Securities & Transactions

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

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24 articles in this collection
Written by Kyle Marks, Nicole Burch, Amy Atfield and 1 other

The Basics

Generating Registers and Ledgers

Written by Laura Grégoire
Updated this week

Getting Started: Transaction Fundamentals

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

Written by Laura Grégoire
Updated this week

Adding Members to a Limited Liability Company (LLC)

Written by Laura Grégoire
Updated this week

Correcting Certificate Numbers Using Administrative Edit

Written by Laura Grégoire
Updated over a week ago

How to delete transactions and related certificates

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

Written by Laura Grégoire
Updated over a week ago

Correcting Transactions and Related Certificates Using Administrative Edit

Written by Laura Grégoire
Updated over a week ago

Managing Certificates

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

Written by Laura Grégoire
Updated over a week ago

Transactions

Rollover Transactions

Learn how to record a Rollover in Athennian!

Written by Laura Grégoire
Updated over a week ago

Updating Net Shares on a Share Certificate

Written by Kyle Marks
Updated over a week ago

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

Share Transfers

Learn various ways to transfer shares

Written by Laura Grégoire
Updated over a week ago

Transferring 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

Correcting Transfers Using Administrative Edit

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

Deleting a Share Class

Learn how to delete a share class

Written by Laura Grégoire
Updated over a week ago

Add a New Share/Unit Class

Written by Amy Atfield
Updated over a week ago

Importing Share/Unit Classes

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 Laura Grégoire
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