Patent Assignment
Reel/Frame 027696/0306
Assignment of Assignor's Interest
Recorded: 2012-02-13
Pages: 4
Assignor
CHECKFREE CORPORATION
Executed: 2011-12-31
Assignee
FISERV INVESTMENT SOLUTIONS, INC.
255 FISERV DRIVE, BROOKFIELD, WISCONSIN, 53045
Covered Properties
(11)
Drift Determination in Multi-Style Managed Client Investment Account
Patent:
7,809,624 →
Application:
10/372,647 →
Coordinated Rebalancing by Money Manager Portfolio Management Systems and a Master Overlay Manager Portfolio Management System
Patent:
7,729,969 →
Application:
10/372,705 →
Distribution of Cash Deposits and Withdrawals in Multi-Style Managed Client Investment Accounts
Patent:
7,822,667 →
Application:
10/372,709 →
Automated Actions Based on Restrictions
Systems, Methods and Computer Program Products for Processing Orders Subject to Investment Restrictions
Systems and Methods Enabling Investment Activities via the Creation and Use of Client-Specific Security Files
Systems, Methods, and Computer Program Products for Adjusting the Assets of an Investment Account
Systems and Methods for Automatically Backing Out Buy Orders
Systems and Methods for Automatically Backing Out Buy Orders
Systems and Methods for Multi-Style Portfolio (Msp) Cash Flow Enhancement
Automated Actions Based on Restrictions
Related Assignments
(22)
Other recorded transfers of the patents in this record — the chain of ownership.
Assignment of Assignor's Interest
Jun 6, 2003
From: SMITH, CHARLES R., III; EVERETT, MICHAEL J.; PONCE, DANETTE K.; ZYVITH, LAVINIA S.
To: CHECKFREE CORPORATION
Reel/Frame 014831/0849 →
Assignment of Assignor's Interest
Jun 6, 2003
From: SMITH, III; CHARLES R.; EVERETT, MICHAEL J.; PONCE, DANETTE K.; ZYVITH, LAVINIA S.
To: CHECKFREE CORPORATION
Reel/Frame 014151/0392 →
Assignment of Assignor's Interest
Jun 7, 2005
From: PIERDINOCK, MICHELE; MCKINNEY, WILLIAM; SMITH, CHARLES; GERSHON, SIMON
To: CHECKFREE CORPORATION
Reel/Frame 016667/0579 →
Assignment of Assignor's Interest
Jun 29, 2006
From: NANJUNDAMOORTHY, HARI; SMITH III, CHARLES R.; PIERDINOCK, MICHELE; FIGLIK, DONNA
To: CHECKFREE CORPORATION
Reel/Frame 019225/0382 →
Assignment of Assignor's Interest
Sep 14, 2006
From: NANJUNDAMOORTHY, HARI; SMITH, CHARLES R. III; PIERDINOCK, MICHELE; MCKINNEY, WILLIAM
To: CHECKFREE CORPORATION
Reel/Frame 018439/0818 →
Assignment of Assignor's Interest
Mar 9, 2007
From: BARONE, JOSEPH A.; MCKINNEY, WILLIAM; PIERDINOCK, MICHELE; NANJUNDAMOORTHY, HARI
To: CHECKFREE CORPORATION
Reel/Frame 018990/0215 →
Assignment of Assignor's Interest
Mar 9, 2007
From: BARONE, JOSEPH A.; MCKINNEY, WILLAM; PIERDINOCK, MICHELE; NANJUNDAMOORTHY, HARI
To: CHECKFREE CORPORATION
Reel/Frame 018990/0063 →
Assignment of Assignor's Interest
Mar 16, 2007
From: BARONE, JOSEPH A.; SMITH, CHARLES RAYMOND, III; MCKINNEY, WILLIAM; NANJUNDAMOORTHY, HARI
To: CHECKFREE CORPORATION
Reel/Frame 019025/0603 →
Assignment of Assignor's Interest
Apr 4, 2007
From: NANJUNDAMOORTHY, HARI
To: CHECKFREE CORPORATION
Reel/Frame 019114/0914 →
Assignment of Assignor's Interest
Aug 18, 2010
From: SMITH, CHARLES RAYMOND, III; EVERETT, MICHAEL JOHN; PONCE, DANETTE KAY; ZYVITH, LAVINIA SHAO-HUI
To: CHECKFREE CORPORATION
Reel/Frame 024855/0640 →
Security Interest
Feb 18, 2020
From: FISERV INVESTMENT SOLUTIONS, INC.
To: CITIBANK N.A., AS COLLATERAL AGENT
Reel/Frame 051841/0695 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0059 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0285 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0278 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0271 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0192 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0172 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0128 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0113 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0094 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0075 →
Security Interest
Jan 27, 2026
From: TEGRA118 WEALTH SOLUTIONS, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
Reel/Frame 073595/0478 →