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Patent Assignment Abstract of Title
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Total Assignments: 16
Patent #:
6161098
Issue Dt:
12/12/2000
Application #:
09153143
Filing Dt:
09/14/1998
Inventor:
STEVEN M.H. WALLMAN
Title:
METHOD AND APPARATUS FOR ENABLING SMALL INVESTORS WITH A PORTFOLIO OF SECURITIES TO MANAGE TAXABLE EVENTS WITHIN THE PORTFOLIO
Assignment: 1
Reel/Frame:
009574/0719Recorded: 10/29/1998Pages: 3
Conveyance:
ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignor:
WALLMAN, STEVEN M. H.
Exec Dt:
10/29/1998
Assignee:
FOLIO TRADE LLC
9332 RAMEY LANE
GREAT FALLS, VIRGINIA 22066
Correspondent:
KENYON & KENYON
MICHAEL P. FORTKORT
1025 CONNECTICUT AVENUE, N.W.
WASHINGTON, D.C. 20036
Assignment: 2
Reel/Frame:
009754/0399Recorded: 02/12/1999Pages: 22
Conveyance:
SECURITY INTEREST (SEE DOCUMENT FOR DETAILS).
Assignor:
FOLIOTRADE LLC
Exec Dt:
11/12/1998
Assignee:
PSINET INC.
510 HUNTMAR PARK DRIVE
HERNDON, VIRGINIA 20170
Correspondent:
NIXON, HARGRAVE, DEVANS, ET AL.
KENDAL TYRE
ONE THOMAS CIRCLE, N.W.
SUITE 700
WASHNGTON, D.C. 20005
Assignment: 3
Reel/Frame:
010264/0742Recorded: 09/27/1999Pages: 23
Conveyance:
SECURITY AGREEMENT
Assignor:
FOLIOTRADE LLC, A DELAWARE LIMITED LIABILITY COMPANY
Exec Dt:
08/27/1999
Assignee:
PSINET INC., A NEW YORK CORPORATION
510 HUNTMAR DRIVE
HERNDON, VIRGINIA 20170
Correspondent:
NIXON PEABODY LLP
KENDAL TYRE
ONE THOMAS CIRCLE NW, SUITE 700
WASHINGTON, DC 20005
Assignment: 4
Reel/Frame:
010659/0230Recorded: 03/20/2000Pages: 2
Conveyance:
MERGER (SEE DOCUMENT FOR DETAILS).
Assignor:
FOLIO TRADE LLC
Exec Dt:
11/09/1999
Assignee:
FOLIOTRADE INC.
7923 JONES BRANCH DRIVE
MCLEAN, VIRGINIA 22102
Correspondent:
KENYON & KENYON
IRMA SCHEUGENPFLUG
1500 K STREET, N.W.
SUITE 700
WASHINGTON, DC 20005
Assignment: 5
Reel/Frame:
012916/0713Recorded: 05/20/2002Pages: 20
Conveyance:
SECURITY INTEREST (SEE DOCUMENT FOR DETAILS).
Assignor:
FOLIO FN, INC.
Exec Dt:
11/16/1999
Assignee:
EUGENE LUDWIG
4545 DEXTER STREET NW
WASHINGTON, DISTRICT OF COLUMBIA 20007
Correspondent:
PAUL, WEISS, RIFKIND, WHARTON & GARRISON
DEBORAH HARTNETT
1285 AVENUE OF THE AMERICAS
NEW YORK, NY 10019-6064
Assignment: 6
Reel/Frame:
010659/0185Recorded: 03/20/2000Pages: 2
Conveyance:
CHANGE OF NAME (SEE DOCUMENT FOR DETAILS).
Assignor:
FOLIOTRADE INC.
Exec Dt:
01/20/2000
Assignee:
FOLIO(FN), INC.
7923 JONES BRANCH DRIVE
MCLEAN, VIRGINIA 22102
Correspondent:
KENYON & KENYON
IRMA SCHEUGENPFLUG
1500 K STREET, N.W., SUITE 700
WASHINGTON, DC 20005
Assignment: 7
Reel/Frame:
011523/0660Recorded: 01/29/2001Pages: 2
Conveyance:
CHANGE OF NAME (SEE DOCUMENT FOR DETAILS).
Assignor:
FOLIO(FN), INC.
Exec Dt:
08/18/2000
Assignee:
FOLIOFN, INC.
8401 OLD COURTHOUSE ROAD, 2ND FL.
VIENNA, VIRGINIA 22182
Correspondent:
KENYON & KENYON
IRMA SCHEUGENPFLUG
1500 K STREET, N.W., SUITE 700
WASHINGTON, DC 20005
Assignment: 8
Reel/Frame:
029419/0325Recorded: 12/06/2012Pages: 10
Conveyance:
RELEASE BY SECURED PARTY (SEE DOCUMENT FOR DETAILS).
Assignor:
PSINET, INC.
