Ledger Reports Audit Admin Panel

Ledger Reports Audit

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Add Shareholder

Full Name *

Account #

Email

Phone

Address

City

State

Zip Code

Country

Type

Tax ID

Issue Shares

Shareholder *

Stock Type *

Series

Number of Shares *

Certificate #

Transaction Date

Notes

Supporting Documents

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Transfer Stock

From Shareholder

Shareholder *

Stock Details

Stock Type *

Series

Number of Shares *

Transaction Date

To Shareholder

Recipient Type *

Select Shareholder *

Full Name *

Email

Verification

Notary Verification

Stock Power Verified

Letter of Instruction (Saved in DV)

Notes

Supporting Documents

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Cancel Stock

Shareholder *

Stock Type *

Series

Number of Shares *

Cancellation Date

Verification

Notary Verification

Stock Power Verified

Letter of Instruction (Saved in DV)

Reason for Cancellation

Supporting Documents

Click or drag files here (PDF, DOC, JPG, PNG)

Stock Split

Stock Type *

Series

Split Formula

Old Shares

:

New Shares

Example: 10:1 reverse split means 10 old shares become 1 new share

Fractional Share Treatment *

Verification

Board Resolution Verified *

Secretary of State Amendment Verified *

Effective Date *

Notes / Resolution Reference

Generate Cap Table

Export Format *

As of Date

Include in Report

Common Stock

Preferred Stock

Warrants

Options

Show Ownership Percentages