Term ends Jan 26, 2027 · High confidence
20-year base term ends Jan 26, 2027
Held by Refinitiv US Organization LLC
Filed Aug 19, 2013 as application 13/970,466 · Granted Aug 19, 2014
Base term, 20 years from filing
Today
2007
2027
Clock starts
Jan 26, 2007
Jan 26, 2007
Term ends
Jan 26, 2027
Jan 26, 2027
Granted
Aug 19, 2014
Aug 19, 2014
base term
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
None
Term adjustment
No prosecution delay on this record.
No effect
Terminal disclaimer
Resolved from the filed document, referencing US 7,689,494, US 8,515,848, to Jan 26, 2027. The term already ends on or before that date, so the cap shortened nothing.
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.
6
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 is its 20-year base term, with no adjustment for prosecution delay. A terminal disclaimer is resolved from the filed document, and it ends no earlier than this term, so it shortens nothing. 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 Jan 26, 2007, when application 11/627,814, the earliest non-provisional in its chain, was filed (this one was filed Aug 19, 2013) | Jan 26, 2027 | High confidence |
| Continuity chain | Every parent in the chain resolved | no change | High confidence |
| Patent term adjustment | None on file | no change | High confidence |
| Terminal disclaimer cap | Disclaimer resolved from the filed document (refs US 7,689,494, US 8,515,848) | resolves to Jan 26, 2027, no earlier than this term, so no change | 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 | Jan 26, 2027 | High confidence |
This family
| US 7,689,494 | In force Oct 2027 | Oct 2027 |
| US 7,844,523 | In force Mar 2029 | Mar 2029 |
| US 8,515,848 | In force Oct 2027 | Oct 2027 |
| US 8,666,862 | In force May 2027 | May 2027 |
| US 8,812,379 | this patent Jan 2027 | Jan 2027 |
5 of 6 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 |
|---|---|---|---|
| Aug 19, 2013 Reel 31039, frame 123 | Torre, Nicolo G.; Rudd, Andrew T. | Advisor Software, Inc. | Assignment of Assignor's Interest |
| Sep 13, 2020 Reel 53753, frame 838 | Advisor Software, Inc. | Refinitiv US LLC | Assignment of Assignor's Interest |
| Nov 10, 2021 Reel 58070, frame 22 | Refinitiv US LLC | Refinitiv US Organization LLC | Assignment of Assignor's 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.
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Alerts on its grants, lapses and transfers.
What's changing
Jan 2027
Term ends Jan 26, 2027. No further fees fall due before then
Terminal disclaimer
A terminal disclaimer resolved from the filed document, referencing US 7,689,494, US 8,515,848, ends no earlier than this term, so it caps nothing.
Citations
7
later US patents cite this one
That is above 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.