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 STATEMENT OF USE - TO EXAMINER as of Wednesday, May 14, 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
General Information
| Serial Number | 98546844 |
| Word Mark | HARRIS | OAKMARK |
| Filing Date | Monday, May 13, 2024 |
| Status | 748 - STATEMENT OF USE - TO EXAMINER |
| Status Date | Wednesday, May 14, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 24, 2024 |
Trademark Statements
| Goods and Services | 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 |
Classification Information
| 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 | Monday, May 13, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, July 1, 2024 |
| First Use In Commerce Date | Monday, July 1, 2024 |
Trademark Owner History
| Party Name | Harris Associates L.P. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 13 - Limited Partnership |
| Address | Chicago, IL 60606 |
| Party Name | Harris Associates L.P. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 13 - Limited Partnership |
| Address | Chicago, IL 60606 |
Trademark Events
| Event Date | Event Description |
| Monday, May 13, 2024 | NEW APPLICATION ENTERED |
| Tuesday, November 12, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 26, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, December 18, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 24, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 26, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, February 24, 2025 | USE AMENDMENT FILED |
| Monday, February 24, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, December 24, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 18, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, May 13, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, May 14, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
