This ontology defines concepts relating to types of organization owning parties. The concepts defined here are party in role concepts, which define the nature of some entity such as an organization or a legal person, in some role such as that of owning equity in the entity. These roles are defined in terms of the ownership enjoyed by the party, with distinctions between constitutional ownership i.e. ownership defined in terms of stockholder equity, and investment ownership more generally. Ownership Parties Ontology provides a formal assurance or promise, esp. that certain conditions shall be fulfilled relating to a product, service, or transaction guarantees links a constitutional interest/position in something (e.g., a formal business organization) to the party that holds or owns it, in whole or in part has constitutional owner links an investment interest in something (e.g., a formal business organization) to the party that holds or owns it, in whole or in part has investor links a party to some organization it holds an ownership interest in holds an ownership interest in links a party to some equity it holds holds equity in links some equity to the party that holds it is equity held by links an interest or position in something (e.g, a formal business organization) to the party that holds or owns it, in whole or in part is partially owned by a party that holds an equity stake in some entity, in the form of stockholders' equity constitutional owner controlling equity a party that has some ownership interest in some entity entity owner the context of ownership by some party of an interest in some formal organization entity ownership context an entity that has issued some guarantee for a body incorporated by the issuance of guarantees guarantee providing member equity that represents an ownership interest in some entity, but may or may not take the form of stockholder's equity investment equity a party that owns some stake in some organization by way of investment investor Contract setting out the terms under which some investor invests in the entity and setting out the rights which are conferred on that investor. investor contract 1 Copyright (c) 2013-2016 EDM Council, Inc. Copyright (c) 2013-2016 Object Management Group, Inc. http://www.omg.org/techprocess/ab/SpecificationMetadata/MITLicense OwnershipParties.rdf fibo-be-oac-opty This ontology defines concepts relating to types of organization owning parties. The concepts defined here are party in role concepts, which define the nature of some entity such as an organization or a legal person, in some role such as that of owning equity in the entity. These roles are defined in terms of the ownership enjoyed by the party, with distinctions between constitutional ownership i.e. ownership defined in terms of stockholder equity, and investment ownership more generally. The http://www.omg.org/spec/EDMC-FIBO/BE/20131101/OwnershipAndControl/OwnershipParties.rdf version of this ontology was modified per the issue resolutions identified in the FIBO BE 1.0 FTF report. http://www.omg.org/spec/EDMC-FIBO/FND/ http://www.omg.org/spec/EDMC-FIBO/BE/LegalEntities/FormalBusinessOrganizations/ http://www.omg.org/spec/EDMC-FIBO/BE/LegalEntities/CorporateBodies/ http://www.w3.org/standards/techs/owl#w3c_all http://www.omg.org/spec/ODM/ provides a formal assurance or promise, esp. that certain conditions shall be fulfilled relating to a product, service, or transaction https://www.google.com/#q=guarantees links a constitutional interest/position in something (e.g., a formal business organization) to the party that holds or owns it, in whole or in part links an investment interest in something (e.g., a formal business organization) to the party that holds or owns it, in whole or in part links a party to some organization it holds an ownership interest in links a party to some equity it holds links some equity to the party that holds it links an interest or position in something (e.g, a formal business organization) to the party that holds or owns it, in whole or in part a party that holds an equity stake in some entity, in the form of stockholders' equity Typically this would be share ownership or the holding of partnership equity. Ownership in this 'constitutional' sense means that the owner is in some way a member of the organization, as distinct from some outside investor. a party that has some ownership interest in some entity This is not the same meaning as being some owner of some asset. Rather, this is some party which partakes in the ownership of some kind of entity (a business entity or a legal entity for example) via some mechanism such as the ownership of equity in that entity. the context of ownership by some party of an interest in some formal organization an entity that has issued some guarantee for a body incorporated by the issuance of guarantees This can be any contractually capable entity. equity that represents an ownership interest in some entity, but may or may not take the form of stockholder's equity Typically an investment in some entity may take the form of shares (issued or privately held), stockholders equity (e.g., partnership equity), or it may take the form of some capital amount which is not reflected in stockholders equity. In each case, there would typically be a contractual basis for the investment setting out what controls or other benefits accrue to the investor. a party that owns some stake in some organization by way of investment This is regardless of whether or not the investor is also a constitutional owner (e.g. shareholder) in the entity. Contract setting out the terms under which some investor invests in the entity and setting out the rights which are conferred on that investor.