Stock Transfer Ledger for Virginia



A _________________ Corporation

Date Issued Certificate No. Shareholder Name and Residence Received From Number and Classes of Shares Amount Paid


Instructions for Your Stock Transfer Ledger

This stock transfer ledger will provide the easiest manner for keeping track of stock issued from your company as well as stock transfers between shareholders. The following provides additional details on key aspects of your document.

Date Issued

Remember that the date the shares are officially issued will be the date as either reflected on the stock certificate or otherwise in another official transfer document, such as a shareholders' agreement.

Certificate Number

This is the certificate identification number. You can usually locate it by looking near the top of the stock certificate.

Received From

This question refers to the party that sold or transferred the stock to the new shareholder of those shares. The party could either be the company itself during a stock issuance or a prior shareholder.

Number and Classes of Shares

It is important to be as accurate as possible when answering this question. Therefore, it is recommended that you use the same language as used on the stock certificate to describe the shares that were transferred. Note whether the shares are common stock or preferred stock and whether the shares are a part of any class or series. For instance, you might enter, "500 Common Stock Class A and 100 Preferred Shares." Keep in mind that many companies don't use classes, in which case you would simply write "500 Common Stock."

Next Steps

The ledger should be kept with the corporate records. It is recommended to also note the transfers in your next corporate minutes recognizing and approving the transfer of shares.

Please note that the language you see here changes depending on your answers to the document questionnaire.

Stock Transfer Ledger

Use a stock transfer ledger to record stock transfers and company issuances. File this important document with your corporate records to stay compliant.

We provide step-by-step guidance to make the process as simple and fast as possible. The ledger records the relevant stock certificate information as well as the parties and shares involved.

Start now and let LegalNature's documents do the heavy lifting for your company.

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user guide icon Help Guide

This guide provides an explanation of the key terms and considerations when creating a stock transfer ledger. Here we elaborate on the step-by-step guidance we provide you when answering our document questionnaire.

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checklist icon Checklist

Review the basic steps you will need to follow before and after completing a stock transfer ledger. This includes tips on gathering information, storing your agreement, and completing related documents.

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