Patent Assignment
Reel/Frame 074481/0775
Patent Security Agreement
Recorded: 2026-01-26
Pages: 7
Assignor
RUSSELL INVESTMENTS GROUP, LLC
Executed: 2025-12-29
Assignee
APOLLO ADMINISTRATIVE AGENCY LLC, AS COLLATERAL AGENT
9 WEST 57TH STREET, NEW YORK, NEW YORK, 10019
Covered Properties
(4)
Retirement Planning Method
Method and System for Implementing an Adaptive Investing Methodology
Method of Creating and Maintaining Multi-Manager Exchange Traded Funds
Method of Evaluating the Performance of a Family of Target Date Funds
Related Assignments
(11)
Other recorded transfers of the patents in this record — the chain of ownership.
Assignment of Assignor's Interest
Apr 23, 2008
From: GARDNER, GRANT W.; SIROHI, ASHWANI; SEAGRAVES, WESLEY G.
To: FRANK RUSSELL COMPANY
Reel/Frame 020847/0475 →
Assignment of Assignor's Interest
May 21, 2014
From: GREENSHIELDS, ROD STEVEN; GARDNER, GRANT WALTER; PITTMAN, SAMUEL DAVID; MURRAY, STEVEN M.
To: FRANK RUSSELL COMPANY
Reel/Frame 032944/0045 →
Assignment of Assignor's Interest
May 22, 2014
From: GARDNER, GRANT W.; FAN, YUAN-AN
To: FRANK RUSSELL COMPANY
Reel/Frame 032948/0228 →
Assignment of Assignor's Interest
Oct 9, 2014
From: O'CONNOR, KEVIN P.; GARDNER, GRANT W.; FAN, YUAN-AN
To: FRANK RUSSELL COMPANY
Reel/Frame 033925/0554 →
Assignment of Assignor's Interest
Jun 2, 2016
From: FRANK RUSSELL COMPANY
To: RUSSELL INVESTMENTS GROUP INC.
Reel/Frame 038865/0474 →
Security Interest
Jun 7, 2016
From: RUSSELL INVESTMENTS GROUP INC.
To: BARCLAYS BANK PLC, AS COLLATERAL AGENT
Reel/Frame 038829/0802 →
Change of Name
Dec 16, 2019
From: RUSSELL INVESTMENTS GROUP, INC.
To: RUSSELL INVESTMENTS GROUP, LLC
Reel/Frame 051896/0346 →
Assignment of Assignor's Interest
Dec 16, 2019
From: FRANK RUSSELL COMPANY
To: RUSSELL INVESTMENTS GROUP INC.
Reel/Frame 051313/0581 →
Assignment of Assignor's Interest
Dec 16, 2019
From: ROBERTS, MARK STADLER; JOHNSON, RICHARD FRANK; SMITH, JOSEPH DEWAYNE; KUHARIC, ROBERT
To: FRANK RUSSELL COMPANY
Reel/Frame 051295/0931 →
Termination and Release of Security Interest in Patents (Reel/Frame 038829/0802)
Dec 31, 2025
From: BARCLAYS BANK PLC
To: RUSSELL INVESTMENTS GROUP INC.
Reel/Frame 074164/0432 →
Change of Name
Jun 29, 2026
From: RUSSELL INVESTMENTS GROUP, INC.
To: RUSSELL INVESTMENTS GROUP, LLC
Reel/Frame 075853/0889 →