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Reports

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Companies
This report is a listing of all of the corporations you work with.
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Stockholders
This report will contain all of the stockholders in a particular corporation.
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Ceased Stockholders
A report that shows stockholders that no longer own any shares of stock in a particular corporation.
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All Stockholders
A report listing all of the stockholders in a particular corporation.
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Certificates Issued
All of the stock certificates issued by a corporation will be in this report.
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Individual Certificates Issued
This report includes current stock certificates issued to a selected individual or an entity of a corporation.
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All of an Individual's Certificates
This report would include all of the certificates ever issued to an individual or an entity of a corporation.
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Cancelled Certificates
All of the cancelled certificates of a corporation will show in this report.
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Mailing Labels
Mailing labels for current stockholders with first name and then last name.
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Mailing Labels
Mailing labels for current stockholders with last name and then first name.
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Mailing Labels
Mailing labels for all stockholders with first name and then last name.
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Mailing Labels
Mailing labels for all stockholders with last name and then first name.
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Ownership Summary
A summary report of stock ownership in the corporation including stockholder or entity name (first name, last name), the number of shares held, percentage of ownership, total adjusted basis and fair market value of the stock.
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Ownership Summary
A summary report of stock ownership in the corporation including stockholder or entity name (last name, first name), the number of shares held, percentage of ownership, total adjusted basis and fair market value of the stock.
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