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".
On this page
Before you start
- Administrator access to the company.
- If you are going to add someone: their name or company name, their tax identification number and, if you have it, their email.
What you see in the list#
In the menu, open the "Shareholders" group and click "Shareholders". At the top you have four figures: "Number of shareholders", "No. of shares", "Share capital" and "Syndicated". Below, each row is a shareholder of Sociedad Ejemplo, S.A., with these columns:
| Column | What it says |
|---|---|
| No. | The shareholder's number in the register. |
| Shareholder | Name or company name and email. |
| Shares | How many shares they hold today. |
| Nominal | What their shares add to the share capital: shares times nominal value. |
| Total Premium | What they paid above the nominal value when subscribing for their shares. |
| %ND | Their percentage of the shares that exist today, undiluted. |
| %Current D. and %FD | Their percentage if instruments that can convert into shares are also counted: options, plan units, convertible notes. |
To the right of the table, the "Columns" and "Filters" panels let you choose which columns to show and filter the rows.
If a shareholder holds shares of several classes, their row expands to show the detail by class: how many they hold of each and their numbering, from the first to the last.
Find and open a shareholder#
- Type in the search box. "Search by shareholder or entity..." filters the list as you type. If the company has many shareholders, the list is paginated.
- Click the name. The shareholder's profile opens, with their shares, their operations, their documents and their details.
The same shareholders can also be viewed as cards, one per shareholder, with their main figures: it is the "Shareholder Cards" entry in the "Shareholders" group.
Add a shareholder#
There is no dedicated button for adding a shareholder: you do it from the operations menu.
- Click "Add Operation" and choose "New Shareholder". The "Add Shareholder" form opens.
- Choose the type. "Individual" or "Legal entity".
- Fill in "Shareholder/Company name" and the "Tax identification number". The first name and surnames, or the company name if it is a company. Add the "Email" if you have it: it is where notices of meeting will be sent.
- Click "Add Shareholder". The shareholder is created, still without shares.
Adding someone does not give them shares. Shares come in through an operation: a capital increase, a share transfer, an inheritance. Until you record it, the shareholder appears in the register without shares.
Next to "Add Operation" there are also "Upload list", "Upload encumbrances" and "Upload operations", to load in one go what you already have elsewhere. They accept PDF, Word and Excel files.
What happens next#
- The new shareholder can now be chosen as a party to an operation.
- Their profile is open for you to complete the rest of their details in the "Details" tab: address, registry data, representative.
- When you record the operation that gives them shares, their figures appear in the list and in the register of registered shares.
Frequently asked questions#
What is the difference between %ND and %FD?
%ND counts only the shares that exist today: it is what each shareholder holds right now. %FD also counts everything that could convert into shares. That is why %FD is equal to or lower than %ND.
A shareholder appears twice. Why?
Almost always because they were added twice with slightly different names. Before adding someone, search for them in the list: if they already exist, use them in the operation instead of creating another one.
Is it the same as the register of registered shares?
They are the same shareholders and the same shares, read in a different way. The list is for working: searching, opening a profile, adding. The register of registered shares is the complete record, which you read as a whole. We explain this in The register of registered shares.
Related
- 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.
- 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.
- 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.
- 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.