Multiple Shareholdings of the Same Class

StructureGram lets you record more than one shareholding or unitholding of the same class between the same holder and the same issuer. Each is stored as a separate ledger entry, so you can capture a per-acquisition history (for example, two separate purchases of ordinary shares on different dates). On the ownership diagram these entries aggregate into a single link per share class so the picture stays clean.

This page explains what's stored, what you'll see in StructureGram, and how to work with multi-row holdings.

When this comes up

You'll typically use multiple shareholdings of the same class when:

A shareholder acquires more ordinary shares in a company at a later date and you want to keep both acquisitions on file (each with their own appointment date, paid status, or notes).
A unitholder is allocated additional units of the same class in a unit trust.
You're importing or reconciling data (from ASIC or XPM) that produces several rows for the same holder, issuer, and share class — for example, separately recorded acquisitions or paid-up tranches.

For each scenario, you don't have to merge the rows yourself. StructureGram keeps each shareholding as its own record and aggregates them on the diagram.

Note: This only applies to shareholder and unitholder relationships. Other relationship types (director, trustee, appointor, etc.) still allow only one of a given type between the same two entities.

What you'll see when you record another holding

When you add a second shareholding (or unitholding) of the same class between the same holder and the same issuer, StructureGram does not block the form. Instead you'll see an amber advisory message such as:

"This holder is already linked to this company on the same class. Saving will record an additional shareholding entry."

You can continue and save. StructureGram creates a new row with its own appointment date, paid amounts, beneficial-ownership flag, and notes — independent of the other rows.

Each row appears separately in:

The shareholder register for the company (or unitholder register for the trust)
The Relationship Register, filtered to that source/target/class

How the diagram displays multiple rows

On the ownership diagram, multiple shareholdings between the same (holder → issuer) pair on the same class collapse into one aggregated link:

The link is labelled with the share class and the holder's combined percentage of issued shares for that class (summed across rows).
Number of shares, paid amount, and unpaid amount are summed across contributing rows for label purposes.
Different share classes between the same pair stay on separate links (Ordinary and Preference are not merged).

If only one row exists, the diagram still draws a single link as before — aggregation only kicks in when there are two or more rows on the same class.

Snapshot filtering and aggregation

Aggregation runs after the temporal snapshot filter. Only the rows whose active interval overlaps the snapshot window contribute to the aggregated total. A ceased acquisition that falls outside the window does not pull down the holder's percentage for the period you're viewing.

Inspecting and editing the contributing rows

Click an aggregated link on the diagram to open the Inspector. When the selected link represents more than one shareholding, the Inspector shows:

A summary header with the share class and total figures.
A list of contributing rows (each with its own dates and details).
A "Drill into row" action on each row that opens the regular shareholding edit form for just that row — so you can change dates, paid amounts, notes, or remove that single row without touching the others.
A Back to all entries affordance at the top of the single-row form so you can return to the multi-row summary.

To add another row, use the normal flow:

From the holder's entity page → add a new Shareholder relationship pointing to the issuer; or
On the diagram, drag a connection from the holder to the issuer.

There is no special "Add row" button on the aggregated Inspector — adding follows the same shareholder creation flow as a first shareholding.

How this differs from a joint holding

Feature	Multiple shareholdings of the same class	Joint holding
Who holds the shares	One holder owns separate parcels	Two or more holders own one parcel together
Number of underlying rows	One row per acquisition (many)	One parcel, with a holding-member link per holder
Why use it	Capture separate acquisitions, paid-up tranches, or imported rows for the same class	Represent a single parcel held legally as joint tenants
Diagram	One aggregated link per class	A generated Joint Holding node between holders and issuer

If a parcel of shares is held legally by more than one person as joint tenants, create a Joint Holding instead.

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