transfer_shares
Proposes transferring shares from one holding to another stakeholder in the same company. The recipient gets a new holding of the same share class, with tax scheme None; the transferor's holding is reduced. The recipient must already exist as a stakeholder: if not, create them first with create_stakeholder. Options can't be transferred. Omitting the price means the transfer was for free. Omitting the vesting schedule means the recipient's holding has no vesting. Transferring only part of a holding is possible only once its vesting has been stopped (use stop_vesting first) or if it has no vesting schedule. This tool only creates a proposal; nothing changes until confirm_action. Requires unlock_shareflo to have been called first.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cliff | No | Cliff in months for the new holding. Omit for no cliff. | |
| notes | No | Optional notes for the transfer. | |
| quantity | Yes | Number of shares to transfer; greater than zero and no more than the holding has. | |
| take_from | No | Only when the transferor's vesting has stopped, their holding is partly vested and only part of it is transferred: whether the shares come from the vested or the unvested part. Omit otherwise. | |
| holding_uid | Yes | holding_uid from get_holdings for the transferor's holding. | |
| transfer_date | Yes | Transfer date in YYYY-MM-DD format. | |
| price_currency | No | ISO 4217 currency of price_per_share, e.g. GBP. Required when price_per_share is greater than 0. | |
| vesting_period | No | Vesting period in months for the new holding. Omit for no vesting. | |
| price_per_share | No | Price the recipient paid per share, recorded on their new holding. Omit for a transfer for free. | |
| vesting_start_date | No | Vesting start date in YYYY-MM-DD format. Required when vesting_period is given. | |
| to_stakeholder_name | Yes | Recipient's stakeholder name in UPPER CASE; FIRSTNAME LASTNAME for an individual. | |
| replaces_proposal_uid | No | Optional UID of an Open transfer proposal that this one corrects. The old proposal is superseded. | |
| quantity_vested_at_start | No | Shares of the new holding vested at the vesting start. Omit if there is no vesting, or if none vest at the start. |