Check a corporation's stock ledger against the statutory contents
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the stock ledger, list each stockholder of record, the address, the number of shares registered in that name, and whether issuances and transfers are recorded. Do not correct the ledger.
- What the lawyer must review
- The lawyer decides whether the ledger meets § 219(c): one or more records of the names of all stockholders of record, the address and number of shares registered in each name, and all issuances and transfers, kept in accordance with § 224. The ledger is the only evidence of who may examine the § 219 list or vote. The lawyer decides any further field the certificate or bylaws require.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Obtain and inspect the relevant current official register or search result. Confirm identities, interests and the date and scope of the search.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.