HARRIS | OAKMARK Trademark

Trademark Overview


On Monday, May 13, 2024, a trademark application was filed for HARRIS | OAKMARK with the United States Patent and Trademark Office. The USPTO has given the HARRIS | OAKMARK trademark a serial number of 98546844. The federal status of this trademark filing is REGISTERED as of Tuesday, July 29, 2025. This trademark is owned by Harris Associates L.P.. The HARRIS | OAKMARK trademark is filed in the Insurance & Financial Services category with the following description:

Investment management services; mutual fund distribution services; and mutual fund and exchange-traded fund (ETF) investment services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients, families, and institutional investors, consisting of both separate accounts and mutual funds for equity and fixed income investments, and exchange-traded funds (ETFs); Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, and rebalancing, and tax management needs; Management of portfolios of transferable securities; Management of securities portfolios
harris | oakmark

General Information


Serial Number98546844
Word MarkHARRIS | OAKMARK
Filing DateMonday, May 13, 2024
Status700 - REGISTERED
Status DateTuesday, July 29, 2025
Registration Number7875692
Registration DateTuesday, July 29, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 24, 2024

Trademark Statements


Goods and ServicesInvestment management services; mutual fund distribution services; and mutual fund and exchange-traded fund (ETF) investment services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients, families, and institutional investors, consisting of both separate accounts and mutual funds for equity and fixed income investments, and exchange-traded funds (ETFs); Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, and rebalancing, and tax management needs; Management of portfolios of transferable securities; Management of securities portfolios

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, May 13, 2024
Primary Code036
First Use Anywhere DateMonday, July 1, 2024
First Use In Commerce DateMonday, July 1, 2024

Trademark Owner History


Party NameHarris Associates L.P.
Party Type30 - Original Registrant
Legal Entity Type13 - Limited Partnership
AddressChicago, IL 60606

Party NameHarris Associates L.P.
Party Type20 - Owner at Publication
Legal Entity Type13 - Limited Partnership
AddressChicago, IL 60606

Party NameHarris Associates L.P.
Party Type10 - Original Applicant
Legal Entity Type13 - Limited Partnership
AddressChicago, IL 60606

Trademark Events


Event DateEvent Description
Monday, May 13, 2024NEW APPLICATION ENTERED
Tuesday, November 12, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, November 26, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, December 18, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 26, 2024ASSIGNED TO EXAMINER
Tuesday, December 24, 2024PUBLISHED FOR OPPOSITION
Tuesday, December 24, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 18, 2025NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, February 24, 2025USE AMENDMENT FILED
Monday, February 24, 2025TEAS STATEMENT OF USE RECEIVED
Wednesday, May 14, 2025STATEMENT OF USE PROCESSING COMPLETE
Tuesday, May 13, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, July 9, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, July 16, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, July 29, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, July 29, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED