Owners and shares

Register share series, changes of owner, new share issues and other ownership events in the share register.

You find the share register under Settings > Owners. The page shows the company’s share series, who owns which shares and the history of the events that led there.

Series and share numbers

The shares are held in series, and every share has a number. Ownership is therefore stated as number ranges, for example 1-100, 250-300, and not just as a quantity. That is what allows the share register to show exactly which shares changed owner at each point in time.

When you create a series, you state the date from which it applies. If the historical ownership information is of no interest, you can set a date after the events you do not want to register, and start from there.

Three kinds of ownership events

All changes are registered as events with a date, and the date may be retroactive. It is the logical date when the change took place, not the day you enter it.

• Change owners. You state which shares changed owner and then fill in the new owner. If several changes of owner took place at the same time, they are registered together.
• New share issue. You state the number of new shares. They are automatically given consecutive numbers after the current highest number, and you can distribute them to owners straight away.
• Other change in ownership. The free variant, for what is not a pure change of owner or an issue. Here you should write a description of what the event concerns, since it is otherwise hard to interpret afterwards.

It is also possible to reduce the number of shares. The shares you state are then removed at the end of the series.

What the list shows

Ownership form

When changing owner you also state the ownership form. It controls how the holding is reported and is not the same thing as the number of shares, so check the field when you register a new owner.