock Purchase Plan (ESPP)

HP Share Ownership Plan (SOP), for shares purchased prior to November 1, 2010

If you leave HPE, your participation in the Employee Stock Purchase Plan (ESPP) ends. HPE will refund accumulated contributions for the current Offering Period on the next available payroll-processing schedule and mail the check to your address of record. If your termination date is the final day of an Offering Period, your contributions will be used to purchase shares and won’t be refunded.

For information about your Employee Stock Purchase Plan (ESPP), you can log on and access your Fidelity Account through the website using the user name and password you used while you were working at HPE. You can also call a Fidelity Stock Plan Services (Fidelity) representative:

U.S.: 1-800-409-4015

Outside the U.S.: Use the following link:

nb.fidelity.com/public/nb/default/resourceslibrary/articles/HowtoContactaFidelitySPSRep#

For historical information on the ESPP (prior to April 2015) or the Share Ownership Plan (prior to November 1, 2010), call Computershare between 3 a.m. and 9 p.m. ET (12 a.m. and 6 p.m. PT) at 1-888-892-4853 (within the U.S.) or 1-201-296-4789 or 1-201-680-6941 (outside the U.S.).

You may continue to hold your shares in the Fidelity account for as long as you wish. You also have the option to sell your shares at any time through Fidelity, with the same fees and disbursement options that are in effect for all ESPP and SOP participants. You may also request that the shares be transferred to another broker if your shares have been held through the mandatory holding period, which is two years from the cycle entry date for each Offering Period. Dividend shares aren’t subject to the holding period. If you request a transfer to another broker, Fidelity will sell the fractional shares and the proceeds ( minus applicable fees) will remain in your account until you give instructions to send a wire or mail a check to your address on record with Fidelity at the time of the transfer.

If you continue to hold shares in your Fidelity account, your election to have your dividends reinvested into additional shares will continue to apply. If you have not elected to reinvest dividends, you’ll continue to receive a dividend check.
If you choose to sell shares through Fidelity, the timing will be the same as for all ESPP and SOP participants. Funds will be disbursed on the settlement date, with the exception of disbursements in non-U.S. currencies, which take additional time.
If you request a transfer to another broker, please allow approximately two weeks for the shares to be transferred. Fidelity will sell the fractional shares and the proceeds (minus applicable fees) will remain in your account until you give instructions to send a wire or mail a check to your address on record with Fidelity at the time of the transfer. If you haven’t received your proceeds, contact Fidelity Stock Plan Services.

Keep in mind that you’ll be responsible for managing your account and updating your address with Fidelity after you leave HPE. Fidelity will make a statement available electronically, which will be sent to the email address that you provide. The statement will be sent within three business days after each purchase or transaction is completed. In addition, an annual account statement will be available electronically and will include information about your purchases, sales, or dividends reinvested during the year. Fidelity will also send you a monthly statement (or quarterly statement, if there has been no activity in your account). To update your address, inquire about your shares, or sell or transfer shares, contact Fidelity directly.

Legacy HP Stock Purchase Plan (SPP)

Shares previously purchased through the SPP are unaffected. You continue to own, monitor, and manage any shares remaining in your Direct Registration Service (DRS) account at Equiniti (formerly Wells Fargo Shareowner Services), and you can generally transfer or sell shares at any time. If you have questions regarding shares previously purchased through the SPP or you need to request a legacy HP SPP Historical Statement, contact Computershare Investor Services at 1-312-360-5100.

Pre-Merger Compaq Employee Stock Purchase Plan (ESPP)

Shares previously purchased through the ESPP are unaffected and you can generally transfer or sell shares at any time. You continue to own, monitor, and manage any shares remaining in your Morgan Stanley account. If you have questions, contact Morgan Stanley at 1-210-677-3712, or log on to stockplanconnect.com.