Ownership and equity documents
A record of who owns the company and how much each holder has.
Record who owns what share of the company.
- Business / Legal document
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Key features
Total issued and classes
A section for the total issued and the classes and rights of each.
Holder-by-holder table
Space for four holders, each with address, class, amount, share of the whole, date acquired and what was given, and an attached page for more.
Options and convertible rights
A section for rights that may become ownership, to be written “none” if there are none.
Restrictions and charges
Which documents restrict transfers, and any interests that are charged, pledged or claimed.
Updated when things change
A statement that a change takes effect when entered in the register and the record is replaced by a new signed one.
About this document
A record of ownership interests lists a company's holders at a given date: how much is issued, who holds what, when and what was given for it, along with any options, restrictions and charges.
It is a statement to complete by hand and sign. It works for shares, units or percentage interests, so it fits both corporations and LLCs.
Is this document right for you?
Useful when
- You need a clear snapshot of ownership for an investor, buyer or lender
- Ownership has changed several times and nothing is up to date
- You are preparing for a sale or fundraising
Commonly used by
- Company secretaries
- Founders and owners
- Businesses preparing for investment
Not sure? about your situation first.
Alternatives
These are separate documents, for different jobs.
- Share issuance documentsIssue new shares and record who receives them.View document
- Shareholder agreementsGovern how shareholders own, vote and sell their shares.View document
- Equity-compensation documentsGrant employees shares or options as part of their pay.View document
- Certificate of IncumbencyConfirm who a company's current directors and officers are.View document
When to use this
- Before a funding round, to show who owns what
- After a share transfer, to record the new position
- When a lender asks for a statement of ownership
What happens next
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More in Shareholder & Ownership
- Founder agreementsAgree roles, equity and decisions between co-founders.View document
- Shareholder agreementsGovern how shareholders own, vote and sell their shares.View document
- Share issuance documentsIssue new shares and record who receives them.View document
- Equity-compensation documentsGrant employees shares or options as part of their pay.View document
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Questions
About the ownership and equity documents
No. A company's register of shareholders or members has its own role. This is a signed record at one date, and it points to the register for how changes take effect.
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