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Securities & Transactions
Securities & Transactions
Learn how to run transactions and manage certificates and shareholdings.
26 articles in this collection
Written by
Kyle Marks
and
Laura Grégoire
The Basics
Getting Started: Transaction Fundamentals
Learn the basics of capital, transactions, shareholdings and certificates.
Written by
Laura Grégoire
Updated over a week ago
Generating Registers and Ledgers
Learn how easy it is to generate registers and ledgers in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Transactions
Share Transaction Task
Assemble documents and manage data for transactions across share classes
Written by
Laura Grégoire
Updated over a week ago
Issuance Transactions
Learn the dynamics of share classes and transactions.
Written by
Laura Grégoire
Updated over a week ago
Transfer Transactions
Learn various ways to transfer shares
Written by
Laura Grégoire
Updated over a week ago
Rollover Transactions
Learn how to record a Rollover in Athennian!
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
Granting, Exercising and Cancelling Options
Learn how to grant, exercise and cancel options in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Granting, Exercising and Cancelling Warrants
Learn how to grant, exercise and cancel warrants in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Transfer Numbers and Registers
Assign a Transfer Number to any Transfer Transaction in Athennian!
Written by
Kyle Marks
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
Exchange & Conversion of Shares
Learn how to exchange or convert one share class for another share class within an Entity
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
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
Adding Members to a Limited Liability Company (LLC)
Learn how to add a member to an LLC!
Written by
Laura Grégoire
Updated over a week ago
Cancellation Transactions
Redemption Transactions
Learn how to redeem shares in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Repurchase Transactions
Learn how to repurchase shares in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Cancellation Transactions
Learn how to cancel shares in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Retraction Transactions
Learn how to retract shares in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Dividends
Cash Dividends
Learn how to declare cash dividends in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Share Dividends
Learn how to create share dividend transactions in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Corrections/Deletions
Correcting Transfers
Learn how to correct transfer transactions and related certificates!
Written by
Laura Grégoire
Updated over a week ago
Correcting Certificate Numbers
Learn how to correct certificate numbers using Administrative Edit!
Written by
Laura Grégoire
Updated over a week ago
Correcting Transactions and Related Certificates
Learn how to correct transactions and related certificates using Administrative Edit!
Written by
Laura Grégoire
Updated over a week ago
Updating Net Shares on a Share Certificate
Learn how easy it is to update the net shares on a certificate!
Written by
Kyle Marks
Updated over a week ago
Deleting 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