Depending on applicable regulations or business limitations, specific API requests may not be available for your use.

Get Private Placement Stock Record Information

This request returns the complete list of all holders of a security acquired through a private placement on the Folio platform.

Request URL

Syntax GET /restapi/privateplacementoffers/{privateplacementofferoid}/stockrecords
Example URL https://testapi.foliofn.com/restapi/privateplacementoffers/9007199254740992156/stockrecords

Response Data Fields

Field Description
memberStockRecord.accreditationStatus The self-accredited status of a security holder.
“Y” indicates an assertion that the owner is accredited;
“N” indicates an assertion the owner is not-accredited;
“N/A” indicates the accreditation status is not available.
memberStockRecord.email The email address of the holder of the security, or of their authorized representative.
memberStockRecord.name The name of the security holder.
memberStockRecord.numberOfShares The number of units held by the security holder.
memberStockRecord.phoneNumber The daytime phone number of the security holder.
memberStockRecord.state The state in which the security holder resides.
memberStockRecord.valueOfShares The dollar value of the unit, as determined by using most recent price per unit.
numberOfHoldingMembers The sum of holders.
numberOfSharesHeld The sum of units held by all holders.
numberOfStates The count of states that where security holders reside.
valueOfSharesHeld The total dollar value of all units held, as determined using the most recent price per unit.

Response Example


HTTP/1.1 200 OK
Content-Type: application/json
Date: Tue, 17 Dec 2013 13:29:40 GMT
Server: Sun GlassFish Enterprise Server v2.1.1
Transfer-Encoding: chunked
X-Powered-By: Servlet/2.5

{
  "memberStockRecord" : [ {
    "accreditationStatus" : "Y",
    "email" : "testclient1@email.com",
    "name" : "testclient1 last",
    "numberOfShares" : "51000.00000",
    "phoneNumber" : "1111111111",
    "state" : "VA",
    "valueOfShares" : "51000.00000"
  }, {
    "accreditationStatus" : "N/A",
    "email" : "dream@foliofn.com",
    "name" : "Dream Inc.",
    "numberOfShares" : "949000.00000",
    "phoneNumber" : "2404267308",
    "state" : "VA",
    "valueOfShares" : "949000.00000"
  } ],
  "numberOfHoldingMembers" : "2",
  "numberOfSharesHeld" : "1000000.00000",
  "numberOfStates" : "1",
  "valueOfSharesHeld" : "1000000.00000"
}


Change Log

07/22/2016

  1. Updated Example URL

04/29/2016

  1. Added Change Log

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