US 8,577,782 Trading with conditional offers for semi-anonymous participants
11 defendants · 12 suits · updated October 12, 2026
Also cited as U.S. Patent No. 8,577,782 · US8577782B2 · US 8,577,782 B2 · 8577782 · the '782 patent
Cedar Lane Technologies Inc. has filed 12 patent-infringement suits on US 8,577,782, "Trading with conditional offers for semi-anonymous participants" since August 18, 2026, 4 of them in the S.D. Fla., against 11 distinct defendants including BCI Securities, Inc., Insigneo Financial Group, LLC and Tradestation Securities, Inc.. The patent was granted November 5, 2013 on a priority date of April 8, 2010. Its abstract opens: "According to one embodiment of the present invention, a method for generating conditional offers for semi-anonymous trading participants is provided." The examiner cited 5 references during prosecution.
- Assignee
- Cedar Lane Technologies Inc
- Priority date
- April 8, 2010
- Granted
- November 5, 2013
- Expires
- April 8, 2030
- Status
- Active - Reinstated
- Claims
- 32 (6 independent)
- Inventors
- Christopher R. Petruzzi
- Full text
- Google Patents
The suits
12 cases · S.D. Fla. (4) · S.D.N.Y. (4) · E.D. Tex. (1) · E.D.N.Y. (1) · W.D.N.Y. (1) · D. Del. (1)
| Filed | Defendant | Plaintiff | Court | Docket |
|---|---|---|---|---|
| 2026-08-18 | BCI Securities, Inc. | Cedar Lane Technologies Inc. | S.D. Fla. | 1:26-cv-25594 |
| 2026-08-18 | Insigneo Financial Group, LLC | Cedar Lane Technologies Inc. | S.D. Fla. | 1:26-cv-25629 |
| 2026-08-18 | Tradestation Securities, Inc. | Cedar Lane Technologies Inc. | S.D. Fla. | 1:26-cv-25631 |
| 2026-08-18 | Tradestation Securities, Inc. | Cedar Lane Technologies Inc. | S.D. Fla. | 0:26-cv-62296 |
| 2026-08-31 | A.G.P./Alliance Global Partners, LLC | Cedar Lane Technologies Inc. | S.D.N.Y. | 1:26-cv-07403 |
| 2026-08-31 | Aegis Capital Corporation | Cedar Lane Technologies Inc. | S.D.N.Y. | 1:26-cv-07405 |
| 2026-08-31 | American Century Investment Services, Inc. | Cedar Lane Technologies Inc. | S.D.N.Y. | 1:26-cv-07406 |
| 2026-08-31 | Ameritas Mutual Holding Company | Cedar Lane Technologies Inc. | S.D.N.Y. | 1:26-cv-07407 |
| 2026-08-31 | BOKF, NA | Cedar Lane Technologies Inc. | E.D. Tex. | 2:26-cv-00773 |
| 2026-08-31 | Bolton Global Capital, Inc. | Cedar Lane Technologies Inc. | E.D.N.Y. | 1:26-cv-05374 |
| 2026-08-31 | Brighton Securities Corp. | Cedar Lane Technologies Inc. | W.D.N.Y. | 1:26-cv-01878 |
| 2026-09-21 | BTG Pactual US Capital, LLC | Cedar Lane Technologies Inc. | D. Del. | 1:26-cv-01178 |
Docket links open the public record on CourtListener. Filing dates are the complaint's.
Independent claims
What is actually asserted, verbatim.
1. A method comprising: associating one of a plurality of trading entities with an identifier using a processor implemented at least partly in hardware; acquiring trade history information including a history of trading transactions associated with said identifier using a processor implemented at least partly in hardware; and receiving an offer to buy or to sell a trading item from a liquidity provider based on a profile generated from said trade history information, the profile containing information that indicates whether said trading transactions associated with said trading entity would generate a profit, using a processor implemented at least partly in hardware, said offer being only made to said trading entity associated with said identifier, said offer being processed through an exchange that processes trading transactions for items having a bid/offer spread.
10. A method comprising: acquiring a history of trading transactions made by one of a plurality of takers using a processor implemented at least partly in hardware, said taker being associated with an identifier; generating a profile of said taker using a processor implemented at least partly in hardware, said profile including trade history information that indicates whether said trading transactions made by said taker would generate a profit; and generating an offer to buy or to sell a trading item for a trade item based on said profile using a processor implemented at least partly in hardware, said offer being only directed to said taker associated with said identifier, said offer being processed through an exchange that processes trading transactions for items having a bid/offer spread.
