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 and 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 organized into tabs and tables.

Ownership in classic Entities

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

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

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

In modernized Entities you can view ownership information organized into tabs and tables.

Note

You can view this information in modernized Entities and in classic Entities, but you can't edit it in modernized Entities. To make changes, use classic Entities. For more information about the two Entities experiences, see Modernized Entities.

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 tabs:

  • The Share class tab shows information about the share classes of the company such as the name of the class or the nominal value of the class. You can also find the capital and the voting weightings which are automatically calculated by the system based on the number of issued shares and the number of votes in the case of voting weighting or the number of issued shares and the nominal value in the case of capital weighting. The list on the Share class tab is displayed on one page with infinite scroll. Use the Load more button toggle to replace the infinite scroll with a Load more button allowing you to display entries in batches instead.

  • The Shareholders tab shows information about the shareholders of the company such as the shareholder's name and the number of shares they hold. You can also find the percentage of class, the voting percentage, and the capital percentage which are automatically calculated based on the information you entered. The list on the Shareholders tab is displayed on one page with infinite scroll. Use the Load more button toggle to replace the infinite scroll with a Load more button allowing you to display entries in batches instead.

  • 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.

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:

    • Switch to Share class, Shareholders, or Relationships to access different ownership details.

      On the Share class tab, use the Capital and shares switcher to adjust the type of information available in the list. On the Shareholders tab, toggle between Share class and Shareholder to display different information in the table.

    • 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.

    • Sorting or ordering Use multicolumn sorting to organize results by multiple fields in a defined priority order. Sort by any supported column, then press Shift and select additional columns to add secondary or tertiary sort levels. You can add as many sort columns as you need. For more information, refer to Sorting or ordering table 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.