Understanding Entity Relationships

The Relationships tab allows you to view an entity's Org Chart, Interests, and Associations. Below you will find a description of each of these different tabs and what they allow you to see in Athennian.

Org Charts

The Org Chart tab shows ownership relationships between entities described as percentages. Org charts in Athennian are automatically generated based on the equity transactions that are created in the Securities tab. To learn more about the Org Charts tab, consult this Athennian Help Article.

Interests

In the Interests tab you will find a list of all records where an entity holds a key role in another entity such as a principal, shareholder, optionholder, warrantholder title, or where an entity is listed as being a member of a committee of another entity. To export this list to a CSV file, select Export at the top of the list.

Associations

In the Associations tab you will find a list of all records where an entity is referenced in an address or registration. To export this list to a CSV file, select Export at the top of the list.

Understanding People Relationships

The relationships in people profiles are split up into two tabs: Interests and Associations. Below you will find a dewscription of each of these tabs and what they allow you to see in Athennian.

Interests

In the Interests tab you will find a list of all records where a person holds a key role in another entity such as a principal, shareholder, optionholder, warrantholder title, or where a person is listed as being a member of a committee of another entity. To export this list to a CSV file, select Export at the top of the list.

Associations

In the Associations tab you will find a list of all records where a person is referenced in an address or registration of an entity. To export this list to a CSV file, select Export at the top of the list.

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