Entity pillar · v0.16.0
shareholder Shareholder
Shareholder record.
$id · https://corpospec.com/schemas/v0.16.0/shareholder.schema.json
Fields
| Field | Type | Required | Description |
|---|---|---|---|
| board_representation | BoardRepresentation | yes | Board / observer-seat representation. |
| confidentiality | Confidentiality | yes | Cross-cutting confidentiality classification used across privacy, security, knowledge, IR pillars. Default rendering rule: `corpospec-report` excludes `Restricted | BoardOnly | InvestorOnly` records from public output unless an explicit audience parameter overrides. See BDR 0076 §1. |
| entity | PathRef | yes | PathRef to the entity whose equity is held. |
| fully_diluted_economic_pct | number | yes | Total economic pct on a fully-diluted basis. |
| fully_diluted_voting_pct | number | yes | Total voting pct on a fully-diluted basis. |
| holdings | ShareholderHolding[] | yes | |
| id | PathRef | yes | Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$` |
| kind | ShareholderKind | yes | Shareholder party kind. |
| onboarded_at | IsoDate | yes | ISO 8601 date (YYYY-MM-DD). |
| party | PathRef | yes | PathRef to the party (person or other entity). |
| status | ShareholderStatus | yes | Lifecycle. |
| exited_at | IsoDate? | — | |
| protective_provisions | PathRef[] | — | PathRefs to consent / protective provisions held by this shareholder (e.g. veto rights). |
| shareholder_agreement_ref | PathRef? | — | PathRef to shareholder agreement. |
| transfer_restriction_summary | string? | — | Transfer-restriction summary (e.g. lock-up until 2027-01-01). |
| ubo_ref | PathRef? | — | PathRef to UBO record (if applicable). |
Definitions
Shared types referenced within this schema.
BoardRepresentation
Board / observer-seat representation.
Confidentiality
Cross-cutting confidentiality classification used across privacy,
security, knowledge, IR pillars. Default rendering rule: `corpospec-report`
excludes `Restricted | BoardOnly | InvestorOnly` records from public output
unless an explicit audience parameter overrides. See BDR 0076 §1.
IsoDate
ISO 8601 date (YYYY-MM-DD).
type: string
PathRef
Path-based cross-reference relative to .corpospec/ root.
Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
pattern: ^[a-z0-9_-]+(/[a-z0-9_.-]+)+$
ShareholderHolding
Per-class holding line.
type: object
ShareholderKind
Shareholder party kind.
ShareholderStatus
Lifecycle.
Reference in your YAML
# yaml-language-server: $schema=https://corpospec.com/schemas/v0.16.0/shareholder.schema.json