Patents by Inventor Josh Margolis

Josh Margolis 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: 20150235315
    Abstract: Systems and methods are provided for reducing or neutralizing a carbon footprint of a security using carbon credit. A carbon footprint of at least one security may be calculated. A first amount of carbon credit necessary to neutralize the carbon footprint of the at least one security may be determined. A second amount of carbon credit may be acquired. A financial instrument having an at least partially neutralized carbon footprint may be generated by causing the at least one security and the second amount of carbon credit to be combined, e.g., in a trust.
    Type: Application
    Filed: December 22, 2014
    Publication date: August 20, 2015
    Inventors: Josh Margolis, Lawrence Trevor Gage, Scott Hartzell, Andrew Pritchard
  • Patent number: 8930255
    Abstract: Systems and methods are provided for reducing or neutralizing a carbon footprint of a security using carbon credit. At least one security that is excluded from an investment fund may be determined. A carbon footprint of the at least one security may be calculated. A first amount of carbon credit necessary to neutralize the carbon footprint of the at least one security may be determined. A second amount of carbon credit may be purchased based on the act of calculating the first amount of carbon credit necessary to neutralize the carbon footprint. A financial instrument determined to have an at least partially neutralized carbon footprint may be generated by causing the at least one security and the second amount of carbon credit to be stored in a trust.
    Type: Grant
    Filed: September 15, 2012
    Date of Patent: January 6, 2015
    Assignee: CFPH, LLC
    Inventors: Josh Margolis, Lawrence Trevor Gage, Scott Hartzell, Andrew Pritchard
  • Patent number: 8732058
    Abstract: Systems and methods are provided for reducing or neutralizing a carbon footprint of a security using carbon credit. At least one security that is excluded from an investment fund may be determined. A carbon footprint of the at least one security may be calculated. A first amount of carbon credit necessary to neutralize the carbon footprint of the at least one security may be determined. A second amount of carbon credit may be purchased based on the act of calculating the first amount of carbon credit necessary to neutralize the carbon footprint. A financial instrument determined to have an at least partially neutralized carbon footprint may be generated by causing the at least one security and the second amount of carbon credit to be stored in a trust.
    Type: Grant
    Filed: October 17, 2009
    Date of Patent: May 20, 2014
    Assignee: CFPH, LLC
    Inventors: Josh Margolis, Lawrence Trevor Gage, Scott Hartzell, Andrew Pritchard
  • Publication number: 20130132300
    Abstract: Systems and methods are provided for reducing or neutralizing a carbon footprint of a security using carbon credit. At least one security that is excluded from an investment fund may be determined. A carbon footprint of the at least one security may be calculated. A first amount of carbon credit necessary to neutralize the carbon footprint of the at least one security may be determined. A second amount of carbon credit may be purchased based on the act of calculating the first amount of carbon credit necessary to neutralize the carbon footprint. A financial instrument determined to have an at least partially neutralized carbon footprint may be generated by causing the at least one security and the second amount of carbon credit to be stored in a trust.
    Type: Application
    Filed: September 15, 2012
    Publication date: May 23, 2013
    Inventors: Josh MARGOLIS, Lawrence Trevor GAGE, Scott HARTZELL, Andrew PRITCHARD
  • Publication number: 20100049667
    Abstract: Systems and methods are provided for reducing or neutralizing a carbon footprint of a security using carbon credit. At least one security that is excluded from an investment fund may be determined. A carbon footprint of the at least one security may be calculated. A first amount of carbon credit necessary to neutralize the carbon footprint of the at least one security may be determined. A second amount of carbon credit may be purchased based on the act of calculating the first amount of carbon credit necessary to neutralize the carbon footprint. A financial instrument determined to have an at least partially neutralized carbon footprint may be generated by causing the at least one security and the second amount of carbon credit to be stored in a trust.
    Type: Application
    Filed: October 17, 2009
    Publication date: February 25, 2010
    Inventors: Josh MARGOLIS, Lawrence Trevor Gage, Scott Hartzell, Andrew Pritchard
  • Patent number: 7636681
    Abstract: Methods and corresponding system are provided herewith that, in at least one embodiment, include the act or acts of selecting a targeted investment fund from a plurality of investment funds; retrieving a filter associated with the targeted investment fund, in which the filter comprises one or more criteria for evaluating a security; generating a list of at least one targeted security, in which the at least one targeted security is excluded from the targeted investment fund based on the filter; calculating a carbon footprint of the targeted security; calculating an amount of carbon credit necessary to neutralize the carbon footprint; purchasing the amount of carbon credit; combining the targeted security with the amount of carbon credit in order to generated a rehabilitated security; and storing the rehabilitated security in a trust.
    Type: Grant
    Filed: February 15, 2007
    Date of Patent: December 22, 2009
    Assignee: CFPH, LLC
    Inventors: Josh Margolis, Lawrence Trevor Gage, Scott Hartzell, Andrew Pritchard
  • Publication number: 20080162372
    Abstract: Methods and corresponding system are provided herewith that, in at least one embodiment, include the act or acts of selecting a targeted investment fund from a plurality of investment funds; retrieving a filter associated with the targeted investment fund, in which the filter comprises one or more criteria for evaluating a security; generating a list of at least one targeted security, in which the at least one targeted security is excluded from the targeted investment fund based on the filter; calculating a carbon footprint of the targeted security; calculating an amount of carbon credit necessary to neutralize the carbon footprint; purchasing the amount of carbon credit; combining the targeted security with the amount of carbon credit in order to generated a rehabilitated security; and storing the rehabilitated security in a trust
    Type: Application
    Filed: February 15, 2007
    Publication date: July 3, 2008
    Inventors: Josh Margolis, Lawrence Trevor Gage, Scott Hartzell, Andrew Pritchard