IP Library Granted Patent US 12,499,485
Granted Patent B2
US 12,499,485 · App. 18/601,610 · Granted Dec 16, 2025

Global liquidity and settlement system

Inventor: Greg Brogger (San Francisco, CA)
Assignee: Forge Global, Inc.
G06Q40/04G06Q20/3678G06Q20/3825H04L9/14G06Q30/0633G06Q2220/00H04L2209/56
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Quick Facts
Patent No.
US 12,499,485
App. No.
18/601,610
Granted
Dec 16, 2025
Kind
B2
Abstract

A computer-implemented method for performing a digital currency escrow swap on a network of nodes is disclosed. The method includes placing transfer orders through an intermediate node and sending signed transfer order transactions with digital wallets to an escrow swap node. The method further includes performing a transfer-in order finishing operation by requesting a transfer of digital currency to the escrow swap node and receiving the digital currency via the transfer-in node. For each sell order, digital securities are transferred to the escrow swap node via the transfer-out node. The digital securities are sent from the escrow swap node. For each transfer-out order, the digital currency is sent to the transfer-out node. The method includes an analogous operation to finish a transfer-out order.

Claims (117)

1 . A computer-readable storage medium for generating a trading interface for a digital currency escrow swap, excluding transitory signals and carrying instructions, which, when executed by at least one data processor of a system, cause the system to:

provide a display interface of the trading interface displaying one or more graphical elements,

wherein at least one graphical element is linked to at least one electronic wallet that stores cryptographic keys to access digital currency,

wherein each of multiple graphical elements presents information of one or more digital securities based on one or more of:

valuation benchmarks, or

valuation indices for an associated digital security;

perform a first operation including causing the system to:

request a first transfer of a particular digital currency using a first set of associated cryptographic keys in a first electronic wallet to an escrow swap node; and

receive the requested particular digital currency via a transfer-in party node;

perform a second operation including causing the system to:

request a second transfer of an offered digital security using a second set of associated cryptographic keys in a second electronic wallet to the escrow swap node; and

receive the requested digital security by the escrow swap node via a transfer-out party node;

perform a third operation including causing the escrow swap node to:

provide the first set of associated cryptographic keys in the second electronic wallet to the transfer-in party node, to allow the transfer-in party node to access the offered digital security; and

provide the second set of associated cryptographic keys in the first electronic wallet to the transfer-out party node, to allow the transfer-out party node to access the requested particular digital currency;

update the valuation benchmarks or the valuation indices based on one or more of:

the first operation,

the second operation, or

the third operation; and

in response to performing the first operation, the second operation, and the third operation, dynamically update the one or more graphical elements on the display interface to reflect one or more of:

the updated valuation benchmarks, or

the updated valuation indices for the associated digital security.

2 . The computer-readable storage medium of claim 1 , wherein the instructions further cause the system to, prior to performing the first operation:

transmit the request of the first transfer and the request of the second transfer to a blockchain smart contract,

wherein the blockchain smart contract automatically executes the first operation, the second operation, and the third operation based on predetermined triggers.

3 . The computer-readable storage medium of claim 1 , wherein the instructions further cause the system to:

monitor prices of tokens associated with the offered digital security; and

display the monitored prices associated with the offered digital security on the display interface of the trading interface,

wherein the system provides access of the display interface to a first set of users within users of the trading interface.

4 . The computer-readable storage medium of claim 1 ,

wherein the particular digital currency includes security tokens,

wherein the security tokens are a cryptographic representation of an interest in an underlying asset, and

wherein the interest in the underlying asset is recorded on a blockchain platform.

5 . The computer-readable storage medium of claim 1 , wherein a digital wallet stores at least one of:

a public key, or a private key of the particular digital currency of the digital currency escrow swap,

wherein the public key is an identifier associated with the first transfer, and

wherein the private key authorizes a corresponding cryptographic key.

6 . The computer-readable storage medium of claim 1 , wherein the one or more graphical elements comprises:

a first axis indicating a price for the one or more digital securities;

a second axis indicating a range of time; and

a graphic overlay indicating a particular price for a particular security on the first axis and a particular time on the second axis.

7 . The computer-readable storage medium of claim 1 , wherein the one or more graphical elements comprises one or more of:

a graphical chart visually indicating historical price data or trading volume of the one or more digital securities; or

a table depicting an order log including one or more of: asset price or asset quantity.

8 . A computer-implemented method for generating a trading interface, comprising:

causing display, on the trading interface, of one or more graphical elements,

wherein each graphical element presents information of an associated digital security;

receiving a set of values associated with a particular graphical element,

wherein the particular graphical element is associated with a particular digital security, and

wherein the set of values is based on one or more of: valuation benchmarks or valuation indices for the particular digital security;

in response to the set of values, causing presentation of content indicative of the set of values for the particular digital security on the trading interface;

receiving an indication of a transfer of the particular digital security from an escrow swap node to a transfer-in party node,

wherein the escrow swap node is configured to receive the particular digital security from a transfer-out party node, and

wherein the escrow swap node is configured to, in response to receiving the particular digital security, transfer the particular digital security to the transfer-in party node;

in response to receiving the indication of the transfer of the particular digital security, dynamically updating the set of values for the particular digital security based on the received indication of the transfer of the particular digital security,

wherein the updated set of values is indicative of one or more of:

updated valuation benchmarks or updated valuation indices for the particular digital security;

in response to the updated set of values, dynamically updating the content based on the updated set of values; and

causing presentation of the updated content on the trading interface.

