openapi: 3.0.1 info: title: Shareworks Admin REST API description: Shareworks Admin REST API version: 1.0.0 servers: - url: https://shareworks.solium.com/rest/admin description: Production - url: https://sum-qa02.shareworks.com/rest/admin description: Sandbox security: - accessToken: [] paths: /v1/auth/tokens: post: tags: - Authentication Token - Read Access summary: POST Auth Token description: Create a JWT authentication request and retrieve an access token operationId: issue responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/AccessTokenResponse' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/refresh/tokens: post: tags: - Authentication Token - Read Access summary: POST Refresh Auth Token description: Create a JWT authentication request and get a new access token operationId: refresh parameters: - name: Shareworks-Request-Id in: header description: An identifier unique to this request. If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response. required: false schema: type: string requestBody: content: application/json: schema: $ref: '#/components/schemas/AccessTokenRequest' responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/AccessTokenResponse' '400': description: "The request was unacceptable, often due to missing a required\ \ parameter, malformed query, or malformed request body.\n\nAlso occurs\ \ when using Shareworks-Request-Id header if: \n- A previous request\ \ with the identifier has been submitted but is not yet complete \n \ \ - errors[] will include {code: 461, message: A request with the provided\ \ Shareworks-Request-Id is currently in-progress} \n- A previous, but\ \ different, request was already processed with the same identifier \n\ \ - errors[] will include {code: 460, message: The provided Shareworks-Request-Id\ \ header is not unique for this user}" content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/terminate/tokens: post: tags: - Authentication Token - Read Access summary: POST Terminate Token description: 'Revoke access to the token ' operationId: terminateSession parameters: - name: Shareworks-Request-Id in: header description: An identifier unique to this request. If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response. required: false schema: type: string requestBody: content: application/json: schema: $ref: '#/components/schemas/AccessTokenRequest' responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/AccessTokenResponse' '400': description: "The request was unacceptable, often due to missing a required\ \ parameter, malformed query, or malformed request body.\n\nAlso occurs\ \ when using Shareworks-Request-Id header if: \n- A previous request\ \ with the identifier has been submitted but is not yet complete \n \ \ - errors[] will include {code: 461, message: A request with the provided\ \ Shareworks-Request-Id is currently in-progress} \n- A previous, but\ \ different, request was already processed with the same identifier \n\ \ - errors[] will include {code: 460, message: The provided Shareworks-Request-Id\ \ header is not unique for this user}" content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/authorized-capital: get: tags: - Authorized Capital - Read Access summary: GET Authorized Capital description: Retrieve the top-level calculated cap table information for the company operationId: getCompanyEquityDetails parameters: - name: companyId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/AuthorizedCapitalDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/authorized-capital/plan/{planId}: get: tags: - Authorized Capital - Read Access summary: GET Authorized Capital Plan description: Retrieve an in-depth calculated summary for the specified plan operationId: getCompanyPlanDetails parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: planId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/PlanSummaryDetailsWithGrants' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/authorized-capital/securities/{classOfSecurities}: get: tags: - Authorized Capital - Read Access summary: GET Authorized Capital Class description: Retrieve an in-depth calculated summary for the specified class of securities operationId: getCompanySecuritiesDetails parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: classOfSecurities in: path required: true schema: type: string responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/ClassOfSecuritiesDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/authorized-capital/409a: get: tags: - Authorized Capital - Read Access summary: GET 409A Valuations description: Retrieve a list of the 409A valuations for all funds within a company operationId: getFundDetails parameters: - name: companyId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/FundDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/authorized-capital/designations: get: tags: - Authorized Capital - Read Access summary: GET Stock Designations (All) description: Retrieve a list of all stock designations within a company operationId: getStockDesignations parameters: - name: companyId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/SecuritiesDesignationDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/award-type: get: tags: - Award Type - Read Access summary: GET Award Type (All) description: Retrieve a list of all award types assigned to the specified company operationId: getAllAwardTypeDetails parameters: - name: companyId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: type: array items: $ref: '#/components/schemas/AwardTypeDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/integration: post: tags: - Company Integration - Read Access summary: POST Company Integration Key description: Verifies and Activates a Company Integration Key operationId: submit parameters: - name: Shareworks-Request-Id in: header description: An identifier unique to this request. If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response. required: false schema: type: string requestBody: content: application/json: schema: $ref: '#/components/schemas/CompanyIntegrationRequest' responses: '201': description: Successfully activated the Company Integration Key content: application/json: schema: $ref: '#/components/schemas/CompanyIntegrationDetails' '400': description: "The request was unacceptable, often due to missing a required\ \ parameter, malformed query, or malformed request body.\n\nAlso occurs\ \ when using Shareworks-Request-Id header if: \n- A previous request\ \ with the identifier has been submitted but is not yet complete \n \ \ - errors[] will include {code: 461, message: A request with the provided\ \ Shareworks-Request-Id is currently in-progress} \n- A previous, but\ \ different, request was already processed with the same identifier \n\ \ - errors[] will include {code: 460, message: The provided Shareworks-Request-Id\ \ header is not unique for this user}" content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company: get: tags: - Company - Read Access summary: GET Company (All) description: Retrieve the details of all managed companies operationId: getAllCompanyDetails parameters: - name: pageSize in: query description: Number of items to return per page. Default is 50. Maximum is 250 schema: type: integer format: int32 - name: pageNumber in: query description: Which page of the data set to fetch. Default is 1. schema: type: integer format: int32 responses: '200': description: OK headers: Page-Number: description: Identifies which page of the target data set is returned in this response (1 to n). (Only present when the response is paginated) style: simple Page-Size: description: The number of items per page used to paginate the target data set. (Only present when the response is paginated) style: simple content: application/json: schema: type: array items: $ref: '#/components/schemas/CompanyDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json post: tags: - Company - Write Access summary: POST Company (Create) description: Create a new private company with the default setup operationId: createCompany parameters: - name: Shareworks-Request-Id in: header description: An identifier unique to this request. If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response. required: false schema: type: string requestBody: content: application/json: schema: $ref: '#/components/schemas/CompanyCrudRequest' responses: '201': description: Created. An object is created and returned content: application/json: schema: $ref: '#/components/schemas/CompanyDetails' '400': description: "The request was unacceptable, often due to missing a required\ \ parameter, malformed query, or malformed request body.\n\nAlso occurs\ \ when using Shareworks-Request-Id header if: \n- A previous request\ \ with the identifier has been submitted but is not yet complete \n \ \ - errors[] will include {code: 461, message: A request with the provided\ \ Shareworks-Request-Id is currently in-progress} \n- A previous, but\ \ different, request was already processed with the same identifier \n\ \ - errors[] will include {code: 460, message: The provided Shareworks-Request-Id\ \ header is not unique for this user}" content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}: get: tags: - Company - Read Access summary: GET Company (Single) description: Retrieve the details of the specified company operationId: getCompanyDetails parameters: - name: companyId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/CompanyDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json put: tags: - Company - Write Access summary: PUT Company (Update) description: Update the details of the specified company operationId: updateCompany parameters: - name: companyId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/CompanyCrudRequest' responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/CompanyDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/plan: post: tags: - Plan - Write Access summary: POST Plan (Create) description: Create a plan for the specified company operationId: createEquityIncentivePlan parameters: - name: Shareworks-Request-Id in: header description: An identifier unique to this request. If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response. required: false schema: type: string - name: companyId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/SharePoolPlanCreationRequest' responses: '201': description: Created. An object is created and returned content: application/json: schema: $ref: '#/components/schemas/SharePoolPlanDetails' '400': description: "The request was unacceptable, often due to missing a required\ \ parameter, malformed query, or malformed request body.\n\nAlso occurs\ \ when using Shareworks-Request-Id header if: \n- A previous request\ \ with the identifier has been submitted but is not yet complete \n \ \ - errors[] will include {code: 461, message: A request with the provided\ \ Shareworks-Request-Id is currently in-progress} \n- A previous, but\ \ different, request was already processed with the same identifier \n\ \ - errors[] will include {code: 460, message: The provided Shareworks-Request-Id\ \ header is not unique for this user}" content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/stakeholder/{stakeholderId}/stock-certificate: get: tags: - Stock Certificate - Read Access summary: GET Stock Certificate (All) description: Retrieve the details of all stock certificates belonging to the specified stakeholder operationId: getStockCertificates parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: stakeholderId in: path required: true schema: type: integer format: int32 - name: pageSize in: query description: Number of items to return per page. Default is 50. Maximum is 250 schema: type: integer format: int32 - name: pageNumber in: query description: Which page of the data set to fetch. Default is 1. schema: type: integer format: int32 responses: '200': description: OK headers: Page-Number: description: Identifies which page of the target data set is returned in this response (1 to n). (Only present when the response is paginated) style: simple Page-Size: description: The number of items per page used to paginate the target data set. (Only present when the response is paginated) style: simple content: application/json: schema: type: array items: $ref: '#/components/schemas/StockCertificateDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json post: tags: - Stock Certificate - Write Access summary: POST Stock Certificate (Create) description: Create a stock certificate for the specified stakeholder operationId: createStockCertificate parameters: - name: Shareworks-Request-Id in: header description: An identifier unique to this request. If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response. required: true schema: type: string - name: companyId in: path required: true schema: type: integer format: int32 - name: stakeholderId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/StockCertificateCrudRequest' responses: '201': description: Created. An object is created and returned content: application/json: schema: $ref: '#/components/schemas/StockCertificateDetails' '400': description: "The request was unacceptable, often due to missing a required\ \ parameter, malformed query, or malformed request body.