Shareholding and Unitholding Labels and Percentages

This article explains what the labels on shareholder and unitholder links mean, why you can't type in a percentage, and what to do when a percentage looks wrong or a label is missing.

What the Label Shows

A shareholding link shows the raw number of shares and the share class, for example 1,000 shares (Ordinary). A unitholding link shows units, for example 500 units (Class A). If one holder has several holdings of the same class, they are combined into one link, and the label adds (+2 entries). See Multiple Shareholdings.

The ownership percentage is optional. When you turn on Show % on labels, the percentage appears on a second line under the number, for example 33.3%. With it off, the diagram shows only the number of shares or units.

To show or hide them, click Settings, open the Display tab, and use the Labels group. These switches only show or hide label content; they don't change the numbers:

Relationship labels — turns every link label on or off.
Show % on labels — adds the percentage under each share or unit count.

The Percentage Is Calculated — You Can't Type It In

When a holding has a number of shares or units recorded, StructureGram doesn't store a percentage for it. It works the percentage out each time:

Percentage = the holder's number of shares ÷ the total shares of that class

The total is every shareholding of that class in the company, plus any untracked shares entered for that class. Units work the same way for unitholders.

It is the same on a diagram and on the company's Share Capital card. A diagram's Entities selection only decides which holders are drawn; a holder who is left out of the diagram still counts in everyone's percentage.
Holdings that had ended before the date you are viewing are not counted. If a date or range is pinned, the total is for that date or range.

So there is no percentage field to edit, and the percentage can't be overridden. To change it, change one of the numbers it is built from. The usual causes of a percentage that isn't what you expect are below. If a holding has no number of shares recorded, the label falls back to any percentage stored on it (see A Label Is Missing).

The Percentage Is Lower Than Expected

Example: you expect 50% but see 33.3%.

The total includes more shares than you expect. Check the company's Share Capital card first, then the two causes below.

1. A shareholding has been entered twice

This is the most common cause when you expect a higher percentage than you see. If two people each hold half a company, but one holding was entered twice, the company has three equal parcels recorded and each person shows 33.3% (the duplicated holder shows two parcels, 66.7% combined).

To check:

Open the company and look at the Share Capital card. It lists every holder for each share class, with their number of shares and percentage, and the class total.
Compare it with the real share register. Look for the same holder listed twice, or a total that is bigger than the issued shares.
If a holding is a duplicate, remove it or correct its number of shares. Open the relationship from the Relationship Register, or click the link on the diagram and edit it in the Inspector.

Joint holdings are counted once. A joint holding is a single parcel: the company has one shareholder relationship, from the joint holding, and the holders are linked to the joint holding separately. Those holder links don't carry shares and aren't added to the total. The one way to double up is to also give each joint holder their own direct shareholding for the same shares. If the Share Capital card lists a joint holding (shown with a joint marker and its members) and also lists the same members individually, remove the individual rows.

Two separate holdings of the same class by the same holder are allowed — for example, shares acquired on different dates — so a repeat isn't always an error. Check the dates and numbers against the register.

2. Untracked shares have been entered

Untracked shares add to the total and so reduce every tracked holder's percentage. Check the Untracked column in Edit Share Capital (see below) and clear it if those shares are not real.

The Percentage Is Higher Than Expected

Example: a holder of half a company shows 100%. The recorded holders add up to the whole total, so some shares are held by someone you haven't recorded.

Shares held by holders you haven't recorded

Fix this with untracked shares:

Open the company.
On the Share Capital card, click Edit Share Capital.
In the Untracked column, enter the number of shares for that class that are held by holders you aren't tracking.
Save.

The untracked shares act like a virtual shareholder. They are added to the total, so each recorded holder's percentage falls to its true figure, and the Share Capital card shows them as Untracked shareholders. For a unit trust, use Edit Unit Capital on the Unit Capital card and the Untracked units for the class.

Untracked shares are a way of accounting for holders you aren't recording. They are not a way to make a percentage a particular number.

A Label Is Missing

Check these in order:

Relationship labels is on (Settings → Display → Labels).
Show % on labels is on, if what's missing is the percentage.
Shareholder or Unitholder is displayed as a link. On the Relationships tab, the relationship type should be set to As Link. If it is hidden or shown In Entity, there is no link to carry the label.
The number of shares or units is filled in on the relationship. If it is blank, no number can appear. The link shows any stored percentage instead (whether or not Show % on labels is on), or only the class name.
No percentage appears even though Show % on labels is on. The holding's number of shares or units is blank, or the class total works out to zero.
A snapshot date isn't hiding the holding. If a date or range is pinned, holdings that weren't active in that period don't appear on the diagram. See Snapshot Filtering.
It's a joint holding. Joint holdings are drawn through a joint-holding node rather than a direct link. See Joint Holdings.
The label is out of position. Use Refresh → Labels & sizes in the layout panel to return labels to their default positions.

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