9 . The computer-implemented method of claim 8 , wherein the particular graphical element comprises one or more of:

a graphical chart visually indicating historical price data or trading volume of one or more digital securities; or

a table depicting an order log including one or more of: asset price or asset quantity.

10 . The computer-implemented method of claim 8 , comprising:

receiving a communication from the transfer-out party node related to the particular digital security,

wherein the communication contains instructions associated with the transfer of the particular digital security; and

transmitting the communication to the transfer-in party node through the trading interface.

11 . The computer-implemented method of claim 8 ,

wherein the particular digital security includes security tokens,

wherein the security tokens are a cryptographic representation of an interest in an underlying asset, and

wherein the interest in the underlying asset is recorded on a blockchain platform.

12 . The computer-implemented method of claim 8 , comprising:

maintaining previous content of the particular digital security,

wherein the previous content of the particular digital security is the content prior to updating;

generating a graphic overlay on the trading interface comprising a third content indicative of the previous content for the particular digital security; and

causing display of the third content on the trading interface.

13 . The computer-implemented method of claim 8 , wherein the one or more graphical elements comprises:

a first axis indicating a price for one or more digital securities;

a second axis indicating a range of time; and

a graphic overlay indicating a particular price for a particular security on the first axis and a particular time on the second axis.

14 . The computer-implemented method of claim 13 , further comprising:

monitoring prices of tokens associated with the particular digital security; and

displaying the monitored prices associated with the particular digital security on a display interface of the trading interface,

wherein the trading interface provides access to the display interface to a first set of users within users of the trading interface.

15 . A system comprising:

at least one hardware processor; and

at least one non-transitory memory storing instructions, which, when executed by the at least one hardware processor, cause the system to:

cause display, on a trading interface, of one or more graphical elements,

wherein each graphical element presents information of an associated digital security;

receive a first set of values associated with a particular graphical element,

wherein the particular graphical element is associated with a particular digital security, and

wherein the first set of values is based on one or more of: valuation benchmarks or valuation indices for the particular digital security;

in response to the first set of values, cause presentation of content indicative of the first set of values for the particular digital security on the trading interface;

receive a second set of values associated with the particular graphical element,

wherein the second set of values is based on one or more of:

updated valuation benchmarks or updated valuation indices for the particular digital security, and

wherein the second set of values is generated responsive to an indication of a digital security transfer;

in response to the second set of values, dynamically update the content based on the second set of values; and

cause presentation of the updated content on the trading interface.

16 . The system of claim 15 , wherein the instructions further cause the system to:

provide access, to multiple users of the trading interface, to a company page within the trading interface,

wherein the access to each of the multiple users is conditional based on predetermined conditions.

17 . The system of claim 15 , wherein the instructions further cause the system to:

receive a communication from a transfer-out party node related to a transfer of the particular digital security; and

transmit the communication to a transfer-in party node related to the transfer of the particular digital security through the trading interface.

18 . The system of claim 15 , wherein the instructions further cause the system to:

monitor prices of tokens associated with the particular digital security; and

display the monitored prices associated with the particular digital security on a display interface of the trading interface,

wherein the system provides access to the displayed interface to a first set of users within users of the trading interface.

19 . The system of claim 15 , wherein the instructions further cause the system to:

maintain previous content of the particular digital security,

wherein the previous content of the particular digital security is the content prior to updating;

generate a graphic overlay on the trading interface comprising a third content indicative of the previous content for the particular digital security; and

cause display of the third content on the trading interface.

20 . The system of claim 15 , wherein the one or more graphical elements comprises:

a first axis indicating a price for one or more digital securities;

a second axis indicating a range of time; and

a graphic overlay indicating a particular price for a particular security on the first axis and a particular time on the second axis.

Assignments (3)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 11, 2024
From: BROGGER, GREG
To: SHARESPOST, INC.
Reel/Frame 066720/0895 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 11, 2024
From: FORGE FINANCIAL HOLDINGS INC.
To: FORGE GLOBAL, INC.
Reel/Frame 066720/0982 →
CHANGE OF NAME Recorded Mar 11, 2024
From: SHARESPOST, INC.
To: FORGE FINANCIAL HOLDINGS INC.
Reel/Frame 066957/0991 →
Continuity (4)
Continuation 17547070 · Dec 9, 2021
Division 16397852 · Apr 29, 2019
Provisional Application 62663889 · Apr 27, 2018
Related Publication 20240212047A1 · Jun 27, 2024
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