Share register starter templates by jurisdiction

About this template

The share register starter is a template for the corporation's statutory securities register (also called the stock ledger in US terminology). The register is the foundational record of who owns shares: each issuance, transfer, redemption, and cancellation is entered as the action happens. The register isn't optional; every common-law corporation statute requires the corporation to maintain it. The starter template provides the columns, structure, and initial entries to start the register correctly at incorporation.

When you need it

• At incorporation, to record the founder issuances
• Migrating from a spreadsheet register to a structured one
• When the existing register has drift and needs to be rebuilt
• When establishing a new entity in a multi-entity portfolio

What it should cover

• Shareholder name and address
• Share class and series (common, preferred series A, preferred series B, etc.)
• Number of shares held
• Certificate number (or uncertificated reference)
• Date of issuance
• Consideration paid
• Reference to authorizing resolution
• Transfer history columns (cancellation date, transferred-to entry)
• Notes for restrictions (transfer restrictions, voting agreements, etc.)