THE ESOP TRANSACTION MODEL

Live / Allowed — Notice of allowance issued (as of 31 Mar 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 31 Jan 2024 filing date already counts against anyone who files later.

Record

Serial number
98384237
Mark type
Stylized text
Filed
31 Jan 2024
Published for opposition
03 Feb 2026
Attorney of record
Ashly Mae Guernaccini

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer software and firmware for designing and structuring leveraged buyout transactions for companies with employee stock ownership plans; Downloadable computer software and firmware for charting, tracking, and managing expenses for companies with employee stock ownership plans to determine tax advantages and costs; Downloadable computer software for creating financial models, business forecasts, and performing financial calculations for companies with employee stock ownership plans to determine tax advantages and costs; Downloadable computer software for preparing, issuing, and managing payroll and compensation benefits to determine tax advantages and costs; Downloadable computer software for producing financial models
  • Class 036 — Insurance and financial services: Employee stock plan administration services; Financial planning and investment advisory services; Providing financial information services to business owners related to employee stock option plans to participants and potential participants in such plans
  • Class 045 — Legal and security services: Legal advisory services in the field of employee stock plans; Legal consulting services in the field of Financial planning and investment advisory services

Owner

Prosecution history

  • 31 Mar 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 03 Feb 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 03 Feb 2026 — PUBLISHED FOR OPPOSITION
  • 28 Jan 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 06 Jan 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 17 Nov 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 17 Nov 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 14 Nov 2025 — ASSIGNED TO LIE
  • 14 Nov 2025 — NOTICE OF REVIVAL - E-MAILED
  • 14 Nov 2025 — PETITION GRANTED - RESPONSE RECEIVED
  • 13 Nov 2025 — PETITION TO DIRECTOR GRANTED
  • 07 Oct 2025 — PETITION INQUIRY LETTER ISSUED
  • 06 Oct 2025 — ASSIGNED TO PETITION STAFF
  • 18 Jun 2025 — TEAS PETITION TO DIRECTOR RECEIVED
  • 14 May 2025 — PETITION TO DIRECTOR DENIED

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