IP Library › Assignment 029275/0613
Patent Assignment
Reel/Frame 029275/0613

Security Agreement

Recorded: 2012-11-09 Pages: 30
Assignor
FOLIOFN, INC.
Executed: 2012-10-25
Assignee
EAGLEBANK
7830 OLD GEORGETOWN ROAD, 3RD FLOOR, BETHESDA, MARYLAND, 20814
Covered Properties (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
Patent: 6,996,539 →
Application: 09/038,158 →
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
Patent: 6,601,044 →
Application: 09/139,020 →
Method and Apparatus for Enabling Small Investors with a Portfolio of Securities to Manage Taxable Events Within the Portfolio
Patent: 6,161,098 →
Application: 09/153,143 →
Method and System for Enabling Smaller Investors to Manage Risk in a Self-Managed Portfolio of Assets/Liabilities
Patent: 6,360,210 →
Application: 09/249,022 →
Method and System for Investing in a Group of Investments That Are Selected Based on the Aggregated, Individual Preferences of Plural Investors
Patent: 6,338,047 →
Application: 09/339,299 →
Method and Apparatus for Interacting with Investors to Create Investment Portfolios
Patent: 6,801,199 →
Application: 09/516,791 →
Method and Apparatus for Trading Securities or Other Instruments on Behalf of Customers
Patent: 7,047,218 →
Application: 09/516,792 →
Method, System, and Apparatus for Managing Taxable Events Within a Portfolio
Patent: 6,516,303 →
Application: 09/688,975 →
Method and apparatus for converting collectively owned investment accounts and pooled investment accounts and vehicles into individually owned accounts
Application: 10/421,384 →
Publication: US 2003/0229561
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
Patent: 7,110,971 →
Application: 10/435,591 →
Publication: US 2003/0208432
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
Patent: 7,117,176 →
Application: 10/440,142 →
Publication: US 2003/0212622
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
Patent: 8,099,344 →
Application: 10/627,626 →
Publication: US 2004/0024677
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
Patent: 7,685,046 →
Application: 10/627,646 →
Publication: US 2004/0039675
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
Patent: 7,546,267 →
Application: 10/627,873 →
Publication: US 2004/0024678
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
Patent: 7,552,082 →
Application: 10/627,921 →
Publication: US 2004/0024679
Method and apparatus for portfolio trading using margin
Application: 10/644,891 →
Publication: US 2004/0064394
Method and Apparatus for Corporate Voting
Patent: 7,640,182 →
Application: 11/218,589 →
Publication: US 2005/0288996
Method and Apparatus for Trading Securities or Other Instruments
Patent: 7,844,538 →
Application: 11/898,150 →
Publication: US 2008/0005013
Method and Apparatus for Rebalancing an Investment Portfolio Using a Portfolio Investment System
Patent: 8,086,514 →
Application: 12/378,495 →
Publication: US 2009/0254490
Method and apparatus for portfolio trading using margin
Patent: 9,978,103 →
Application: 12/380,181 →
Publication: US 2009/0259597
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
Application: 12/476,628 →
Publication: US 2009/0276372
Method and Apparatus for Corporate Voting
Patent: 8,078,490 →
Application: 12/629,556 →
Publication: US 2010/0076824
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
Patent: 8,275,690 →
Application: 12/701,286 →
Publication: US 2010/0205110
Method and Apparatus for Characterizing the Key Properties and Analyzing the Future Performance of an Investment Portfolio
Application: 12/725,204 →
Publication: US 2010/0235299
Related Assignments (25)
Other recorded transfers of the patents in this record — the chain of ownership.
Assignment of Assignor's Interest Oct 29, 1998
From: WALLMAN, STEVEN M.H.
To: FOLIO TRADE LLC
Reel/Frame 009574/0618 →
Assignment of Assignor's Interest Oct 29, 1998
From: WALLMAN, STEVEN M. H.
