| name | stock-ledger-certificates |
| title | Stock Ledger and Certificates |
| description | Drafts stock ledger and certificate packages for U.S. corporations, including master equity ledger, certificate templates, transfer procedures, and officer certification. Extracts capitalization data from formation documents. Use when forming a corporation, issuing initial shares, or establishing equity ownership records. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/stock-ledger-certificates |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | corporate |
| language | en |
| tags | ["drafting"] |
Stock Ledger and Certificates
Drafts the official equity ownership package: master stock ledger, individual certificate templates, transfer procedure block, and officer certification.
Prerequisites
- Articles of Incorporation — legal name, state, authorized shares, par value, share classes
- Bylaws or Organizational Minutes — authorized officers, transfer restrictions
- Shareholders' Agreement (if any) — ROFR provisions, transfer restrictions
- Existing stock records (if any) — prior issuances, certificate numbers
Quick Start
Extract from uploaded formation documents: (1) authorized capital by class, (2) par value per class, (3) initial issuances and consideration, (4) officer names for signature blocks. Draft all six sections below in sequence.
Output Structure
1. Document Header
| Field | Content |
|---|
| Corporation Name | Full legal name |
| State of Incorporation | From articles |
| Date of Incorporation | From articles |
| Document Title | Stock Ledger and Stock Certificates |
| Prepared As Of | Current date |
2. Authorized Capital Structure
| Class | Shares Authorized | Par Value | Authorizing Document |
|---|
| Common | [#] | $[X] / No par | Articles of Incorporation, §[X] |
| Preferred | [#] | $[X] / No par | Articles of Incorporation, §[X] |
3. Stock Ledger Table
| Cert. No. | Date Issued | Shareholder | Shares | Class | Consideration | Transfer / Notes |
|---|
| 001 | [Date] | [Full legal name] | [#] | Common | $[X] cash / [desc] | — |
- Number certificates sequentially from 001
- Flag gaps or inconsistencies in uploaded records
- Cancelled certificates: "CANCELLED — [date], replaced by Cert. No. [X]"
