Patents by Inventor Russel E. Planitzer

Russel E. Planitzer 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: 20210295438
    Abstract: Embodiments of the invention provide techniques for improving clarity of disclosure materials provided to investors, by enabling securities issuers, intermediaries and/or other entities to create and disseminate clear and concise summary-level information on individual securities to investors to enable informed investment decisions. The information may include a summary version of the full statutory prospectus (a “summary prospectus”). A summary prospectus may include a concise, “plain English” synopsis and/or representation of certain information contained in the full statutory prospectus, such as a security's investment objectives and strategies, costs, risks and/or other information.
    Type: Application
    Filed: June 7, 2021
    Publication date: September 23, 2021
    Inventors: Russel E. Planitzer, Mark Asdoorian, David Brown, Ying Chen, Leonard Driscoll, Jeffrey B. Levering, Alex Magary
  • Publication number: 20200250763
    Abstract: Embodiments of the invention provide techniques for improving clarity of disclosure materials provided to investors, by enabling securities issuers, intermediaries and/or other entities to create and disseminate clear and concise summary-level information on individual securities to investors to enable informed investment decisions. The information may include a summary version of the full statutory prospectus (a “summary prospectus”). A summary prospectus may include a concise, “plain English” synopsis and/or representation of certain information contained in the full statutory prospectus, such as a security's investment objectives and strategies, costs, risks and/or other information.
    Type: Application
    Filed: April 20, 2020
    Publication date: August 6, 2020
    Inventors: Russel E. Planitzer, Mark Asdoorian, David Brown, Ying Chen, Leonard Driscoll, Jeffrey B. Levering, Alex Magary
  • Publication number: 20180276756
    Abstract: Embodiments of the invention provide techniques for improving clarity of disclosure materials provided to investors, by enabling securities issuers, intermediaries and/or other entities to create and disseminate clear and concise summary-level information on individual securities to investors to enable informed investment decisions. The information may include a summary version of the full statutory prospectus (a “summary prospectus”). A summary prospectus may include a concise, “plain English” synopsis and/or representation of certain information contained in the full statutory prospectus, such as a security's investment objectives and strategies, costs, risks and/or other information.
    Type: Application
    Filed: May 29, 2018
    Publication date: September 27, 2018
    Inventors: Russel E. Planitzer, Mark Asdoorian, David Brown, Ying Chen, Leonard Driscoll, Jeffrey B. Levering, Alex Magary
  • Publication number: 20160098799
    Abstract: Embodiments of the invention provide techniques for improving clarity of disclosure materials provided to investors, by enabling securities issuers, intermediaries and/or other entities to create and disseminate clear and concise summary-level information on individual securities to investors to enable informed investment decisions. The information may include a summary version of the full statutory prospectus (a “summary prospectus”). A summary prospectus may include a concise, “plain English” synopsis and/or representation of certain information contained in the full statutory prospectus, such as a security's investment objectives and strategies, costs, risks and/or other information.
    Type: Application
    Filed: October 12, 2015
    Publication date: April 7, 2016
    Inventors: Russel E. Planitzer, Mark Asdoorian, David Brown, Ying Chen, Leonard Driscoll, Jeffrey B. Levering, Alex Magary
  • Publication number: 20150106302
    Abstract: Embodiments of the invention provide techniques for improving clarity of disclosure materials provided to investors, by enabling securities issuers, intermediaries and/or other entities to create and disseminate clear and concise summary-level information on individual securities to investors to enable informed investment decisions. The information may include a summary version of the full statutory prospectus (a “summary prospectus”). A summary prospectus may include a concise, “plain English” synopsis and/or representation of certain information contained in the full statutory prospectus, such as a security's investment objectives and strategies, costs, risks and/or other information.
    Type: Application
    Filed: December 17, 2014
    Publication date: April 16, 2015
    Inventors: Russel E. Planitzer, Mark Asdoorian, David Brown, Ying Chen, Leonard Driscoll, Jeffrey B. Levering, Alex Magary
  • Publication number: 20140222717
    Abstract: Embodiments of the invention provide techniques for improving clarity of disclosure materials provided to investors, by enabling securities issuers, intermediaries and/or other entities to create and disseminate clear and concise summary-level information on individual securities to investors to enable informed investment decisions. The information may include a summary version of the full statutory prospectus (a “summary prospectus”). A summary prospectus may include a concise, “plain English” synopsis and/or representation of certain information contained in the full statutory prospectus, such as a security's investment objectives and strategies, costs, to risks and/or other information.
    Type: Application
    Filed: April 7, 2014
    Publication date: August 7, 2014
    Applicant: BROADRIDGE INVESTOR COMMUNICATION SOLUTIONS, INC.
    Inventors: Russel E. Planitzer, Mark Asdoorian, David Brown, Ying Chen, Leonard Driscoll, Jeffrey B. Levering, Alex Magary
  • Publication number: 20130297533
    Abstract: Embodiments of the invention provide techniques for improving clarity of disclosure materials provided to investors, by enabling securities issuers, intermediaries and/or other entities to create and disseminate clear and concise summary-level information on individual securities to investors to enable informed investment decisions. The information may include a summary version of the full statutory prospectus (a “summary prospectus”). A summary prospectus may include a concise, “plain English” synopsis and/or representation of certain information contained in the hill statutory prospectus, such as a security's investment objectives and strategies, costs, risks and/or other information.
    Type: Application
    Filed: July 1, 2013
    Publication date: November 7, 2013
    Inventors: Russel E. Planitzer, Mark Asdoorian, David Brown, Ying Chen, Leonard Driscoll, Jeffrey B. Levering, Alex Magary