To: FOLIO TRADE LLC
Reel/Frame 009574/0719 →
Assignment of Assignor's Interest Oct 29, 1998
From: WALLMAN, STEVEN M.H.
To: FOLIOTRADE LLC
Reel/Frame 009574/0621 →
Security Interest Feb 12, 1999
From: FOLIOTRADE LLC
To: PSINET INC.
Reel/Frame 009754/0399 →
Assignment of Assignor's Interest Mar 10, 1999
From: WALLMAN, STEVEN M.H.
To: FOLIO TRADE LLC
Reel/Frame 009796/0913 →
Security Agreement Sep 27, 1999
From: FOLIOTRADE LLC, A DELAWARE LIMITED LIABILITY COMPANY
To: PSINET INC., A NEW YORK CORPORATION
Reel/Frame 010264/0742 →
Merger Mar 20, 2000
From: FOLIO TRADE LLC
To: FOLIOTRADE INC.
Reel/Frame 010659/0230 →
Change of Name Mar 20, 2000
From: FOLIOTRADE INC.
To: FOLIO(FN), INC.
Reel/Frame 010659/0185 →
Merger Apr 3, 2000
From: FOLIOTRADE LLC
To: FOLIOTRADE INC.
Reel/Frame 010707/0165 →
Change of Name Apr 3, 2000
From: FOLIOTRADE INC.
To: FOLIO(FN), INC.
Reel/Frame 010707/0163 →
Assignment of Assignor's Interest May 31, 2000
From: WALLMAN, STEVEN M.H.
To: FOLIO (FN), INC.
Reel/Frame 010819/0958 →
Assignment of Assignor's Interest May 31, 2000
From: WALLMAN, STEVEN M. H.
To: FOLIO (FN), INC.
Reel/Frame 010819/0971 →
Change of Name Jan 26, 2001
From: FOLIO[FN], INC.
To: FOLIOFN, INC.
Reel/Frame 011482/0579 →
Change of Name Jan 29, 2001
From: FOLIO(FN), INC.
To: FOLIOFN, INC.
Reel/Frame 011498/0803 →
Change of Name Jan 29, 2001
From: FOLIO(FN), INC.
To: FOLIOFN, INC.
Reel/Frame 011527/0635 →
Assignment of Assignor's Interest Jan 29, 2001
From: FOLIO[FN], INC.
To: FOLIOFN, INC.
Reel/Frame 011498/0724 →
Change of Name Jan 29, 2001
From: FOLIO(FN), INC
To: FOLIOFN, INC.
Reel/Frame 011498/0729 →
Change of Name Jan 29, 2001
From: FOLIO [FN], INC.
To: FOLIOFN, INC.
Reel/Frame 011498/0748 →
Assignment of Assignor's Interest Jan 29, 2001
From: FOLIO[FN], INC
To: FOLIOFN, INC
Reel/Frame 011498/0797 →
Change of Name Jan 29, 2001
From: FOLIO(FN), INC.
To: FOLIOFN, INC.
Reel/Frame 011523/0660 →
Assignment of Assignor's Interest Mar 11, 2002
From: WALLMAN, STEVEN M.H.
To: FOLIOFN, INC.
Reel/Frame 012653/0797 →
Security Interest May 20, 2002
From: FOLIO FN, INC.
To: EUGENE LUDWIG
Reel/Frame 012916/0713 →
Assignment of Assignor's Interest Aug 21, 2003
From: WALLMAN, STEVEN M.H.
To: FOLIOFN, INC.
Reel/Frame 014417/0211 →
Security Agreement Nov 13, 2003
From: FOLIOFN, INC.
To: JACKSON NATIONAL LIFE INSURANCE COMPANY
Reel/Frame 014141/0759 →
Assignment of Assignor's Interest Nov 19, 2003
From: WALLMAN, STEVEN M.H.
To: FOLIOFN, INC.
Reel/Frame 014719/0582 →