Patents by Inventor David S. Kalt

David S. Kalt 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: 20140095377
    Abstract: The present invention is directed to a system and method that facilitates the more fully informed and efficient trading of items of value, including securities. According to the present invention, certain embodiments permit a customer to determine the merits of and to execute a trade from a single screen. One embodiment of the present invention provides a single option chain trading screen enabling a customer to view a matrix of all available options for a given security, including the various strike prices, expiration dates, and whether they are calls or puts. Another embodiment provides a customer with a single option chain trading screen allowing a customer to “hover” at or near various icons to obtain supplemental information without leaving the trading screen, and use a triple-action selection component to ultimately execute a trade.
    Type: Application
    Filed: December 5, 2013
    Publication date: April 3, 2014
    Applicant: optionsXpress Holdings, Inc
    Inventor: David S. Kalt
  • Patent number: 8628150
    Abstract: The present invention is directed to a system and method that facilitates the more fully informed and efficient trading of items of value, including securities. According to the present invention, certain embodiments permit a customer to determine the merits of and to execute a trade from a single screen. One embodiment of the present invention provides a single option chain trading screen enabling a customer to view a matrix of all available options for a given security, including the various strike prices, expiration dates, and whether they are calls or puts. Another embodiment provides a customer with a single option chain trading screen allowing a customer to “hover” at or near various icons to obtain supplemental information without leaving the trading screen, and use a triple-action selection component to ultimately execute a trade.
    Type: Grant
    Filed: February 28, 2008
    Date of Patent: January 14, 2014
    Assignee: optionsXpress Holdings, Inc.
    Inventor: David S. Kalt
  • Publication number: 20140006249
    Abstract: The invention relates to an improved means for interactive computerized communications having a facilitated capability for order entry and order execution, and providing an enhanced range of trading forms and methods to clients of brokerage firms dealing in financial instruments. In particular, the invention relates to a type of interactive computerized system and software program providing services based from trading patterns, to result in a more efficient and flexible range in the type of allowable trades, and that provides thereby innovative and strategic advantages to individual investors of brokerage firms, for actively managing financial instruments held in trading accounts.
    Type: Application
    Filed: September 3, 2013
    Publication date: January 2, 2014
    Applicant: optionsXpress Holdings, Inc.
    Inventor: David S. Kalt
  • Patent number: 8577779
    Abstract: The invention relates to an improved means for interactive computerized communications having a facilitated capability for order entry and order execution, and providing an enhanced range of trading forms and methods to clients of brokerage firms dealing in financial instruments. In particular, the invention relates to a type of interactive computerized system and software program providing services based from trading patterns, to result in a more efficient and flexible range in the type of allowable trades, and that provides thereby innovative and strategic advantages to individual investors of brokerage firms, for actively managing financial instruments held in trading accounts.
    Type: Grant
    Filed: October 3, 2006
    Date of Patent: November 5, 2013
    Assignee: optionsXpress Holdings, Inc.
    Inventor: David S. Kalt
  • Publication number: 20080228633
    Abstract: The present invention is directed to a system and method that facilitates the more fully informed and efficient trading of items of value, including securities. According to the present invention, certain embodiments permit a customer to determine the merits of and to execute a trade from a single screen. One embodiment of the present invention provides a single option chain trading screen enabling a customer to view a matrix of all available options for a given security, including the various strike prices, expiration dates, and whether they are calls or puts. Another embodiment provides a customer with a single option chain trading screen allowing a customer to “hover” at or near various icons to obtain supplemental information without leaving the trading screen, and use a triple-action selection component to ultimately execute a trade.
    Type: Application
    Filed: February 28, 2008
    Publication date: September 18, 2008
    Inventor: David S. Kalt