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The Investor List

The investor's list can be found be navigating to the page called ‘Investors’ in the company page menu.

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The investor's page contains a summary of all shareholders in the company. From this page you can perform several actions:

Issue shares 

Transfer shares 

Modify investor

Import investors 

Mail investors 

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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.

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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.

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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.

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At the top of the investor's list, you will find a button called ‘Filter by…’

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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

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The action button on the right of each shareholder. A circle with three dots. Allows you to modify, transfer or issue shares to a shareholder directly from the list.

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