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Shareholding Pattern Tracker: Share Allotments & Transfers Register

Keep a running history of every change to your cap table: allotments, transfers, ESOP exercises, conversions and buy-backs, with share class, price, consideration and filing status, so your quarterly shareholding pattern is always ready.

QUICK ANSWERA shareholding pattern shows who owns what by category (promoters, investors, ESOP trust, others) at a date. Keep it accurate by logging every allotment (PAS-3 within 15 days), transfer (SH-4 and register update), ESOP exercise and conversion as it happens, then summarise by shareholder group each quarter.

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What the Shareholding Pattern Tracker does

✅ Allotments, transfers, ESOP, conversions
✅ Holder categories for the shareholding pattern
✅ Filing status pipeline
✅ Summary by category
✅ CSV export for your CS

How to use the Shareholding Pattern Tracker

STEP 1
Add share changes
Add one at a time, paste a list from Excel or Google Sheets, or load the sample data first.
STEP 2
Move through stages
Stages: Approved → Allotted / transferred → Filed with ROC → Register updated. Use the board view to drag the picture into focus.
STEP 3
Follow up
Overdue and due-this-week items are flagged. Tap WhatsApp to send a follow-up with the message filled in.
STEP 4
Export
Export CSV for your team or print the list.

Why a change log beats a single cap table

A cap table shows today; investors in diligence want the history: when each share was issued, at what price, under which resolution and with which filing. Reconstructing that from emails before a round is painful.

Logging each event as it happens also catches errors early, such as an allotment without a PAS-3 or a transfer without updating the register of members.

Frequently asked questions

What is a shareholding pattern?

A summary of the company’s shareholders grouped by category (promoters, investors, employees, others), with shares and percentage held. Listed companies file it quarterly; private companies prepare it for investors, annual returns and diligence.

Which form records a share transfer?

SH-4 is the share transfer deed for physical shares; for demat shares the transfer happens through the depository. The register of members must be updated either way.

Is this a statutory register?

No. It is a working log. Statutory registers (members, allotments, transfers) must still be maintained as required by the Companies Act.

Is this tool free? Do I need to sign up?

Yes. It is completely free, needs no login and has no usage limit. FastFee builds payment collection software; these startup and investor tools are free resources for founders, angels and fund managers.

Is my data private?

Yes. Everything you type stays in your own browser on this device (local storage). Nothing is uploaded to FastFee. Export or print a copy if you need to keep it.

Use it together with

Cap Table Calculator →Founders, investors and ESOP ownership breakdown with value per holder and risk flags.Investor Rights & Pro-rata Tracker →Track each investor’s pro-rata, information, inspection, voting, board and consent rights.

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