Patents by Inventor Ann Kathleen Harding-Hesse

Ann Kathleen Harding-Hesse 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: 7330831
    Abstract: A system and method are provided for managing multiple investor accounts by rapidly computing and displaying the potential tax and gain/loss implications of proposed buy and sell transactions involving a single security. The invention allows users to identify criteria including tax selection liability rules and gain/loss rules for the proposed trades, and generate a trading (“What-If”) report identifying the tax lots in each account that would satisfy the selection criteria. A failure report identifying tax lots that do not satisfy the selection criteria allows the user to either transfer such tax lots to the trading report or defer trading using messages transmitted in the future as a reminder to review the proposed transaction at a more appropriate time.
    Type: Grant
    Filed: June 29, 2001
    Date of Patent: February 12, 2008
    Assignee: CheckFree Corporation
    Inventors: Matthew Biondi, Robert S. Coira, Joel D. Derstine, Christopher Panzica, Michael J. Kent, Theresa M. McNamara, Ann Kathleen Harding-Hesse
  • Publication number: 20030154151
    Abstract: A system and method are provided for managing multiple investor accounts by rapidly computing and displaying the potential tax and gain/loss implications of proposed buy and sell transactions involving a single security. The invention allows users to identify criteria including tax selection liability rules and gain/loss rules for the proposed trades, and generate a trading (“What-If”) report identifying the tax lots in each account that would satisfy the selection criteria. A failure report identifying tax lots that do not satisfy the selection criteria allows the user to either transfer such tax lots to the trading report or defer trading using messages transmitted in the future as a reminder to review the proposed transaction at a more appropriate time.
    Type: Application
    Filed: June 29, 2001
    Publication date: August 14, 2003
    Inventors: Matthew Biondi, Robert S. Coira, Joel D. Derstine, Christopher Panzica, Michael J. Kent, Theresa M. McNamara, Ann Kathleen Harding-Hesse