The Shareholders tab lists the entities (both individuals and companies) that own stock (are shareholders) in the corporate entity displayed in the header. Each shareholder of interest, the number of shares each shareholder owns, as well as the percentage of stock owned by the shareholder, are maintained in this tab. This tab tracks the state of the shareholders interest in the corporate entity. The Shareholders tab does not track the individual stock transactions for a shareholder over time.
The Shareholders tab is accessed by clicking on the tab in the binder section of the Corporate Secretary notebook. If you have questions about entering or modifying tab data, refer to Adding Tab Data, Updating Tab Data, or Deleting Tab Data. The Shareholders tab displays in tabular view as described below.
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Field |
Description |
Required (Y/N) |
|
Stockholder |
The owner of a corporate entity’s or subsidiary’s stock (can be an individual or a company). When adding or updating a record, select a value from the dropdown menu. |
Y |
|
Stock Class |
The kind of stock that has been purchased or acquired. Initially implement this column as a single dropdown that contains all the finer classifications of stock (e.g., ”Class A Common”). The types of stock that are listed in the dropdown on this tab should be constrained to the types of stock that have been authorized for issue on the Authorized Stock tab |
N |
|
Shares Owned |
The number of shares of stock of the designated type that are owned by the stockholder. |
N |
|
Currency |
The form of money in which the stockholder's shares are valued. |
N |
|
Paid-in Capital |
Cash received from investors for stock. |
N |
|
% Owned |
A calculated field that specifies the percentage of a specific type of stock that is owned by a stockholder, relative to the total number of shares of stock authorized for issue of the respective type by the corporate entity. The scripts and/or components need to be configured to calculate this percentage. This field cannot be modified. |
N |
|
Start Date |
The date the shares were purchased. Defaults to the current date. If entering or updating a record, click in the field to open a calendar to select the applicable date. |
Y |
|
End Date |
The date when the shares were sold. If entering or updating a record, click in the field to open a calendar to select the applicable date. |
Y |
|
Note |
A freeform field used to describe the status of the authorized stock. Enter or view the contents of this field without scrolling by clicking |
N |
Note: LawManager tab records include fields containing audit and security information. For a detailed explanation of these fields, see Viewing Audit Fields and Security Information.
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