| Patent | Date |
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Systems, devices, and methods for DLT-based data management platforms and data products
Grant 11,436,607 - Pennington , et al. September 6, 2 | 2022-09-06 |
Device, Method, And Computer Readable Medium For Large Scale Electronic Processing
App 20220215385 - PENNINGTON; Warren ; et al. | 2022-07-07 |
Device, method, and computer readable medium for large scale electronic processing
Grant 11,308,488 - Pennington , et al. April 19, 2 | 2022-04-19 |
Systems, Devices, And Methods For Dlt-based Data Management Platforms And Data Products
App 20210224805 - Pennington; Warren B. ; et al. | 2021-07-22 |
System And Method For Rapid Genetic Algorithm-based Portfolio Generation
App 20210065303 - Aliaga-Diaz; Roger ; et al. | 2021-03-04 |
Systems, devices, and methods for DLT-based data management platforms and data products
Grant 10,825,024 - Pennington , et al. November 3, 2 | 2020-11-03 |
Systems, Devices, And Methods For Dlt-based Data Management Platforms And Data Products
App 20200327546 - Pennington; Warren B. ; et al. | 2020-10-15 |
Computer system and computerized method for administering an investment fund
Grant 10,565,654 - Ameriks , et al. Feb | 2020-02-18 |
Device, Method, And Computer Readable Medium For Large Scale Electronic Processing
App 20190377724 - PENNINGTON; Warren ; et al. | 2019-12-12 |
System, Method, And Computer-readable Storage Medium That Establish A Communication Path Between A Mobile Device And A Non-mobil
App 20190253499 - FERRARA; John C. ; et al. | 2019-08-15 |
3-D graphical visualization of diversification of portfolio holdings
Grant 10,043,216 - Padilla , et al. August 7, 2 | 2018-08-07 |
Computer System And Computerized Method For Administering An Investment Fund
App 20170255998 - AMERIKS; JOHN ; et al. | 2017-09-07 |
Method of administering an investment fund
Grant 9,633,395 - Ameriks , et al. April 25, 2 | 2017-04-25 |
2-D and 3-D Graphical Visualization of Diversification of Portfolio Holdings
App 20150269679 - PADILLA; Michael R. ; et al. | 2015-09-24 |
System and method for synchronized co-browsing by users in different web sessions
Grant 8,849,914 - Bove , et al. September 30, 2 | 2014-09-30 |
Article of manufacture for securing data in 2D bar codes using SSL
Grant 8,838,983 - Sharma September 16, 2 | 2014-09-16 |
Article of manufacture for securing data in 2D bar codes using SSL
App 20140201823 - SHARMA; Rajeev | 2014-07-17 |
Method And System For Implementing An Investment Company That Issues A Class Of Conventional Shares And A Class Of Exchange-traded Shares In The Same Fund
App 20140195404 - SAUTER; George U. ; et al. | 2014-07-10 |
Computer-implemented method of constructing a stock index using index rotation
Grant 8,712,898 - Sauter , et al. April 29, 2 | 2014-04-29 |
Method of Administering an Investment Fund
App 20140089229 - Ameriks; John ; et al. | 2014-03-27 |
Computer-implemented method of constructing a stock index using multi-dimensional delineation between value and growth
Grant 8,682,774 - Sauter , et al. March 25, 2 | 2014-03-25 |
Method of securing data in 2D bar codes using SSL
Grant 8,677,131 - Sharma March 18, 2 | 2014-03-18 |
Method for implementing an investment company that issues a class of conventional shares and a class of exchange-traded shares in the same fund
Grant 8,626,636 - Sauter , et al. January 7, 2 | 2014-01-07 |
Method of administering an investment fund
Grant 8,571,963 - Ameriks , et al. October 29, 2 | 2013-10-29 |
Method For Implementing An Investment Company That Issues A Class Of Conventional Shares And A Class Of Exchange-traded Shares In The Same Fund
App 20130275333 - SAUTER; George U. ; et al. | 2013-10-17 |
Method of securing data in 2D bar codes using SSL
App 20130125200 - Sharma; Rajeev | 2013-05-16 |
System and method for implementing an investment company that issues a class of conventional shares and a class of exchange-traded shares in the same fund
Grant 8,417,623 - Sauter , et al. April 9, 2 | 2013-04-09 |
Method of administering an investment company having a class of crossing shares
Grant 8,335,734 - Sauter December 18, 2 | 2012-12-18 |
Computer-implemented method of constructing a stock index using multi-dimensional delineation between value and growth
App 20120278260 - Sauter; George U. ; et al. | 2012-11-01 |
Computer-implemented method of constructing a stock index using index rotation
App 20120278259 - Sauter; George U. ; et al. | 2012-11-01 |
Method of Administering an Investment Fund
App 20120226631 - Ameriks; John ; et al. | 2012-09-06 |
Computer-implemented method of constructing a stock index
Grant 8,239,306 - Sauter , et al. August 7, 2 | 2012-08-07 |
Method of making distributions from an investment fund
Grant 8,185,464 - Ameriks , et al. May 22, 2 | 2012-05-22 |
Method of administering an investment fund that seeks to provide regular monthly payments without consuming principal
Grant 8,180,695 - Ameriks , et al. May 15, 2 | 2012-05-15 |
