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How do I find the details for a former or historical shareholder?
How do I find the details for a former or historical shareholder?
Alison Perkins avatar
Written by Alison Perkins
Updated over 4 months ago

When a shareholder exits your company (ie. sells all of their shares and other holdings) they become a former shareholder, and no longer appear on your list of current shareholders on your shareholders page.

Here are some ways that company administrators can find the details for a former or historical shareholder:

  1. Filter your shareholders at a past date using the field 'View as on date' and click the 'Filter results' button. Select a date before the shareholder exited the company.

  2. Find the share transactions involving any former shareholder by visiting your transaction history via the menu option for 'Share register' > 'Transaction history' and filtering for the former shareholder name.

  3. Download your full share register. The share transactions of former shareholders are included in your share register.

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