Streamline multi-team ownership reporting and uncover deeper corporate insights by configuring custom Ownership Views in Athennian. Model legal, voting, and cascading ownership perspectives from a single trusted record without altering underlying Ownership data.
Overview
Organizations rely on different definitions of ownership across legal, tax, finance, and corporate governance teams. Ownership Views lets Administrators define custom calculation rules and filters—such as interest types, voting rights, and weighted voting—to surface tailored ownership percentages directly in Entities and Structure Charts. By generating multiple perspectives from one authoritative dataset, teams eliminate manual spreadsheet calculations while preserving the integrity of core legal Ownership records and Transactions.
Availability: Customers on the Enterprise plan.
Permissions: Administrator role required to create and configure views.
Key Capabilities
- Custom View Configurations: Filter ownership by holder interest types (legal, beneficial, nominee, trustee) and share classes (voting, non-voting, or all).
- Flexible Calculation Methods: Calculate percentages based on the total number of shares issued or weighted voting rights (votes per share).
- Manual Percentage Overrides: Document and display agreed-upon ownership percentages from off-cap-table legal agreements without altering underlying securities records.
- Top-Down Overall Ownership: Calculate and display cascading, multi-tier indirect ownership across complex parent-subsidiary hierarchies directly within Structure Charts.
Configure Custom Ownership Views
Administrators configure custom Ownership Views at the organization level so teams can apply standardized ownership rules across all Entities.
- Navigate to the top-right Profile icon and select Settings
- Click View Preferences under Application and scroll to Ownership > Ownership Views
- Click + Add View to open the New Ownership View modal
- Enter a Name* (such as "Effective Ownership" or "Legal Voting Ownership")
- Enter a Description that explains the purpose of the view and how Athennian calculates the percentages
- Configure the Rules criteria that records must match to appear in the view:
- Interest Types: Choose which holder interest types are visible in this ownership view such as Legal owner, Beneficial owner, Nominee, Trustee, Trustee in Bankruptcy, Joint Holder, or Tenant in Common, etc. Leave empty to utilize all holder types.AND
- Classes: Add a filter for each class attribute to narrow which classes count. Filter by voting rights by selecting All Classes, Voting Classes Only, or Non-Voting Classes Only.
- Select a Calculation Method: Choose how ownership percentage is calculated to determine how Athennian computes ownership percentages:
- Number of Shares: Every included share counts equally. Calculates percentages based on the number of issued shares or units held.
- Votes per Share: Weighted by votes per share. Calculates weighted ownership based on the voting rights attached to each share or unit across Classes.
- Click Save to make the Ownership View available across Entities and Structure Charts
Note: Athennian applies all configured rules together using AND logic, meaning only Holders and Transactions matching every selected parameter appear in the resulting Ownership View.
Review Ownership Views in an Entity
Once Administrators configure Ownership Views, users can inspect calculated percentages at the holder level inside any Entity.
- Open an Entity and navigate to Securities > Ownership Views (located directly below Ownership)
- Select the target Ownership View tab
- Review the table displaying qualifying Owner - Counted Interest, Amount, Calculated % and any Override % values
Tip: Hover over the tooltip icon next to the Ownership View title to inspect its Description and verify the criteria driving the calculation.
Note: If an Entity holds no records matching a view's filter criteria—for example, when applying Votes per Share to Non-Voting Classes—the table displays no records.
Override Calculated Ownership Percentages
When governing documents, side letters, or specific tax arrangements require ownership percentages that differ from mathematical share ratios, Administrators can apply manual overrides.
- Open an Entity and navigate to Securities > Ownership Views
- Select the target Ownership View tab
- Locate the relevant Owner - Counted Interest (Holder) in the table and click the Override % field
- In the Edit Ownership Percentage modal, specify an ownership percentage that applies only in this view
- Enter the custom Ownership % percentage and Save the update
- Clear the custom value at any time to restore the default calculated percentage
Important: Applying or removing a percentage override updates only the displayed percentage in that Ownership View and in Structure Charts; underlying Ownership records and Transactions remain unchanged.
Visualize Ownership Views in Structure Charts
Users can apply custom Ownership Views and trace indirect, top-down ownership across multi-tiered corporate structures inside Structure Charts.
- Open Structure Charts for an Entity
- Open the Ownership View selector at the bottom of the chart and choose a custom view from any available ("Effective Ownership") to replace default direct Ownership percentages with the view's calculated and overridden figures
- Toggle on Show Overall Ownership % to display cumulative, top-down ownership percentages from parent Entities down through subsidiaries and multi-level holdings inside each node
Tip: Click on Connections from the left-side action modal in Structure Charts and toggle off Capital Classes option to view streamlined cascading ownership percentages from the top parent Entity to the bottom subsidiary.
Frequently Asked Questions (FAQ)
Does configuring an Ownership View alter legal share transactions?
No. Ownership Views function as real-time analytical lenses over existing data. Underlying transactions, share certificates, and legal registers remain unchanged.
No. Ownership Views function as real-time analytical lenses over existing data. Underlying transactions, share certificates, and legal registers remain unchanged.
Can non-administrative users create or modify views?
No. Only Administrators can configure presets in Settings to ensure standardization across the organization. All users with entity viewing permissions can toggle between saved views.
Can Ownership Views calculate complex contractual profit distributions (waterfalls)?
Ownership Views calculates ownership based on shares issued, interest types, and voting weights. It does not calculate complex contractual economic arrangements (such as carry or preferred distributions) automatically, though administrators can input documented percentage overrides manually to reflect these arrangements.
What happens if a share class doesn't carry voting rights in a voting weight view?
If a view evaluates voting weight and a share class has 0 votes per share, the system will not calculate voting ownership for those holdings and will display no matching records.
Video Instructions
Watch the walkthrough below to see how to configure custom Ownership Views, apply percentage overrides, and visualize top-down Overall Ownership in Structure Charts: