Wallman; Steven M. H.

Patent Applications and Registrations

Patent applications and USPTO patent grants for Wallman; Steven M. H..The latest application filed is for "method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis".

Company Profile

0.21.24

Wallman; Steven M. H. - Great Falls VA US
Wallman; Steven M. H. - McLean VA

*profile and listings may contain filings by different individuals or companies with the same name. Review application materials to confirm ownership/assignment.

Patent Activity

Patent	Date
Method and apparatus for portfolio trading using margin Grant 9,978,103 - Wallman May 22, 2	2018-05-22
Method and Apparatus for Enabling Individual or Smaller Investors or Others to Create and Manage A Portfolio of Securities or Other Assets or Liabilities on a Cost Effective Basis App 20150178841 - Wallman; Steven M. H.	2015-06-25
Automated Cash Leveraging Facility to Provide Available Cash from Sweep Investments for Margin Financing App 20140279678 - Wallman; Steven M.H.	2014-09-18
Leveraged Instrument Computer-implemented Trade Management System To Provide Long-term Expected Returns For Daily Rebalance Instruments, Such As Etfs Or Funds App 20140207648 - Wallman; Steven M.H.	2014-07-24
Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis Grant 8,275,690 - Wallman September 25, 2	2012-09-25
Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis Grant 8,099,344 - Wallman January 17, 2	2012-01-17
Method and apparatus for rebalancing an investment portfolio using a portfolio investment system Grant 8,086,514 - Wallman December 27, 2	2011-12-27
Method and apparatus for corporate voting Grant 8,078,490 - Wallman December 13, 2	2011-12-13
Method and apparatus for trading securities or other instruments Grant 7,844,538 - Wallman November 30, 2	2010-11-30
Method And Apparatus For Enabling Smaller Investors Or Others To Create And Manage A Portfolio Of Securities Or Other Assets Or Liabilities On A Cost Effective Basis App 20100205110 - WALLMAN; Steven M.H.	2010-08-12
Method And Apparatus For Corporate Voting App 20100076824 - Wallman; Steven M. H.	2010-03-25
Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis Grant 7,685,046 - Wallman March 23, 2	2010-03-23
Method and apparatus for corporate voting Grant 7,640,182 - Wallman December 29, 2	2009-12-29
Method And Apparatus For Enabling Individual Or Smaller Investors Or Others To Create And Manage A Portfolio Of Securities Or Other Assets Or Liabilities On A Cost Effective Basis App 20090276372 - Wallman; Steven M.H.	2009-11-05
Method And Apparatus For Analyzing Individual And Comparative Returns On Assets App 20090259599 - Wallman; Steven M.H.	2009-10-15
Method and apparatus for portfolio trading using margin App 20090259597 - Wallman; Steven M.H.	2009-10-15
Method and apparatus for rebalancing an investment portfolio using a portfolio investment system App 20090254490 - Wallman; Steven M.H.	2009-10-08
Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis Grant 7,552,082 - Wallman June 23, 2	2009-06-23
Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis Grant 7,546,267 - Wallman June 9, 2	2009-06-09
Method and apparatus for trading securities or other instruments App 20080005013 - Wallman; Steven M.H.	2008-01-03
Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis Grant 7,117,176 - Wallman October 3, 2	2006-10-03
Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis Grant 7,110,971 - Wallman September 19, 2	2006-09-19
Method and apparatus for trading securities or other instruments on behalf of customers Grant 7,047,218 - Wallman May 16, 2	2006-05-16
Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis Grant 6,996,539 - Wallman February 7, 2	2006-02-07
Method and apparatus for corporate voting App 20050288996 - Wallman, Steven M. H.	2005-12-29
Method and apparatus for trading securities or other instruments App 20050192890 - Wallman, Steven M.H.	2005-09-01
Method and apparatus for interacting with investors to create investment portfolios Grant 6,801,199 - Wallman October 5, 2	2004-10-05
Method and apparatus for portfolio trading using margin App 20040064394 - Wallman, Steven M.H.	2004-04-01
Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis App 20040039675 - Wallman, Steven M.H.	2004-02-26
Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis App 20040024677 - Wallman, Steven M.H.	2004-02-05
Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis App 20040024679 - Wallman, Steven M.H.	2004-02-05
Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis App 20040024678 - Wallman, Steven M.H.	2004-02-05
Method and apparatus for converting collectively owned investment accounts and pooled investment accounts and vehicles into individually owned accounts App 20030229561 - Wallman, Steven M.H.	2003-12-11
Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis App 20030212622 - Wallman, Steven M.H.	2003-11-13
Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis App 20030208432 - Wallman, Steven M.H.	2003-11-06
Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis Grant 6,601,044 - Wallman July 29, 2	2003-07-29
Method and apparatus for creating investment advice marketplace App 20030120574 - Wallman, Steven M. H.	2003-06-26
Method and apparatus for providing investment advice to multiple investors App 20030120575 - Wallman, Steven M. H.	2003-06-26
Method, system, and apparatus for managing taxable events within a portfolio Grant 6,516,303 - Wallman February 4, 2	2003-02-04
Method and system for enabling smaller investors to manage risk in a self-managed portfolio of assets/liabilities Grant 6,360,210 - Wallman March 19, 2	2002-03-19
Method and system for investing in a group of investments that are selected based on the aggregated, individual preference of plural investors Grant 6,338,047 - Wallman January 8, 2	2002-01-08
Method and apparatus for enabling small investors with a portfolio of securities to manage taxable events within the portfolio Grant 6,161,098 - Wallman December 12, 2	2000-12-12

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