\n\nAlso occurs\ \ when using Shareworks-Request-Id header if: \n- A previous request\ \ with the identifier has been submitted but is not yet complete \n \ \ - errors[] will include {code: 461, message: A request with the provided\ \ Shareworks-Request-Id is currently in-progress} \n- A previous, but\ \ different, request was already processed with the same identifier \n\ \ - errors[] will include {code: 460, message: The provided Shareworks-Request-Id\ \ header is not unique for this user}" content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/stakeholder/stock-certificate/{stockCertificateId}: get: tags: - Stock Certificate - Read Access summary: GET Stock Certificate (Single) description: Retrieve the details of the specified stock certificates operationId: getStockCertificate parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: stockCertificateId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/StockCertificateDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json put: tags: - Stock Certificate - Write Access summary: PUT Stock Certificate (Update) description: Update the details of the specified stock certificate operationId: updateStockCertificate parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: stockCertificateId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/StockCertificateCrudRequest' responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/StockCertificateDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/authorized-capital/stock-designation: post: tags: - Stock Filing - Write Access summary: POST Stock Filing Designation (Create) description: Create a new stock filing by adding one new stock designation to the most recent filing operationId: createStockFilingWithNewDesignation parameters: - name: Shareworks-Request-Id in: header description: An identifier unique to this request. If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response. required: false schema: type: string - name: companyId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/StockFilingWithNewDesignationCreationRequest' responses: '201': description: Created. An object is created and returned content: application/json: schema: $ref: '#/components/schemas/StockFilingDetails' '400': description: "The request was unacceptable, often due to missing a required\ \ parameter, malformed query, or malformed request body.\n\nAlso occurs\ \ when using Shareworks-Request-Id header if: \n- A previous request\ \ with the identifier has been submitted but is not yet complete \n \ \ - errors[] will include {code: 461, message: A request with the provided\ \ Shareworks-Request-Id is currently in-progress} \n- A previous, but\ \ different, request was already processed with the same identifier \n\ \ - errors[] will include {code: 460, message: The provided Shareworks-Request-Id\ \ header is not unique for this user}" content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/authorized-capital/stock-filing/latest: get: tags: - Stock Filing - Read Access summary: GET Stock Filing (Latest) description: Retrieve the details of the company's most recent stock filing operationId: getStockFilingLatestDetails parameters: - name: companyId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/StockFilingDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/vesting-schedule: get: tags: - Vesting Schedule - Read Access summary: GET Vesting Schedule (All) description: Retrieve the details of all vesting schedules for the specified company operationId: getAllVestingScheduleDetails parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: pageSize in: query description: Number of items to return per page. Default is 50. Maximum is 250 schema: type: integer format: int32 - name: pageNumber in: query description: Which page of the data set to fetch. Default is 1. schema: type: integer format: int32 responses: '200': description: OK headers: Page-Number: description: Which page of the data set to fetch. Default is 1. style: simple Page-Size: description: Number of items to return per page. Default is 50. Maximum is 250 style: simple content: application/json: schema: type: array items: $ref: '#/components/schemas/VestingScheduleDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json post: tags: - Vesting Schedule - Write Access summary: POST Vesting Schedule (Create) description: Create a vesting schedule for the specified company operationId: createVestingSchedule parameters: - name: Shareworks-Request-Id in: header description: An identifier unique to this request. If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response. required: false schema: type: string - name: companyId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/VestingScheduleCrudRequest' responses: '201': description: Created. An object is created and returned content: application/json: schema: $ref: '#/components/schemas/VestingScheduleDetails' '400': description: "The request was unacceptable, often due to missing a required\ \ parameter, malformed query, or malformed request body.\n\nAlso occurs\ \ when using Shareworks-Request-Id header if: \n- A previous request\ \ with the identifier has been submitted but is not yet complete \n \ \ - errors[] will include {code: 461, message: A request with the provided\ \ Shareworks-Request-Id is currently in-progress} \n- A previous, but\ \ different, request was already processed with the same identifier \n\ \ - errors[] will include {code: 460, message: The provided Shareworks-Request-Id\ \ header is not unique for this user}" content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/vesting-schedule/manual: get: tags: - Vesting Schedule - Read Access summary: GET Manual Vesting Schedules (All) description: Retrieve the details of all manual vesting schedules for the specified company operationId: getAllManualVestingScheduleDetails parameters: - name: companyId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: type: array items: $ref: '#/components/schemas/VestingScheduleDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/vesting-schedule/{vestingScheduleId}: get: tags: - Vesting Schedule - Read Access summary: GET Vesting Schedule (Single) description: Retrieve the details of the specified vesting schedule operationId: getVestingScheduleDetails parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: vestingScheduleId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/VestingScheduleDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json put: tags: - Vesting Schedule - Write Access summary: PUT Vesting Schedule (Update) description: Update the details of the specified vesting schedule operationId: updateVestingSchedule parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: vestingScheduleId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/VestingScheduleCrudRequest' responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/VestingScheduleDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/board/appointment: post: tags: - Company Board - Write Access summary: POST Company Board Appointment (Create) description: Create a company board appointment to assign a stakeholder to the board operationId: createAppointment parameters: - name: Shareworks-Request-Id in: header description: An identifier unique to this request. If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response. required: false schema: type: string - name: companyId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/CompanyBoardAppointmentCreateCrudRequest' responses: '201': description: Created. An object is created and returned content: application/json: schema: $ref: '#/components/schemas/CompanyBoardAppointmentDetails' '400': description: "The request was unacceptable, often due to missing a required\ \ parameter, malformed query, or malformed request body.\n\nAlso occurs\ \ when using Shareworks-Request-Id header if: \n- A previous request\ \ with the identifier has been submitted but is not yet complete \n \ \ - errors[] will include {code: 461, message: A request with the provided\ \ Shareworks-Request-Id is currently in-progress} \n- A previous, but\ \ different, request was already processed with the same identifier \n\ \ - errors[] will include {code: 460, message: The provided Shareworks-Request-Id\ \ header is not unique for this user}" content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/board: get: tags: - Company Board - Read Access summary: GET Company Board description: Retrieve the details of the company board for officer/director tracking, including details of the company board appointments operationId: getCompanyBoard parameters: - name: companyId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/CompanyBoardDetailsWithAppointments' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json put: tags: - Company Board - Write Access summary: PUT Company Board (Update) description: Update the details of the company board for officer/director tracking operationId: updateCompanyBoard parameters: - name: companyId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/CompanyBoardCrudRequest' responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/CompanyBoardDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json post: tags: - Company Board - Write Access summary: POST Company Board (Create) description: Create the company board for officer/director tracking operationId: createCompanyBoard parameters: - name: Shareworks-Request-Id in: header description: An identifier unique to this request. If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response. required: false schema: type: string - name: companyId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/CompanyBoardCrudRequest' responses: '201': description: Created. An object is created and returned content: application/json: schema: $ref: '#/components/schemas/CompanyBoardDetails' '400': description: "The request was unacceptable, often due to missing a required\ \ parameter, malformed query, or malformed request body.\n\nAlso occurs\ \ when using Shareworks-Request-Id header if: \n- A previous request\ \ with the identifier has been submitted but is not yet complete \n \ \ - errors[] will include {code: 461, message: A request with the provided\ \ Shareworks-Request-Id is currently in-progress} \n- A previous, but\ \ different, request was already processed with the same identifier \n\ \ - errors[] will include {code: 460, message: The provided Shareworks-Request-Id\ \ header is not unique for this user}" content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/board/appointment/{appointmentId}: get: tags: - Company Board - Read Access summary: GET Company Board Appointment description: Retrieve the details of the specified company board assignment operationId: getBoardAppointment parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: appointmentId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/CompanyBoardAppointmentDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json put: tags: - Company Board - Write Access summary: 'PUT Company Board Appointment (Update) ' description: Update the details of the specified company board appointment operationId: updateAppointment parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: appointmentId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/CompanyBoardAppointmentUpdateCrudRequest' responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/CompanyBoardAppointmentDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/stakeholder/{stakeholderId}/grant: get: tags: - Grant - Read Access summary: GET Grant (All) description: Retrieve the details of all grants belonging to the specified stakeholder operationId: getStakeholderGrants parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: stakeholderId in: path required: true schema: type: integer format: int32 - name: pageSize in: query description: Number of items to return per page. Default is 50. Maximum is 250 schema: type: integer format: int32 - name: pageNumber in: query description: Which page of the data set to fetch. Default is 1. schema: type: integer format: int32 responses: '200': description: OK headers: Page-Number: description: Identifies which page of the target data set is returned in this response (1 to n). (Only present when the response is paginated) style: simple Page-Size: description: The number of items per page used to paginate the target data set. (Only present when the response is paginated) style: simple content: application/json: schema: type: array items: $ref: '#/components/schemas/StakeholderGrantDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json post: tags: - Grant - Write Access summary: POST Grant (Create) description: Create a grant for the specified stakeholder operationId: createStakeholderGrant parameters: - name: Shareworks-Request-Id in: header description: An identifier unique to this request. If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response. required: true schema: type: string - name: companyId in: path required: true schema: type: integer format: int32 - name: stakeholderId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/StakeholderGrantCrudRequest' responses: '201': description: Created. An object is created and returned content: application/json: schema: $ref: '#/components/schemas/StakeholderGrantDetails' '400': description: "The request was unacceptable, often due to missing a required\ \ parameter, malformed query, or malformed request body.