Patents by Inventor Samuel G. Barton

Samuel G. Barton 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).

  • Method and system for compiling a multi-source database of composite investor-specific data records with no disclosure of investor identity
    Patent number: 10032048
    Abstract: A system and method are disclosed for compiling a database of investor-related data by gathering and linking customer-specific data records from multiple unaffiliated financial institutions, where such data records are coded in such a manner that the database compiler is enabled to link, across data providers and/or time periods, data records that pertain to the same investor without being provided any information that reveals the identity of any investor.
    Type: Grant
    Filed: May 9, 2016
    Date of Patent: July 24, 2018
    Assignee: Plutometry Corporation
    Inventors: Samuel G. Barton, Bhalchandra R. Ketkar, Casey V. O'Hara, Todd Goldwasser
  • Method and system for compiling a multi-source database of composite investor-specific data records with no disclosure of investor identity
    Patent number: 9336532
    Abstract: A system and method are disclosed for compiling a database of investor-related data by gathering and linking customer-specific data records from multiple unaffiliated financial institutions, where such data records are coded in such a manner that the database compiler is enabled to link, across data providers and/or time periods, data records that pertain to the same investor without being provided any information that reveals the identity of any investor.
    Type: Grant
    Filed: May 15, 2013
    Date of Patent: May 10, 2016
    Assignee: Plutopian Corporation
    Inventors: Samuel G. Barton, Bhalchandra R. Ketkar, Casey V. O'Hara, Todd Goldwasser
  • Method and system for compiling a multi-source database of composite investor-specific data records with no disclosure of investor identity
    Patent number: 8478765
    Abstract: A system and method are disclosed for compiling a database of investor-related data by gathering and linking customer-specific data records from multiple unaffiliated financial institutions, where such data records are coded in such a manner that the database compiler is enabled to link, across data providers and/or time periods, data records that pertain to the same investor without being provided any information that reveals the identity of any investor.
    Type: Grant
    Filed: December 29, 2009
    Date of Patent: July 2, 2013
    Assignee: Plutopian Corporation
    Inventors: Samuel G. Barton, Bhalchandra R. Ketkar, Casey V. O'Hara, Todd Goldwasser
  • METHOD AND SYSTEM FOR COMPILING A MULTI-SOURCE DATABASE OF COMPOSITE INVESTOR-SPECIFIC DATA RECORDS WITH NO DISCLOSURE OF INVESTOR IDENTITY
    Publication number: 20110035414
    Abstract: A system and method are disclosed for compiling a database of investor-related data by gathering and linking customer-specific data records from multiple unaffiliated financial institutions, where such data records are coded in such a manner that the database compiler is enabled to link, across data providers and/or time periods, data records that pertain to the same investor without being provided any information that reveals the identity of any investor.
    Type: Application
    Filed: December 29, 2009
    Publication date: February 10, 2011
    Inventors: Samuel G. Barton, Bhalchandra R. Ketkar, Casey V. O'Hara, Todd Goldwasser
  • Financial market classification system
    Patent number: 6026381
    Abstract: A system for classifying investment products into a set of hierarchical buckets based on existing CUSIP numbers and other prospectus information is disclosed herein. A bucket is an investment product classification that uniquely and consistently identifies an investment product type. In the preferred embodiment, there are buckets to classify individual securities and mutual funds into product, asset and fund types. Each bucket is a unique combination of product, asset or fund codes. Unique combinations of the actual codes define a particular bucket. Thus, the present invention provides a standard classification system into which all investment products can be categorized and grouped. Three sets of hierarchical investment buckets are created to provide a standard set of both general and detailed investment buckets. Each set of buckets is directed to a specific classification purpose: a set of product buckets, a set of asset buckets, and a set of fund buckets.
    Type: Grant
    Filed: November 5, 1996
    Date of Patent: February 15, 2000
    Assignee: ITX Corporation
    Inventors: Samuel G. Barton, III, Madelyn E. Martin, Arthur T. Rodbell