Method of recording and paying declared dividends in an investment company that invests in fixed income securities and has conventional and ETF share classes with different dividend payment frequencies
Grant 8,175,944 - Booraem , et al. May 8, 2 | 2012-05-08 |
Investment Company That Issues A Class Of Conventional Shares And A Class Of Exchange-traded Shares In The Same Fund
App 20120101962 - SAUTER; George U. ; et al. | 2012-04-26 |
Investment company that issues a class of conventional shares and a class of exchange-traded shares in the same fund
Grant 8,090,646 - Sauter , et al. January 3, 2 | 2012-01-03 |
Investment Company That Issues A Class Of Conventional Shares And A Class Of Exchange-traded Shares In The Same Fund
App 20110258089 - SAUTER; George U. ; et al. | 2011-10-20 |
Method and apparatus for determining personal qualified dividend income and generating information statements thereof
Grant 7,953,661 - Laskin , et al. May 31, 2 | 2011-05-31 |
Computer program product for implementing investment company that issues a class of conventional shares and a class of exchange-traded shares in the same fund
Grant 7,925,573 - Sauter , et al. April 12, 2 | 2011-04-12 |
Basket creation apparatus for actively managed ETF that does not reveal all of the underlying fund securities
Grant 7,865,426 - Volpert January 4, 2 | 2011-01-04 |
Method Of Recording And Paying Declared Dividends In An Investment Company That Invests In Fixed Income Securities And Has Conventional And Etf Share Classes With Different Dividend Payment Frequencies
App 20100325023 - BOORAEM; Glenn H. ; et al. | 2010-12-23 |
Investment company that invests in fixed income securities and has conventional and ETF share classes with different dividend payment frequencies
Grant 7,792,725 - Booraem , et al. September 7, 2 | 2010-09-07 |
Computer Program Product For Implementing Investment Company That Issues A Class Of Conventional Shares And A Class Of Exchange-traded Shares In The Same Fund
App 20100223202 - SAUTER; George U. ; et al. | 2010-09-02 |
Purchase and selling of exchange-traded shares in an investment company that issues a class of conventional shares and a class of exchange-traded shares in the same fund
Grant 7,720,749 - Sauter , et al. May 18, 2 | 2010-05-18 |
Method Of Constructing A Stock Index
App 20090307120 - Sauter; George U. ; et al. | 2009-12-10 |
Universal multi-browser interface for customer service representatives
Grant 7,623,650 - Dalton , et al. November 24, 2 | 2009-11-24 |
Method of constructing a stock index
Grant 7,558,751 - Sauter , et al. July 7, 2 | 2009-07-07 |
System And Method For Synchronized Co-browsing By Users In Different Web Sessions
App 20090164581 - Bove; Louis Peter ; et al. | 2009-06-25 |
Computer-implemented apparatus for automating and executing investment planning for a client
Grant 7,552,079 - Bove , et al. June 23, 2 | 2009-06-23 |
Investment company that invests in fixed income securities and has conventional and ETF share classes with different dividend payment frequencies
App 20090083194 - Booraem; Glenn H. ; et al. | 2009-03-26 |
Basket Creation Process For Actively Managed Etf That Does Not Reveal All Of The Underlying Fund Securities
App 20090083196 - Volpert; Kenneth E. | 2009-03-26 |
Method Of Administering A Mutual Fund That Seeks To Provide Regular Monthly Payments Without Consuming Principal
App 20090076980 - Ameriks; John ; et al. | 2009-03-19 |
Basket creation process for actively managed ETF that does not reveal all of the underlying fund securities
Grant 7,461,027 - Volpert December 2, 2 | 2008-12-02 |
Purchase And Selling Of Exchange-traded Shares In An Investment Company That Issues A Class Of Conventional Shares And A Class Of Exchange-traded Shares In The Same Fund
App 20080147464 - Sauter; George U. ; et al. | 2008-06-19 |
Investment company that issues a class of conventional shares and a class of exchange-traded shares in the same fund
Grant 7,337,138 - Sauter , et al. February 26, 2 | 2008-02-26 |
System and method for automating investment planning
Grant 7,149,713 - Bove , et al. December 12, 2 | 2006-12-12 |
Investment company that issues a class of conventional shares and a class of exchange-traded shares in the same fund
App 20050192889 - Sauter, George U. ; et al. | 2005-09-01 |
System and Method for Automatic Investment Planning
App 20050154658 - Bove, Steven A ; et al. | 2005-07-14 |
Investment company that issues a class of conventional shares and a class of exchange-traded shares in the same fund
Grant 6,879,964 - Sauter , et al. April 12, 2 | 2005-04-12 |
Method and Apparatus for Determining Personal Qualified Dividend Income and Generating Information Statements Thereof
App 20040210501 - Laskin, Dori ; et al. | 2004-10-21 |
Method of constructing a stock index
App 20040181477 - Sauter, George U. ; et al. | 2004-09-16 |
Investment company that issues a class of conventional shares and a class of exchange-traded shares in the same fund
App 20020128947 - Sauter, George U. ; et al. | 2002-09-12 |
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