\n\nAlso occurs\ \ when using Shareworks-Request-Id header if: \n- A previous request\ \ with the identifier has been submitted but is not yet complete \n \ \ - errors[] will include {code: 461, message: A request with the provided\ \ Shareworks-Request-Id is currently in-progress} \n- A previous, but\ \ different, request was already processed with the same identifier \n\ \ - errors[] will include {code: 460, message: The provided Shareworks-Request-Id\ \ header is not unique for this user}" content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/stakeholder/grant/{grantId}: get: tags: - Grant - Read Access summary: GET Grant (Single) description: Retrieve the details of the specified grant operationId: getStakeholderGrant parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: grantId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/StakeholderGrantDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json put: tags: - Grant - Write Access summary: PUT Grant (Update) description: Update the details of the specified grant operationId: updateStakeholderGrant parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: grantId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/StakeholderGrantCrudRequest' responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/StakeholderGrantDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/stakeholder/holdings: get: tags: - Holdings - Read Access summary: GET Holdings (All) description: Retrieve the calculated summary of the holding for all stakeholders in the company. This includes the calculated breakdown for all individual stock certificates and grants operationId: getAllStakeholderHoldings parameters: - name: companyId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: type: array items: $ref: '#/components/schemas/StakeholderHoldingsSummaryDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/stakeholder/holdings/{stakeholderId}: get: tags: - Holdings - Read Access summary: GET Holdings (Single) description: Retrieve the calculated summary of the holding for a single stakeholder. This includes the calculated breakdown for all individual stock certificates and grants operationId: getStakeholderHoldings parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: stakeholderId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/StakeholderHoldingsSummaryDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/stakeholder/entity: get: tags: - Entity Stakeholder - Read Access summary: GET Entity Stakeholder (All) description: Retrieve the details for all entity stakeholders in the company operationId: getCompanyStakeholderEntities parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: pageSize in: query description: Number of items to return per page. Default is 100. Maximum is 500 schema: type: integer format: int32 - name: pageNumber in: query description: Which page of the data set to fetch. Default is 1. schema: type: integer format: int32 responses: '200': description: OK headers: Page-Number: description: Identifies which page of the target data set is returned in this response (1 to n). (Only present when the response is paginated) style: simple Page-Size: description: The number of items per page used to paginate the target data set. (Only present when the response is paginated) style: simple content: application/json: schema: type: array items: $ref: '#/components/schemas/EntityStakeholderDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json post: tags: - Entity Stakeholder - Write Access summary: 'POST Entity Stakeholder (Create) ' description: Create an entity stakeholder for the specified company operationId: createEntityStakeholder parameters: - name: Shareworks-Request-Id in: header description: An identifier unique to this request. If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response. required: true schema: type: string - name: companyId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/EntityStakeholderCrudRequest' responses: '201': description: Created. An object is created and returned content: application/json: schema: $ref: '#/components/schemas/EntityStakeholderDetails' '400': description: "The request was unacceptable, often due to missing a required\ \ parameter, malformed query, or malformed request body.\n\nAlso occurs\ \ when using Shareworks-Request-Id header if: \n- A previous request\ \ with the identifier has been submitted but is not yet complete \n \ \ - errors[] will include {code: 461, message: A request with the provided\ \ Shareworks-Request-Id is currently in-progress} \n- A previous, but\ \ different, request was already processed with the same identifier \n\ \ - errors[] will include {code: 460, message: The provided Shareworks-Request-Id\ \ header is not unique for this user}" content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/stakeholder/individual: get: tags: - Individual Stakeholder - Read Access summary: GET Individual Stakeholder (All) description: Retrieve the details of all individual stakeholders in the company operationId: getAllIndividualStakeholders parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: pageSize in: query description: Number of items to return per page. Default is 100. Maximum is 500 schema: type: integer format: int32 - name: pageNumber in: query description: Which page of the data set to fetch. Default is 1. schema: type: integer format: int32 responses: '200': description: OK headers: Page-Number: description: Identifies which page of the target data set is returned in this response (1 to n). (Only present when the response is paginated) style: simple Page-Size: description: The number of items per page used to paginate the target data set. (Only present when the response is paginated) style: simple content: application/json: schema: type: array items: $ref: '#/components/schemas/IndividualStakeholderDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json post: tags: - Individual Stakeholder - Write Access summary: POST Individual Stakeholder (Create) description: Create an individual stakeholder for the specified company operationId: createIndividualStakeholder parameters: - name: Shareworks-Request-Id in: header description: An identifier unique to this request. If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response. required: true schema: type: string - name: companyId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/IndividualStakeholderCrudRequest' responses: '201': description: Created. An object is created and returned content: application/json: schema: $ref: '#/components/schemas/IndividualStakeholderDetails' '400': description: "The request was unacceptable, often due to missing a required\ \ parameter, malformed query, or malformed request body.\n\nAlso occurs\ \ when using Shareworks-Request-Id header if: \n- A previous request\ \ with the identifier has been submitted but is not yet complete \n \ \ - errors[] will include {code: 461, message: A request with the provided\ \ Shareworks-Request-Id is currently in-progress} \n- A previous, but\ \ different, request was already processed with the same identifier \n\ \ - errors[] will include {code: 460, message: The provided Shareworks-Request-Id\ \ header is not unique for this user}" content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/stakeholder/entity/{stakeholderId}: get: tags: - Entity Stakeholder - Read Access summary: GET Entity Stakeholder (Single) description: Retrieve the details of the specified entity stakeholder operationId: getEntityStakeholder parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: stakeholderId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/EntityStakeholderDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json put: tags: - Entity Stakeholder - Write Access summary: PUT Entity Stakeholder (Update) description: Update the details of the specified entity stakeholder operationId: updateEntityStakeholder parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: stakeholderId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/EntityStakeholderCrudRequest' responses: '201': description: Updated. An object is updates and returned content: application/json: schema: $ref: '#/components/schemas/EntityStakeholderDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/stakeholder/individual/{stakeholderId}: get: tags: - Individual Stakeholder - Read Access summary: GET Individual Stakeholder (Single) description: Retrieve the details of the specified individual stakeholder operationId: getIndividualStakeholder parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: stakeholderId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/IndividualStakeholderDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json put: tags: - Individual Stakeholder - Write Access summary: PUT Individual Stakeholder (Update) description: Update the details of the specified individual stakeholder operationId: updateIndividualStakeholder parameters: - name: companyId in: path required: true schema: type: integer format: int32 - name: stakeholderId in: path required: true schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/IndividualStakeholderCrudRequest' responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/IndividualStakeholderDetails' '400': description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/stakeholder/entity/search: post: tags: - Entity Stakeholder - Read Access summary: POST Entity Search description: Create a search and retrieve a list of entity stakeholders matching the criteria operationId: createStakeholderSearchForEntities parameters: - name: Shareworks-Request-Id in: header description: An identifier unique to this request. If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response. required: false schema: type: string - name: companyId in: path required: true schema: type: integer format: int32 - name: pageSize in: query description: Number of items to return per page. Default is 100. Maximum is 500 schema: type: integer format: int32 - name: pageNumber in: query description: Which page of the data set to fetch. Default is 1. schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/EntityStakeholderSearchRequest' responses: '200': description: OK headers: Page-Number: description: Identifies which page of the target data set is returned in this response (1 to n). (Only present when the response is paginated) style: simple Page-Size: description: The number of items per page used to paginate the target data set. (Only present when the response is paginated) style: simple content: application/json: schema: type: array items: $ref: '#/components/schemas/EntityStakeholderDetails' '400': description: "The request was unacceptable, often due to missing a required\ \ parameter, malformed query, or malformed request body.\n\nAlso occurs\ \ when using Shareworks-Request-Id header if: \n- A previous request\ \ with the identifier has been submitted but is not yet complete \n \ \ - errors[] will include {code: 461, message: A request with the provided\ \ Shareworks-Request-Id is currently in-progress} \n- A previous, but\ \ different, request was already processed with the same identifier \n\ \ - errors[] will include {code: 460, message: The provided Shareworks-Request-Id\ \ header is not unique for this user}" content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json /v1/company/{companyId}/stakeholder/individual/search: post: tags: - Individual Stakeholder - Read Access summary: POST Individual Search description: Create a search and retrieve a list of individual stakeholders matching the criteria operationId: createStakeholderSearchForIndividuals parameters: - name: Shareworks-Request-Id in: header description: An identifier unique to this request. If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response. required: false schema: type: string - name: companyId in: path required: true schema: type: integer format: int32 - name: pageSize in: query description: Number of items to return per page. Default is 100. Maximum is 500 schema: type: integer format: int32 - name: pageNumber in: query description: Which page of the data set to fetch. Default is 1. schema: type: integer format: int32 requestBody: content: application/json: schema: $ref: '#/components/schemas/IndividualStakeholderSearchRequest' responses: '200': description: OK headers: Page-Number: description: Identifies which page of the target data set is returned in this response (1 to n). (Only present when the response is paginated) style: simple Page-Size: description: The number of items per page used to paginate the target data set. (Only present when the response is paginated) style: simple content: application/json: schema: type: array items: $ref: '#/components/schemas/IndividualStakeholderDetails' '400': description: "The request was unacceptable, often due to missing a required\ \ parameter, malformed query, or malformed request body.\n\nAlso occurs\ \ when using Shareworks-Request-Id header if: \n- A previous request\ \ with the identifier has been submitted but is not yet complete \n \ \ - errors[] will include {code: 461, message: A request with the provided\ \ Shareworks-Request-Id is currently in-progress} \n- A previous, but\ \ different, request was already processed with the same identifier \n\ \ - errors[] will include {code: 460, message: The provided Shareworks-Request-Id\ \ header is not unique for this user}" content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '401': description: You request was successful and valid but you do not have access to this resource. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '403': description: When a request tries to access a resource that doesn't belong to them. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '422': description: There was a validation error. Check the error message to see what values caused the error. