Laura Ann Morrison

US Patent:

20230019469, Jan 19, 2023

Filed:

Aug 8, 2022

Appl. No.:

17/882918

Inventors:

- New York NY, US
Thomas Champion - Montrose NY, US
Laura V. Morrison - New York NY, US

International Classification:

G06Q 40/04

Abstract:

Systems and methods for transforming an electronic portfolio. A system includes an electronic crossing platform that receives data defining trade orders of the electronic portfolio during an initial time period; compares portions of the data to determine an imbalance of the trade orders remaining after the initial time period and receives, during a final time period, a final trade order from a fund agent device to offset the remaining imbalance. The platform receives, after the final time period, a benchmark value of the electronic portfolio from a fund device; compares the final trade order with the remaining imbalance to determine an adjustment value; converts the benchmark value to a final value by applying the adjustment value to the benchmark value; and transforms the electronic portfolio into the transformed portfolio by creating paired buy and sell orders among the trade orders received during the initial time period at the final value.

US Patent:

20200334754, Oct 22, 2020

Filed:

Jun 5, 2020

Appl. No.:

16/893482

Inventors:

- New York NY, US
Thomas Champion - Montrose NY, US
Laura V. Morrison - New York NY, US

International Classification:

G06Q 40/04

Abstract:

Systems and methods for transforming an electronic portfolio. A system includes an electronic crossing platform that receives data defining trade orders of the electronic portfolio during an initial time period; compares portions of the data to determine an imbalance of the trade orders remaining after the initial time period and receives, during a final time period, a final trade order from a fund agent device to offset the remaining imbalance. The platform receives, after the final time period, a benchmark value of the electronic portfolio from a fund device; compares the final trade order with the remaining imbalance to determine an adjustment value; converts the benchmark value to a final value by applying the adjustment value to the benchmark value; and transforms the electronic portfolio into the transformed portfolio by creating paired buy and sell orders among the trade orders received during the initial time period at the final value.

US Patent:

20200065905, Feb 27, 2020

Filed:

Nov 1, 2019

Appl. No.:

16/671394

Inventors:

- New York NY, US
Thomas Champion - Montrose NY, US
Laura V. Morrison - New York NY, US

International Classification:

G06Q 40/04

Abstract:

Systems and methods for transforming an electronic portfolio. A system includes an electronic crossing platform that receives data defining trade orders of the electronic portfolio during an initial time period; compares portions of the data to determine an imbalance of the trade orders remaining after the initial time period and receives, during a final time period, a final trade order from a fund agent device to offset the remaining imbalance. The platform receives, after the final time period, a benchmark value of the electronic portfolio from a fund device; compares the final trade order with the remaining imbalance to determine an adjustment value; converts the benchmark value to a final value by applying the adjustment value to the benchmark value; and transforms the electronic portfolio into the transformed portfolio by creating paired buy and sell orders among the trade orders received during the initial time period at the final value.

US Patent:

20150324917, Nov 12, 2015

Filed:

Jul 21, 2015

Appl. No.:

14/804506

Inventors:

- New York NY, US
Thomas Champion - Montrose NY, US
Laura V. Morrison - New York NY, US

International Classification:

G06Q 40/04

Abstract:

Systems and methods for transforming an electronic portfolio. A system includes an electronic crossing platform that receives data defining trade orders of the electronic portfolio during an initial time period; compares portions of the data to determine an imbalance of the trade orders remaining after the initial time period and receives, during a final time period, a final trade order from a fund agent device to offset the remaining imbalance. The platform receives, after the final time period, a benchmark value of the electronic portfolio from a fund device; compares the final trade order with the remaining imbalance to determine an adjustment value; converts the benchmark value to a final value by applying the adjustment value to the benchmark value; and transforms the electronic portfolio into the transformed portfolio by creating paired buy and sell orders among the trade orders received during the initial time period at the final value.