Share History

How to input your company's Share History on Ownr

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Written by Jordan Casey
Updated over a week ago

Your share history includes all share issuances and transfers for your company. 

Share Issuance

Share issuances are the shares issued to the owners directly from the company. This is otherwise known as shares issued from 'Treasury'.

When you first incorporated, all shares that were initially issued to the owners would have been from the company. After incorporation, you may have issued shares to owners directly from the company. 

When onboarding your company to Ownr, you need to input each individual event. 

To do so, first click 'Add Share Event'. You'll then be prompted to fill out the following information:

Share Transfer

A share transfer occurs when one shareholder transfers/sells their shares to another person or company. 

When onboarding your company to Ownr, you will need to input each individual share transfer event. 

To do so, first click 'Add Event'.  Then switch the type to 'Transfer'. You'll then be prompted to fill out the following information:

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