US 12,067,517 B2
Facilitating shareholder voting and associated proxy rights
Andrew Trafford, San Francisco, CA (US); Laurence Beal, San Francisco, CA (US); Ryan Budd, San Francisco, CA (US); and River Satya, San Francisco, CA (US)
Assigned to Block, Inc., Oakland, CA (US)
Filed by Block, Inc., Oakland, CA (US)
Filed on Feb. 13, 2023, as Appl. No. 18/168,534.
Application 18/168,534 is a continuation of application No. 17/026,039, filed on Sep. 18, 2020, granted, now 11,580,478.
Prior Publication US 2023/0222424 A1, Jul. 13, 2023
This patent is subject to a terminal disclaimer.
Int. Cl. G06Q 10/0637 (2023.01); G07C 13/00 (2006.01)
CPC G06Q 10/0637 (2013.01) [G07C 13/00 (2013.01); G06Q 2230/00 (2013.01)] 20 Claims
OG exemplary drawing
 
1. An asset management system for collecting user voting selections prior to transmitting the user voting selections to a central securities depository, the asset management system comprising:
at least one processor;
at least one data store including preference profiles and logs for user accounts of the asset management system;
the at least one processor configured to determine one or more recommended proxy user accounts from the one or more user accounts of the asset management system for receiving proxy voting rights to be delegated by a first user account, wherein the one or more recommended proxy user accounts are determined by correlating a first voting preference or first user activity stored in a first preference profile and a first log associated with the first user account with a second voting preference or second user activity stored in second preference profiles and second logs associated with the one or more recommended proxy user accounts;
a user device configured to present a graphical user interface including an option to select a recipient user account from the one or more recommended proxy user accounts to receive the proxy voting rights delegated by the first user account, and to receive a selection of the recipient user account in the graphical user interface,
wherein the at least one processor is further configured to provide a shareholder voting instruction to enable proxy voting by the recipient user account on behalf of the first user account.