Duration: 7 - 8mins

  • Review acquisitions and disposals over a selected period

  • Compare previous and current holdings, percentages and rankings

  • Place movements within the wider register context

  • Identify activity that may require further review or reporting

Before the next Board meeting, I need to understand whether significant acquisitions or disposals have changed the shareholder base.

Movements help identify significant changes in individual registered holdings. A movement records what changed; it does not necessarily explain why the transaction took place or identify the underlying beneficial owner.

Before you start, you'll need:

  • Access to the Registry section

  • A register or share class to review

  • Permission to view shareholder information

Next up:

Produce a share registration report for the Board

Learn how to combine Registry views and reports into a concise, evidence based Board update.

Produce a share registration report for the Board

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