Daniel J Mccabe

US Patent:

6947901, Sep 20, 2005

Filed:

Apr 27, 2000

Appl. No.:

09/559320

Inventors:

Daniel J. McCabe - Valley Cottage NY, US
John A. Mulheren - Rumson NJ, US

Assignee:

Hunter IP LLC - New York NY

International Classification:

G06F017/60

US Classification:

705 26, 705 35, 364408

Abstract:

A first equity instrument which represents an ownership interest in a portfolio of stocks. The portfolio of stocks is a subset of a larger portfolio of stocks, which also has a corresponding second equity instrument representing an ownership interest in the larger portfolio of stocks. The weight of each stock in the smaller portfolio is substantially similar to its weight in the larger portfolio, divided by the combined weight of the smaller portfolio within the larger portfolio. Thus, trading in the equity instrument allows one to maintain the relative proportions of the stocks belonging to the smaller portfolio, in the larger portfolio without having to trade the individual stocks comprising the smaller portfolio.

US Patent:

7983981, Jul 19, 2011

Filed:

Dec 17, 2008

Appl. No.:

12/337618

Inventors:

Daniel Joseph McCabe - Upper Saddle River NJ, US
John Stuart Thomas - Morristown NJ, US
Mark Steven Criscitello - Colts Neck NJ, US
Paul Edward Kuhnle - Doylestown PA, US
George Tedesche Simon - Evanston IL, US

Assignee:

M7Ventures, LLC - Bedminster NJ

International Classification:

G06Q 40/00

US Classification:

705 37, 705 35, 705 36 R

Abstract:

A collective investment vehicle that provides cash distributions. The distributions provide a cash flow to holders of the collective investment vehicle securities, and also allow the value of the collective investment vehicle securities to be reset to a target level. The distributions may be scheduled to occur periodically, or may be based on the occurrence of specific events including company events, economic events, political events, etc. In some embodiments, the funds required for cash distributions are obtained without incurring any capital gains, and the distributions may be treated as a return of capital.

US Patent:

20030018570, Jan 23, 2003

Filed:

Jun 11, 2002

Appl. No.:

10/166041

Inventors:

Daniel McCabe - Valley Cottage NY, US
John Mulheren - Rumson NJ, US

International Classification:

G06F017/60

US Classification:

705/037000

Abstract:

A first equity instrument which represents an ownership interest in a portfolio of stocks. The portfolio of stocks is a subset of a larger portfolio of stocks, which also has a corresponding second equity instrument representing an ownership interest in the larger portfolio of stocks. The weight of each stock in the smaller portfolio is substantially similar to its weight in the larger portfolio, divided by the combined weight of the smaller portfolio within the larger portfolio. Thus, trading in the equity instrument allows one to maintain the relative proportions of the stocks belonging to the smaller portfolio, in the larger portfolio without having to trade the individual stocks comprising the smaller portfolio. Options and futures based on the first equity instrument are also contemplated.

US Patent:

20060080192, Apr 13, 2006

Filed:

Oct 8, 2004

Appl. No.:

10/960039

Inventors:

Daniel McCabe - Upper Saddle River NJ, US

International Classification:

G06Q 40/00

US Classification:

705035000

Abstract:

An equitized currency trust has its underlying value based solely on currency, rather than on securities and/or commodities. Shares of the equitized currency trust are priced in a currency other than the currency that forms the underlying value.

US Patent:

20090271311, Oct 29, 2009

Filed:

Apr 29, 2009

Appl. No.:

12/432729

Inventors:

Daniel J. McCabe - Upper Saddle River NJ, US

Assignee:

M7 VENTURES, LLC - Morristown NJ

International Classification:

G06Q 40/00

US Classification:

705 37

Abstract:

An equitized currency trust has its underlying value based solely on currency, rather than on securities and/or commodities. Shares of the equitized currency trust are priced in a currency other than the currency that forms the underlying value.

US Patent:

20120233053, Sep 13, 2012

Filed:

Mar 9, 2012

Appl. No.:

13/416060

Inventors:

Daniel J. McCabe - Upper Saddle River NJ, US

Assignee:

M7 Ventures, LLC - Morristown NJ

International Classification:

G06Q 40/04

US Classification:

705 37

Abstract:

An equitized currency trust has its underlying value based solely on currency, rather than on securities and/or commodities. Shares of the equitized currency trust are priced in a currency other than the currency that forms the underlying value.

US Patent:

20140012729, Jan 9, 2014

Filed:

Aug 20, 2013

Appl. No.:

13/971656

Inventors:

Daniel Joseph McCabe - Upper Saddle River NJ, US

Assignee:

M7 Ventures, LLC - Bedminster NJ

International Classification:

G06Q 40/04

US Classification:

705 37

Abstract:

An equitized currency trust has its underlying value based solely on currency, rather than on securities and/or commodities. Shares of the equitized currency trust are priced in a currency other than the currency that forms the underlying value.

US Patent:

20190156419, May 23, 2019

Filed:

Nov 20, 2018

Appl. No.:

16/196560

Inventors:

- Bedminster NJ, US
Daniel Joseph McCabe - Upper Saddle River NJ, US
Mark Steven Criscitello - Colts Neck NJ, US
John Stuart Thomas - Morristown NJ, US

International Classification:

G06Q 40/04
G06Q 40/06
G06Q 30/02

Abstract:

Disclosed herein are methods and systems for dynamic pricing of collective investment vehicles (CIVs). Portfolio composition data that identifies a plurality of portfolio securities of a CIV is received at a pricing server. Pricing data is obtained at the pricing server. A market-dynamic security price is determined at the pricing server for each portfolio security of the plurality of portfolio securities. The market-dynamic security price is dependent at least in part upon market-feed metrics determined from the pricing data. Based on the determined market-dynamic prices, an indicative value of a CIV share is generated at the pricing server. The indicative value of the CIV share is transmitted for publication.