Exec Dt:
02/20/2002
Assignee:
FOLIOFN, INC.
8401 OLD COURTHOUSE ROAD
VIENNA, VIRGINIA 22182
Correspondent:
DICKSTEIN SHAPIRO LLP
1825 EYE STREET NW
WASHINGTON, DC 20006
Assignment: 9
Reel/Frame:
014261/0896Recorded: 01/16/2004Pages: 4
Conveyance:
RELEASE OF SECURITY INTEREST RECORDED AT REEL 012916, FRAME 0713.
Assignor:
LUDWIG, EUGENE
Exec Dt:
10/31/2003
Assignee:
FOLIOFN, INC.
8000 TOWERS CRESCENT DRIVE
15TH FLOOR
VIENNA, VIRGINIA 22182
Correspondent:
SIDLEY AUSTIN BROWN & WOOD LLP
ELISABETH A. EVERT
717 NORTH HARWOOD
SUITE 3400
DALLAS, TX 752001-6507
Assignment: 10
Reel/Frame:
014141/0759Recorded: 11/13/2003Pages: 34
Conveyance:
SECURITY AGREEMENT
Assignor:
FOLIOFN, INC.
Exec Dt:
11/04/2003
Assignee:
JACKSON NATIONAL LIFE INSURANCE COMPANY
1 CORPORATE WAY
LANSING, MICHIGAN 48951
Correspondent:
SIDLEY AUSTIN BROWN & WOOD LLP
ELISABETH A. EVERT
717 NORTH HARWOOD
SUITE 3400
DALLAS, TX 75201-6507
Assignment: 11
Reel/Frame:
018767/0044Recorded: 01/17/2007Pages: 6
Conveyance:
RELEASE BY SECURED PARTY (SEE DOCUMENT FOR DETAILS).
Assignor:
JACKSON NATIONAL LIFE INSURANCE COMPANY
Exec Dt:
01/12/2007
Assignee:
FOLIOFN, INC.
8000 TOWERS CRESCENT DRIVE, 15TH FLOOR
VIENNA, VIRGINIA 22182
Correspondent:
COVINGTON & BURLING
1201 PENNSYLVANIA AVENUE, NW
ATTN: PATENT DOCKETING
WASHINGTON, DC 20004-2401
Assignment: 12
Reel/Frame:
018777/0478Recorded: 01/19/2007Pages: 33
Conveyance:
SECURITY AGREEMENT
Assignor:
FOLIOFN, INC.
Exec Dt:
01/12/2007
Assignee:
MOSES, ALFRED, MR.
7710 GEORGETOWN PIKE
MCLEAN, VIRGINIA 22102
Correspondent:
THADDEUS STRINGER
1201 PENNSYLVANIA AVENUE, NW
WASHINGTON, DC 20004
Assignment: 13
Reel/Frame:
018777/0478Recorded: 01/19/2007Pages: 33
Conveyance:
SECURITY AGREEMENT
Assignor:
FOLIOFN, INC.
Exec Dt:
01/12/2007
Assignee:
MOSES, ALFRED, MR.
7710 GEORGETOWN PIKE
MCLEAN, VIRGINIA 22102
Correspondent:
THADDEUS STRINGER
1201 PENNSYLVANIA AVENUE, NW
WASHINGTON, DC 20004
Assignment: 14
Reel/Frame:
029426/0751Recorded: 12/07/2012Pages: 6
Conveyance:
RELEASE BY SECURED PARTY (SEE DOCUMENT FOR DETAILS).
Assignor:
MOSES, ALFRED H.
Exec Dt:
12/13/2010
Assignee:
FOLIOFN INC.
8401 OLD COURTHOUSE ROAD
VIENNA, VIRGINIA 22182
Correspondent:
DICKSTEIN SHAPIRO LLP
1825 EYE STREET NW
WASHINGTON, DC 20006
Assignment: 15
Reel/Frame:
029275/0613Recorded: 11/09/2012Pages: 30
Conveyance:
SECURITY AGREEMENT
Assignor:
FOLIOFN, INC.
Exec Dt:
10/25/2012
Assignee:
EAGLEBANK
7830 OLD GEORGETOWN ROAD
3RD FLOOR
BETHESDA, MARYLAND 20814
Correspondent:
DICKSTEIN SHAPIRO LLP
1825 EYE STREET NW
WASHINGTON, DC 20006
Assignment: 16
Reel/Frame:
051949/0259Recorded: 02/18/2020Pages: 3
Conveyance:
CHANGE OF NAME (SEE DOCUMENT FOR DETAILS).
Assignor:
FOLIOFN, INC.
Exec Dt:
06/21/2018
Assignee:
FOLIO FINANCIAL, INC.
8180 GREENSBORO DRIVE
8TH FLOOR
MCLEAN, VIRGINIA 22012
Correspondent:
MICHAEL P. FORTKORT
13164 LAZY GLEN LANE
OAK HILL, VA 20171

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