The investor's list can be found be navigating to the page called ‘Investors’ in the company page menu.
The investor's page contains a summary of all shareholders in the company. From this page you can perform several actions:
The table shown on the page contains the following columns:
Name: Name of shareholder and link to personal profile (insert link to article)
Category: The category for the shareholder
Shares: How many shares the shareholders has
Votes: How many votes the shareholder has
Share classes: Which share classes the shareholder posses
If clicking on the arrow at the left of each shareholder a dropdown will appear showing all the transactions for the specific shareholder.
From this drop-down, you can choose to see details for each transaction by clicking on the text ‘view transactions’
A new table will appear showing:
Purchased: The date of purchase
Type: Which type of transaction it is
Price per share: The price per share
Quantity: The quantity of shares bought
Cost: Total cost of shares purchased
Balance: Total balance of shares after the transactions
In the top left corner you can choose to include revoked transactions. This will show any transactions the company have chosen to revoke.
From here you can see even more details about the transaction by clicking the highlighted transaction type. When doing this a popup will appear showing a detailed summary including documents attached to the transaction.
At the top of the investor's list, you will find a button called ‘Filter by…’
When clicking on this a dropdown will appear showing the following fields:
Name, email or reg. no: This field allows you to search for a shareholder by name, mail or company registration number.
Choose date: This function allows you to view how your shareholder register looked like a specific date back in time
Include drafts: By checking this box you will be able to see all your draft transactions (insert link) on the investor's list.
Clear all: This will clear all previous search criteria's