Prototype on a fictional company. Not a securities offering, not a transfer agent, not legal advice and not a share marketplace. Nothing here is a real share and no real company is listed.
Transfer check
Filled in with the example: an employee wants to transfer 500 units. Change anything; the result follows.
You can still submit: the failed rules are stored with the request, and it cannot be recorded until they are met.
3 of 11 rules not met
Specimen, fictionalAs of 10 Mar 2027. These are rule checks against the rules an entity set. They are not a legal conclusion.
- Class not frozenMet
- Units above zeroMet
- A different recipientMet
- Units heldMet
- Units vestedNot met
- Recipient on the listNot met
- Listing in datedepends on the rule beforeNot checked
- Transfer window openNot met
- Class lockup passedMet
- Holder lockup passedMet
- Within the holder capMet
- Units vested
NOT_VESTED450 of the sender's 1,200 units are vested; 750 are not. The request is for 500.To meet it: Ask for 450 units or fewer, or wait until 500 have vested. - Recipient on the list
RECIPIENT_NOT_LISTEDThe recipient is not on this class's eligibility list.To meet it: An admin or officer adds the recipient to the list. - Transfer window open
WINDOW_CLOSEDNo transfer window is open at this time.To meet it: Request again once the next window opens on 1 May 2027.
Met: class not frozen, units above zero, a different recipient, units held, class lockup passed, holder lockup passed, within the holder cap.
The date-based rules all clear on 1 May 2027. Rules that need a person, such as a list or a cap, are not counted here.
The numbers behind it
- Sender holds
- 1,200 units, 450 vested and free, 750 not vested
- Recipient holds
- 0 units
- Recipient's listing
- Not on the list
- Next open window
- 1 May 2027
- Holders in the class
- 4 of a cap of 12
Requests
Requested, then approved by someone else, then recorded. Recording runs every rule again.
No requests yet. Submit one above to see it move through the steps.