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json '500': description: Servers are not working as expected. content: application/json: schema: $ref: '#/components/schemas/RestApiErrorResponse' encoding: ? '' : contentType: application/json components: schemas: CompanyContactCrudRequest: title: Company Contact Body required: - name - primaryEmailAddress - primaryPhone - title type: object properties: name: type: string description: Full name for the company contact title: type: string description: Title for the company contact (e.g. CEO) primaryEmailAddress: type: string description: Email address for the company contact primaryPhone: type: string description: Primary phone number for the company contact primaryPhoneExt: type: string description: Primary phone extension for the company contact, if applicable description: List of all company contacts PlanSummaryDetails: title: Plan Summary Response required: - approved - governingLaw - numberOfGrants - planApprovalDate - planId - planName - totalCancelledShares - totalExercisedShares - totalGrantedShares - totalOutstandingShares - totalRepurchasedShares - totalReservedShares - totalSharesRemainingForIssuance type: object properties: planId: type: integer description: Identifier for the company plan format: int32 planName: type: string description: Name for the company plan planApprovalDate: type: string description: Approval date for the plan format: date totalReservedShares: type: number description: Total number of shares reserved for the plan format: double totalGrantedShares: type: number description: Total number of shares granted to stakeholders under the plan format: double totalExercisedShares: type: number description: Total number of granted shares exercised by the stakeholders format: double totalRepurchasedShares: type: number description: Total number of exercised shares repurchased back format: double totalCancelledShares: type: number description: Total number of shares cancelled for the plan format: double totalOutstandingShares: type: number description: Total number of shares outstanding for the plan format: double totalSharesRemainingForIssuance: type: number description: Total number of shares for the plan that are remaining to be issued to stakeholders format: double governingLaw: type: string description: Governing law for the plan enum: - CA_AB - CA_BC - CA_MB - CA_NB - CA_NL - CA_NS - CA_NT - CA_NU - CA_ON - CA_PE - CA_QC - CA_SK - CA_YT - US_AK - US_AL - US_AR - US_AZ - US_CA - US_CO - US_CT - US_DC - US_DE - US_FL - US_GA - US_HI - US_IA - US_ID - US_IL - US_IN - US_KS - US_KY - US_LA - US_MA - US_MD - US_ME - US_MI - US_MN - US_MO - US_MS - US_MT - US_NC - US_ND - US_NE - US_NH - US_NJ - US_NM - US_NV - US_NY - US_OH - US_OK - US_OR - US_PA - US_RI - US_SC - US_SD - US_TN - US_TX - US_UT - US_VA - US_VT - US_WA - US_WI - US_WV - US_WY - US_AA - US_AE - US_AP - AS - GU - MP - PR - VI - AU_ACT - AU_NSW - AU_NT - AU_QLD - AU_SA - AU_TAS - AU_VIC - AU_WA - DE_BW - DE_BY - DE_BE - DE_BB - DE_HB - DE_HH - DE_HE - DE_MV - DE_NI - DE_NW - DE_RP - DE_SL - DE_SN - DE_ST - DE_SH - DE_TH - CH_ZH - CH_BE - CH_LU - CH_UR - CH_SZ - CH_OW - CH_NW - CH_GL - CH_ZG - CH_FR - CH_SO - CH_BS - CH_BL - CH_SH - CH_AR - CH_AI - CH_SG - CH_GR - CH_AG - CH_TG - CH_TI - CH_VD - CH_VS - CH_NE - CH_GE - CH_JU - IT_21 - IT_23 - IT_25 - IT_32 - IT_34 - IT_36 - IT_42 - IT_45 - IT_52 - IT_55 - IT_57 - IT_62 - IT_65 - IT_67 - IT_72 - IT_75 - IT_77 - IT_78 - IT_82 - IT_88 approved: type: boolean description: Approval status of the plan numberOfGrants: type: integer description: The total number of grants issued under the plan format: int32 description: List of summary information for all plans for the company WrappedDataCompanyBoardAppointmentDetails: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: $ref: '#/components/schemas/CompanyBoardAppointmentDetails' WrappedDataEntityStakeholderDetails: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: $ref: '#/components/schemas/EntityStakeholderDetails' SharePoolPlanDetails: title: Plan Response required: - planId - planName - sharePoolInitialAuthorizedQuantity - sharePoolIssueDate - sharePoolStockDesignationId type: object properties: planId: type: integer description: Identifier for the company plan format: int32 planName: type: string description: Name for the company plan sharePoolIssueDate: type: string description: Issue date of the share pool format: date sharePoolInitialAuthorizedQuantity: type: number description: Initial authorized quantity of the share pool format: double sharePoolStockDesignationId: type: integer description: Identifier for the stock designation attached to the share pool format: int32 ManualVestingRowCrudRequest: title: Manual Vesting Row Body type: object properties: vestDate: type: string description: Date on which the vesting occurs for the row/tranche format: date vestQuantity: type: number description: Quantity of shares to vest for the row/tranche format: double description: List of all manual vesting rows for the grant, specified when using a manual vesting schedule WrappedDataVestingScheduleDetails: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: $ref: '#/components/schemas/VestingScheduleDetails' CompanyIntegrationRequest: title: Company Integration Body required: - integrationKey type: object properties: integrationKey: type: string description: Integration key for the company WrappedCollectionSecuritiesDesignationDetails: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: type: array items: $ref: '#/components/schemas/SecuritiesDesignationDetails' EntityStakeholderSearchRequest: title: Entity Stakeholder Search Body type: object properties: entityName: type: string description: Name for the entity stakeholder stakeholderNumber: type: string description: Number for the stakeholder, typically generated ErrorWithCode: title: Validation Error required: - code - message type: object properties: message: type: string description: Message describing the error code: type: integer description: Unique code for the validation error format: int32 CompanyAddressCrudRequest: title: Company Address Body required: - addressLine1 - addressType - city - country - postalCode type: object properties: addressLine1: type: string description: First address line addressLine2: type: string description: Second address line, if needed addressLine3: type: string description: Third address line, if needed city: type: string description: City or municipality of the address stateProvince: type: string description: State or province of the address enum: - CA_AB - CA_BC - CA_MB - CA_NB - CA_NL - CA_NS - CA_NT - CA_NU - CA_ON - CA_PE - CA_QC - CA_SK - CA_YT - US_AK - US_AL - US_AR - US_AZ - US_CA - US_CO - US_CT - US_DC - US_DE - US_FL - US_GA - US_HI - US_IA - US_ID - US_IL - US_IN - US_KS - US_KY - US_LA - US_MA - US_MD - US_ME - US_MI - US_MN - US_MO - US_MS - US_MT - US_NC - US_ND - US_NE - US_NH - US_NJ - US_NM - US_NV - US_NY - US_OH - US_OK - US_OR - US_PA - US_RI - US_SC - US_SD - US_TN - US_TX - US_UT - US_VA - US_VT - US_WA - US_WI - US_WV - US_WY - US_AA - US_AE - US_AP - AS - GU - MP - PR - VI - AU_ACT - AU_NSW - AU_NT - AU_QLD - AU_SA - AU_TAS - AU_VIC - AU_WA - DE_BW - DE_BY - DE_BE - DE_BB - DE_HB - DE_HH - DE_HE - DE_MV - DE_NI - DE_NW - DE_RP - DE_SL - DE_SN - DE_ST - DE_SH - DE_TH - CH_ZH - CH_BE - CH_LU - CH_UR - CH_SZ - CH_OW - CH_NW - CH_GL - CH_ZG - CH_FR - CH_SO - CH_BS - CH_BL - CH_SH - CH_AR - CH_AI - CH_SG - CH_GR - CH_AG - CH_TG - CH_TI - CH_VD - CH_VS - CH_NE - CH_GE - CH_JU - IT_21 - IT_23 - IT_25 - IT_32 - IT_34 - IT_36 - IT_42 - IT_45 - IT_52 - IT_55 - IT_57 - IT_62 - IT_65 - IT_67 - IT_72 - IT_75 - IT_77 - IT_78 - IT_82 - IT_88 country: type: string description: Country of the address enum: - CA - US - GB - AU - AD - AE - AF - AG - AI - AL - AM - AO - AQ - AR - AS - AT - AW - AX - AZ - BA - BB - BD - BE - BF - BG - BH - BI - BJ - BL - BM - BN - BO - BQ - BR - BS - BT - BV - BW - BY - BZ - CC - CD - CF - CG - CH - CI - CK - CL - CM - CN - CO - CR - CU - CV - CW - CX - CY - CZ - DE - DJ - DK - DM - DO - DZ - EA - EC - EE - EG - EH - ER - ES - ET - FI - FJ - FK - FM - FO - FR - GA - GD - GE - GF - GG - GH - GI - GL - GM - GN - GP - GQ - GR - GS - GT - GU - GW - GY - HK - HM - HN - HR - HT - HU - IC - ID - IE - IL - IM - IN - IO - IQ - IR - IS - IT - JE - JM - JO - JP - KE - KG - KH - KI - KM - KN - KP - KR - KW - KY - KZ - LA - LB - LC - LI - LK - LR - LS - LT - LU - LV - LY - MA - MC - MD - ME - MF - MG - MH - MK - ML - MM - MN - MO - MP - MQ - MR - MS - MT - MU - MV - MW - MX - MY - MZ - NA - NC - NE - NF - NG - NI - NL - 'NO' - NP - NR - NU - NZ - OM - PA - PE - PF - PG - PH - PK - PL - PM - PN - PR - PS - PT - PW - PY - QA - RE - RO - RS - RU - RW - SA - SB - SC - SD - SE - SG - SH - SI - SJ - SK - SL - SM - SN - SO - SR - SS - ST - SV - SX - SY - SZ - TC - TD - TF - TG - TH - TJ - TK - TL - TM - TN - TO - TR - TT - TV - TW - TZ - UA - UG - UM - UY - UZ - VA - VC - VE - VG - VI - VN - VU - WF - WS - XK - YE - YT - ZA - ZM - ZW postalCode: type: string description: Postal code / ZIP code of the address addressType: type: string description: Whether the business address, mailing address, or address for funds delivery enum: - BUSINESS - MAIL - FUNDS_DELIVERY description: List of up to three company addresses StakeholderHoldingsDetails: title: Holdings Summary Response required: - grants - stockCertificates type: object properties: stockCertificates: type: array description: List of stock certificates held by the stakeholder items: $ref: '#/components/schemas/StockCertificateSummaryDetails' grants: type: array description: List of grants held by the stakeholder items: $ref: '#/components/schemas/StakeholderGrantSummaryDetails' description: List of all stakeholder holdings (excepting warrants and convertible promissory notes, as yet unsupported) WarrantsSummaryDetails: title: Warrant Details Response required: - numberOfWarrants - percentageFullyDiluted - totalCommonStockEquivalentShares type: object properties: numberOfWarrants: type: integer description: Total number of warrants format: int32 totalCommonStockEquivalentShares: type: number description: Total Common Stock Equivalent shares represented by warrants format: double percentageFullyDiluted: type: number description: Percentage of fully diluted shares outstanding across all warrants format: double description: Summary information on warrants for the company AccessTokenWrapper: title: Token Wrapper type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' FundDetails: title: Fund Details Response type: object properties: fundName: type: string description: Full name of the fund fmv: type: number description: Fair market value of the fund format: double effectiveDate: type: string description: The effective date of the fund format: date expirationDate: type: string description: The expiration date of the fund format: date AccessToken: title: Access Token Body required: - value type: object properties: value: type: string description: Access Token Value description: Token to accompany all API requests for authentication purposes CompanyAddressDetails: title: Company Address Response required: - addressLine1 - addressType - city - companyAddressId - country type: object properties: companyAddressId: type: integer description: Identifier for the company address format: int32 addressLine1: type: string description: First address line addressLine2: type: string description: Second address line, if needed addressLine3: type: string description: Third address line, if needed city: type: string description: City or municipality of the address stateProvince: type: string description: State or province of the address enum: - CA_AB - CA_BC - CA_MB - CA_NB - CA_NL - CA_NS - CA_NT - CA_NU - CA_ON - CA_PE - CA_QC - CA_SK - CA_YT - US_AK - US_AL - US_AR - US_AZ - US_CA - US_CO - US_CT - US_DC - US_DE - US_FL - US_GA - US_HI - US_IA - US_ID - US_IL - US_IN - US_KS - US_KY - US_LA - US_MA - US_MD - US_ME - US_MI - US_MN - US_MO - US_MS - US_MT - US_NC - US_ND - US_NE - US_NH - US_NJ - US_NM - US_NV - US_NY - US_OH - US_OK - US_OR - US_PA - US_RI - US_SC - US_SD - US_TN - US_TX - US_UT - US_VA - US_VT - US_WA - US_WI - US_WV - US_WY - US_AA - US_AE - US_AP - AS - GU - MP - PR - VI - AU_ACT - AU_NSW - AU_NT - AU_QLD - AU_SA - AU_TAS - AU_VIC - AU_WA - DE_BW - DE_BY - DE_BE - DE_BB - DE_HB - DE_HH - DE_HE - DE_MV - DE_NI - DE_NW - DE_RP - DE_SL - DE_SN - DE_ST - DE_SH - DE_TH - CH_ZH - CH_BE - CH_LU - CH_UR - CH_SZ - CH_OW - CH_NW - CH_GL - CH_ZG - CH_FR - CH_SO - CH_BS - CH_BL - CH_SH - CH_AR - CH_AI - CH_SG - CH_GR - CH_AG - CH_TG - CH_TI - CH_VD - CH_VS - CH_NE - CH_GE - CH_JU - IT_21 - IT_23 - IT_25 - IT_32 - IT_34 - IT_36 - IT_42 - IT_45 - IT_52 - IT_55 - IT_57 - IT_62 - IT_65 - IT_67 - IT_72 - IT_75 - IT_77 - IT_78 - IT_82 - IT_88 country: type: string description: Country of the address enum: - CA - US - GB - AU - AD - AE - AF - AG - AI - AL - AM - AO - AQ - AR - AS - AT - AW - AX - AZ - BA - BB - BD - BE - BF - BG - BH - BI - BJ - BL - BM - BN - BO - BQ - BR - BS - BT - BV - BW - BY - BZ - CC - CD - CF - CG - CH - CI - CK - CL - CM - CN - CO - CR - CU - CV - CW - CX - CY - CZ - DE - DJ - DK - DM - DO - DZ - EA - EC - EE - EG - EH - ER - ES - ET - FI - FJ - FK - FM - FO - FR - GA - GD - GE - GF - GG - GH - GI - GL - GM - GN - GP - GQ - GR - GS - GT - GU - GW - GY - HK - HM - HN - HR - HT - HU - IC - ID - IE - IL - IM - IN - IO - IQ - IR - IS - IT - JE - JM - JO - JP - KE - KG - KH - KI - KM - KN - KP - KR - KW - KY - KZ - LA - LB - LC - LI - LK - LR - LS - LT - LU - LV - LY - MA - MC - MD - ME - MF - MG - MH - MK - ML - MM - MN - MO - MP - MQ - MR - MS - MT - MU - MV - MW - MX - MY - MZ - NA - NC - NE - NF - NG - NI - NL - 'NO' - NP - NR - NU - NZ - OM - PA - PE - PF - PG - PH - PK - PL - PM - PN - PR - PS - PT - PW - PY - QA - RE - RO - RS - RU - RW - SA - SB - SC - SD - SE - SG - SH - SI - SJ - SK - SL - SM - SN - SO - SR - SS - ST - SV - SX - SY - SZ - TC - TD - TF - TG - TH - TJ - TK - TL - TM - TN - TO - TR - TT - TV - TW - TZ - UA - UG - UM - UY - UZ - VA - VC - VE - VG - VI - VN - VU - WF - WS - XK - YE - YT - ZA - ZM - ZW postalCode: type: string description: Postal code / ZIP code of the address addressType: type: string description: Whether the business address, mailing address, or address for funds delivery enum: - BUSINESS - MAIL - FUNDS_DELIVERY description: List of up to three company addresses WrappedDataStockFilingDetails: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: $ref: '#/components/schemas/StockFilingDetails' ManualVestingScheduleDetails: title: Manual Vesting Schedule Response required: - vestingScheduleDescription - vestingScheduleId - vestingScheduleName type: object properties: vestingScheduleId: type: integer description: Identifier for the vesting schedule format: int32 vestingScheduleName: type: string description: Name for the vesting schedule