Patents by Inventor Bret BERESFORD-WOOD

Bret BERESFORD-WOOD has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Patent number: 11947485
    Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.
    Type: Grant
    Filed: March 30, 2023
    Date of Patent: April 2, 2024
    Assignee: NASDAQ, INC.
    Inventors: Bret Beresford-Wood, Christina Khail
  • Publication number: 20230237005
    Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.
    Type: Application
    Filed: March 30, 2023
    Publication date: July 27, 2023
    Inventors: Bret BERESFORD-WOOD, Christina KHAIL
  • Patent number: 11620253
    Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.
    Type: Grant
    Filed: November 12, 2021
    Date of Patent: April 4, 2023
    Assignee: NASDAQ, INC.
    Inventors: Bret Beresford-Wood, Christina Khail
  • Publication number: 20220129407
    Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.
    Type: Application
    Filed: November 12, 2021
    Publication date: April 28, 2022
    Inventors: Bret BERESFORD-WOOD, Christina KHAIL (known as Christina Buringa)
  • Publication number: 20220051194
    Abstract: A system for providing a virtual data room for conducting due diligence on a plurality of documents that are remotely located and accessible over a computer network by a plurality of users using client computer systems. Documents are retrieved from the remote system and presented to a user on their local computing system for review and conducting due diligence tasks thereon. Based on the interaction the user has with the displayed document, due diligence status values that are associated with the display document are updated and stored with the virtual data room system. A display request is received and based on the request a display characteristic is calculated for a folder that includes a set of documents. The display characteristic is determined based on the due diligence status values of all of the documents within the folder.
    Type: Application
    Filed: October 28, 2021
    Publication date: February 17, 2022
    Inventors: Bret BERESFORD-WOOD, Amanda GROSSE
  • Patent number: 11188875
    Abstract: A system for providing a virtual data room for conducting due diligence on a plurality of documents that are remotely located and accessible over a computer network by a plurality of users using client computer systems. Documents are retrieved from the remote system and presented to a user on their local computing system for review and conducting due diligence tasks thereon. Based on the interaction the user has with the displayed document, due diligence status values that are associated with the display document are updated and stored with the virtual data room system. A display request is received and based on the request a display characteristic is calculated for a folder that includes a set of documents. The display characteristic is determined based on the due diligence status values of all of the documents within the folder.
    Type: Grant
    Filed: May 26, 2017
    Date of Patent: November 30, 2021
    Assignee: NASDAQ, INC.
    Inventors: Bret Beresford-Wood, Amanda Grosse
  • Patent number: 11176080
    Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.
    Type: Grant
    Filed: September 25, 2020
    Date of Patent: November 16, 2021
    Assignee: NASDAQ, INC.
    Inventors: Bret Beresford-Wood, Christina Khail
  • Patent number: 11157229
    Abstract: A screen sharing presentation system includes a presenter client system that leads a presentation and listener client systems that follow the presentation. A server facilitates communication between the presenter client system and the listener client systems. Users of the client systems may provide annotation information for the presentation. The annotation data is not visible to other users of other client systems, but is displayed on the respective user's personal views of the presentation. The presenter client system and the listener client systems are synchronized by communicating a current document location or other status indications.
    Type: Grant
    Filed: September 19, 2016
    Date of Patent: October 26, 2021
    Assignee: NASDAQ TECHNOLOGY AB
    Inventors: Stefan Sik, Bret Beresford-Wood, Julia Sears
  • Publication number: 20210011877
    Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.
    Type: Application
    Filed: September 25, 2020
    Publication date: January 14, 2021
    Inventors: Bret BERESFORD-WOOD, Christina KHAIL (known as Christina Buringa)
  • Patent number: 10831697
    Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.
    Type: Grant
    Filed: November 14, 2019
    Date of Patent: November 10, 2020
    Assignee: NASDAQ, INC.
    Inventors: Bret Beresford-Wood, Christina KHAIL
  • Publication number: 20200089647
    Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.
    Type: Application
    Filed: November 14, 2019
    Publication date: March 19, 2020
    Inventors: Bret BERESFORD-WOOD, Christina KHAIL (known as Christina Buringa)
  • Patent number: 10509763
    Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.
    Type: Grant
    Filed: March 6, 2018
    Date of Patent: December 17, 2019
    Assignee: NASDAQ, INC.
    Inventors: Bret Beresford-Wood, Christina Khail
  • Publication number: 20180203822
    Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.
    Type: Application
    Filed: March 6, 2018
    Publication date: July 19, 2018
    Inventors: Bret Beresford-Wood, Christina Buringa
  • Patent number: 9940300
    Abstract: A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.
