Securities & Transactions

Learn how to create classes of securities, run transactions, and manage certificates and shareholdings.

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22 articles in this collection
Written by Adrian Camara, Kyle Marks, Nicole Burch and 2 others

The Basics

How do I generate registers and ledgers?

Written by Laura Grégoire
Updated over a week ago

Getting Started: Transaction Fundamentals

Learn the basics of capital, transactions, shareholdings and certificates.

Written by Adrian Camara
Updated over a week ago

How do I add Members to a Limited Liability Company (LLC)?

Written by Kyle Marks
Updated over a week ago

Updating Certificate Numbers

Written by Laura Grégoire
Updated over a week ago

How to delete share transactions and related share certificates

Step by step guide on how to properly delete share transactions and the related share certificates involved.

Written by Kyle Marks
Updated over a week ago

Updating Transactions and Related Certificates

Written by Laura Grégoire
Updated over a week ago

Managing Certificates

Learn how to create, generate, edit, and delete stock certificates

Written by Adrian Camara
Updated over a week ago

Transactions

How do I update net shares on a certificate?

Written by Kyle Marks
Updated this week

Issuing Shares or Units

Learn the dynamics of share classes and transactions.

Written by Laura Grégoire
Updated over a week ago

Options & Warrants

Issuing, Exercising & Cancelling Options & Warrants

Written by Nicole Burch
Updated over a week ago

Transfer Number

Assign a Transfer Number to any Transfer Transaction in Athennian!

Written by Kyle Marks
Updated over a week ago

Transferring Shares

Learn how to transfer shares

Written by Kyle Marks
Updated over a week ago

Can I transfer shares onto an existing share certificate?

Learn how to consolidate two or more certificates held by the same shareholder!

Written by Laura Grégoire
Updated over a week ago

Updating Transfers

Written by Laura Grégoire
Updated over a week ago

Exchange & Conversion of Shares

Learn how to exchange or convert one share class for another share class within an Entity

Written by Nicole Burch
Updated over a week ago

Other Transaction (Share Certificate Replacement)

Learn how to replace a lost, damaged, improperly signed or erroneous share certificate!

Written by Laura Grégoire
Updated over a week ago

Shareholder Name Change

Learn how to change a shareholder's name and update its records in its subsidiaries to reflect the name change!

Written by Laura Grégoire
Updated over a week ago

Classes & Alterations

Add a New Share or Unit Class

Written by Amy Atfield
Updated over a week ago

Import a Share or Unit Class

Learn how to Import a Share or Unit Class if you have already set up a Share Class within the platform and wish to duplicate the details.

Written by Amy Atfield
Updated over a week ago

Share/Stock/Unit Split

Learn how to complete a Share/Stock/Unit Split in Athennian

Written by Amy Atfield
Updated over a week ago

Redeem, Repurchase, Gift or Retract Shares

Learn how to bring stock back into treasury via different transaction types

Written by Adrian Camara
Updated over a week ago

Share/Stock/Unit Consolidation

Learn how to Consolidate Shares of an issued Share/Stock/Unit Class.

Written by Amy Atfield
Updated over a week ago