vestingScheduleDescription: type: string description: Sentence(s) for describing the vesting schedule WrappedDataStakeholderGrantDetails: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: $ref: '#/components/schemas/StakeholderGrantDetails' WrappedDataStockCertificateDetails: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: $ref: '#/components/schemas/StockCertificateDetails' WrappedDataCompanyBoardDetailsWithAppointments: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: $ref: '#/components/schemas/CompanyBoardDetailsWithAppointments' StockFilingDetails: title: Stock Filing Response required: - classesOfSecurities - companyId - filingDate - stockFilingId type: object properties: stockFilingId: type: integer description: Identifier for the stock filing format: int32 companyId: type: integer description: Identifier for the company format: int32 filingDate: type: string description: Date on which the stock filing occurred format: date classesOfSecurities: type: array description: List of all classes of securities for the stock filing items: $ref: '#/components/schemas/StockFilingClassDetails' StakeholderGrantCrudRequest: title: Grant Body required: - allowEarlyExercise - awardTypeId - expiryDate - grantCurrency - grantDate - grantPrice - grantedShares - planId - underRule701 - vestingScheduleId type: object properties: planId: type: integer description: Identifier for the company plan format: int32 grantName: type: string description: Name for the grant, typically generated awardTypeId: type: integer description: Identifier for the company award type format: int32 grantDate: type: string description: Date on which the shares are granted format: date expiryDate: type: string description: Expiry date for the grant format: date grantPrice: type: number description: Price at which the shares are granted format: double grantCurrency: type: string description: Currency for the grant price / market price at time of grant enum: - USD - CAD - GBP - EUR - JPY - AUD - KRW - DZD - AOA - ARS - AMD - AWG - BSD - BHD - BDT - BBD - BOB - BWP - BRL - BND - BGN - BZD - KYD - CLP - CNY - COP - CRC - HRK - CZK - DKK - DOP - XCD - EGP - ETB - FJD - XAF - GMD - GHS - GIP - GTQ - HNL - HKD - HUF - ISK - INR - IDR - IQD - ILS - JMD - JOD - KZT - KES - KWD - LSL - MOP - MWK - MYR - MUR - MXN - MAD - MZN - MMK - NAD - ANG - NZD - NGN - NOK - OMR - PKR - PAB - PGK - PYG - PEN - PHP - PLN - QAR - RON - RUB - SAR - RSD - SCR - SGD - ZAR - SDG - LKR - SZL - SEK - CHF - TWD - TZS - THB - TTD - TND - TRY - UGX - UAH - AED - UYU - UZS - VEF - VES - VND - XOF - ZWL - ZMW grantedShares: type: number description: Quantity of shares for the grant format: double vestingScheduleId: type: integer description: Identifier for the vesting schedule format: int32 vestingStartDate: type: string description: Vesting base or commencement date for the vesting schedule format: date marketPriceAtTimeOfGrant: type: number description: The fair market value (or latest 409A valuation for private companies) at the time of grant (this is typically auto-populated from the most recent quote, but can also be specified if desired) format: double allowEarlyExercise: type: boolean description: Whether early exercises are allowed for the grant underRule701: type: boolean description: Whether rule 701 applies to the grant manualVestingRows: type: array description: List of all manual vesting rows for the grant, specified when using a manual vesting schedule items: $ref: '#/components/schemas/ManualVestingRowCrudRequest' vestingAcceleration: type: array description: (Optional) List of the vesting acceleration stipulations of the grant. May be empty. Include one stipulation per trigger that is applicable. items: $ref: '#/components/schemas/StakeholderGrantAcceleratedVestingCrudRequest' WrappedDataIndividualStakeholderDetails: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: $ref: '#/components/schemas/IndividualStakeholderDetails' AccessTokenResponse: title: Token Response required: - accessToken - expiresIn - issuedAt - issuer - tokenType type: object properties: accessToken: type: string description: Token to accompany all API requests for authentication purposes expiresIn: type: integer description: Token expiry period in seconds format: int32 scope: type: string description: Access scope for the token issuedAt: type: integer description: Issued instant for the token (Unix epoch time) format: int64 issuer: type: string description: Issuer of the token audience: type: string description: Audience for the token tokenType: type: string description: Type of the token StockFilingDesignationDetails: title: Stock Filing Designation Response required: - convertible - parValue - stockDesignationId - stockDesignationName - totalAuthorizedShares type: object properties: stockDesignationId: type: integer description: Identifier for the stock designation format: int32 stockDesignationName: type: string description: Name for the stock designation fundingRound: type: integer description: Funding round number for the stock designation format: int64 totalAuthorizedShares: type: number description: Total number of authorized shares for the stock designation format: double parValue: type: number description: Par value for the stock designation format: double pricePerShare: type: number description: Price per share for the stock designation format: double convertible: type: boolean description: Whether the stock designation is convertible convertsToStockDesignationId: type: integer description: Identifier for the stock designation which the stock designation converts to format: int32 conversionRatioAntecedent: type: number description: The antecedent of the conversion ratio. E.g. 2 for a 2:1 conversion (2 converted shares for each original share) format: double conversionRatioConsequent: type: number description: The consequent of the conversion ratio. E.g. 1 for a 2:1 conversion (2 converted shares for each original share) format: double rounding: type: string description: Rounding type used when converting shares from the stock designation enum: - NORMAL - UP - DOWN description: List of all stock designations for the class of securities CompanyBoardDetailsWithAppointments: title: Company Board Detailed Response required: - appointments - boardId - maximumSize - minimumSize - setAtSize type: object properties: boardId: type: integer description: Identifier for the company board format: int32 maximumSize: type: integer description: Maximum number of stakeholders that may be on the board at one time format: int64 minimumSize: type: integer description: Minimum number of stakeholders that must be on the board at one time format: int64 setAtSize: type: integer description: The default, general, or target value at which the board is set and from which vacancies are relatively calculated format: int64 quorumSize: type: integer description: Minimum amount of members required to be present to have a quorum format: int64 appointments: type: array description: List of all company board appointments items: $ref: '#/components/schemas/CompanyBoardAppointmentDetails' WrappedDataStakeholderHoldingsSummaryDetails: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: $ref: '#/components/schemas/StakeholderHoldingsSummaryDetails' VestingScheduleRowRequest: title: Vesting Schedule Row Body required: - amountDenominator - amountNumerator - vestingPeriodLength - vestingPeriodType type: object properties: amountNumerator: type: integer description: Numerator of the vesting amount for the row/tranche format: int64 amountDenominator: type: integer description: Denominator of the vesting amount for the row/tranche format: int64 vestingPeriodLength: type: integer description: Number of periods between the row/tranche and the previous row/tranche (or vesting start date) format: int32 vestingPeriodType: type: string description: Type of vesting period for the row/tranche enum: - YEAR - MONTH - WEEK - DAY description: List of all rows/tranches for the vesting schedule SharePoolPlanCreationRequest: title: Plan Body required: - planName - sharePoolInitialAuthorizedQuantity - sharePoolIssueDate - sharePoolStockDesignationId type: object properties: planName: type: string description: Name for the company plan sharePoolIssueDate: type: string description: Issue date of the share pool format: date sharePoolInitialAuthorizedQuantity: type: integer description: Initial authorized quantity of the share pool format: int64 sharePoolStockDesignationId: type: integer description: Identifier for the stock designation attached to the share pool format: int32 AuthorizedCapitalDetails: title: Authorized Capital Response required: - certificatedShares - classesOfSecurities - companyId - percentageOfFullyDilutedAvailableShares - percentageOfFullyDilutedOutstandingShares - plans - totalAuthorizedShares - totalCommonStockEquivalentShares - totalOutstandingShares - warrants type: object properties: companyId: type: integer description: Identifier for the company format: int32 totalAuthorizedShares: type: number description: Total shares authorized across all types of securities format: double totalOutstandingShares: type: number description: Total outstanding shares across all types of securities format: double totalCommonStockEquivalentShares: type: number description: Total common equivalent (a.k.a. fully diluted) shares across all types of securities format: double percentageOfFullyDilutedOutstandingShares: type: number description: Percentage of fully diluted outstanding shares across all types of securities format: double percentageOfFullyDilutedAvailableShares: type: number description: Percentage of fully diluted available shares across all types of securities format: double currentFMV: type: number description: The fair market value for the company per share (usually the latest 409A valuation for private companies) format: double classesOfSecurities: type: array description: List of summary information for all classes of securities for the company items: $ref: '#/components/schemas/ClassOfSecuritiesSummaryDetails' warrants: $ref: '#/components/schemas/WarrantsSummaryDetails' plans: type: array description: List of summary information for all plans for the company items: $ref: '#/components/schemas/PlanSummaryDetails' certificatedShares: type: boolean description: Whether the stock certificates are paper (value 'false' indicates they are digital) StockFilingClassDetails: title: Stock Filing Class Response required: - classOfSecurities - designations - totalAuthorizedShares type: object properties: classOfSecurities: type: string description: Whether the class is common or preferred stock enum: - COMMON - PREFERRED - COMMON_STOCK - PREFERRED_STOCK totalAuthorizedShares: type: number description: Total number of authorized shares for the class of securities format: double designations: type: array description: List of all stock designations for the class of securities items: $ref: '#/components/schemas/StockFilingDesignationDetails' description: List of all classes of securities for the stock filing RestApiErrorResponse: title: Error Response required: - code - errorId - message type: object properties: code: type: string description: Code representing the type of error message: type: string description: Message describing the error errors: type: array description: List of all further error details, usually due to validation checks items: $ref: '#/components/schemas/ErrorWithCode' errorId: type: string description: Identifier for the error CompanyContactDetails: title: Company Contact Response required: - contactId - name type: object properties: contactId: type: integer description: Identifier for the company contact format: int32 name: type: string description: Full name for the company contact title: type: string description: Title for the company contact (e.g. CEO) primaryEmailAddress: type: string description: Email address for the company contact primaryPhone: type: string description: Primary phone number for the company contact primaryPhoneExt: type: string description: Primary phone extension for the company contact, if applicable description: List of all company contacts IndividualStakeholderSearchRequest: title: Individual Stakeholder Search Body type: object properties: firstName: type: string description: First name for the stakeholder lastName: type: string description: Last name for the stakeholder stakeholderNumber: type: string description: Number for the stakeholder, typically generated EntityStakeholderCrudRequest: title: Entity Stakeholder Body type: object properties: stakeholderNumber: type: string description: Number for the stakeholder, typically generated entityName: type: string description: Name for the entity stakeholder WrappedDataAuthorizedCapitalDetails: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: $ref: '#/components/schemas/AuthorizedCapitalDetails' StakeholderGrantSummaryDetails: title: Grant Summary Response required: - allowEarlyExercise - awardTypeId - awardTypeName - cancelledShares - exercisedShares - expiryDate - grantCurrency - grantDate - grantId - grantName - grantNumber - grantPrice - grantedShares - marketPriceAtTimeOfGrant - outstandingShares - planId - stakeholderId - underRule701 - vestingScheduleId - vestingScheduleName - vestingStartDate type: object properties: grantId: type: integer description: Identifier for the grant format: int32 stakeholderId: type: integer description: Identifier for the stakeholder format: int32 planId: type: integer description: Identifier for the company plan format: int32 awardTypeId: type: integer description: Identifier for the company award type format: int32 awardTypeName: type: string description: Name for the company award type grantName: type: string description: Name for the grant, typically generated grantNumber: type: string description: Number for the grant, typically