How to Search for a Shareholder in Issued Options?

The shares of your company are held by a shareholder who receives dividends.

Note: You must first add a shareholder. If there are 20 shareholders in your company profile and you want to add more, kindly upgrade your account.

With the new search filters, that helps to search for a shareholder based on a specific criterion.

Search for a shareholder profile in Options issued

The shareholder profile can be looked up in the options issued since Eqvista maintains a record of every shareholder record. There are two ways in which you can search for shareholders in issued options.

Here are the steps to follow:

Step 1: Log into your Eqvista account and select the company account to search for a shareholder profile in the options section.

Method 1

On the dashboard, click on the search box on the right of the company name drop-down menu. Here, you can search for shareholders or pages to navigate quickly. Let’s assume that you want to search for a shareholder using the grant name. To do so, type the grant name in the search bar as shown below.

Note: The search feature is only available for company users, not for shareholder accounts.

Once you click, you will be redirected to the option grant detail page.

Note: You can add a document to the grant by clicking on “Add Document”. Check out the support article to know more about adding documents to grants.

Method 2

On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu and select “Options”.

Step 2: If you have too many grants under one class and you want to see shares belonging to one holder, use the “Search” feature.

To do so, you can click the option class created to get the overview of the class and list of shareholders issued under the class along with details such as grant name, options, price, ownership and status.

Note: On this page, click on “Create New Class” to create an option class and if you have created one, you can issue options and implement a vesting schedule.