Patents by Inventor Matthew Bax

Matthew Bax 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).

  • System and method for providing borrow coverage services to short sell securities
    Patent number: 8738514
    Abstract: The present invention is directed to providing borrow coverage services to clients by a conduit lender, while the conduit lender maintains a flat position. The source of supply for the loans is a liquidity pool from existing agent lenders that have enrolled the conduit lender as a borrower.
    Type: Grant
    Filed: February 18, 2011
    Date of Patent: May 27, 2014
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Tommy Chan, Jennifer Sclafani, Jeremy M. Dobrick, Rajiv T. Yadlapalli, Matthew Bax, Dean X. Fezza
  • System for and method of international pooling
    Patent number: 8380601
    Abstract: A system for and method of tracking a loan from a pool of assets is presented. The pool of assets may be legally owned by a single entity, but with separate individual investors owning an economic beneficial interest in a portion of the pool. The system and method provide a technique that allows for tax transparency for income generated by loans of such individual investor's associated assets. Moreover, the system and method allow for the separate individual investors to be domiciled in different tax jurisdictions.
    Type: Grant
    Filed: April 16, 2010
    Date of Patent: February 19, 2013
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Matthew Bax, Gary Plummer, Danielle Rumore, Andy Hill
  • SYSTEM AND METHOD FOR PROVIDING BORROW COVERAGE SERVICES TO SHORT SELL SECURITIES
    Publication number: 20110202452
    Abstract: The present invention is directed to providing borrow coverage services to clients by a conduit lender, while the conduit lender maintains a flat position. The source of supply for the loans is a liquidity pool from existing agent lenders that have enrolled the conduit lender as a borrower.
    Type: Application
    Filed: February 18, 2011
    Publication date: August 18, 2011
    Applicant: JP Morgan Chase Bank, N.A.
    Inventors: Tommy Chan, Jennifer Sclafani, Jeremy M. Dobrick, Rajiv T. Yadlapalli, Matthew Bax, Dean X. Fezza
  • SYSTEM FOR AND METHOD OF INTERNATIONAL POOLING
    Publication number: 20110060699
    Abstract: A system for and method of tracking a loan from a pool of assets is presented. The pool of assets may be legally owned by a single entity, but with separate individual investors owning an economic beneficial interest in a portion of the pool. The system and method provide a technique that allows for tax transparency for income generated by loans of such individual investor's associated assets. Moreover, the system and method allow for the separate individual investors to be domiciled in different tax jurisdictions.
    Type: Application
    Filed: April 16, 2010
    Publication date: March 10, 2011
    Applicant: JP Morgan Chase Bank, N.A.
    Inventors: Matthew Bax, Gary Plummer, Nitin Babbar, AndyHill, Danielle Rumore