get_ownership

Get the unified ownership breakdown for a company, combining Form 4 insider holdings, 13F institutional holdings and 13D/13G activist positions, resolved across the three form types into one view. allHolders is paginated via limit/offset (default 100); aggregate stats (institutional / insider / beneficial totals and percentages, plus retail) are always complete.

sharesOutstanding, the denominator of every percentage, is DATED by sharesOutstandingAsOf + sharesOutstandingAsOfKind ("stated" = issuer's statement date; "checked" = last confirmed against a vendor; "none" = date not recorded) and sharesOutstandingSource; never present a count without its date.

retail is the UNATTRIBUTED residual (shares no filing accounts for, including recent offering buyers and non-filing holders): an upper bound on retail, never a retail count; withheld (null) with retail.reason: "filed_exceeds_outstanding" when counted filings exceed shares outstanding.

A bucket whose shares exceed shares outstanding by more than a 2% timing tolerance has percentOfOutstanding WITHHELD (null, percentWithheldReason: "ownership_exceeds_outstanding") with totalShares still published (e.g. another share basis such as ordinary shares vs ADSs, another class, lent shares reported twice, filings predating a buyback).

Report the shares and the reason; NEVER present it as 100%, 0% or any percent. Then retail.reason is ownership_exceeds_outstanding and filedSumPercent is absent. A null percent with NO percentWithheldReason means no share count was available.

beneficial.staleShares / stalePercentOfOutstanding / staleHolderCount is a MEASURED SUBSET of the counted 5%+ total resting on 13D/G schedules >= 24 months old with no newer reaffirming filing by the holder family: not a deduction. reaffirmedBy names the newer filing; staleFiling.ageMonths marks a row with none. stalePercentOfOutstanding: null is not measurable, never zero.