Patents by Inventor Charles Raymond Smith, III

Charles Raymond Smith, III 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).

  • Publication number: 20240146003
    Abstract: An electrical connector and a ground system which includes ground contacts and ground shields positioned proximate the ground contacts. The ground contacts have receiving sections, securing sections and mounting sections. The receiving sections have first engagement portions and second engagement portions. The ground shields have a nonplanar configuration, with portions of the ground shields passing between signal contacts. Surfaces of the securing sections of the ground contacts are positioned in mechanical and electrical engagement with surfaces of the ground shields, providing first ground contact areas across which ground currents may flow. The first engagement portions of the ground contacts are provided in electrical and mechanical engagement with the surfaces of the ground shields, providing second ground contact areas across which the ground currents may flow.
    Type: Application
    Filed: October 28, 2022
    Publication date: May 2, 2024
    Applicant: TE Connectivity Solutions GmbH
    Inventors: Keith Edwin MILLER, Scott Eric WALTON, Charles Raymond GINGRICH, III, Rodney T. SMITH
  • Publication number: 20150120611
    Abstract: Systems and methods are provided for multi-style portfolio cash flow enhancement. The systems and methods include identifying a first set of one or more investment sleeves within an investment account as underweighted relative to a desired target and identifying a second set of one or more investment sleeves within the investment account as overweighted relative to the desired target, where the investment account includes a plurality of investment sleeves and where each investment sleeve includes at least one asset.
    Type: Application
    Filed: August 18, 2014
    Publication date: April 30, 2015
    Applicant: FISERV INVESTMENT SOLUTIONS, INC.
    Inventors: Joseph A. Barone, Charles Raymond Smith, III, William McKinney, Hari Moorthy
  • Patent number: 8812388
    Abstract: Systems and methods are provided for multi-style portfolio cash flow enhancement. The systems and methods include identifying a first set of one or more investment sleeves within an investment account as underweighted relative to a desired target and identifying a second set of one or more investment sleeves within the investment account as overweighted relative to the desired target, where the investment account includes a plurality of investment sleeves and where each investment sleeve includes at least one asset.
    Type: Grant
    Filed: March 16, 2007
    Date of Patent: August 19, 2014
    Assignee: Fiserv Investment Solutions, Inc.
    Inventors: Joseph Anthony Barone, Charles Raymond Smith, III, William McKinney, Hari Nanjundamoorthy
  • Patent number: 7822667
    Abstract: An investment account is managed having associated assets, including shares of different securities, transacted in accordance with a plurality of different investment styles. A cash deposit into such a multi-style investment account and a request for a cash withdrawal from the multi-style investment account are handled differently but efficiently across the different investment styles in the investment account. When cash is deposited into the investment account, the cash deposit is placed into a temporary “cash bucket” in the investment account common across different investment styles. The cash is then distributed individual “cash buckets” each associated with an investment style in the investment account in accordance with a selected cash deposit allocation.
    Type: Grant
    Filed: February 25, 2003
    Date of Patent: October 26, 2010
    Assignee: CheckFree Corporation
    Inventors: Charles Raymond Smith, III, Michael John Everett, Danette Kay Ponce, Lavinia Shao-Hui Zyvith, Reo A. Gonzales, Heidi Renee Derstine, Mirjana Ristovic
  • Patent number: 7809624
    Abstract: A processor and system are provided for determining drift in an investment account having assets associated with a plurality of investment styles. An actual asset allocation of at least one portion of the investment account is determined. The at least one portion of the investment account includes both cash assets and security assets. The actual asset allocation of the at least one portion of the investment account is compared to an allocation rule. A drift of assets associated with the at least one portion is determined based on the comparison. A rebalancing of the investment account may occur based on the determined drift.
    Type: Grant
    Filed: February 25, 2003
    Date of Patent: October 5, 2010
    Assignee: CheckFree Corporation
    Inventors: Charles Raymond Smith, III, Michael John Everett, Danette Kay Ponce, Lavinia Shao-Hui Zyvith, Reo A. Gonzales, Heidi Renee Derstine, Mirjana Ristovic
  • Patent number: 7729969
    Abstract: A process and system are provided for determining whether to rebalance an investment account having assets associated with one of the plurality of investment styles relative to an allocation rule is determined. The determined drift is compared with a threshold value. A determination is made whether to rebalance the investment account is based on the comparison.
    Type: Grant
    Filed: February 25, 2003
    Date of Patent: June 1, 2010
    Assignee: CheckFree Corporation
    Inventors: Charles Raymond Smith, III, Michael John Everett, Danette Kay Ponce, Lavinia Shao-Hui Zyvith, Reo A. Gonzales, Heidi Renee Derstine, Mirjana Ristovic