Securities & Transactions

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

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

Rollover Transactions

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

Updating Net Shares on a Share Certificate

Kyle Marks avatar
Written by Kyle Marks
Updated over a week ago

Issuing Shares or Units

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

Options & Warrants

Issuing, Exercising & Cancelling Options & Warrants
Nicole Burch avatar
Written by Nicole Burch
Updated over a week ago

Transfer Number

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

Share Transfers

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

Correcting Transfers Using Administrative Edit

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
Nicole Burch avatar
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!
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