Securities & Transactions

Learn how to run transactions and manage certificates and shareholdings.

Kyle Marks avatar Laura Grégoire avatar
26 articles in this collection
Written by Kyle Marks and Laura Grégoire
Transactions

Share Transaction Task

Assemble documents and manage data for transactions across share classes
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Issuance Transactions

Learn the dynamics of share classes and transactions.
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Transfer Transactions

Learn various ways to transfer shares
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Rollover Transactions

Learn how to record a Rollover in Athennian!
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Managing Certificates

Learn how to create, generate, edit, and delete stock certificates
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Granting, Exercising and Cancelling Options

Learn how to grant, exercise and cancel options in Athennian!
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Granting, Exercising and Cancelling Warrants

Learn how to grant, exercise and cancel warrants in Athennian!
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Transfer Numbers and Registers

Assign a Transfer Number to any Transfer Transaction in Athennian!
Kyle Marks avatar
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!
Laura Grégoire avatar
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
Laura Grégoire avatar
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!
Laura Grégoire avatar
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!
Laura Grégoire avatar
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!
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago