Shareworks · Schema

Holdings Summary Response

List of all stakeholder holdings (excepting warrants and convertible promissory notes, as yet unsupported)

Equity CompensationStock OptionsRSUESPPEmployee EquityFinancial ServicesMorgan StanleyEquity AdministrationPrivate CompaniesPublic Companies

Properties

Name	Type	Description
stockCertificates	array	List of stock certificates held by the stakeholder
grants	array	List of grants held by the stakeholder

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://raw.githubusercontent.com/api-evangelist/shareworks/main/json-schema/StakeholderHoldingsDetails.json",
  "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)"
}