15. A system comprising: a taker unit including a market order interface device implemented at least partly in hardware; an exchange system implemented at least partly in hardware, the exchange system processing trading transactions for items having a bid/offer spread including a trade history feed unit and a trade offer feed unit; a provider unit including a trade history profile database device implemented at least partly in hardware, wherein, said trade history profile database device including a profile of one of a plurality of trading entities, the one trading entity being associated with an identifier based on a trade history, said trade history profile containing information that indicates whether trading transactions associated with said trading entity would generate a profit, and an offer generator, wherein said offer generator generates an offer to buy or to sell a trading item based on said profile, said offer being associated with said identifier; and said offer generator sending said offer to said trade offer feed unit, wherein said offer may only be accepted by said trading entity associated with said identifier.
19. A computer program product for generating conditional offers for semi-anonymous trading participants, said computer program product comprising: a non-transitory computer usable medium having computer usable program code embodied therewith, said computer usable program code comprising: computer usable program code configured to: associate one of a plurality of trading entities with an identifier; acquire trade history information including a history of trading transactions associated with said identifier; and receive an offer to buy or to sell a trading item from a liquidity provider based on a profile generated from said trade history information, said profile containing information that indicates whether trading transactions associated with said trading entity would generate a profit, said offer being only made to said trading entity associated with said identifier through an exchange that processes trading transactions for items having a bid/offer spread.
20. A method comprising: associating a plurality of trading entities each with an identifier using a processor implemented at least partly in hardware; acquiring trade history information including a histories of trading transactions associated with a plurality of said identifiers using a processor implemented at least partly in hardware; generating profiles of said trading entities based on said histories, each said profile containing information that indicates whether trading transactions associated with a trading entity would generate a profit; and generating different offers to buy or to sell a trading item to different trading entities based on the profiles of individual trading entities, the offer being processed through an exchange that processes trading transactions for items having a bid/offer spread, using a processor implemented at least partly in hardware.
32. A method comprising: acquiring a history of trading transactions made by one of a plurality of takers using a processor implemented at least partly in hardware, said taker being associated with an identifier; generating a profile of said taker based on said history of trading transactions using a processor implemented at least partly in hardware said profile indicating whether said trading transactions would generate a profit; and generating an offer to buy or to sell a trading item to an exchange to make a trade associated with said taker for a predetermined fee to be paid to said exchange using a processor implemented at least partly in hardware, wherein the exchange processes trading transactions for items having a bid/offer spread.
Art before the examiner
16 references of record, 5 cited by the examiner.
Everything listed here was before the Office and is what a challenge must go beyond. Art the examiner never saw is where an invalidity search starts.
Examiner-cited
- US20010042036A1 — Method and system for investing in customizable investment products (Sanders Steven J.)
- US20020087455A1 — Global foreign exchange system (Manolis Tsagarakis)
- US20020138418A1 — Method and apparatus for providing pre-existing and prospective customers with an immediately accessible account (Zarin Marjorie Faith)
- US20100106578A1 — Shareholder reward system (Michael Gregory Allio)
- US7752123B2 — Order management system and method for electronic securities trading (Townsend Analytics Ltd.)
Applicant-cited and other (11)
- US5497317A — Device and method for improving the speed and reliability of security trade settlements
- US6112189A — Method and apparatus for automating negotiations between parties
- US20020004774A1 — Data analysis system for tracking financial trader history and profiling trading behavior
- US20020087453A1 — Trading system with anonymous rating of participants
- US6421653B1 — Systems, methods and computer program products for electronic trading of financial instruments
- US20050192888A1 — System and method to instantaneously settle a securities transaction over a network
- US7113924B2 — System and method for electronic spread trading in real and synthetically generated markets
- US20060229969A1 — Method of optimal informed trading with limited competition
- US7143060B2 — Trading party profiles in system for facilitating trade processing and trade management
- US20070027795A1 — System and method for using trader lists in an electronic trading system to route a trading order with a reserved size
- US7412415B2 — Pair trading system and method
Classification
- G06Q40/04primary — Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
Family
- US8577782B2 — B2 (2013)
- US20130066758A1 — A1 (2013)
- US20190287172A1 — A1 (2019)
- US20230281711A1 — A1 (2023)
- US20140136386A1 — A1 (2014)
Abstract
According to one embodiment of the present invention, a method for generating conditional offers for semi-anonymous trading participants is provided. According to one embodiment of the present invention, a method comprises associating a trading entity with an identifier; acquiring trade history information including a history of trading transactions associated with said identifier; and receiving an offer from a Liquidity Provider based on said trade history information, said offer being only made to the trading entity associated with one of said identifiers.
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This page is assembled from public records — federal court dockets and the patent's own file — and is updated as the case list changes. It states what the record shows and is not an opinion on the validity or infringement of any claim. Patent data via Google Patents; docket data via CourtListener.