What information do I need to provide on my historical shareholder spreadsheet?

Your historical shareholder spreadsheet should be a complete list of all shareholders in your company with the total amount of shares held by each shareholder. 

The exact information includes but is not limited to the following: 

• Name
• Address
• Tax ID
• Email Address
• Number of Shares
• Total Amount Invested
• Restrictions

If your historical shareholder spreadsheet is deficient in any of the above categories, please speak with your DealMaker Shareholder Services account manager who will be able to assist. 

Please click here for more information about why transfer agents require complete data sets.