THE ESOP TRANSACTION MODEL Trademark

Trademark Overview


On Wednesday, January 31, 2024, a trademark application was filed for THE ESOP TRANSACTION MODEL with the United States Patent and Trademark Office. The USPTO has given the THE ESOP TRANSACTION MODEL trademark a serial number of 98384237. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, January 12, 2026. This trademark is owned by Employee Benefits Law Group PC. The THE ESOP TRANSACTION MODEL trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, Personal, and Legal & Social Services categories with the following description:

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
the esop transaction model

General Information


Serial Number98384237
Word MarkTHE ESOP TRANSACTION MODEL
Filing DateWednesday, January 31, 2024
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateMonday, January 12, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 3, 2026

Trademark Statements


Goods and ServicesEmployee 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
Goods and ServicesLegal advisory services in the field of employee stock plans; Legal consulting services in the field of Financial planning and investment advisory services
Goods and ServicesDownloadable 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
NOT AVAILABLE"ESOP"

Classification Information


International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateTuesday, January 6, 2026
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, January 31, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, January 31, 2024
Primary Code045
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameEmployee Benefits Law Group PC
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressGOLD RIVER, CA 95670

Party NameEmployee Benefits Law Group PC
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressGOLD RIVER, CA 95670

Trademark Events


Event DateEvent Description
Wednesday, January 31, 2024NEW APPLICATION ENTERED
Friday, May 31, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, August 26, 2024ASSIGNED TO EXAMINER
Thursday, August 29, 2024NON-FINAL ACTION WRITTEN
Thursday, August 29, 2024NON-FINAL ACTION E-MAILED
Thursday, August 29, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, December 16, 2024EXAMINERS AMENDMENT -WRITTEN
Monday, December 16, 2024EXAMINERS AMENDMENT E-MAILED
Monday, December 16, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, December 16, 2024EXAMINER'S AMENDMENT ENTERED
Monday, December 16, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 1, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 7, 2025PUBLISHED FOR OPPOSITION
Tuesday, January 7, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 7, 2025TEAS PETITION TO DIRECTOR RECEIVED
Monday, January 13, 2025WITHDRAWN FROM ISSUE - PETITIONS OFFICE REQUEST
Wednesday, April 2, 2025ASSIGNED TO PETITION STAFF
Monday, April 7, 2025PETITION INQUIRY LETTER ISSUED
Wednesday, May 14, 2025PETITION TO DIRECTOR DENIED
Wednesday, June 18, 2025TEAS PETITION TO DIRECTOR RECEIVED
Monday, October 6, 2025ASSIGNED TO PETITION STAFF
Tuesday, October 7, 2025PETITION INQUIRY LETTER ISSUED
Thursday, November 13, 2025PETITION TO DIRECTOR GRANTED
Friday, November 14, 2025PETITION GRANTED - RESPONSE RECEIVED
Friday, November 14, 2025NOTICE OF REVIVAL - E-MAILED
Friday, November 14, 2025ASSIGNED TO LIE
Monday, November 17, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, November 17, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, January 6, 2026APPROVED FOR PUB - PRINCIPAL REGISTER