generated grantPrice: type: number description: Price at which the shares are granted format: double marketPriceAtTimeOfGrant: type: number description: The fair market value (or latest 409A valuation for private companies) at the time of grant (this is typically auto-populated from the most recent quote, but can also be specified if desired) format: double grantCurrency: type: string description: Currency for the grant price / market price at time of grant enum: - USD - CAD - GBP - EUR - JPY - AUD - KRW - DZD - AOA - ARS - AMD - AWG - BSD - BHD - BDT - BBD - BOB - BWP - BRL - BND - BGN - BZD - KYD - CLP - CNY - COP - CRC - HRK - CZK - DKK - DOP - XCD - EGP - ETB - FJD - XAF - GMD - GHS - GIP - GTQ - HNL - HKD - HUF - ISK - INR - IDR - IQD - ILS - JMD - JOD - KZT - KES - KWD - LSL - MOP - MWK - MYR - MUR - MXN - MAD - MZN - MMK - NAD - ANG - NZD - NGN - NOK - OMR - PKR - PAB - PGK - PYG - PEN - PHP - PLN - QAR - RON - RUB - SAR - RSD - SCR - SGD - ZAR - SDG - LKR - SZL - SEK - CHF - TWD - TZS - THB - TTD - TND - TRY - UGX - UAH - AED - UYU - UZS - VEF - VES - VND - XOF - ZWL - ZMW grantDate: type: string description: Date on which the shares are granted format: date expiryDate: type: string description: Expiry date for the grant format: date allowEarlyExercise: type: boolean description: Whether early exercises are allowed for the grant underRule701: type: boolean description: Whether rule 701 applies to the grant vestingScheduleId: type: integer description: Identifier for the vesting schedule format: int32 vestingScheduleName: type: string description: Name for the vesting schedule vestingStartDate: type: string description: Vesting base or commencement date for the vesting schedule format: date manualVestingRows: type: array description: List of all manual vesting rows for the grant, specified when using a manual vesting schedule items: $ref: '#/components/schemas/ManualVestingRowDetails' grantedShares: type: number description: Quantity of shares for the grant format: double cancelledShares: type: number description: Number of shares cancelled for the grant format: double exercisedShares: type: number description: Number of shares exercised for the grant format: double outstandingShares: type: number description: Number of shares outstanding for the grant format: double vestingAcceleration: type: array description: List of the vesting acceleration stipulations of the grant. May be empty. items: $ref: '#/components/schemas/StakeholderGrantAcceleratedVestingDetails' description: List of grants held by the stakeholder PlanSummaryDetailsWithGrants: title: Plan Summary Detailed Response required: - approved - governingLaw - grants - numberOfGrants - planApprovalDate - planId - planName - totalCancelledShares - totalExercisedShares - totalGrantedShares - totalOutstandingShares - totalRepurchasedShares - totalReservedShares - totalSharesRemainingForIssuance type: object properties: planId: type: integer description: Identifier for the company plan format: int32 planName: type: string description: Name for the company plan planApprovalDate: type: string description: Approval date for the plan format: date totalReservedShares: type: number description: Total number of shares reserved for the plan format: double totalGrantedShares: type: number description: Total number of shares granted to stakeholders under the plan format: double totalExercisedShares: type: number description: Total number of granted shares exercised by the stakeholders format: double totalRepurchasedShares: type: number description: Total number of exercised shares repurchased back format: double totalCancelledShares: type: number description: Total number of shares cancelled for the plan format: double totalOutstandingShares: type: number description: Total number of shares outstanding for the plan format: double totalSharesRemainingForIssuance: type: number description: Total number of shares for the plan that are remaining to be issued to stakeholders format: double numberOfGrants: type: integer description: The total number of grants issued under the plan format: int32 governingLaw: type: string description: Governing law for the plan enum: - CA_AB - CA_BC - CA_MB - CA_NB - CA_NL - CA_NS - CA_NT - CA_NU - CA_ON - CA_PE - CA_QC - CA_SK - CA_YT - US_AK - US_AL - US_AR - US_AZ - US_CA - US_CO - US_CT - US_DC - US_DE - US_FL - US_GA - US_HI - US_IA - US_ID - US_IL - US_IN - US_KS - US_KY - US_LA - US_MA - US_MD - US_ME - US_MI - US_MN - US_MO - US_MS - US_MT - US_NC - US_ND - US_NE - US_NH - US_NJ - US_NM - US_NV - US_NY - US_OH - US_OK - US_OR - US_PA - US_RI - US_SC - US_SD - US_TN - US_TX - US_UT - US_VA - US_VT - US_WA - US_WI - US_WV - US_WY - US_AA - US_AE - US_AP - AS - GU - MP - PR - VI - AU_ACT - AU_NSW - AU_NT - AU_QLD - AU_SA - AU_TAS - AU_VIC - AU_WA - DE_BW - DE_BY - DE_BE - DE_BB - DE_HB - DE_HH - DE_HE - DE_MV - DE_NI - DE_NW - DE_RP - DE_SL - DE_SN - DE_ST - DE_SH - DE_TH - CH_ZH - CH_BE - CH_LU - CH_UR - CH_SZ - CH_OW - CH_NW - CH_GL - CH_ZG - CH_FR - CH_SO - CH_BS - CH_BL - CH_SH - CH_AR - CH_AI - CH_SG - CH_GR - CH_AG - CH_TG - CH_TI - CH_VD - CH_VS - CH_NE - CH_GE - CH_JU - IT_21 - IT_23 - IT_25 - IT_32 - IT_34 - IT_36 - IT_42 - IT_45 - IT_52 - IT_55 - IT_57 - IT_62 - IT_65 - IT_67 - IT_72 - IT_75 - IT_77 - IT_78 - IT_82 - IT_88 approved: type: boolean description: Approval status of the plan grants: type: array description: List of all grants under the plan items: $ref: '#/components/schemas/StakeholderGrantSummaryDetails' StakeholderGrantAcceleratedVestingDetails: title: Accelerated Vesting Response required: - accelerationPercent - accelerationPeriod - accelerationTrigger type: object properties: accelerationTrigger: type: string description: 'The name of the event that will trigger vesting acceleration: TERMINATION_WITHOUT_CAUSE, RESIGNATION_FOR_GOOD_REASON, or CHANGE_OF_CONTROL' accelerationPeriod: type: integer description: The number of months after the trigger event that vesting acceleration will occur (0 to 60). A value > 0 defines a double-trigger acceleration format: int32 accelerationPercent: type: integer description: The percent of the unvested shares that will be accelerated (1 to 100) format: int32 description: List of the vesting acceleration stipulations of the grant. May be empty. CompanyBoardAppointmentUpdateCrudRequest: title: Company Board Appointment Body required: - dateAppointed - isDirector - isIndependent - isOfficer - title type: object properties: title: type: string description: Title of the stakeholder position on the board (e.g. CFO) isIndependent: type: boolean description: Whether the company board appointment is an independent isDirector: type: boolean description: Whether the company board appointment is a director isOfficer: type: boolean description: Whether the company board appointment is an officer dateAppointed: type: string description: Date of appointment for the company board appointment format: date dateApproved: type: string description: Date of approval for the company board appointment format: date dateTerminated: type: string description: Date of termination for the company board appointment format: date note: type: string description: Notes for the company board appointment DesignatedSharesSummaryDetails: title: Class Designated Share Summary Response required: - totalAvailableShares - totalCommonStockEquivalentShares - totalOutstandingShares type: object properties: totalAvailableShares: type: number description: Total available shares across the stock designations for the class format: double totalOutstandingShares: type: number description: Total outstanding shares across the stock designations for the class format: double totalCommonStockEquivalentShares: type: number description: Total common equivalent (a.k.a. fully diluted) shares across the stock designations for the class format: double description: Summary of all shares across the stock designations for the class AwardTypeDetails: title: Award Type Response required: - awardTypeId - awardTypeName type: object properties: awardTypeId: type: integer description: Identifier for the company award type format: int32 awardTypeName: type: string description: Name for the company award type IndividualStakeholderDetails: title: Individual Stakeholder Response required: - lastName - stakeholderId type: object properties: stakeholderId: type: integer description: Identifier for the stakeholder format: int32 firstName: type: string description: First name for the stakeholder middleName: type: string description: Middle name for the stakeholder lastName: type: string description: Last name for the stakeholder stakeholderNumber: type: string description: Number for the stakeholder, typically generated WrappedCollectionManualVestingScheduleDetails: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: type: array items: $ref: '#/components/schemas/ManualVestingScheduleDetails' WrappedDataCompanyDetails: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: $ref: '#/components/schemas/CompanyDetails' StockCertificateSummaryDetails: title: Stock Certificate Summary Response required: - effectiveDate - issuePrice - issueReason - quantity - stakeholderId - stockCertificateId - stockCertificateNumber - stockDesignationId - stockDesignationName - unvestedQuantity - vestedQuantity type: object properties: stockCertificateId: type: integer description: Identifier for the stock certificate format: int32 stakeholderId: type: integer description: Identifier for the stakeholder format: int32 stockDesignationId: type: integer description: Identifier for the stock designation format: int32 stockDesignationName: type: string description: Name for the stock designation stockCertificateNumber: type: string description: Number for the stock certificate quantity: type: number description: Quantity of shares for the stock certificate format: double issuePrice: type: number description: Issue price (a.k.a. strike price) for the stock certificate format: double issueReason: type: string description: Issue reason for the stock certificate enum: - ORIGINAL_ISSUANCE - ORIGINAL_ISSUANCE_WITH_VESTING - OTHER effectiveDate: type: string description: Effective date for the stock certificate format: date boardApprovalDate: type: string description: Board approval date for the stock certificate (if not supplied, the certificate will be created with an unapproved status) format: date vestingScheduleId: type: integer description: Identifier for the vesting schedule format: int32 vestingScheduleName: type: string description: Name for the vesting schedule vestingStartDate: type: string description: Vesting base or commencement date for the vesting schedule format: date manualVestingRows: type: array description: List of all manual vesting rows for the stock certificate, specified when using a manual vesting schedule items: $ref: '#/components/schemas/ManualVestingRowDetails' vestedQuantity: type: number description: Quantity of the total shares which are vested format: double unvestedQuantity: type: number description: Quantity of the total shares which are yet unvested, and are only held as the result of an early exercise format: double description: List of stock certificates held by the stakeholder VestingScheduleDetails: title: Vesting Schedule Response required: - vestingBasis - vestingScheduleDescription - vestingScheduleId - vestingScheduleName - vestingScheduleRows - wholeUnitVesting type: object properties: vestingScheduleId: type: integer description: Identifier for the vesting schedule format: int32 vestingScheduleName: type: string description: Name for the vesting schedule vestingScheduleDescription: type: string description: Sentence(s) for describing the vesting schedule vestingBasis: type: string description: Basis type to specify how the vesting start date is determined enum: - GRANT_DATE - GRANT_VESTING_START_DATE - SPECIFIED_DATE - OTHER vestingBasisSpecifiedDate: type: string description: Date to be used as vesting start date for all grants/certificates using the schedule, only set when vestingBasis is SPECIFIED_DATE format: date vestingScheduleAllocationType: type: string description: Strategy for determination allocation of uneven tranches enum: - CUMULATIVE_ROUNDING - CUMUL_ROUND_V2 - CUMULATIVE_ROUND_DOWN - FRONT_LOADED - FRONT_LOADED_TO_SINGLE_TRANCHE - BACK_LOADED - BACK_LOADED_TO_SINGLE_TRANCHE - OTHER wholeUnitVesting: type: boolean description: Whether fractional vesting tranches are disallowed (value 'true' indicates the allocation strategy will be used) vestingScheduleRows: type: array description: List of all rows/tranches for the vesting schedule items: $ref: '#/components/schemas/VestingScheduleRowDetails' StakeholderGrantAcceleratedVestingCrudRequest: title: Vesting Acceleration Body required: - accelerationPercent - accelerationPeriod - accelerationTrigger type: object properties: accelerationTrigger: type: string description: 'The name of the event that will trigger vesting acceleration: TERMINATION_WITHOUT_CAUSE, RESIGNATION_FOR_GOOD_REASON, or CHANGE_OF_CONTROL' accelerationPeriod: type: integer description: The number of months after the trigger event that vesting acceleration will occur (0 to 60). A value > 0 defines a double-trigger acceleration format: int32 accelerationPercent: type: integer description: The percent of the unvested shares that will be accelerated (1 to 100) format: int32 description: (Optional) List of the vesting acceleration stipulations of the grant. May be empty. Include one stipulation per trigger that is applicable. ClassOfSecuritiesDetails: title: Authorized Capital Class Detailed Response required: - classOfSecurities - stockDesignations - totalAuthorizedShares - totalCommonStockEquivalentShares - totalDesignatedShares - totalOutstandingShares type: object properties: classOfSecurities: type: string description: Whether the class