Sale
Choose a sale when shares change hands, regardless of whether current owners sell among themselves or new shareholders are added. The transaction event Sales can consist of one or more transactions. If one owner has sold to another, it is a single transaction. Multiple sales can be entered in the same transaction event. Please take a look at the guide below.
Start by clicking "Shareholder register" in the left menu and on the "New action" button.
To create a new transaction event, the last transaction needs to be locked. Click on the "Transaction history" tab to see all transactions in the shareholder register.
Set the action type to sale, date, and select the share type. If necessary, add documents or write notes. Proceed by clicking the "Create action" button.
Then, it's possible to specify the sale transaction by clicking the "New transaction" button.
Sale to an existing owner
Select the seller from the dropdown menu, and select the "Existing owner" option. You can then choose from the dropdown menu below among the existing owners.
Transaction Data
You can select the number of shares to sell. You can also set a price per share. A share series is then automatically generated, but you can configure and add your share series by clicking "Add series". You can adjust the current ownership distribution. If necessary, add notes and continue by clicking "Save".
Sale to new owner
Select the seller, and select the "New owner" option. You can then choose whether the new owner is a physical person or a legal entity. Fill in the relevant information about the new owner.
Transaction Data
You can select the number of shares to sell. You can also set a price per share. A share series is then automatically generated, but you can configure and add your share series by clicking "Add series". You can adjust the current ownership distribution. If necessary, add notes and continue by clicking "Save".
In this view, you can add more sales to the same transaction event by clicking "New transaction". Then, the same view as above opens. When the transaction event is complete, click "Lock".
The transaction is then found in the "Transaction History" tab.