ESOP Transaction Model Trademark Application

ChangeBridge: Trademarks - Legal & Security (Class 045)

Published January 31st, 2024

Detected April 1st, 2026

Summary

The USPTO received a trademark application (TM98384237) for "ESOP TRANSACTION MODEL" filed on January 31, 2024. The application covers financial planning services, investment advisory services, and downloadable software for employee stock ownership plan administration. This is an Intent-to-Use application, indicating the applicant plans to use the mark in commerce but has not yet done so.

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What changed

The USPTO received trademark application TM98384237 for "ESOP TRANSACTION MODEL" filed by an unidentified applicant on January 31, 2024. The application specifies goods and services in International Class 36 (financial services) and Class 9 (software), covering ESOP administration, financial advisory services, and related software tools for leveraged buyout transactions and tax advantage calculations.

No immediate action is required from third parties. The application is currently in draft/prosecution stage pending USPTO examination. Parties with potentially conflicting marks should monitor the USPTO database for publication and opposition periods. The intent-to-use basis means the applicant must demonstrate actual commercial use before registration can be completed.

Source document (simplified)

← USPTO Trademark Applications

THE ESOP TRANSACTION MODEL

Intent to Use TM98384237 Kind: intenttouse Mar 31, 2026

Abstract

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; Legal advisory services in the field of employee stock plans; Legal consulting services in the field of Financial planning and investment advisory services; 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