is common or preferred stock enum: - COMMON - PREFERRED - COMMON_STOCK - PREFERRED_STOCK parValue: type: number description: Par value for the class of securities format: double totalAuthorizedShares: type: number description: Total number of authorized shares for the class of securities format: double totalDesignatedShares: type: number description: Total shares designated to one or more stock designations for the class format: double totalOutstandingShares: type: number description: Total outstanding shares from all stock designations for the class format: double totalCommonStockEquivalentShares: type: number description: Total fully diluted shares from all stock designations for the class format: double stockDesignations: type: array description: List of all stock designations for the class of securities items: $ref: '#/components/schemas/SecuritiesDesignationDetails' CompanyIntegrationDetails: title: Company Integration Response required: - companyName type: object properties: companyId: type: integer description: Identifier for the company format: int32 companyName: type: string description: Name for the company WrappedCollectionStakeholderHoldingsSummaryDetails: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: type: array items: $ref: '#/components/schemas/StakeholderHoldingsSummaryDetails' WrappedDataClassOfSecuritiesDetails: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: $ref: '#/components/schemas/ClassOfSecuritiesDetails' StockCertificateDetails: title: Stock Certificate Response required: - effectiveDate - issuePrice - issueReason - quantity - stakeholderId - stockCertificateId - stockCertificateNumber - stockDesignationId - stockDesignationName type: object properties: stockCertificateId: type: integer description: Identifier for the stock certificate format: int32 stakeholderId: type: integer description: Identifier for the stakeholder format: int32 stockDesignationId: type: integer description: Identifier for the stock designation format: int32 stockDesignationName: type: string description: Name for the stock designation stockCertificateNumber: type: string description: Number for the stock certificate quantity: type: number description: Quantity of shares for the stock certificate format: double issuePrice: type: number description: Issue price (a.k.a. strike price) for the stock certificate format: double issueReason: type: string description: Issue reason for the stock certificate enum: - ORIGINAL_ISSUANCE - ORIGINAL_ISSUANCE_WITH_VESTING - OTHER effectiveDate: type: string description: Effective date for the stock certificate format: date boardApprovalDate: type: string description: Board approval date for the stock certificate (if not supplied, the certificate will be created with an unapproved status) format: date vestingScheduleId: type: integer description: Identifier for the vesting schedule format: int32 vestingScheduleName: type: string description: Name for the vesting schedule vestingStartDate: type: string description: Vesting base or commencement date for the vesting schedule format: date manualVestingRows: type: array description: List of all manual vesting rows for the stock certificate, specified when using a manual vesting schedule items: $ref: '#/components/schemas/ManualVestingRowDetails' StakeholderGrantDetails: title: Grant Response required: - allowEarlyExercise - awardTypeId - awardTypeName - expiryDate - grantCurrency - grantDate - grantId - grantName - grantNumber - grantPrice - grantedShares - marketPriceAtTimeOfGrant - planId - stakeholderId - underRule701 - vestingScheduleId - vestingScheduleName - vestingStartDate type: object properties: grantId: type: integer description: Identifier for the grant format: int32 planId: type: integer description: Identifier for the company plan format: int32 stakeholderId: type: integer description: Identifier for the stakeholder format: int32 awardTypeId: type: integer description: Identifier for the company award type format: int32 awardTypeName: type: string description: Name for the company award type grantName: type: string description: Name for the grant, typically generated grantNumber: type: string description: Number for the grant, typically generated grantPrice: type: number description: Price at which the shares are granted format: double marketPriceAtTimeOfGrant: type: number description: The fair market value (or latest 409A valuation for private companies) at the time of grant (this is typically auto-populated from the most recent quote, but can also be specified if desired) format: double grantCurrency: type: string description: Currency for the grant price / market price at time of grant enum: - USD - CAD - GBP - EUR - JPY - AUD - KRW - DZD - AOA - ARS - AMD - AWG - BSD - BHD - BDT - BBD - BOB - BWP - BRL - BND - BGN - BZD - KYD - CLP - CNY - COP - CRC - HRK - CZK - DKK - DOP - XCD - EGP - ETB - FJD - XAF - GMD - GHS - GIP - GTQ - HNL - HKD - HUF - ISK - INR - IDR - IQD - ILS - JMD - JOD - KZT - KES - KWD - LSL - MOP - MWK - MYR - MUR - MXN - MAD - MZN - MMK - NAD - ANG - NZD - NGN - NOK - OMR - PKR - PAB - PGK - PYG - PEN - PHP - PLN - QAR - RON - RUB - SAR - RSD - SCR - SGD - ZAR - SDG - LKR - SZL - SEK - CHF - TWD - TZS - THB - TTD - TND - TRY - UGX - UAH - AED - UYU - UZS - VEF - VES - VND - XOF - ZWL - ZMW grantDate: type: string description: Date on which the shares are granted format: date expiryDate: type: string description: Expiry date for the grant format: date grantedShares: type: number description: Quantity of shares for the grant format: double allowEarlyExercise: type: boolean description: Whether early exercises are allowed for the grant underRule701: type: boolean description: Whether rule 701 applies to the grant vestingScheduleId: type: integer description: Identifier for the vesting schedule format: int32 vestingScheduleName: type: string description: Name for the vesting schedule vestingStartDate: type: string description: Vesting base or commencement date for the vesting schedule format: date manualVestingRows: type: array description: List of all manual vesting rows for the grant, specified when using a manual vesting schedule items: $ref: '#/components/schemas/ManualVestingRowDetails' vestingAcceleration: type: array description: List of the vesting acceleration stipulations of the grant. May be empty. items: $ref: '#/components/schemas/StakeholderGrantAcceleratedVestingDetails' AccessTokenRequest: title: Access Token Body required: - accessToken type: object properties: accessToken: $ref: '#/components/schemas/AccessToken' CompanyCrudRequest: title: Company Body required: - companyName type: object properties: companyName: type: string description: Name for the company phone: type: string description: Primary phone number for the company fiscalYearEnd: type: string description: Fiscal year end for the company format: date initialNumberOfAuthorizedShares: type: number description: Number of shares used when creating the initial stock filing during company setup (if not provided, placeholder quantity of zero is used) format: double numberOfSharesWithVestingAllocatedToFounders: type: number description: Number of shares from the initial authorized shares that are allocated to the default vesting plan format: double parValue: type: number description: Par value used when creating the initial stock filing during company setup (if not provided, default value of 0.001 is used) format: double stateOfIncorporation: type: string description: The state of incorporation for the company, if it is U.S.-based enum: - CA_AB - CA_BC - CA_MB - CA_NB - CA_NL - CA_NS - CA_NT - CA_NU - CA_ON - CA_PE - CA_QC - CA_SK - CA_YT - US_AK - US_AL - US_AR - US_AZ - US_CA - US_CO - US_CT - US_DC - US_DE - US_FL - US_GA - US_HI - US_IA - US_ID - US_IL - US_IN - US_KS - US_KY - US_LA - US_MA - US_MD - US_ME - US_MI - US_MN - US_MO - US_MS - US_MT - US_NC - US_ND - US_NE - US_NH - US_NJ - US_NM - US_NV - US_NY - US_OH - US_OK - US_OR - US_PA - US_RI - US_SC - US_SD - US_TN - US_TX - US_UT - US_VA - US_VT - US_WA - US_WI - US_WV - US_WY - US_AA - US_AE - US_AP - AS - GU - MP - PR - VI - AU_ACT - AU_NSW - AU_NT - AU_QLD - AU_SA - AU_TAS - AU_VIC - AU_WA - DE_BW - DE_BY - DE_BE - DE_BB - DE_HB - DE_HH - DE_HE - DE_MV - DE_NI - DE_NW - DE_RP - DE_SL - DE_SN - DE_ST - DE_SH - DE_TH - CH_ZH - CH_BE - CH_LU - CH_UR - CH_SZ - CH_OW - CH_NW - CH_GL - CH_ZG - CH_FR - CH_SO - CH_BS - CH_BL - CH_SH - CH_AR - CH_AI - CH_SG - CH_GR - CH_AG - CH_TG - CH_TI - CH_VD - CH_VS - CH_NE - CH_GE - CH_JU - IT_21 - IT_23 - IT_25 - IT_32 - IT_34 - IT_36 - IT_42 - IT_45 - IT_52 - IT_55 - IT_57 - IT_62 - IT_65 - IT_67 - IT_72 - IT_75 - IT_77 - IT_78 - IT_82 - IT_88 dateOfIncorporation: type: string description: The date of incorporation for the company format: date entityType: type: string description: Entity type for the company (e.g. LLC) enum: - C_CORP - S_CORP - LLC - SOLE_PROPRIETORSHIP - PARTNERSHIP - UNINCORPORATED_GROUP - ASSOCIATION - UNKNOWN contacts: type: array description: List of all company contacts items: $ref: '#/components/schemas/CompanyContactCrudRequest' companyAddresses: type: array description: List of up to three company addresses items: $ref: '#/components/schemas/CompanyAddressCrudRequest' enforceOneToOneDesignationToFund: type: boolean description: Require unique Fund for each Designation StockCertificateCrudRequest: title: Stock Certificate Body required: - effectiveDate - issuePrice - quantity - stockCertificateNumber - stockDesignationId type: object properties: stockDesignationId: type: integer description: Identifier for the stock designation format: int32 effectiveDate: type: string description: Effective date for the stock certificate format: date quantity: type: number description: Quantity of shares for the stock certificate format: double issuePrice: type: number description: Issue price (a.k.a. strike price) for the stock certificate format: double boardApprovalDate: type: string description: Board approval date for the stock certificate (if not supplied, the certificate will be created with an unapproved status) format: date stockCertificateNumber: type: string description: Number for the stock certificate vestingScheduleId: type: integer description: Identifier for the vesting schedule format: int32 vestingStartDate: type: string description: Vesting base or commencement date for the vesting schedule format: date manualVestingRows: type: array description: List of all manual vesting rows for the stock certificate, specified when using a manual vesting schedule items: $ref: '#/components/schemas/ManualVestingRowCrudRequest' CompanyBoardDetails: title: Company Board Response required: - boardId - maximumSize - minimumSize - setAtSize type: object properties: boardId: type: integer description: Identifier for the company board format: int32 minimumSize: type: integer description: Minimum number of stakeholders that must be on the board at one time format: int64 maximumSize: type: integer description: Maximum number of stakeholders that may be on the board at one time format: int64 setAtSize: type: integer description: The default, general, or target value at which the board is set and from which vacancies are relatively calculated format: int64 quorumSize: type: integer description: Minimum amount of members required to be present to have a quorum format: int64 WrappedCollectionAwardTypeDetails: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: type: array items: $ref: '#/components/schemas/AwardTypeDetails' StockFilingWithNewDesignationCreationRequest: title: Stock Filing Designation Body required: - classOfSecurities - convertible - filingDate - initialNumberOfAuthorizedShares - parValue - stockDesignationName type: object properties: filingDate: type: string description: Date on which the stock filing occurred format: date stockDesignationName: type: string description: Name for the stock designation classOfSecurities: type: string description: Whether the class is common or preferred stock enum: - COMMON - PREFERRED - COMMON_STOCK - PREFERRED_STOCK fundingRound: type: integer description: Funding round number for the stock designation format: int32 initialNumberOfAuthorizedShares: type: number description: Total number of authorized shares for the stock designation format: double parValue: type: number description: Par value for the stock designation format: double pricePerShare: type: number description: Price per share for the stock designation format: double convertible: type: boolean description: Whether the stock designation is convertible convertsToStockDesignationId: type: integer description: Identifier for the stock designation which the stock designation converts to format: int32 conversionRatioAntecedent: type: number description: The antecedent of the conversion ratio. E.g. 2 for a 2:1 conversion (2 converted shares for each original share) format: double conversionRatioConsequent: type: number description: The consequent of the conversion ratio. E.g. 1 for a 2:1 conversion (2 converted shares for each original share) format: double rounding: type: string description: Rounding type used when converting shares from the stock designation enum: - NORMAL - UP - DOWN CompanyBoardAppointmentCreateCrudRequest: title: Company Board Appointment Body required: - dateAppointed - isDirector - isIndependent - isOfficer - stakeholderId - title type: object properties: stakeholderId: type: integer description: Identifier for the stakeholder format: int32 title: type: string description: Title of the stakeholder position on the board (e.g. CFO) isIndependent: type: boolean description: Whether the company board appointment is an independent isDirector: type: boolean description: Whether the company board appointment is a director isOfficer: type: boolean description: Whether the company board appointment is an officer dateAppointed: type: