Collateral for a security interest recorded Jul 25, 2025 (Sound Point Agency LLC).
Term ends Feb 9, 2028 · High confidence
20-year base term ends Nov 29, 2026
Held by Upland Software, Inc.
Filed Sep 12, 2008 as application 12/209,720 · Granted May 20, 2014
Base term plus 437 days of patent term adjustment (USPTO delay)
Today
2006
2028
Clock starts
Nov 29, 2006
Nov 29, 2006
Term ends
Feb 9, 2028
Feb 9, 2028
Granted
May 20, 2014
May 20, 2014
base term
patent term adjustment
fee events
Updated Nov 14, 2026 · includes USPTO assignment & status data published Nov 14, 2026 and grant & fee data published Nov 10, 2026 (weekly) · how we know
437
Days of term adjustment
Read from the USPTO patent term adjustment record, not recalculated here.
None
Terminal disclaimer
No disclaimer on this record.
3 of 3
Maintenance fees paid
Three maintenance fees fall due, at 3.5, 7.5 and 11.5 years from grant. This counts the ones the record shows paid.
4
Family applications on record here
Applications sharing this one's continuity chain whose file history this site holds. The family may have others.
This patent's term runs 437 days past its 20-year base term on prosecution delay. All three maintenance fees are recorded paid; no more fees are due. Confidence: High. from the record
How we calculated this date
One row per rule, each showing its own input and what it did to the date. A step we could not verify says so instead of resolving itself.
| Step | Input | Date after this step | Confidence |
|---|---|---|---|
| Base term, 20 years from filing | Clock starts Nov 29, 2006, when application 11/564,645, the earliest non-provisional in its chain, was filed (this one was filed Sep 12, 2008) | Nov 29, 2026 | High confidence |
| Continuity chain | Every parent in the chain resolved | no change | High confidence |
| Patent term adjustment | +437 days, USPTO patent term adjustment record | Feb 9, 2028 | High confidence |
| Terminal disclaimer cap | None on record | no cap applied | High confidence |
| Patent term extension | None on file | no change | High confidence |
| Fee events | 3 of 3 maintenance fees paid | In force | High confidence |
| Computed term end | The steps above, in order | Feb 9, 2028 | High confidence |
This family
| US 8,904,270 | In force Oct 2029 | Oct 2029 |
| US 8,732,566 | this patent Feb 2028 | Feb 2028 |
| US 8,726,015 | Term ended Feb 2025 | Feb 2025 |
3 of 4 applications in this family shown, earliest filings first. The applications whose file history this site holds. The family may have others.
Assignments
Assignment documents as recorded at the USPTO, oldest first, with the reel and frame each was recorded at. A recorded assignment is a filed document, not a statement of current ownership, and the absence of a later one is not evidence that the last one still stands.
| Recorded | Assignor | Assignee | Conveyance |
|---|---|---|---|
| Jan 6, 2009 Reel 22065, frame 496 | Bouchard, Thaddeus | Omtool Ltd. | Assignment of Assignor's Interest |
| Feb 24, 2017 Reel 41368, frame 943 | Omtool, Ltd. | Wells Fargo Bank, National Association, as Agent | Security Interest |
| Aug 7, 2019 Reel 49989, frame 603 | Wells Fargo Bank, National Association, as Agent | Omtool, Ltd. | Release of Security Interest |
| Aug 8, 2019 Reel 50002, frame 536 | Upland Software, Inc.; Upland Software I, Inc.; Upland Software IV, LLC; Upland Software V, Inc.; Upland Software VI, Inc.; Upland Software VII, Inc.; Upland IX, LLC; Ultriva, LLC; Advanced Processing & Imaging, Inc.; Omtool, Ltd.; Rightanswers, Inc.; Waterfall International Inc.; Qvidian Corporation; References-Online, Inc.; Adestra Inc.; Postup Holdings, LLC; Postup Digital, LLC; Daily Inches, Inc. | Credit Suisse AG, Cayman Islands Branch | Security Interest |
| May 6, 2022 Reel 59863, frame 282 | Omtool, Ltd. | Upland Software, Inc. | Merger |
| Mar 25, 2025 Reel 70626, frame 779 | Upland Software Inc.; Upland Software VII, LLC; Omtool, Ltd.; Waterfall International, Inc.; Qvidian Corporation; References- Online, Inc. | Jefferies Finance LLC | Security Interest |
| Jul 25, 2025 Reel 71840, frame 240 | Jefferies Finance LLC, as Agent | Upland Software, Inc.; Upland Software I, Inc.; Upland Software IV, LLC; Upland Software V, Inc.; Upland Software VI, LLC; Upland Software VII, LLC; Upland IX, LLC; Ultriva, LLC; Advanced Processing & Imaging, Inc.; Omtool, Ltd.; Right Answers, Inc.; Waterfall International Inc.; Qvidian Corporation; References-Online, Inc.; Adestra Inc.; Postup Holdings, LLC; Postup Digital, LLC; Daily Inches, Inc. | Release of Security Interest |
| Jul 25, 2025 Reel 71841, frame 9 | Upland Software, Inc. | Sound Point Agency LLC, as Administrative Agent | Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Upland Software, Inc. | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Upland Software I, Inc. | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Upland Software IV, LLC | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Upland Software V, Inc. | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Upland Software VI, LLC | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Upland Software VII, LLC | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Upland IX, LLC | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Ultriva, LLC | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Advanced Processing & Imaging, Inc. | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Omtool, Ltd. | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Right Answers, Inc. | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Waterfall International Inc. | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Qvidian Corporation | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | References-Online, Inc. | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Adestra Inc. | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Postup Holdings, LLC | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Postup Digital, LLC | Release of Security Interest |
| Jul 25, 2025 reel/frame not recorded | Jefferies Finance LLC, as Agent | Daily Inches, Inc. | Release of Security Interest |
Sources
Google Patents · The patent document at USPTO · Assignment records at USPTO
USPTO account required: This application in Patent Center · USPTO's maintenance fee lookup
Maintenance fee events come from USPTO's own fee records. Its fee lookup asks for the patent number and the application number.
Free plan: 3 watched companies. Pro: unlimited.
Alerts on its grants, lapses and transfers.
What's changing
Feb 2028
Term ends Feb 9, 2028. No further fees fall due before then
Note
The 437 days of patent term adjustment (USPTO delay) are read from the USPTO record, not recalculated by us
Citations
6
later US patents cite this one
That is below the median of utility patents granted in 2014 in our data, the only group it is compared against.
How we rank
Every date shows its work: the base term, any term adjustment or extension, any disclaimer cap, and the maintenance fee record, each with a confidence tier. How this record was built
Computed patent terms end on the dates shown. Related patents and pending applications may cover overlapping subject matter.
In force means the term is running and no lapse is on record. It is not a finding that the patent is valid.