| Serial Number | 97664736 |
| Word Mark | PATIENT OPPORTUNITY TRUST |
| Filing Date | Sunday, November 6, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 18, 2024 |
| Registration Number | 7423204 |
| Registration Date | Tuesday, June 18, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 26, 2023 |
| Goods and Services | Downloadable electronic publications in the nature of articles, brochures, fact sheets, newsletters, and white papers in the field of financial services, funds and investments |
| Goods and Services | Financial services, namely, asset, investment, and portfolio management services; mutual fund advisory services |
| NOT AVAILABLE | "TRUST" |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, November 23, 2022 |
| Primary Code | 009 |
| First Use Anywhere Date | Monday, August 21, 2023 |
| First Use In Commerce Date | Monday, August 21, 2023 |
| 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, November 23, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, August 21, 2023 |
| First Use In Commerce Date | Monday, August 21, 2023 |
| Party Name | PATIENT CAPITAL MANAGEMENT, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BALTIMORE, MD 21202 |
| Party Name | PATIENT CAPITAL MANAGEMENT, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BALTIMORE, MD 21202 |
| Party Name | PATIENT CAPITAL MANAGEMENT, LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BALTIMORE, MD 21202 |
| Party Name | Miller Value Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Baltimore, MD 21202 |
| Event Date | Event Description |
| Wednesday, November 9, 2022 | NEW APPLICATION ENTERED |
| Wednesday, November 23, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, August 21, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, August 22, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, August 22, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, August 22, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, August 22, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, August 22, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 23, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, September 6, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 26, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 26, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 21, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, April 5, 2024 | USE AMENDMENT FILED |
| Friday, April 5, 2024 | SOU TEAS EXTENSION RECEIVED |
| Friday, April 5, 2024 | SOU EXTENSION 1 FILED |
| Friday, April 5, 2024 | SOU EXTENSION 1 GRANTED |
| Friday, April 5, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Saturday, April 6, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, April 29, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, April 29, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, May 10, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, May 10, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, June 18, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 18, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |