Transfer, Cancel, and Reissue Stock

Use this page after a stock issuance already exists and you have its security_id. Use Transfer Stock for the full transfer walkthrough.

Before you use these routes

For transfer, cancel, retract, reissue, repurchase, and accept routes, keep these IDs ready:

• stakeholderId
• stockClassId
• security_id

security_id comes from the original stock issuance response. The routes below use these IDs unless noted otherwise.

Transfer stock

Use POST /transactions/transfer/stock to move shares from one stakeholder to another.

{
    "issuerId": "<YOUR_ISSUER_ID>",
    "data": {
        "transferorId": "<FROM_STAKEHOLDER_ID>",
        "transfereeId": "<TO_STAKEHOLDER_ID>",
        "stockClassId": "<YOUR_STOCK_CLASS_ID>",
        "quantity": "13",
        "sharePrice": "4.20",
        "isBuyerVerified": true
    }
}

The route returns "success". Check View Cap Table or View History after processing to confirm the transfer.

Change an existing security

Cancel stock

• Use when: you need to cancel all or part of an existing issuance.
• Required: stakeholderId, stockClassId, security_id, quantity
• Optional: balance_security_id, reason_text, comments
• Response: stockCancellation

Retract stock

• Use when: you need to retract an existing issuance.
• Required: stakeholderId, stockClassId, security_id
• Optional: reason_text, comments
• Response: stockRetraction

Reissue stock

• Use when: you need to replace an existing issuance with one or more resulting securities.
• Required: stakeholderId, stockClassId, security_id, resulting_security_ids
• Optional: split_transaction_id, reason_text, comments
• Response: stockReissuance

Repurchase stock

• Use when: you need to record a company repurchase.
• Required: stakeholderId, stockClassId, security_id, quantity, price
• Optional: consideration_text, balance_security_id, comments
• Response: stockRepurchase

Adjust authorized shares

Use these routes when the company or a stock class needs a new authorized share count.

Adjust issuer authorized shares

Use POST /transactions/adjust/issuer/authorized-shares to change the issuer-level authorized share count.

{
    "issuerId": "<YOUR_ISSUER_ID>",
    "data": {
        "new_shares_authorized": "25000000",
        "board_approval_date": "2026-03-15",
        "stockholder_approval_date": "2026-03-20",
        "comments": ["Approved after financing"]
    }
}

The route returns { "issuerAuthorizedSharesAdj": ... }.

Adjust stock class authorized shares

Use POST /transactions/adjust/stock-class/authorized-shares to change the authorized share count for a stock class.

• Required fields: stock_class_id, new_shares_authorized
• Optional fields: board_approval_date, stockholder_approval_date, comments
• Response key: stockClassAdjustment

Verify the result

• Check View Cap Table to confirm the current holdings.
• Check View History to confirm the new event.

After processing, each route on this page appears as a separate history entry:

• stock transfer
• stock cancellation
• stock retraction
• stock reissuance
• stock repurchase
• issuer authorized shares adjustments
• stock class authorized shares adjustments

What’s next?

Use View History to verify the new event, or move to Save Equity Compensation and Convertibles.