Shareholders and register
The shareholder register, share classes, encumbrances and each shareholder's position.
- The shareholder list The shareholder list shows who holds shares in the company, how many and what percentage they represent, undiluted and diluted. From there you open each shareholder's profile, and a new one is added with "Add Operation" › "New Shareholder".
- The register of registered shares Sttok's register of registered shares is the complete record of who holds shares in the company, of which class and in what percentage. It is not edited: it builds itself from the recorded operations, and it can be read in several views, from the summary by class to the history of each operation.
- Share classes and numbering A class groups the shares that carry the same rights: how many votes they give, their nominal value and whether they have preferences or restrictions. Each share also carries a number, and knowing which numbers belong to whom is what makes it possible to transfer specific shares.
- Group shareholders with categories Categories are labels the company puts on its shareholders, such as "Founders", "Investors" or a family branch, to group them and find them together. There are also three categories that Sttok assigns on its own from encumbrances: Co-owner, Usufruct and Other encumbrances.
- Encumbrances on shares: usufruct, pledge, co-ownership and option An encumbrance is another person's right over some shares: a usufruct, a pledge, an attachment or a call option. Co-ownership is recorded in the same place even though it is not an encumbrance: the shares belong to several people at once. In Sttok each one is recorded against the specific shares it affects, with its dates and its status, on the shareholder's profile.
- Record and cancel an encumbrance An encumbrance is recorded from the profile of the shareholder whose shares it affects, with "Add encumbrance", in two steps: the encumbrance details (type, dates, numbering and deed) and its participants. When it is lifted, its end date is recorded.
- A shareholder's Transactions tab The Transactions tab on a shareholder's profile lists the operations they have taken part in, with their type, date, amount and the shares that came into or left their position, and below that the dividends they have received. It is their part of each operation, not the whole operation.
- A shareholder's return (ROI) The "Investment and return" block in the Summary tab of a shareholder's profile compares what they have put into the company with what they have received from it. What was invested comes from the capital increases they subscribed and the shares they bought; what was received, from what they were paid when selling and from dividends. The difference is their realized result.
- Issue a certificate for a shareholder A certificate attests, with an administrator's signature, something about the shareholder according to the register of registered shares: that they hold certain shares (ownership), what they are worth (value) or what they have received from the company (income), among others. Sttok generates it from the recorded data and stores it in the Documents tab of the shareholder's profile, under "Issued by the company".
- See your position in the company Your shareholder profile in Sttok tells you how many shares you hold, what percentage of the company they represent, which class they are and what their numbering is. It also shows what you have invested and received, the operations you have taken part in, the dividends you have received and your documents, such as certificates.