Contents 

Introduction
License
Register & Purchase
Tutorial
Step 1 - Enter Initial Data
Companies
People
Step 2 - Maintain The Database
Corporate Calendar
Director Meetings
Dividends
Officers, Directors, Shareholders
Professional Resources
Shareholder Meetings
Stock Register
Step 3 - Create Documents
Select A Template
Answer Questions
Modify in Word Processor
Saved Documents
Reports & Labels
To-Do List
User's Guide
Corporate Profile
Personnel
Officers and Directors
Director Meetings
Stockholder Meetings
Stock Register
Enter Transactions
Stock Transfer Ledger
Shareholders
Stock Types
Professional Resources
Resident Agent
Attorney
Accountant
Realtor
Banker
Broker
More Resources
Create Documents
Resolutions
Questions
Saved Resolutions
Corporate Calendar
Automated To-Do List
Word Processor
Word Processor
Text Ruler
Word Processor Toolbar
Text Formating Toolbar
Toolbars
Navigation Toolbar
Standard Toolbar
Word Processor Toolbar
Text Formating Toolbar
Reports & Labels
Corporate Law Links
Application Limitations & File Descriptions
Mininimum System Requirements

Corporate Manager Software

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Stock Register

 

Shareholders

 

Purpose:  This form provides information on the number of shares of stock held by each stockholder.  This information is needed to determine the number of votes each shareholder has at stockholder meetings as well as the dollar amount of dividends to be paid to each stockholder.

 

Overview:  In addition to displaying the number of shares of each type of stock owned by each shareholder it also displays the number of shares that the corporation has outstanding and the amount of treasury stock held by the company.

 

 

Details:  Click the underlined links below for details.

 
 


 
 
 
 
 
 
 
 

 

 

Related Information:

 

1.  Adding A Transaction Record
 
      (Not available from this form.)

2.  Deleting A Transaction Record
 
      (Not available from this form.)

3.  Modifying A Transaction Record 
 
      (Not available from this form.)

4.  Record Navigation
-  The First/Prior/Next/Last buttons are not available from this form.  Use the scroll bar on the right side of the form.

 

5.  List and Find
 
      (Not available from this form.)

6.  Reports The following reports are accessible from the Reports option on the main menu. While moving from one form to another the report options change.

-  Details for Selected Transaction
- Stockholders for Selected Company
- Corporate Ledger for
          Selected Company
          All Companies by Company
          All Companies by Buyer
          All Companies by Seller
          All Companies by Date
-  Stock Types for
          Selected Company
          For All Companies by Company
-  Dividend
          Dividends for Selected Company
          Dividends for All Companies

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Company Tabs:  Use these tabs to navigate through the companies in the database.  As company names are selected the stock register for that company appears on the form.       GO TOP

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Pages:  These are a second set of tabs under the Company tabs that are used to move through the functional areas of the Stock Register.  The areas include: 1.) Enter Transactions, 2.) Stock Transfer Ledger, 3.) Shareholders, and 4.) Stock Types and Dividends.    GO TOP

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Names of Shareholders:  The shareholder names are listed on the left side of the form.   GO TOP

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Common Shares:  The most common stock is common stock.  Usually common shareholders vote based on the number of common shares they own.  1,000 shares of stock gets the owner 1,000 votes at a shareholder meeting.  The rules governing the voting rights, the rights to dividends, and the rights to liquidated assets should the company fail are described in the company’s bylaws..   GO TOP

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Preferred Shares:  Preferred shares are usually non-voting shares that guarantee the holders the right to a share of the company profits and a guarantee to the liquidated assets of the company if the corporation must be dissolved.
    
GO TOP

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Stock Options:  A stock option is a right to purchase a company’s stock for a specified price in the future no matter what the stock is selling for at the time.  Some new companies offer stock options to certain employees as a part of their benefit package.  The objective is to give the holder of the option more incentive to increase the profitability of the company thus increasing the value of the company’s stock and the stock options.  Obviously this strategy can work for publicly traded companies or companies that intend to go public in the near future but it is of little value for closely held corporations.  Usually the company will purchase or retain it’s own shares of stock at the market value in order to permit the holder of the option to buy the shares at the previous price and sell the shares at the current market value which should have increased in over the period of time the stock was being held by the company.    GO TOP

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Stock Options Outstanding:  These are stock options from the company’s point of view.  How many stock options do employees have the right to purchase at some time in the future.    GO TOP

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Preferred Shares Outstanding:  This is the number of preferred shares that the company has sold or otherwise distributed, and has not repurchased. .   GO TOP

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Common Shares Outstanding:  This is the number of common share the company has sold or otherwise distributed and has not repurchased.    GO TOP

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