Computershare

Guides on recording ownership via capital and non-capital means.

Ownership

Explore the Components of Capital Ownership

Review Capital Ownership Screens

Create a Security Record on the Security Screen

Review Authorized Amendments and Amendment Types

Record Authorized Amendments on Authorized Summary Screen

Security Transactions and Transaction Types

Record an Issuance of Shares on the Stockholder/Shareholder Summary Screen

Record a Disposal of Shares on the Stockholder/Shareholder Summary Screen

Record a Transfer of Shares on the Stockholder/Shareholder Summary Screen

A guide on how to add share transactions to an entity in GEMS.

Update Stockholder/Shareholder Balance from the Snapshot Panel

A guide to recording Joint Shareholders in GEMS.

Record Joint Shareholders in GEMS

A guide to changing the beneficial owner for a share transaction.

Record Changes to Beneficial Ownership of Shares

A guide to adjusting the amount paid on shares/stocks

Record Changes to Amount Paid for Shares

A guide on exchanging one security for another in GEMS, e.g., conversions, renominalizations, etc.

Record an Exchange of One Security for Another

A guide on how to edit existing share transactions on an entity in GEMS.

Edit Security Transactions

Guides on recording stockholder/shareholder transactions for subsidiaries

Capital Ownership (Stockholder/Shareholder Transactions)

Explore the Components of Non-Capital Ownership

Record New Members and Partners

Update an Entity's Existing Members and Partners

Guides on recording members and partners for subsidiaries

Non-Capital Ownership (Members and Partners)

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CORE 2026

GEMS Academy

GEMS Webinar Schedule

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