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.
On this page
Before you start
- If you are an administrator: open the shareholder's profile from the shareholder list.
- If you are a shareholder: open your own profile. We explain this in See your position in the company.
Open the tab#
- On the profile, click the "Transactions" tab. At the top you will see the "Shareholder transactions" table, with one row for each operation that shareholder has been a party to.
- Read the row. The columns are explained below.
- Scroll down to "Dividends". Below is the table with the dividend distributions they have received.
What each column says#
| Column | What it says |
|---|---|
| No. | The number of the operation. |
| Type | Which operation it was: a capital increase, a share transfer, a renumbering… |
| Date | The date of the operation. |
| Amount | What this shareholder paid or received in the operation. |
| Premium | The share premium they paid above the nominal value. Only in operations that create new shares, such as a capital increase. |
| No. of Shares | How many shares were affected, with a sign: + if they came into their position, − if they left it. |
It is their part of the operation#
A capital increase may issue a million shares among several shareholders. In this tab you only see the ones this shareholder subscribed. To see the whole operation, with all its parties, open it from Transactions, in the menu.
The same goes for a share transfer: the sign in "No. of Shares" tells you which side they were on. With +, they bought, and the shares came into their position; with −, they sold and the shares left.
The numbering of their shares, from which number to which number, is not in this tab: it is in "Share ranges", in the Summary tab.
Frequently asked questions#
Why does a renumbering not change the number of shares?
Because no shares come in or go out: only their numbers change. The shareholder holds the same shares as before, with different numbering.
An operation is missing. Can I add it from here?
No. Operations are recorded with "Add Operation", and once recorded they appear automatically on the profile of every shareholder who took part. We explain this in Register an operation: what each type asks for.
Do dividends show up here?
Yes, in their own table, "Dividends", below the operations. What they have received also counts in the shareholder's return.
Related
- 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.
- 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.
- Register an operation: what each type asks for Every operation is registered from "Add Operation", on the Operations screen. The first step is almost the same for all types: the date, the document, the comments and the notary details. What changes is the second, because each type does something different to the share capital: create or cancel shares, change their owner, distribute money, reorganize them or exchange them for shares in another 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.