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Shareholder contact information report

Craig Osten03-26-2024 15:00

Is there a report in Carta that will allow me to download personal shareholder information including ...

Vishal Bhatia03-28-2024 11:02

You can access our "Stakeholder contact spreadsheet" report by clicking on "Run reports" under the "Cap ...

1. Shareholder contact information report

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Craig Osten
Posted 03-26-2024 15:00

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Is there a report in Carta that will allow me to download personal shareholder information including name, SS# /EIN , Address, email address etc.

Thank you

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Craig Osten
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2. RE: Shareholder contact information report

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Vishal Bhatia
Posted 03-28-2024 11:02

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You can access our "Stakeholder contact spreadsheet" report by clicking on "Run reports" under the "Cap table tab" . This report contains the names, address, Employee Ids, emails and stakeholder ID for each stakeholder on the cap table

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Vishal Bhatia
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