| Serial Number | 88959843 |
| Word Mark | CALVERT INSTITUTE FOR RESPONSIBLE INVESTING |
| Filing Date | Thursday, June 11, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 14, 2022 |
| Registration Number | 6761161 |
| Registration Date | Tuesday, June 14, 2022 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 15, 2020 |
| Goods and Services | Educational services, namely, conducting programs in the field of financial investing for securities broker/dealers, investors, corporations and policy makers; Publication of research in the form of white papers and other educational curricula in the field of environmental, social and governance investing |
| Description of Mark | The mark consists of "Calvert Institute for Responsible Investing" in stylized fonts with a stack of horizontal lines between "Calvert" and "Institute". |
| Goods and Services | Investment advisory services; Investment counseling services; Investment management based on environmental, social and governance criteria; Financial sponsorship of research in the field of environmental, social and governance investing |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "INSTITUTE FOR RESPONSIBLE INVESTING" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 8, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, June 1, 2020 |
| First Use In Commerce Date | Monday, June 1, 2020 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 8, 2020 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, June 1, 2020 |
| First Use In Commerce Date | Monday, June 1, 2020 |
| Party Name | EV LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02110 |
| Party Name | EV LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02110 |
| Party Name | The Trustee of Calvert Research and Management |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Boston, MA 02110 |
| Party Name | The Trustee of Calvert Research and Management |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Boston, MA 02110 |
| Party Name | The Trustee of Calvert Research and Management |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Boston, MA 02110 |
| Event Date | Event Description |
| Wednesday, February 8, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, August 17, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, June 14, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, June 14, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Saturday, May 7, 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Friday, May 6, 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, May 6, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, July 14, 2021 | USE AMENDMENT FILED |
| Friday, May 6, 2022 | EARLY EXTENSION OF USE REFUSED |
| Friday, May 6, 2022 | EARLY EXTENSION OF USE REFUSED |
| Tuesday, January 11, 2022 | TEAS EXTENSION RECEIVED |
| Thursday, August 12, 2021 | ASSIGNED TO EXAMINER |
| Thursday, July 22, 2021 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, July 21, 2021 | SOU EXTENSION 1 GRANTED |
| Wednesday, July 14, 2021 | SOU EXTENSION 1 FILED |
| Wednesday, July 21, 2021 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, July 14, 2021 | TEAS EXTENSION RECEIVED |
| Wednesday, July 14, 2021 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, February 9, 2021 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 15, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 15, 2020 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 25, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, November 7, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, November 6, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, November 6, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, November 6, 2020 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, October 28, 2020 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, October 28, 2020 | FINAL REFUSAL E-MAILED |
| Wednesday, October 28, 2020 | FINAL REFUSAL WRITTEN |
| Wednesday, October 7, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 7, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 7, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 22, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, September 22, 2020 | NON-FINAL ACTION E-MAILED |
| Tuesday, September 22, 2020 | NON-FINAL ACTION WRITTEN |
| Tuesday, September 22, 2020 | NON-FINAL ACTION WRITTEN |
| Tuesday, September 15, 2020 | ASSIGNED TO EXAMINER |
| Thursday, July 9, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, July 8, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 15, 2020 | NEW APPLICATION ENTERED |