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Holder

A Holder is the Party that holds a Share or an Instrument on a Company’s cap table.

Properties

PropertyTypeRequiredDescription
partyPartyrequiredThe person or entity behind the holding.

Object

JSON
{
  "$id": "https://api.sb/quietcopy.com/holders/holder_1",
  "$type": "Holder",
  "party": "party_1"
}

Relationships

  • A Holder has many Instruments: each Instrument belongs to one Holder, who sees it, its vesting and its documents. instruments, inverse heldBy.
  • A Holder has many Shares: each Share record belongs to one Holder; a transfer writes a new record for the new Holder. shares, inverse heldBy.

Verbs

  1. createCreates a Holder.
    POST /{namespace}/holdersdoHolder.created
  2. getReturns one Holder by id.
    GET /{namespace}/holders/{id}readNo Event
  3. listReturns Holders, newest first, one page at a time.
    GET /{namespace}/holdersreadNo Event
  4. updateChanges the given properties of a Holder.
    PATCH /{namespace}/holders/{id}doHolder.updated

Permissions

Which Access level may call each Verb. One-way Verbs wait their delay window.

Operationowneradminmemberviewer
Holder.createYesYesYesNo
Holder.getYesYesYesYes
Holder.listYesYesYesYes
Holder.updateYesYesYesNo

Call it

Text
Add a holder to TutorLoop with a party.

Example

A founder holds 4 million common Shares and an option Instrument in her Company. The cap table shows one Holder for her, with both holdings under it.