IP Library Patent Application 12219165
Patent Application
App. No. 12/219,165

Method for directing and executing certified trading interests

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Quick Facts
Patent No.
US None
App. No.
12/219,165
Abstract

Preferred embodiments of the subject invention comprise: (a) electronically receiving securities order-related data regarding a set of securities market participants; (b) electronically storing the received order-related data regarding the set of securities market participants; (c) electronically receiving a securities order-related query (or order parameters) from a first securities market participant; (d) based on the order-related query (or order parameters) received from the first securities market participant and on the securities order-related data regarding the set of securities market participants, computing a dissemination list of securities market participants based on ranking likely contras by probability of execution; and (e) transmitting that dissemination list to an entity who has been granted the privilege of receiving such lists in exchange for being contractually bound to respect confidentiality of the dissemination list and to use the list only for the purpose of sending securities-related information to members of the list.

Claims (14)

1 . A method of effecting a targeted auction, comprising the steps of:

(a) electronically receiving data including confidential information regarding market participants;

(b) electronically storing said received data regarding market participants;

(c) electronically receiving information including a first order from a first market participant computer;

(d) electronically storing said information received from said first market participant computer;

(e) producing a targeted dissemination list of market participants based on said stored data regarding market participants and said information received from said first market participant computer;

(f) electronically transmitting to the market participants on said targeted dissemination list data based on said information received from said first market participant computer;

(g) electronically receiving subsequent orders from market participants in response to said transmitted data;

(h) conducting an electronic auction among orders including said orders received in response to said transmitted data; wherein in said auction an order is displayed as a passive order and executes immediately against contra orders at that price, but upgrades its price to a more aggressive price for randomly-scheduled match check events where neither party has control of time of execution; and

(i) electronically transmitting the status of orders to the respective market participants who initiated them.

2 . A method as in claim 1 , wherein said more aggressive price is also displayed to auction participants to enable evaluation of the value of the market timing option.

3 . A method as in claim 1 , wherein said more aggressive price is the market midpoint price.

4 . A method as in claim 1 , wherein similar orders on opposite sides are matched in said randomly-timed match check events.

5 . A method as in claim 3 , wherein one of the two prices is more aggressive than the other, and wherein the more aggressive price is accessible only to responding market participants willing to renounce the market timing option by leaving their order on hold until the next match-check event.

Assignments (2)
CHANGE OF NAME Recorded Feb 5, 2009
From: E-XCHANGE ADVANTAGE, INC.
To: PIPELINE FINANCIAL GROUP, INC.
Reel/Frame 022216/0116 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 5, 2009
From: WAELBROECK, HENRI; FEDERSPIEL, FRED J.; ANGEL, JAMES J.
To: E-XCHANGE ADVANTAGE, INC.
Reel/Frame 022216/0118 →