Shares and ownership

You can record ownership information in Diligent Entities through shares and share classes.

You can view ownership information in both the classic and modernized versions of Entities. In classic Entities, you can create an manage share classes, allot, transfer, and dispose of shares, and create relationships to represent ownership through other means than shares. In modernized Entities, you can view ownership information in a streamlined table.

Ownership in classic Entities

You can create, view, edit and cancel share classes on the Share Classes page under Ownership inside the company record.

• Share Classes

• Create a Share Class

• Cancel a Share Class

You can allot, transfer, and dispose of shares and view shareholder information on the Shareholders page.

• Shareholders

• Allot Shares to a Shareholder

• Transfer Shares

• Record a Share Disposal

Corporate relationships document control by means other than shares, such as votes in the board, capital contributions that are not connected to shares, or loans that grant voting or capital rights to the lender. For example, you can create a corporate relationship to record a joint venture. To find out more, go to Corporate Relationships.

Ownership in modernized Entities

The modernized Entities experience provides you with a streamlined table inside the company record, from which you can view and analyze ownership information.

Ownership information about a company is available inside the company record, on the Ownership page.

Information on the Ownership page is presented on the following tab:

• The Relationships tab shows ownership relationships by other means, such as votes in the board, capital contributions that are not connected to shares, or loans that grant voting or capital rights to the lender. For example, a corporate relationship can represent a joint venture. For more information, refer to Create Corporate Relationships.

Access ownership details

Follow these steps to view ownership details:

1. In modernized Entities, select Entities > Companies.

2. From the table that appears, select a company you want to access.

3. To review information about ownership, switch to the Ownership page.

4. Use the following options to filter and customize the view:

   • Search Directly search information about the company.

   • Columns Using this option, you can customize the look of the table. For more information, refer to Columns.

   • Select entity names in the table to open a detailed view. You can also select the More icon next to the name to access the same information.
   • To switch from the modernized Entities view to the classic version, select Manage in classic Entities. For more information, refer to Navigating to classic Entities from modernized version.