string description: Date of appointment for the company board appointment format: date dateApproved: type: string description: Date of approval for the company board appointment format: date dateTerminated: type: string description: Date of termination for the company board appointment format: date note: type: string description: Notes for the company board appointment ManualVestingRowDetails: title: Manual Vesting Row Response required: - vestQuantity type: object properties: vestDate: type: string description: Date on which the vesting occurs for the row/tranche format: date vestQuantity: type: number description: Quantity of shares to vest for the row/tranche format: double description: List of all manual vesting rows for the grant, specified when using a manual vesting schedule WrappedCollectionFundDetails: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: type: array items: $ref: '#/components/schemas/FundDetails' ClassOfSecuritiesSummaryDetails: title: Class Summary Response required: - classOfSecurities - designationSummary - totalAuthorizedShares - totalAvailableToDesignate type: object properties: classOfSecurities: type: string description: Whether the class is common or preferred stock enum: - COMMON - PREFERRED - COMMON_STOCK - PREFERRED_STOCK parValue: type: number description: Par value for the class of securities format: double totalAuthorizedShares: type: number description: Total number of authorized shares for the class of securities format: double totalAvailableToDesignate: type: number description: Total shares remaining to designate to stock designations for the class format: double designationSummary: $ref: '#/components/schemas/DesignatedSharesSummaryDetails' description: List of summary information for all classes of securities for the company CompanyBoardAppointmentDetails: title: Company Board Appointment Response required: - appointmentId - dateAppointed - email - isDeleted - isDirector - isIndependent - isOfficer - name - stakeholderId - title type: object properties: appointmentId: type: integer description: Identifier for the company board appointment format: int32 stakeholderId: type: integer description: Identifier for the stakeholder format: int32 name: type: string description: Formatted full name for the stakeholder email: type: string description: Personal email address for the stakeholder title: type: string description: Title of the stakeholder position on the board (e.g. CFO) isIndependent: type: boolean description: Whether the company board appointment is an independent isDirector: type: boolean description: Whether the company board appointment is a director isOfficer: type: boolean description: Whether the company board appointment is an officer isDeleted: type: boolean description: Whether the company board appointment has been removed dateAppointed: type: string description: Date of appointment for the company board appointment format: date dateApproved: type: string description: Date of approval for the company board appointment format: date dateTerminated: type: string description: Date of termination for the company board appointment format: date note: type: string description: Notes for the company board appointment SecuritiesDesignationDetails: title: Designation Summary Response required: - amountRaisedCurrency - dollarAmountRaised - numberOfCertificates - parValue - percentDiluted - percentOutstanding - percentOwnership - stockDesignationId - stockDesignationName - totalAuthorizedShares - totalAvailableShares - totalCommonStockEquivalentShares - totalOutstandingShares type: object properties: stockDesignationId: type: integer description: Identifier for the stock designation format: int32 stockDesignationName: type: string description: Name for the stock designation numberOfCertificates: type: integer description: The number of certificates associated to a specific stock designation format: int32 dollarAmountRaised: type: number description: The stock designation total dollar amount raised derived from the number of certificates issued multiplied by the price of each certificate. format: double amountRaisedCurrency: type: string description: The three letter currency code of the currency used in the calculation of the amount raised parValue: type: number description: Par value for the stock designation format: double pricePerShare: type: number description: Price per share for the stock designation format: double pricePerShareCurrency: type: string description: The three letter currency code of the price per share currency filingDate: type: string description: The date of the stock filing format: date conversionRatio: type: string description: When the stock designation is convertible, this ratio represents number of converted shares to each original share rounding: type: string description: Rounding type used when converting shares from the stock designation enum: - NORMAL - UP - DOWN convertsToStockDesignationName: type: string description: Name for the stock designation which the stock designation converts to convertsToStockDesignationId: type: integer description: Identifier for the stock designation which the stock designation converts to format: int32 totalAuthorizedShares: type: number description: Total number of authorized shares for the stock designation format: double totalAvailableShares: type: number description: Total available shares across the stock designations for the class format: double totalOutstandingShares: type: number description: Total outstanding shares across the stock designations for the class format: double totalCommonStockEquivalentShares: type: number description: Total common equivalent (a.k.a. fully diluted) shares across the stock designations for the class format: double percentOwnership: type: number description: Percentage representing the fraction of total common equivalent (a.k.a. fully diluted) shares for the stock designation format: double percentDiluted: type: number description: Percentage representing the fraction of total common equivalent (a.k.a fully diluted) and available shares for the stock designation format: double percentOutstanding: type: number description: Percentage of fully diluted outstanding shares across all types of securities format: double StakeholderHoldingsSummaryDetails: title: Stakeholder Holdings Response required: - designationsParticipated - holdings - percentOwnershipTotalCommonStockEquivalent - percentOwnershipTotalOutstanding - stakeholderId - stakeholderName - totalCommonStockEquivalentShares - totalOutstandingShares type: object properties: stakeholderId: type: integer description: Identifier for the stakeholder format: int32 stakeholderName: type: string description: Formatted full name for the stakeholder totalOutstandingShares: type: number description: Total outstanding shares across all holdings for the stakeholder format: double totalCommonStockEquivalentShares: type: number description: Total common equivalent (a.k.a. fully diluted) shares across all holdings for the stakeholder format: double percentOwnershipTotalOutstanding: type: number description: Percentage representing the fraction of total outstanding shares across all holdings for the stakeholder format: double percentOwnershipTotalCommonStockEquivalent: type: number description: Percentage representing the fraction of total common equivalent (a.k.a. fully diluted) shares across all holdings for the stakeholder format: double designationsParticipated: type: array description: List of all the designations a stakeholder has participated in items: type: string description: List of all the designations a stakeholder has participated in holdings: $ref: '#/components/schemas/StakeholderHoldingsDetails' CompanyDetails: title: Company Response required: - companyName type: object properties: companyId: type: integer description: Identifier for the company format: int32 companyName: type: string description: Name for the company enforceOneToOneDesignationToFund: type: boolean description: Require unique Fund for each Designation phone: type: string description: Primary phone number for the company fiscalYearEnd: type: string description: Fiscal year end for the company format: date stateOfIncorporation: type: string description: The state of incorporation for the company, if it is U.S.-based enum: - CA_AB - CA_BC - CA_MB - CA_NB - CA_NL - CA_NS - CA_NT - CA_NU - CA_ON - CA_PE - CA_QC - CA_SK - CA_YT - US_AK - US_AL - US_AR - US_AZ - US_CA - US_CO - US_CT - US_DC - US_DE - US_FL - US_GA - US_HI - US_IA - US_ID - US_IL - US_IN - US_KS - US_KY - US_LA - US_MA - US_MD - US_ME - US_MI - US_MN - US_MO - US_MS - US_MT - US_NC - US_ND - US_NE - US_NH - US_NJ - US_NM - US_NV - US_NY - US_OH - US_OK - US_OR - US_PA - US_RI - US_SC - US_SD - US_TN - US_TX - US_UT - US_VA - US_VT - US_WA - US_WI - US_WV - US_WY - US_AA - US_AE - US_AP - AS - GU - MP - PR - VI - AU_ACT - AU_NSW - AU_NT - AU_QLD - AU_SA - AU_TAS - AU_VIC - AU_WA - DE_BW - DE_BY - DE_BE - DE_BB - DE_HB - DE_HH - DE_HE - DE_MV - DE_NI - DE_NW - DE_RP - DE_SL - DE_SN - DE_ST - DE_SH - DE_TH - CH_ZH - CH_BE - CH_LU - CH_UR - CH_SZ - CH_OW - CH_NW - CH_GL - CH_ZG - CH_FR - CH_SO - CH_BS - CH_BL - CH_SH - CH_AR - CH_AI - CH_SG - CH_GR - CH_AG - CH_TG - CH_TI - CH_VD - CH_VS - CH_NE - CH_GE - CH_JU - IT_21 - IT_23 - IT_25 - IT_32 - IT_34 - IT_36 - IT_42 - IT_45 - IT_52 - IT_55 - IT_57 - IT_62 - IT_65 - IT_67 - IT_72 - IT_75 - IT_77 - IT_78 - IT_82 - IT_88 dateOfIncorporation: type: string description: The date of incorporation for the company format: date entityType: type: string description: Entity type for the company (e.g. LLC) enum: - C_CORP - S_CORP - LLC - SOLE_PROPRIETORSHIP - PARTNERSHIP - UNINCORPORATED_GROUP - ASSOCIATION - UNKNOWN companyAddresses: type: array description: List of up to three company addresses items: $ref: '#/components/schemas/CompanyAddressDetails' contacts: type: array description: List of all company contacts items: $ref: '#/components/schemas/CompanyContactDetails' VestingScheduleRowDetails: title: Vesting Schedule Row Response required: - amountDenominator - amountNumerator - vestingScheduleRowId type: object properties: vestingScheduleRowId: type: integer description: Identifier for the vesting row format: int32 amountNumerator: type: integer description: Numerator of the vesting amount for the row/tranche format: int64 amountDenominator: type: integer description: Denominator of the vesting amount for the row/tranche format: int64 vestingPeriodLength: type: integer description: Number of periods between the row/tranche and the previous row/tranche (or vesting start date) format: int32 vestingPeriodType: type: string description: Type of vesting period for the row/tranche enum: - YEAR - MONTH - WEEK - DAY description: List of all rows/tranches for the vesting schedule CompanyBoardCrudRequest: title: Company Board Body required: - maximumSize - minimumSize - setAtSize type: object properties: maximumSize: type: integer description: Maximum number of stakeholders that may be on the board at one time format: int64 minimumSize: type: integer description: Minimum number of stakeholders that must be on the board at one time format: int64 setAtSize: type: integer description: The default, general, or target value at which the board is set and from which vacancies are relatively calculated format: int64 quorumSize: type: integer description: Minimum amount of members required to be present to have a quorum format: int64 EntityStakeholderDetails: title: Entity Stakeholder Response required: - entityName - stakeholderId type: object properties: stakeholderId: type: integer description: Identifier for the stakeholder format: int32 entityName: type: string description: Name for the entity stakeholder stakeholderNumber: type: string description: Number for the stakeholder, typically generated VestingScheduleCrudRequest: title: Vesting Schedule Body required: - vestingBasis - vestingScheduleDescription - vestingScheduleName - vestingScheduleRows - wholeUnitVesting type: object properties: vestingScheduleName: type: string description: Name for the vesting schedule vestingScheduleDescription: type: string description: Sentence(s) for describing the vesting schedule vestingBasis: type: string description: Basis type to specify how the vesting start date is determined enum: - GRANT_DATE - GRANT_VESTING_START_DATE - SPECIFIED_DATE - OTHER vestingBasisSpecifiedDate: type: string description: Date to be used as vesting start date for all grants/certificates using the schedule, only set when vestingBasis is SPECIFIED_DATE format: date vestingScheduleAllocationType: type: string description: Strategy for determination allocation of uneven tranches enum: - CUMULATIVE_ROUNDING - CUMUL_ROUND_V2 - CUMULATIVE_ROUND_DOWN - FRONT_LOADED - FRONT_LOADED_TO_SINGLE_TRANCHE - BACK_LOADED - BACK_LOADED_TO_SINGLE_TRANCHE - OTHER wholeUnitVesting: type: boolean description: Whether fractional vesting tranches are disallowed (value 'true' indicates the allocation strategy will be used) vestingScheduleRows: type: array description: List of all rows/tranches for the vesting schedule items: $ref: '#/components/schemas/VestingScheduleRowRequest' IndividualStakeholderCrudRequest: title: Individual Stakeholder Body required: - firstName - lastName type: object properties: firstName: type: string description: First name for the stakeholder middleName: type: string description: Middle name for the stakeholder lastName: type: string description: Last name for the stakeholder stakeholderNumber: type: string description: Number for the stakeholder, typically generated WrappedDataPlanSummaryDetailsWithGrants: type: object properties: accessToken: $ref: '#/components/schemas/AccessTokenResponse' data: $ref: '#/components/schemas/PlanSummaryDetailsWithGrants' securitySchemes: accessToken: type: http scheme: bearer bearerFormat: JWT