	US 12,462,303 B1
	Blockchain instrument for transferable equity
Thomas Marshall Gordon, III, Raleigh, NC (US)
Assigned to Equity Shift, Inc., Raleigh, NC (US)
Filed by Equity Shift, Inc., Raleigh, NC (US)
Filed on Feb. 26, 2025, as Appl. No. 19/063,907.
Application 19/063,907 is a continuation of application No. 18/946,264, filed on Nov. 13, 2024, granted, now 12,248,988.
Application 18/946,264 is a continuation of application No. 18/798,278, filed on Aug. 8, 2024, granted, now 12,148,038, issued on Nov. 19, 2024.
Application 18/798,278 is a continuation of application No. 18/545,500, filed on Dec. 19, 2023, granted, now 12,100,046, issued on Sep. 24, 2024.
Application 18/545,500 is a continuation of application No. 18/131,179, filed on Apr. 5, 2023, granted, now 11,854,082, issued on Dec. 26, 2023.
Application 18/131,179 is a continuation of application No. 17/728,464, filed on Apr. 25, 2022, granted, now 11,625,783, issued on Apr. 11, 2023.
Application 17/728,464 is a continuation in part of application No. 17/727,272, filed on Apr. 22, 2022, granted, now 11,443,379, issued on Sep. 13, 2022.
Application 17/727,272 is a continuation of application No. 17/514,746, filed on Oct. 29, 2021, granted, now 11,315,185, issued on Apr. 26, 2022.
Application 17/514,746 is a continuation of application No. 16/918,368, filed on Jul. 1, 2020, granted, now 11,164,254, issued on Nov. 2, 2021.
Application 16/918,368 is a continuation in part of application No. 16/910,936, filed on Jun. 24, 2020, granted, now 11,532,047, issued on Dec. 20, 2022.
Application 16/910,936 is a continuation of application No. 16/518,329, filed on Jul. 22, 2019, granted, now 10,699,340, issued on Jun. 30, 2020.
Application 16/518,329 is a continuation in part of application No. 16/271,447, filed on Feb. 8, 2019, granted, now 10,713,722, issued on Jul. 14, 2020.
Claims priority of provisional application 62/630,559, filed on Feb. 14, 2018.
This patent is subject to a terminal disclaimer.
Int. Cl. G06Q 40/04 (2012.01); G06Q 20/38 (2012.01)

CPC G06Q 40/04 (2013.01) [G06Q 20/3821 (2013.01); G06Q 20/389 (2013.01)]

20 Claims

1. A system for performing transactions of tokenized securities, comprising:

a platform including a server in network-based communication with a plurality of user devices;

wherein the platform receives a buy offer from a user device associated with a buying entity, wherein the buy offer includes a designated number of tokenized securities from a designated issuing entity, one or more designated classes of tokenized securities, and/or a price for each tokenized security;

wherein the platform automatically notifies each holder of one or more tokenized securities from the designated issuing entity regarding the buy offer;

wherein the platform receives a response from one or more holders of one or more tokenized securities from the designated issuing entity, the response including a number of tokenized securities each holder is willing to sell at one or more price points;

wherein the platform automatically rejects the buy offer if acceptance messages are not received from at least a preset threshold number of interested selling holders;

wherein the platform provides document management for each buy offer, wherein the platform records each edit made to at least one document associated with the buy offer and a user account which made each edit to an immutable ledger, and wherein the platform generates a new version of the at least one document each time a different user account edits the at least one document;

wherein the platform automatically transmits funds from a first financial account associated with the buying entity to a second financial account associated with the one or more holders of one or more tokenized securities from the designated issuing entity;

wherein a number of tokenized securities automatically sold by each of the one or more holders of the one or more tokenized securities is proportionate to a number of tokenized securities offered to be sold by each of the of the one or more holders of the one or more tokenized securities relative to a total number of tokenized securities offered to be sold by all of the one or more holders of the one or more tokenized securities; and

wherein the platform automatically populates a digital agreement document with the number of tokenized securities automatically sold by each of the one or more holders of the one or more tokenized securities, transmits the digital agreement document to the user device associated with the buying entity, and stores the digital agreement document on the immutable ledger.