Stakeholder

Object - Stakeholder#

https://schema.opencaptablecoalition.com/v/1.2.0/objects/Stakeholder.schema.json

Description: Object describing a stakeholder

Data Type: OCF Object - STAKEHOLDER

Composed From:

schema/primitives/objects/Object

Properties:

Property	Type	Description	Required
id	`STRING`	Identifier for the object	`REQUIRED`
comments	[`STRING`]	Unstructured text comments related to and stored for the object	-
object_type	Constant: `STAKEHOLDER` Defined in schema/enums/ObjectType	Object type field	`REQUIRED`
name	schema/types/Name	Name for the stakeholder	`REQUIRED`
stakeholder_type	`Enum - Stakeholder Type` Description: Enumeration of stakeholder types - individual (human) or institution (entity) ONE OF: • INDIVIDUAL • INSTITUTION	Distinguish individuals from institutions	`REQUIRED`
issuer_assigned_id	`STRING`	This might be any sort of id assigned to the stakeholder by the issuer, such as an internal company ID for an employee stakeholder	-
current_relationship	`Enum - Stakeholder Relationship Type` Description: Enumeration of types of relationships between stakeholder and issuer ONE OF: • ADVISOR • BOARD_MEMBER • CONSULTANT • EMPLOYEE • EX_ADVISOR • EX_CONSULTANT • EX_EMPLOYEE • EXECUTIVE • FOUNDER • INVESTOR • NON_US_EMPLOYEE • OFFICER • OTHER	What is the current relationship of the stakeholder to the issuer?	-
primary_contact	schema/types/ContactInfo	The primary contact info for an institutional stakeholder	-
contact_info	schema/types/ContactInfoWithoutName	The contact info for an individual stakeholder	-
addresses	[ schema/types/Address ]	Addresses for the stakeholder	-
tax_ids	[ schema/types/TaxID ]	The tax ids for this stakeholder	-

Source Code: schema/objects/Stakeholder

Examples:

[
  {
    "object_type": "STAKEHOLDER",
    "id": "stakeholder-sample-individual-all-fields",
    "name": {
      "legal_name": "Person X",
      "first_name": "Person",
      "last_name": "X"
    },
    "stakeholder_type": "INDIVIDUAL",
    "issuer_assigned_id": "Employee-1",
    "current_relationship": "EMPLOYEE",
    "contact_info": {
      "phone_numbers": [
        {
          "phone_type": "MOBILE",
          "phone_number": "+1 316 555 6789"
        },
        {
          "phone_type": "BUSINESS",
          "phone_number": "+1 316 555 1234"
        }
      ],
      "emails": [
        {
          "email_type": "PERSONAL",
          "email_address": "personal@test.email"
        },
        {
          "email_type": "BUSINESS",
          "email_address": "company@test.email"
        }
      ]
    },
    "addresses": [
      {
        "address_type": "LEGAL",
        "street_suite": "123 Abc St.",
        "city": "Cityville",
        "country_subdivision": "TX",
        "country": "US",
        "postal_code": "12345"
      },
      {
        "address_type": "CONTACT",
        "street_suite": "P.O. Box 404",
        "city": "Cityville",
        "country_subdivision": "TX",
        "country": "US",
        "postal_code": "12345"
      }
    ],
    "tax_ids": [
      {
        "tax_id": "256-33-1234",
        "country": "US"
      }
    ],
    "comments": [
      "comment-one",
      "comment-two"
    ]
  },
  {
    "object_type": "STAKEHOLDER",
    "id": "stakeholder-sample-institution-all-fields",
    "name": {
      "legal_name": "XYZ Holdings Fund III"
    },
    "stakeholder_type": "INSTITUTION",
    "issuer_assigned_id": "Entity-1",
    "current_relationship": "INVESTOR",
    "primary_contact": {
      "name": {
        "legal_name": "Todd Fund Manager",
        "first_name": "Todd",
        "last_name": "Fund Manager"
      },
      "phone_numbers": [
        {
          "phone_type": "MOBILE",
          "phone_number": "+1 313 555 6789"
        }
      ],
      "emails": [
        {
          "email_type": "PERSONAL",
          "email_address": "toddfundmanager@test.email"
        }
      ]
    },
    "addresses": [
      {
        "address_type": "LEGAL",
        "street_suite": "456 Xyz St.",
        "city": "Cityville",
        "country_subdivision": "NV",
        "country": "US",
        "postal_code": "67890"
      }
    ],
    "tax_ids": [
      {
        "tax_id": "256-33-5678",
        "country": "US"
      }
    ],
    "comments": [
      "comment-one",
      "comment-two"
    ]
  },
  {
    "object_type": "STAKEHOLDER",
    "id": "stakeholder-sample-minimal-fields",
    "name": {
      "legal_name": "XYZ Holdings Fund IV"
    },
    "stakeholder_type": "INSTITUTION",
    "comments": []
  },
  {
    "object_type": "STAKEHOLDER",
    "id": "d6c49a5a-257d-4b41-9f1d-073a77dfe719",
    "name": {
      "legal_name": "Person Y"
    },
    "stakeholder_type": "INDIVIDUAL",
    "contact_info": {
      "phone_numbers": [
        {
          "phone_type": "HOME",
          "phone_number": "+1 617 333 4444 ext. 100"
        },
        {
          "phone_type": "BUSINESS",
          "phone_number": "+1 800 333 1212 extension 200"
        }
      ]
    },
    "comments": []
  }
]