    Type: Grant
    Filed: March 1, 2011
    Date of Patent: April 10, 2018
    Assignee: NASDAQ, INC.
    Inventors: Bret Beresford-Wood, Christina Buringa
  • Publication number: 20170262808
    Abstract: A system for providing a virtual data room for conducting due diligence on a plurality of documents that are remotely located and accessible over a computer network by a plurality of users using client computer systems. Documents are retrieved from the remote system and presented to a user on their local computing system for review and conducting due diligence tasks thereon. Based on the interaction the user has with the displayed document, due diligence status values that are associated with the display document are updated and stored with the virtual data room system. A display request is received and based on the request a display characteristic is calculated for a folder that includes a set of documents. The display characteristic is determined based on the due diligence status values of all of the documents within the folder.
    Type: Application
    Filed: May 26, 2017
    Publication date: September 14, 2017
    Inventors: Bret BERESFORD-WOOD, Amanda GROSSE
  • Publication number: 20170003927
    Abstract: A screen sharing presentation system includes a presenter client system that leads a presentation and listener client systems that follow the presentation. A server facilitates communication between the presenter client system and the listener client systems. Users of the client systems may provide annotation information for the presentation. The annotation data is not visible to other users of other client systems, but is displayed on the respective user's personal views of the presentation. The presenter client system and the listener client systems are synchronized by communicating a current document location or other status indications.
    Type: Application
    Filed: September 19, 2016
    Publication date: January 5, 2017
    Inventors: Stefan SIK, Bret BERESFORD-WOOD, Julia SEARS
  • Patent number: 9465803
    Abstract: A screen sharing presentation system includes a presenter client system that leads a presentation and listener client systems that follow the presentation. A server facilitates communication between the presenter client system and the listener client systems. Users of the client systems may provide annotation information for the presentation. The annotation data is not visible to other users of other client systems, but is displayed on the respective user's personal views of the presentation. The presenter client system and the listener client systems are synchronized by communicating a current document location or other status indications.
    Type: Grant
    Filed: September 13, 2012
    Date of Patent: October 11, 2016
    Assignee: NASDAQ TECHNOLOGY AB
    Inventors: Stefan Sik, Bret Beresford-Wood, Julia Sears
  • Publication number: 20160026965
    Abstract: A system for performing due diligence on electronically stored documents is provided. A dynamic due diligence item (DDDI) is created by one user and associated with a particular document or piece of information by the system. The created DDDI is assigned to another user. The created DDDI is then routed by the system over a computer network to another user for review of the DDDI and the associated particular document or piece of information. In certain instances, after receiving the notification and opening the document, the system may enforce upon the second user a required action when the DDDI is presented.
    Type: Application
    Filed: October 8, 2015
    Publication date: January 28, 2016
    Inventors: Bret BERESFORD-WOOD, Amanda GROSSE, Adam ROSS, Kevin ASUNCION, Tom SOLODYNA, Eric FOLKEMER
  • Patent number: 9171333
    Abstract: A system for performing due diligence on electronically stored documents is provided. A dynamic due diligence item (DDDI) is created by one user and associated with a particular document or piece of information by the system. The created DDDI is assigned to another user. The created DDDI is then routed by the system over a computer network to another user for review of the DDDI and the associated particular document or piece of information. In certain instances, after receiving the notification and opening the document, the system may enforce upon the second user a required action when the DDDI is presented.
    Type: Grant
    Filed: July 6, 2012
    Date of Patent: October 27, 2015
    Assignee: NASDAQ, INC.
    Inventors: Bret Beresford-Wood, Amanda Grosse, Adam Ross, Kevin Asuncion, Tom Solodyna, Eric Folkemer
  • Publication number: 20140013242
    Abstract: A system for providing a virtual data room for conducting due diligence on a plurality of documents that are remotely located and accessible over a computer network by a plurality of users using client computer systems. Documents are retrieved from the remote system and presented to a user on their local computing system for review and conducting due diligence tasks thereon. Based on the interaction the user has with the displayed document, due diligence status values that are associated with the display document are updated and stored with the virtual data room system. A display request is received and based on the request a display characteristic is calculated for a folder that includes a set of documents. The display characteristic is determined based on the due diligence status values of all of the documents within the folder.
    Type: Application
    Filed: July 6, 2012
    Publication date: January 9, 2014
    Applicant: THE NASDAQ OMX GROUP, INC.
    Inventors: Bret Beresford-Wood, Amanda Grosse